visualize-portfolio

Name: visualize-portfolio
Availability: InStock
Author: rgbussell

Generate portfolio visualizations from Fidelity and Tastytrade CSV exports.

Updated Aug 23, 2026

Search Tags:#automation #visualization #portfolio #CSV #Tastytrade #Fidelity

One-click install

npx skills add https://github.com/rgbussell/pine_scripts --skill visualize-portfolio

Or copy as Structured Prompt for Agent▼

Please help me install this Agent Skill.
Skill: visualize-portfolio
Source: https://github.com/rgbussell/pine_scripts/tree/main/.claude/skills/visualize-portfolio
Command: npx skills add https://github.com/rgbussell/pine_scripts --skill visualize-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the end-to-end portfolio visualization workflow: locating the latest Fidelity and Tastytrade CSV exports from your Downloads folder, harmonizing data, generating comprehensive visualizations, and opening them in your web browser to give you immediate insights—without manual data wrangling.

Core Features & Use Cases

Automatic file discovery: Finds the most recently downloaded Fidelity and Tastytrade portfolio CSV files.
Data harmonization: Aligns fields across brokers for consistent analysis.
Visual dashboards: Generates current-value, allocation, and options exposure charts plus an expiring options report.
One-click workflow: Opens plots in a browser and saves reports for easy sharing.

Quick Start

From the project root, run: python .claude/skills/visualize-portfolio/tools/visualize.py Or navigate to the skill directory and run: python tools/visualize.py