Skills/Portfolio Management
Data & FinanceReady

Portfolio Management

Create and maintain a simple investment portfolio with live price-aware summaries. Use it to add holdings, update positions, inspect allocation, and monitor current profit and loss.

OpenClawClaude CodeHermes

Install skill with this prompt

Use the AIsa Portfolio Management skill for my agent. Review https://aisa.one/docs/agent-skills/stock-portfolio and the endpoint list on https://aisa.one/skills/stock-portfolio for capabilities, authentication, pricing, and safety guidance. Configure AIsa API access with AISA_API_KEY. Start with one read-only task, summarize which endpoint you would use, and ask for confirmation before any write, posting, or account-changing action.

Tools & Endpoints(1)

Example Tasks

Example
Create a portfolio with AAPL, MSFT, and NVDA positions.

Show my portfolio's current P&L.

Update a holding and summarize how allocation changed.

Configuration

Required Environment Variables

AISA_API_KEY

Notes

Use the Skill.md tab for complete setup details, requirements, and operational guidance from the source skill.