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View on GitHub -> Portfolio tracking for agents. Manage positions, allocation, and live P&L snapshots with AIsa market data.

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Install

aisa skills install stock-portfolio

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What can agents do with it?

Position tracking

Summarize portfolio holdings and exposure.

Allocation review

Check concentration by asset, sector, or theme.

Live P&L

Estimate current profit and loss from market data.

Rebalance notes

Flag positions that need review.

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Usage

# Create a new portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" create "My Portfolio"

# Add a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add AAPL --quantity 10 --cost 150
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show --portfolio "My Portfolio"

# Update a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" update AAPL --quantity 15 --cost 160

# Remove a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" remove AAPL

# List all portfolios
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" list

# Rename a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" delete "Old Portfolio"

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Actions

ActionDescription
create NAMECreate a new portfolio
listList all portfolios
showShow portfolio summary with live P&L
add TICKERAdd position with --quantity and --cost
update TICKERUpdate position quantity/cost
remove TICKERRemove position from portfolio
rename OLD NEWRename a portfolio
delete NAMEDelete a portfolio

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Data Storage

Portfolio data is stored in ${CLAUDE_PLUGIN_DATA}/portfolios.json for persistence across sessions. NOT FINANCIAL ADVICE. For informational purposes only.

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Get started

  1. Sign up at aisa.one (new accounts start with $2 free credit).
  2. Generate an API key from the console.
  3. Set your key and install the skill: 
    export AISA_API_KEY="your-key"
aisa skills install stock-portfolio
  4. Start a new agent session so the runtime loads the updated skill instructions.

Watchlist Management

Track targets and alert checks.

Stock & Crypto Analysis

Analyze individual holdings.

AIsa Market

Market data for portfolio review.