Portfolio Management

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

Install

First, install the AIsa CLI if you have not already:

npm install -g @aisa-one/cli

Then install the skill:

aisa skills install stock-portfolio

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.

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"

Actions

Action	Description
`create NAME`	Create a new portfolio
`list`	List all portfolios
`show`	Show portfolio summary with live P&L
`add TICKER`	Add position with `--quantity` and `--cost`
`update TICKER`	Update position quantity/cost
`remove TICKER`	Remove position from portfolio
`rename OLD NEW`	Rename a portfolio
`delete NAME`	Delete a portfolio

Data Storage

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

Get started

Sign up at aisa.one (new accounts start with $2 free credit).
Generate an API key from the console.

Set your key and install the skill:

export AISA_API_KEY="your-key"
npm install -g @aisa-one/cli
aisa skills install stock-portfolio

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.

Getting Started

Marketing

AI Model Gateway

Creative AI

Data & Finance

Search & Research

Social Media

Portfolio Management

Install

What can agents do with it?

Position tracking

Allocation review

Live P&L

Rebalance notes

Usage

Actions

Data Storage

Get started

Watchlist Management

Stock & Crypto Analysis

AIsa Market

​Install

​What can agents do with it?

Position tracking

Allocation review

Live P&L

Rebalance notes

​Usage

​Actions

​Data Storage

​Get started

​Related

Watchlist Management

Stock & Crypto Analysis

AIsa Market

Install

What can agents do with it?

Usage

Actions

Data Storage

Get started

Related