Portfolio Management

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

Install

npx skills add AIsa-team/agent-skills --skill stock-portfolio

npm install -g @aisa-one/cli
aisa skills install stock-portfolio

Start a new agent session after installing so the skill loads.

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 and create an API key in the console.
Set it in your shell: export AISA_API_KEY="your-key".
Install the skill with one of the commands under Install, then start a new agent session.

Watchlist Management

Track targets and alert checks.

Stock & Crypto Analysis

Analyze individual holdings.

AIsa Market

Market data for portfolio review.

Overview

Financial & Markets

Search & Research

Social Media

AI Models

Marketing

Creative

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