How do I install the Stock Portfolio skill?

Run npx skillmds@latest add baofeng-tech/stock-portfolio-6 in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Stock Portfolio safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: executes scripts. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Stock Portfolio?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Stock Portfolio free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Stock Portfolio?

baofeng-tech (@baofeng-tech) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Stock Portfolio by baofeng-tech — Agent Skill

Name: Stock Portfolio
Rating: 4.2 (5 reviews)
Author: baofeng-tech

Stock Portfolio

Manage investment portfolios with live P&L tracking via AIsa API. Create, add, update, remove positions, rename, and show portfolio summary with real-time profit/loss. Use when the user wants to track investments, manage a portfolio, check P&L, or add/remove holdings.

baofeng-tech Updated Sep 22, 2026 1 repo stars

File contents

Portfolio Management — AIsa Edition

Manage investment portfolios with live P&L tracking using the AIsa API.

Usage

# Create a new portfolio
python3 scripts/portfolio.py create "My Portfolio"

# Add a position
python3 scripts/portfolio.py add AAPL --quantity 10 --cost 150
python3 scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 scripts/portfolio.py show
python3 scripts/portfolio.py show --portfolio "My Portfolio"

# Update a position
python3 scripts/portfolio.py update AAPL --quantity 15 --cost 160

# Remove a position
python3 scripts/portfolio.py remove AAPL

# List all portfolios
python3 scripts/portfolio.py list

# Rename a portfolio
python3 scripts/portfolio.py rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 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-skill-data/portfolios.json for persistence across sessions.

NOT FINANCIAL ADVICE. For informational purposes only.

Frequently asked questions