# 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.

- Skill: `baofeng-tech/stock-portfolio` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds add baofeng-tech/stock-portfolio`
- Raw SKILL.md: https://api.skillmd.com/api/skills/baofeng-tech/stock-portfolio/raw
- Safety review: pending (external: skill-scanner PASS, skillspector CAUTION)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: baofeng-tech (https://skillmd.com/u/baofeng-tech)
- Updated: 2026-08-19
- Page: https://skillmd.com/skills/baofeng-tech/stock-portfolio

---


# Portfolio Management — AIsa Edition

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

## Usage

```bash
# 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.