How do I install the Investment Portfolio skill?

Run npx skillmds@latest add bytesagain/investment-portfolio 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 Investment Portfolio safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: executes scripts. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Investment 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 Investment Portfolio free to use?

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

Who published Investment Portfolio?

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

Investment Portfolio by bytesagain — Agent Skill

Name: Investment Portfolio
Rating: 4.2 (5 reviews)
Author: bytesagain

File contents

investment-portfolio

Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format.

Commands

`add`

Add a holding — specify ticker, number of shares, and purchase price.

scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000

`remove`

Remove a holding by ticker symbol.

scripts/script.sh remove TSLA

`update`

Update the current market price of a holding.

scripts/script.sh update AAPL 195.00

`list`

Show all holdings with shares, buy price, and current price.

scripts/script.sh list

`summary`

Portfolio summary — total value, total cost, overall P/L.

scripts/script.sh summary

`allocation`

ASCII bar chart showing portfolio allocation by ticker as percentage.

scripts/script.sh allocation

`performance`

Detailed gain/loss analysis per holding with percentage returns.

scripts/script.sh performance

`risk`

Risk metrics — standard deviation of returns and diversification score.

scripts/script.sh risk

`rebalance`

Generate buy/sell suggestions to match target allocation percentages.

scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'

`dca`

Dollar-cost averaging calculator — monthly investment table over 12 months.

scripts/script.sh dca AAPL 500

`dividend`

Calculate dividend yield from annual dividend and current price.

scripts/script.sh dividend AAPL 3.76 195.00

`compare`

Compare two holdings side by side — shares, prices, and P/L.

scripts/script.sh compare AAPL GOOGL

`sectors`

Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.

scripts/script.sh sectors

`export`

Export portfolio data as CSV.

scripts/script.sh export csv

`history`

Show transaction history from the log file.

scripts/script.sh history

`help`

scripts/script.sh help

`version`

scripts/script.sh version

Examples

# Build a portfolio
scripts/script.sh add AAPL 10 175
scripts/script.sh add GOOGL 5 140
scripts/script.sh add BTC 0.1 42000
scripts/script.sh update AAPL 195

# Analyze
scripts/script.sh summary
scripts/script.sh allocation
scripts/script.sh performance
scripts/script.sh risk

# Rebalance
scripts/script.sh rebalance '{"AAPL":50,"GOOGL":30,"BTC":20}'
scripts/script.sh compare AAPL GOOGL
scripts/script.sh sectors

Configuration

Variable	Required	Description
`PORTFOLIO_DIR`	No	Data directory (default: `~/.local/share/investment-portfolio/`)

Data Storage

All data saved in ~/.local/share/investment-portfolio/:

holdings.jsonl — Portfolio holdings (one JSON object per line)
history.log — Transaction log

Requirements

bash 4.0+
python3 (for JSONL processing and calculations)

All prices are manually entered — no external API calls.

Powered by BytesAgain | bytesagain.com | hello@bytesagain.com

---name: investment-portfoliodescription: Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets.--- # investment-portfolio Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format. ## Commands ### `add` Add a holding — specify ticker, number of shares, and purchase price. ```bash scripts/script.sh add AAPL 10 175.50 scripts/script.sh add BTC 0.5 42000 ``` ### `remove` Remove a holding by ticker symbol. ```bash scripts/script.sh remove TSLA ``` ### `update` Update the current market price of a holding. ```bash scripts/script.sh update AAPL 195.00 ``` ### `list` Show all holdings with shares, buy price, and current price. ```bash scripts/script.sh list ``` ### `summary` Portfolio summary — total value, total cost, overall P/L. ```bash scripts/script.sh summary ``` ### `allocation` ASCII bar chart showing portfolio allocation by ticker as percentage. ```bash scripts/script.sh allocation ``` ### `performance` Detailed gain/loss analysis per holding with percentage returns. ```bash scripts/script.sh performance ``` ### `risk` Risk metrics — standard deviation of returns and diversification score. ```bash scripts/script.sh risk ``` ### `rebalance` Generate buy/sell suggestions to match target allocation percentages. ```bash scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}' ``` ### `dca` Dollar-cost averaging calculator — monthly investment table over 12 months. ```bash scripts/script.sh dca AAPL 500 ``` ### `dividend` Calculate dividend yield from annual dividend and current price. ```bash scripts/script.sh dividend AAPL 3.76 195.00 ``` ### `compare` Compare two holdings side by side — shares, prices, and P/L. ```bash scripts/script.sh compare AAPL GOOGL ``` ### `sectors` Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping. ```bash scripts/script.sh sectors ``` ### `export` Export portfolio data as CSV. ```bash scripts/script.sh export csv ``` ### `history` Show transaction history from the log file. ```bash scripts/script.sh history ``` ### `help` ```bash scripts/script.sh help ``` ### `version` ```bash scripts/script.sh version ``` ## Examples ```bash # Build a portfolio scripts/script.sh add AAPL 10 175 scripts/script.sh add GOOGL 5 140 scripts/script.sh add BTC 0.1 42000 scripts/script.sh update AAPL 195 # Analyze scripts/script.sh summary scripts/script.sh allocation scripts/script.sh performance scripts/script.sh risk # Rebalance scripts/script.sh rebalance '{"AAPL":50,"GOOGL":30,"BTC":20}' scripts/script.sh compare AAPL GOOGL scripts/script.sh sectors ``` ## Configuration | Variable | Required | Description | |----------|----------|-------------| | `PORTFOLIO_DIR` | No | Data directory (default: `~/.local/share/investment-portfolio/`) | ## Data Storage All data saved in `~/.local/share/investment-portfolio/`: - `holdings.jsonl` — Portfolio holdings (one JSON object per line) - `history.log` — Transaction log ## Requirements - bash 4.0+ - python3 (for JSONL processing and calculations) All prices are manually entered — no external API calls. --- *Powered by BytesAgain | bytesagain.com | hello@bytesagain.com*

Frequently asked questions

Investment Portfolio

File contents

investment-portfolio

Commands

add

remove

update

list

summary

allocation

performance

risk

rebalance

dca

dividend

compare

sectors

export

history

help

version