Portfolio Review

portfolio-review

Comprehensive portfolio overview with scores and interactive dashboard

Trigger

When the user says:

• "review my portfolio"
• "portfolio review"
• "/portfolio-review"
• "show portfolio with scores"
• "portfolio dashboard"
• "analyze my portfolio"
• "포트폴리오 리뷰"
• "포트폴리오 분석"
• "내 포트폴리오 확인"

Description

Performs comprehensive portfolio review including:

• Scoring all portfolio holdings (Financial + Valuation + Momentum)
• Calculating portfolio-level metrics (Total value, P&L, weighted score)
• Generating interactive HTML dashboard with Chart.js visualizations
• Providing insights on diversification and weak holdings
• Auto-opening dashboard in browser

Instructions

When triggered:

1. Locate plugin directory: Check these paths in order:

   • ~/.claude/skills/portfolio-copilot/../../scripts (installed via symlink)
   • plugins/portfolio-copilot/scripts (local development)

   Use the first path that exists. Store as $PLUGIN_DIR.

2. Check dependencies (silent auto-install):

   python3 -c "import yfinance, pandas, numpy, sqlalchemy" 2>/dev/null || \
     pip3 install yfinance pandas numpy sqlalchemy --quiet
   

   If this fails, inform the user to install manually:

   cd $PLUGIN_DIR/..
   pip3 install -r requirements.txt
   

3. Score all portfolio holdings:

   cd $PLUGIN_DIR
   python3 portfolio_manager.py score
   

   • This updates scores for all holdings in the database
   • Shows scoring progress and success rate

4. Generate HTML dashboard:

   python3 dashboard_generator.py
   

   • Generates portfolio-dashboard-YYYY-MM-DD.html in data/ directory
   • Creates 3 interactive Chart.js visualizations:
     • Sector Allocation pie chart
     • Score Distribution bar chart
     • P&L by Holding bar chart
   • Auto-opens dashboard in browser

5. Display terminal summary:

   python3 portfolio_manager.py show --with-scores
   

   • Shows portfolio holdings table with scores
   • Displays ticker, shares, price, P&L%, score, and grade

6. Provide insights and recommendations:

   • Analyze the output and provide:
     • Portfolio health assessment based on weighted average score
     • Sector concentration warnings (if any sector > 50%)
     • Identification of weak holdings (score < 5)
     • Underperforming stocks (negative P&L AND low score)
     • Rebalancing suggestions if applicable

Example Output

Terminal Summary

🔄 Scoring 3 holdings...
  Scoring AAPL... ✅ 7.3/10 (B+ Good)
  Scoring MSFT... ✅ 3.9/10 (D  Poor)
  Scoring NVDA... ✅ 6.6/10 (B  Fair)

✅ Scored 3/3 holdings

📊 Portfolio Summary
─────────────────────────────────────
Total Value:    $29,707.10
Total Cost:     $37,625.00
Total P&L:      -21.04% (-$7,917.90)
Weighted Score: 6.1/10 (Fair)

Holdings (with scores):
┌────────┬─────────┬───────────┬──────────┬─────────┬────────┐
│ Ticker │  Shares │ Curr Price│   P&L %  │  Score  │ Grade  │
├────────┼─────────┼───────────┼──────────┼─────────┼────────┤
│ AAPL   │  50.00  │  $275.50  │  +52.63% │  7.3/10 │ B+ Good│
│ MSFT   │  30.00  │  $404.37  │   -3.72% │  3.9/10 │ D  Poor│
│ NVDA   │  20.00  │  $190.05  │  -76.24% │  6.6/10 │ B  Fair│
└────────┴─────────┴───────────┴──────────┴─────────┴────────┘

✅ Dashboard generated: data/portfolio-dashboard-2026-02-12.html
🌐 Opening dashboard in browser...

AI Analysis

💡 Portfolio Analysis

**Overall Health**: Fair (6.1/10 weighted score)

**Sector Allocation**:
• Technology: 100% ⚠️ CRITICAL - Highly concentrated in single sector
• Recommendation: Consider diversifying into other sectors (Healthcare, Finance, Consumer)

**Performance Highlights**:
• Best Performer: AAPL (+52.63%, Score: 7.3/10) - Strong valuation, maintain position
• Worst Performer: NVDA (-76.24%, Score: 6.6/10) - Consider averaging down if fundamentals remain strong

**Weak Holdings Alert**:
• MSFT (Score: 3.9/10, P&L: -3.72%)
  - Issue: Poor score indicates weak fundamentals
  - Recommendation: Monitor closely, consider exiting if score doesn't improve

**Action Items**:
1. Diversify out of Technology sector (reduce from 100% to ~60%)
2. Monitor MSFT closely - potential exit candidate
3. Consider adding positions in:
   - Healthcare sector (Johnson & Johnson, UnitedHealth)
   - Financial sector (JPMorgan, Visa)
   - Consumer sector (Procter & Gamble, Coca-Cola)

**Dashboard**: View detailed charts and visualizations in the browser dashboard

Dashboard Features

The HTML dashboard includes:

1. Portfolio Summary Card

   • Total Value, Cost, P&L, Average Score, Number of Holdings
   • Color-coded P&L (green for positive, red for negative)

2. Holdings Table

   • Complete list of holdings with live data
   • Ticker, Shares, Avg Cost, Current Price, Market Value, P&L%, Score, Grade
   • Color-coded scores (Excellent, Good, Fair, Weak)

3. Interactive Charts

   • Sector Allocation Pie Chart: Visual breakdown of sector diversification
   • Score Distribution Bar Chart: Number of holdings in each score category
   • P&L by Holding Bar Chart: Performance comparison across holdings

4. Responsive Design

   • Clean, professional Financial Times-inspired styling
   • Mobile-friendly layout
   • Easy to read and navigate

Notes

• Portfolio ID defaults to 1 (primary portfolio)
• Scores are cached in database - use score command to refresh
• Dashboard is saved as static HTML file in data/ directory
• Dashboard uses CDN for Chart.js (requires internet connection)
• All monetary values displayed in portfolio's base currency

Error Handling

• If no portfolio exists: Prompts user to create one first
• If holdings have no scores: Runs scoring automatically
• If data fetch fails: Displays "N/A" and shows error message
• If browser doesn't auto-open: Provides file path to open manually

Related Skills

• analyze-stock: Deep-dive analysis of individual stocks
• find-opportunities: Discover undervalued stocks (Phase 2)
• portfolio-chat: AI conversational portfolio advisor (Phase 3)

CLI Commands Reference

Score Portfolio

cd plugins/portfolio-copilot/scripts
python3 portfolio_manager.py score

Show Portfolio with Scores

python3 portfolio_manager.py show --with-scores

Generate Dashboard

python3 dashboard_generator.py [PORTFOLIO_ID]

All-in-One Portfolio Review

python3 portfolio_manager.py score && \
python3 portfolio_manager.py show --with-scores && \
python3 dashboard_generator.py