PortfolioMeta Skill
Access real-time and historical financial data for equities and crypto assets using the PortfolioMeta API. Returns structured JSON for prices, fundamentals, analyst consensus, earnings calendars, and financial statements.
Quick Reference
| Endpoint |
Description |
Auth Required |
GET /v1/quote/{symbol} |
Real-time quote (price, change, volume) |
Yes |
GET /v1/historical/{symbol} |
Historical OHLCV data |
Yes |
GET /v1/fundamentals/{symbol} |
P/E, EPS, market cap, dividend yield |
Yes |
GET /v1/earnings/{symbol} |
Earnings history and upcoming calendar |
Yes |
GET /v1/analyst/{symbol} |
Analyst ratings, price targets, consensus |
Yes |
GET /v1/financials/{symbol} |
Income statement, balance sheet, cash flow |
Yes |
GET /v1/search |
Symbol search by name or ticker |
Yes |
Parameters
Quote Endpoint (/v1/quote/{symbol})
- symbol: Ticker symbol (e.g.,
AAPL, BTC, ETH)
- fields: Comma-separated list of fields to return (optional) —
price, change, changePercent, volume, marketCap, high52w, low52w
Historical Endpoint (/v1/historical/{symbol})
- symbol: Ticker symbol
- interval:
1d | 1w | 1mo | 1y
- from: Start date (ISO 8601, e.g.,
2024-01-01)
- to: End date (ISO 8601, e.g.,
2024-12-31)
- adjusted:
true | false — adjust for splits and dividends (default: true)
Analyst Endpoint (/v1/analyst/{symbol})
- symbol: Ticker symbol
- consensus:
true to include aggregated buy/hold/sell breakdown
Authentication
All endpoints require an API key passed as a header:
X-API-Key: <PORTFOLIOMETA_API_KEY>
Base URL: https://api.portfoliometa.com
Agent Behavior
- Quote requests: Return price, 24h/daily change, volume, and market cap by default
- Comparisons: When comparing multiple assets, fetch in parallel and tabulate results
- Fundamentals: Always include P/E ratio, EPS, and market cap when discussing stock valuation
- Earnings: Highlight next earnings date and last 4 quarters of EPS actual vs. estimate
- Analyst ratings: Show consensus (Strong Buy / Buy / Hold / Sell / Strong Sell) with number of analysts and median price target
- Crypto symbols: Use standard tickers —
BTC, ETH, SOL, USDC, etc.
Output Format
Single asset quote
{symbol} — ${price} ({change}% 24h)
Volume: {volume} | Market Cap: {marketCap}
52w High: {high52w} | 52w Low: {low52w}
Fundamentals table
| Metric |
Value |
| P/E Ratio |
— |
| EPS (TTM) |
— |
| Market Cap |
— |
| Dividend Yield |
— |
| Revenue (TTM) |
— |
Analyst consensus
Consensus: BUY (23 analysts)
Median Target: $XXX | Range: $XXX – $XXX
Buy: 15 | Hold: 6 | Sell: 2
Required Environment Variables
PORTFOLIOMETA_API_KEY — PortfolioMeta API key (https://portfoliometa.com)
Error Handling
- 401: Invalid or missing API key — prompt user to check
PORTFOLIOMETA_API_KEY
- 404: Symbol not found — suggest searching with
/v1/search?q={name}
- 429: Rate limit exceeded — back off 60 seconds before retry
- Unknown symbol: For crypto, try both
BTC and BTC-USD variants
1---2name: portfoliometa3description: Real-time and historical market data for stocks and crypto via PortfolioMeta API — prices, fundamentals, earnings, analyst ratings, and financial statements.4license: MIT5---67# PortfolioMeta Skill89Access real-time and historical financial data for equities and crypto assets using the PortfolioMeta API. Returns structured JSON for prices, fundamentals, analyst consensus, earnings calendars, and financial statements.1011## Quick Reference1213| Endpoint | Description | Auth Required |14|----------|-------------|---------------|15| `GET /v1/quote/{symbol}` | Real-time quote (price, change, volume) | Yes |16| `GET /v1/historical/{symbol}` | Historical OHLCV data | Yes |17| `GET /v1/fundamentals/{symbol}` | P/E, EPS, market cap, dividend yield | Yes |18| `GET /v1/earnings/{symbol}` | Earnings history and upcoming calendar | Yes |19| `GET /v1/analyst/{symbol}` | Analyst ratings, price targets, consensus | Yes |20| `GET /v1/financials/{symbol}` | Income statement, balance sheet, cash flow | Yes |21| `GET /v1/search` | Symbol search by name or ticker | Yes |2223## Parameters2425### Quote Endpoint (`/v1/quote/{symbol}`)2627- **symbol**: Ticker symbol (e.g., `AAPL`, `BTC`, `ETH`)28- **fields**: Comma-separated list of fields to return (optional) — `price`, `change`, `changePercent`, `volume`, `marketCap`, `high52w`, `low52w`2930### Historical Endpoint (`/v1/historical/{symbol}`)3132- **symbol**: Ticker symbol33- **interval**: `1d` | `1w` | `1mo` | `1y`34- **from**: Start date (ISO 8601, e.g., `2024-01-01`)35- **to**: End date (ISO 8601, e.g., `2024-12-31`)36- **adjusted**: `true` | `false` — adjust for splits and dividends (default: `true`)3738### Analyst Endpoint (`/v1/analyst/{symbol}`)3940- **symbol**: Ticker symbol41- **consensus**: `true` to include aggregated buy/hold/sell breakdown4243## Authentication4445All endpoints require an API key passed as a header:4647```48X-API-Key: <PORTFOLIOMETA_API_KEY>49```5051Base URL: `https://api.portfoliometa.com`5253## Agent Behavior54551. **Quote requests**: Return price, 24h/daily change, volume, and market cap by default562. **Comparisons**: When comparing multiple assets, fetch in parallel and tabulate results573. **Fundamentals**: Always include P/E ratio, EPS, and market cap when discussing stock valuation584. **Earnings**: Highlight next earnings date and last 4 quarters of EPS actual vs. estimate595. **Analyst ratings**: Show consensus (Strong Buy / Buy / Hold / Sell / Strong Sell) with number of analysts and median price target606. **Crypto symbols**: Use standard tickers — `BTC`, `ETH`, `SOL`, `USDC`, etc.6162## Output Format6364### Single asset quote6566```67{symbol} — ${price} ({change}% 24h)68Volume: {volume} | Market Cap: {marketCap}6952w High: {high52w} | 52w Low: {low52w}70```7172### Fundamentals table7374| Metric | Value |75|--------|-------|76| P/E Ratio | — |77| EPS (TTM) | — |78| Market Cap | — |79| Dividend Yield | — |80| Revenue (TTM) | — |8182### Analyst consensus8384```85Consensus: BUY (23 analysts)86Median Target: $XXX | Range: $XXX – $XXX87Buy: 15 | Hold: 6 | Sell: 288```8990## Required Environment Variables9192```93PORTFOLIOMETA_API_KEY — PortfolioMeta API key (https://portfoliometa.com)94```9596## Error Handling9798- **401**: Invalid or missing API key — prompt user to check `PORTFOLIOMETA_API_KEY`99- **404**: Symbol not found — suggest searching with `/v1/search?q={name}`100- **429**: Rate limit exceeded — back off 60 seconds before retry101- **Unknown symbol**: For crypto, try both `BTC` and `BTC-USD` variants
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