# Portfolio Management

> Skill: Portfolio Management

- Skill: `olaxbt/portfolio-management` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add olaxbt/portfolio-management`
- Raw SKILL.md: https://api.skillmd.com/api/skills/olaxbt/portfolio-management/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: olaxbt (https://skillmd.com/u/olaxbt)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/olaxbt/portfolio-management

---

# Skill: Portfolio Management

## Capabilities
- `get_state()` → portfolio snapshot
- Direct query: "What's my current NAV?"
- Direct query: "Show all open positions"

## Data Sources
- Trade book (in-memory + persistent)
- Execution engine position feed
- Cash balance from exchange/OMS

## Query Interface
```
/portfolio_management?action=state
/portfolio_management?action=positions
```
Returns: portfolio snapshot with NAV, exposure, positions.

## Dependencies
- `trade_book` for position tracking
- Execution engine adapter