How do I install the Portfolio Daily Tracker skill?

Run npx skillmds@latest add stepuuu/portfolio-daily-tracker 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 Portfolio Daily Tracker safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Portfolio Daily Tracker?

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 Portfolio Daily Tracker free to use?

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

Who published Portfolio Daily Tracker?

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

Portfolio Daily Tracker by stepuuu — Agent Skill

Name: Portfolio Daily Tracker
Author: Stepuuu

Portfolio Daily Tracker

Track and report multi-group stock portfolios with daily snapshots, live Yahoo Finance prices, P&L analytics, and push notifications (Feishu/Telegram). Supports A-shares, HK, US markets. Use when asked about holdings, buy/sell/rebalance positions, generate daily portfolio reports, check drawdown or returns, update fund/cash balances, or run the full snapshot-report-push pipeline.

Stepuuu Updated Sep 22, 2026

File contents

Portfolio Daily Tracker Skill

Use Python 3.10+ and the engine scripts installed by scripts/setup.sh.

Read and propose workflow

Read the latest dated snapshot with get_tracker_snapshot for valuations.
Read /api/ledger for confirmed native cash and quantities if the ledger is active.
For an explicit trade, request any missing account, date, currency, quantity, price and fee. Do not infer a price from market quotes or a screenshot.
Call propose_ledger_events using the transaction schema in docs/LEDGER.md.
Tell the user nothing has been booked and direct them to /ledger to review and confirm. Never call the confirmation API or legacy holdings-writing scripts on their behalf as part of proposal generation.
After confirmation, snapshots can be regenerated independently. Report delivery requires an explicit user-configured destination and authorization.

get_all_tools() now exposes read and proposal tools. The previous direct update and pipeline tools are no longer registered. Existing external agents should update their instructions before enabling the ledger. Existing schedulers using legacy holdings mutation must be disabled before migration.

Installation

bash scripts/setup.sh [target_dir]

For a first look at the complete app, run make setup and make demo in the cloned repository. The demo is read-only and uses fictional data. For a writable ledger, use make start, then explicitly confirm opening balances on /ledger.

Frequently asked questions