User Profile

User Profile Skill

This skill provides 3 unified tools for managing user data:

• get_user_data - Read user data
• update_user_data - Create or update user data
• remove_user_data - Delete user data

You should call these tools directly instead of using ExecuteCode tool.

Tool 1: get_user_data

Retrieve user data by entity type.

Entities

Examples

# Get complete user data (recommended for initial context)
get_user_data(entity="all")
# Returns: {
#   "profile": {"name": "John", "timezone": "America/New_York", "locale": "en-US"},
#   "preferences": {"risk_preference": {...}, "investment_preference": {...}, ...},
#   "watchlists": [{"name": "Tech Stocks", "items": [...], ...}],
#   "portfolio": [{"symbol": "AAPL", "quantity": 50, ...}]
# }

# Get user profile
get_user_data(entity="profile")
# Returns: {"name": "John", "timezone": "America/New_York", "locale": "en-US"}

# Get all preferences
get_user_data(entity="preferences")
# Returns: {"risk_preference": {...}, "investment_preference": {...}, "agent_preference": {...}}

# Get all watchlists
get_user_data(entity="watchlists")
# Returns: [{"watchlist_id": "abc", "name": "Tech Stocks", "is_default": true}, ...]

# Get items from default watchlist
get_user_data(entity="watchlist_items")
# Returns: [{"symbol": "AAPL", "notes": "..."}, {"symbol": "NVDA", ...}]

# Get items from specific watchlist
get_user_data(entity="watchlist_items", entity_id="abc-123")

# Get portfolio holdings
get_user_data(entity="portfolio")
# Returns: [{"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}, ...]

Tool 2: update_user_data

Create or update user data (upsert semantics).

Common Options for Preferences

All preference entities (risk_preference, investment_preference, agent_preference) support:

The data dict accepts any fields. Extra fields like notes, instruction, avoid_sectors are stored alongside named fields.

# Merge with existing (default behavior)
update_user_data(entity="agent_preference", data={
    "output_style": "Balanced summary with key numbers highlighted",
    "notes": "User prefers brevity"
})

# Replace entire preference (delete all existing fields, set only new ones)
update_user_data(entity="agent_preference", data={
    "output_style": "In-depth deep dive with full analysis"
}, replace=True)

Entity: profile

Update user profile info.

# Update display name
update_user_data(entity="profile", data={"name": "John Doe"})

# Mark onboarding complete
update_user_data(entity="profile", data={"onboarding_completed": True})

Entity: risk_preference

Set risk tolerance settings. All fields accept any descriptive string.

# Descriptive risk preference
update_user_data(
    entity="risk_preference",
    data={
        "risk_tolerance": "Moderate - comfortable with market swings but avoids concentrated bets",
        "notes": "Prefers diversification after 2022 tech losses"
    }
)

Entity: investment_preference

Set investment style settings. All fields accept any descriptive string. At least one field is required.

# Full investment profile with rich descriptions
update_user_data(
    entity="investment_preference",
    data={
        "company_interest": "Dividend-paying blue chips and REITs for income",
        "holding_period": "Long-term (5+ years), rarely sells",
        "analysis_focus": "Dividend sustainability and balance sheet strength",
        "avoid_sectors": "Crypto, speculative biotech"
    }
)

Entity: agent_preference

Set agent behavior settings. All fields accept any descriptive string.

# Rich agent preferences
update_user_data(
    entity="agent_preference",
    data={
        "output_style": "Balanced summary with key numbers highlighted",
        "data_visualization": "Include charts when comparing multiple stocks",
        "proactive_questions": "Use your judgment, only ask when critical"
    }
)

Entity: watchlist

Create or update a watchlist.

# Create a watchlist
update_user_data(
    entity="watchlist",
    data={"name": "AI Companies", "description": "Companies focused on AI"}
)

# Create and set as default
update_user_data(
    entity="watchlist",
    data={"name": "My Watchlist", "is_default": True}
)

Entity: watchlist_item

Add or update an item in a watchlist.

# Add to default watchlist
update_user_data(
    entity="watchlist_item",
    data={"symbol": "NVDA", "notes": "Watching for AI chip growth"}
)

# Add to specific watchlist with full details
update_user_data(
    entity="watchlist_item",
    data={
        "symbol": "AAPL",
        "watchlist_id": "abc-123",
        "name": "Apple Inc.",
        "exchange": "NASDAQ",
        "notes": "iPhone revenue growth"
    }
)

# Add an ETF
update_user_data(
    entity="watchlist_item",
    data={"symbol": "QQQ", "instrument_type": "etf", "notes": "Tech exposure"}
)

Entity: portfolio_holding

Add or update a portfolio holding.

# Add basic holding
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}
)

# Add holding with account
update_user_data(
    entity="portfolio_holding",
    data={
        "symbol": "VTI",
        "quantity": 100,
        "average_cost": 220.50,
        "account_name": "Fidelity 401k",
        "instrument_type": "etf",
        "notes": "Long-term retirement holding"
    }
)

# Same symbol in different accounts
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "MSFT", "quantity": 25, "account_name": "Robinhood"}
)
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "MSFT", "quantity": 50, "account_name": "Schwab IRA"}
)

Tool 3: remove_user_data

Delete user data by entity type.

Entity: watchlist

Delete an entire watchlist.

# Delete by ID
remove_user_data(
    entity="watchlist",
    identifier={"watchlist_id": "abc-123"}
)

# Delete by name
remove_user_data(
    entity="watchlist",
    identifier={"name": "Tech Stocks"}
)

Entity: watchlist_item

Remove an item from a watchlist.

# Remove from default watchlist
remove_user_data(
    entity="watchlist_item",
    identifier={"symbol": "NVDA"}
)

# Remove from specific watchlist
remove_user_data(
    entity="watchlist_item",
    identifier={"symbol": "AAPL", "watchlist_id": "abc-123"}
)

Entity: portfolio_holding

Remove a portfolio holding.

# Remove holding (when only one account)
remove_user_data(
    entity="portfolio_holding",
    identifier={"symbol": "AAPL"}
)

# Remove from specific account
remove_user_data(
    entity="portfolio_holding",
    identifier={"symbol": "MSFT", "account_name": "Robinhood"}
)

Error Handling

• If a stock is already in a watchlist, inform the user and offer alternatives
• If a holding already exists, offer to update it instead of creating a duplicate
• If user_id is not available, inform that the user needs to be logged in

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