xtb-portfolio-performance-export

Installation
SKILL.md

XTB Portfolio Performance Export

Use this skill to create and validate Portfolio Performance CSV files from XTB Cash Operations data using the bundled exporter.py.

Workflow

  1. Identify the target workbook. If omitted and exactly one non-lock .xlsx exists, the exporter can auto-detect it.
  2. Run exporter validation before trusting an import file: <skill-folder>/scripts/validate-export.sh
  3. Create the Portfolio Performance CSV files: <skill-folder>/scripts/export-portfolio-performance.sh <report.xlsx>
  4. If the user needs a custom directory, run: <skill-folder>/scripts/export-portfolio-performance.sh <report.xlsx> -o <output-dir>
  5. Inspect the generated CSV headers and a sample of rows before saying they are import-ready.
  6. Read references/portfolio-performance-csv.md before explaining import steps, transaction mappings, or limitations.
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xtb-portfolio-performance-export — farcasclaudiu/xtb-investment-tools