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