XTB Portfolio Review

Use this skill to run and assess XTB portfolio reviews from a copied skill folder. The skill bundles the required Python tools in scripts/, so it can run without the original repository as long as Python dependencies are installed.

Workflow

1. Identify the target workbook. If the user does not name one and exactly one non-lock .xlsx exists in the current working directory, use it.
2. Ensure dependencies are available: <skill-folder>/scripts/setup-env.sh
3. Validate the bundled tools: <skill-folder>/scripts/validate-review.sh
4. Generate the review from the directory where outputs should be written: <skill-folder>/scripts/run-review.sh <report.xlsx> Add --csv only when the user explicitly asks for CSV exports.
5. Inspect the results/<stem>_review.html output. If CSV export was requested, also inspect outputs named from the workbook stem, especially _holdings.csv, _cash_flows.csv, _performance.csv, _income.csv, and _evolution.csv.
6. Check whether computed ending cash reconciles to the broker Total row within EUR/USD/etc. 0.01.
7. Report findings with caveats: cost-priced tickers, missing live prices, cash mismatch, XIRR availability, concentration, income tax drag, and any generated file paths.

Bundled Tools