portfolio-daily-tracker
Installation
SKILL.md
Portfolio Daily Tracker Skill
Prerequisites / 前置条件
This skill requires the engine scripts from the main repository. Run setup first:
bash scripts/setup.sh [target_dir]
This clones the repo, creates data directories, copies config templates, and installs Python dependencies. The Python engine scripts (portfolio_manager.py, portfolio_snapshot.py, portfolio_report.py, portfolio_daily_update.py) are located in engine/scripts/ after setup.
触发条件
当用户提到以下内容时使用此技能:
- 持仓变动(买入、卖出、加仓、减仓、调仓)
- 查询当前持仓、市值、盈亏
- 询问投资组合报告、投资表现
- 提到具体股票名称+数量变化
- 询问回撤、收益率、资产走势
- 基金/现金余额变更