Portfolio Management

When to Use

• Create and manage stock crypto portfolios with live AISA pricing and P&L tracking. Use when: the user wants to add holdings, inspect portfolio performance, rename portfolios, or review current profit and loss.

When NOT to Use

• Do not use this skill for browser-cookie extraction, passwords, Keychain access, or other local sensitive credential access.
• Prefer a different skill when the user request is outside this skill's domain.

Capabilities

• Create, update, list, rename, and delete portfolios from the command line.
• Track live P&L with repo-local state instead of default home-directory persistence.

Quick Start