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From portfolio
When the user needs to add, edit, delete, or exchange portfolio transactions using the CLI.
How this skill is triggered — by the user, by Claude, or both
Slash command
/portfolio:add-transactionThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Supported actions: `BUY`, `SELL`, `DEPOSIT`, `WITHDRAW`, `TRANSFER`, `DIVIDEND`, `INTEREST`, `FEE`, `TAX`.
Supported actions: BUY, SELL, DEPOSIT, WITHDRAW, TRANSFER, DIVIDEND, INTEREST, FEE, TAX.
Currency exchange uses the dedicated portfolio exchange command.
| Type | Example | Notes |
|---|---|---|
| US equities | AAPL, VTI, SPY | Standard ticker |
| Crypto | BTC-USD | Yahoo Finance pair format |
| Forex | EURUSD=X | Yahoo Finance FX format |
| Mutual funds | VFIAX | Standard ticker |
--exchange is required:
portfolio add --date 2026-01-01 --asset AAPL --action BUY \
--quantity 10 --price 150 --exchange Interactive
Use --id to target:
portfolio edit --id 42 --price 155.50
portfolio edit --id 42 --dry-run # Preview changes
--confirm is required (unless --dry-run):
portfolio delete --id 42 --confirm
portfolio delete --id 42 --dry-run # Preview what would be deleted
Two linked transactions — --rate is the from→to FX rate:
portfolio exchange --date 2026-01-01 \
--from USD --to EURUSD=X \
--quantity 1000 --rate 0.92
portfolio split --date 2026-01-01 --asset AAPL --ratio 4 --confirm
Primary: YYYY-MM-DD. Legacy DD-MM-YYYY is accepted on write commands with a stderr deprecation warning.
npx claudepluginhub kaiukov/my-portfolio --plugin portfolioProvides UI/UX resources: 50+ styles, color palettes, font pairings, guidelines, charts for web/mobile across React, Next.js, Vue, Svelte, Tailwind, React Native, Flutter. Aids planning, building, reviewing interfaces.
Fetches up-to-date documentation from Context7 for libraries and frameworks like React, Next.js, Prisma. Use for setup questions, API references, and code examples.