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When the user needs to analyse a ticker with risk metrics, run portfolio-level analytics (cash drag, projection, rebalance, decomposition, currency exposure, diversification, income, realized gains, withdrawal, asset metadata), or get deeper analytics beyond status/performance.
How this skill is triggered — by the user, by Claude, or both
Slash command
/portfolio:analyseThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Two categories: **ticker analysis** (fetches from Yahoo Finance) and **portfolio analytics** (uses cached prices, no network).
Two categories: ticker analysis (fetches from Yahoo Finance) and portfolio analytics (uses cached prices, no network).
Analyze any Yahoo Finance ticker with risk metrics and technical indicators:
portfolio asset_analysis --ticker AAPL
portfolio asset_analysis --ticker SPY --benchmark QQQ
portfolio asset_analysis --ticker BTC-USD --period 1y
portfolio asset_analysis --asset AAPL --lookback-days 504
portfolio asset_analysis --ticker VTI --as-of-date 2026-05-01 --risk-free-rate 0.05
Alias: asset-analysis. Flags:
--ticker / --asset (required) — Yahoo Finance symbol--period — analysis period (e.g. 1mo, 3mo, 6mo, 1y, 2y, 5y, max)--lookback-days / --lookback_days — override period with N trading days--benchmark — benchmark for beta/alpha/IR (default SPY)--as-of-date / --as_of_date — YYYY-MM-DD reference date--risk-free-rate / --risk_free_rate — risk-free rate for Sharpe (default 0.05)All read commands emit the standard JSON envelope and use cached prices (no network fetch).
portfolio cash_drag
portfolio cash_drag --as-of-date 2026-01-31 --from-date 2025-01-01 --benchmark-return-rate 0.10 --cash-return-rate 0.03
portfolio projection --monthly-contribution 1000 --annual-return-rate 0.08
portfolio projection --target-value 1000000 --projection-years 20 --inflation-rate 0.03
portfolio rebalance --target "VTI=50,VXUS=20,BND=30"
portfolio rebalance --target "VTI=50,VXUS=20,BND=30" --as-of-date 2026-01-31
portfolio decomposition
portfolio decomposition --as-of-date 2026-01-31
portfolio currency_exposure
portfolio diversification
portfolio diversification --as-of-date 2026-01-31 --lookback-days 252
Flags: --lookback-days / --lookback_days (default 252), --min-correlation / --min_correlation.
portfolio income
portfolio income --as-of-date 2026-01-31 --from-date 2025-01-01 --asset AAPL
portfolio realized-gains
portfolio realized-gains --from-date 2025-01-01 --to-date 2025-12-31
portfolio realized-gains --by-year
portfolio realized-gains --asset AAPL
portfolio withdrawal
portfolio withdrawal --annual-withdrawal 40000 --time-horizon-years 30 --expected-return 0.07 --inflation-rate 0.03
portfolio asset-metadata
portfolio asset-metadata --asset AAPL
portfolio asset-metadata --refresh
For status, cash, allocation, summary, concentration, performance, mwr, transactions, and report, see the portfolio-status skill.
Provides 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.
npx claudepluginhub kaiukov/my-portfolio --plugin portfolio