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
export AISA_API_KEY="your-key"
Primary Runtime
Use the bundled Python client as the canonical ClawHub runtime path:
python3 scripts/portfolio.py
Example Queries
- Create a portfolio for AI stocks and show the current P&L.
Notes
- Default state is stored in
./.clawdbot/skills/stock-analysis/portfolios.json unless CLAWDBOT_STATE_DIR is set.