---
name: stock-portfolio-975cd9513c2a
description: Manage investment portfolios with live P&L tracking via AIsa API. Create, add, update, remove positions, rename, and show portfolio summary with real-time profit/loss. Use when the user wants to track investments, manage a portfolio, check P&L, or add/remove holdings.
compatibility: Designed for Agent Skills compatible clients such as OpenClaw, Claude Code, Hermes, and GitHub-backed skill catalogs. Requires system binaries python3, environment variables AISA_API_KEY and internet access to api.aisa.one.
metadata:
  author: AIsa
  version: 1.0.0
  homepage: https://aisa.one
  repository: https://github.com/baofeng-tech/agent-skills
  tags: stock,aisa
  platforms: agentskills.io,agentskill.sh,github
  primary_env: AISA_API_KEY
allowed-tools: Read Bash Grep
---

# Portfolio Management — AIsa Edition

Manage investment portfolios with live P&L tracking using the AIsa API.

## Usage

```bash
# Create a new portfolio
python3 scripts/portfolio.py create "My Portfolio"

# Add a position
python3 scripts/portfolio.py add AAPL --quantity 10 --cost 150
python3 scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 scripts/portfolio.py show
python3 scripts/portfolio.py show --portfolio "My Portfolio"

# Update a position
python3 scripts/portfolio.py update AAPL --quantity 15 --cost 160

# Remove a position
python3 scripts/portfolio.py remove AAPL

# List all portfolios
python3 scripts/portfolio.py list

# Rename a portfolio
python3 scripts/portfolio.py rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 scripts/portfolio.py delete "Old Portfolio"
```

### Actions

| Action | Description |
|--------|-------------|
| `create NAME` | Create a new portfolio |
| `list` | List all portfolios |
| `show` | Show portfolio summary with live P&L |
| `add TICKER` | Add position with `--quantity` and `--cost` |
| `update TICKER` | Update position quantity/cost |
| `remove TICKER` | Remove position from portfolio |
| `rename OLD NEW` | Rename a portfolio |
| `delete NAME` | Delete a portfolio |

## Data Storage

Portfolio data is stored in `./.claude-skill-data/portfolios.json` for persistence across sessions.

**NOT FINANCIAL ADVICE.** For informational purposes only.


---
Source attribution: baofeng-tech
Original project: https://github.com/baofeng-tech/agent-skills/blob/6da0a55a3aa88f283251abe4392be1217ccb7b52/stock-portfolio/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: baofeng-tech
Original project: https://github.com/baofeng-tech/agent-skills/blob/6da0a55a3aa88f283251abe4392be1217ccb7b52/stock-portfolio/SKILL.md
Attribution basis: Source repository record

Fields of work: Finance & Accounting
Roles: Accountant, CFO / FP&A, Financial Analyst
Specialties: API, Backend, Design, Frontend, Git, Mobile
Tools: Aisa Api
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 3fed7e1632c118d7c92e59f84b98448b430e88cf2bdc8bce027263544bdf9649