SKILL verified Apache-2.0 Self-run

Stock Portfolio

Name: Stock Portfolio
Availability: InStock
Author: AIsa-team

skill-aisa-team-agent-skills-stock-portfolio · by AIsa-team

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.

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Install

$ agentstack add skill-aisa-team-agent-skills-stock-portfolio

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

✓ Prompt-injection patterns
✓ Secret / credential exfiltration
✓ Dangerous shell & filesystem operations
✓ Untrusted network calls
✓ Known-malicious package signatures

What it can access

✓ Network access No
✓ Filesystem access No
✓ Shell / process execution No
✓ Environment & secrets No
✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Portfolio Management — AIsa Edition

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

Usage

# Create a new portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" create "My Portfolio"

# Add a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add AAPL --quantity 10 --cost 150
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show --portfolio "My Portfolio"

# Update a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" update AAPL --quantity 15 --cost 160

# Remove a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" remove AAPL

# List all portfolios
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" list

# Rename a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/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_PLUGIN_DATA}/portfolios.json for persistence across sessions.

NOT FINANCIAL ADVICE. For informational purposes only.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Author: AIsa-team
Source: AIsa-team/agent-skills
License: Apache-2.0

Install and usage instructions live in the source repository linked above.

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Versions

v0.1.0 Imported from the upstream source.