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Sf Portfolio

skill-daviddme-claude-skills-sf-portfolio · by daviddme

One-screen account view across StrategyFactory — exchanges, cached USDT balances, bots (with status), and open positions per exchange. Use when the user asks "where do I stand / show my portfolio / what bots are running / what's my balance / what positions are open / portfolio snapshot". Read-only.

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Install

$ agentstack add skill-daviddme-claude-skills-sf-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

sf-portfolio

The dashboard. One command, four data sources merged:

  • GET /exchanges — what's connected
  • GET /exchanges/balances — USDT cached balances (10-min cache)
  • GET /bots — every bot with normalized status (ACTIVE/PAUSED/DRAFT/DISABLED)
  • GET /positions — live open positions per exchange

When to use

  • "Show my portfolio"
  • "What bots are running where?"
  • "Balance across all exchanges"
  • "Open positions snapshot"

How to run

python sf-portfolio/portfolio.py [--json]

Output

Three blocks: exchanges + balances, bots grouped by exchange, open positions grouped by exchange. Balances mark cached and checkedAt; positions are always live (not cached server-side).

Notes

  • Balances are cached 10 minutes server-side; force-refresh by calling

POST /exchanges/balances/cache/clear (use --clear-cache).

  • This view never returns API keys, secrets, or passphrases.

Source & license

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

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

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Versions

  • v0.1.0 Imported from the upstream source.

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