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#

bash

export AISA_API_KEY="your-key"

Primary Runtime#

Use the bundled Python client as the canonical ClawHub runtime path:

bash

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.