investment-portfolio

---

version: "4.0.0"

name: investment-portfolio

description: "Track investments with buy/sell records, allocation charts, and P/L analysis. Use when managing a stock or crypto portfolio, rebalancing, or comparing assets."

author: BytesAgain

homepage: https://bytesagain.com

source: https://github.com/bytesagain/ai-skills

---

# investment-portfolio

Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format.

Commands

`add`

Add a holding — specify ticker, number of shares, and purchase price.

scripts/script.sh add AAPL 10 175.50
scripts/script.sh add BTC 0.5 42000

`remove`

Remove a holding by ticker symbol.

scripts/script.sh remove TSLA

`update`

Update the current market price of a holding.

scripts/script.sh update AAPL 195.00

`list`

Show all holdings with shares, buy price, and current price.

scripts/script.sh list

`summary`

Portfolio summary — total value, total cost, overall P/L.

scripts/script.sh summary

`allocation`

ASCII bar chart showing portfolio allocation by ticker as percentage.

scripts/script.sh allocation

`performance`

Detailed gain/loss analysis per holding with percentage returns.

scripts/script.sh performance

`risk`

Risk metrics — standard deviation of returns and diversification score.

scripts/script.sh risk

`rebalance`

Generate buy/sell suggestions to match target allocation percentages.

scripts/script.sh rebalance '{"AAPL":40,"GOOGL":30,"BTC":30}'

`dca`

Dollar-cost averaging calculator — monthly investment table over 12 months.

scripts/script.sh dca AAPL 500

`dividend`

Calculate dividend yield from annual dividend and current price.

scripts/script.sh dividend AAPL 3.76 195.00

`compare`

Compare two holdings side by side — shares, prices, and P/L.

scripts/script.sh compare AAPL GOOGL

`sectors`

Sector breakdown with allocation chart. Uses built-in ticker-to-sector mapping.

scripts/script.sh sectors

`export`

Export portfolio data as CSV.

scripts/script.sh export csv

`history`

Show transaction history from the log file.

scripts/script.sh history

`help`

scripts/script.sh help

`version`

scripts/script.sh version

Examples

# Build a portfolio
scripts/script.sh add AAPL 10 175
scripts/script.sh add GOOGL 5 140
scripts/script.sh add BTC 0.1 42000
scripts/script.sh update AAPL 195

# Analyze
scripts/script.sh summary
scripts/script.sh allocation
scripts/script.sh performance
scripts/script.sh risk

# Rebalance
scripts/script.sh rebalance '{"AAPL":50,"GOOGL":30,"BTC":20}'
scripts/script.sh compare AAPL GOOGL
scripts/script.sh sectors

Configuration

| Variable | Required | Description |

|----------|----------|-------------|

| `PORTFOLIO_DIR` | No | Data directory (default: `~/.local/share/investment-portfolio/`) |

Data Storage

All data saved in `~/.local/share/investment-portfolio/`:

Requirements

All prices are manually entered — no external API calls.

---

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