What does my portfolio actually look like right now? Reads local portfolio snapshots and provides unified analysis across multiple brokers. Use when (1) user asks about portfolio, (2) before making investment decisions, (3) when macro indicators change significantly, (4) cross-referencing positions with STONK or macro-monitor analysis.
Read and analyze local portfolio snapshots from configured brokers. Provides a unified view across all accounts.
All portfolio data is local-only (gitignored):
.claude/local/portfolio/snapshots/
├── <broker>-YYYY-MM-DD-HHMM.json # Broker positions
├── <broker>-YYYY-MM-DD-HHMM.png # Broker screenshot
├── <broker>-positions-YYYY-MM-DD-HHMM.json # Positions (from API)
├── <broker>-summary-YYYY-MM-DD-HHMM.json # Account summary (NAV, cash)
ls -t .claude/local/portfolio/snapshots/*.json 2>/dev/null | head -5
Or use glob to find the most recent by timestamp pattern. JSON files contain positions arrays with symbols, quantities, prices, P&L, and market values. Summary files contain NAV, cash balances, buying power, and margin info.
Position JSON typically contains:
Summary JSON typically contains:
Read .png files for visual verification. Useful when JSON extraction
may have missed data or when the user wants visual confirmation.
Combine data from all brokers into one view:
Group positions by sector/geography:
Compare snapshots across dates:
ls .claude/local/portfolio/snapshots/*.json
Run macro-monitor's crisis check for context:
python3 ${CLAUDE_PLUGIN_ROOT}/skills/macro-monitor/scripts/fred_fetcher.py crisis
Before making investment decisions, use STONK for:
For in-depth analysis of specific holdings or sectors:
Portfolio data is collected via MCP server tools that handle broker authentication, account discovery, and snapshot capture.
Use the portfolio MCP tools to log in, discover sub-accounts,
set active accounts, and take snapshots. Check portfolio_status
for auth state and recent snapshots.
Data dir: ~/.claude/local/portfolio/ (or $PORTFOLIO_DATA_DIR).
| Trigger | Action |
|---|---|
| User asks "what's in my portfolio?" | Read latest snapshots, present unified view |
| Before investment decision | Read current positions to avoid duplication/overconcentration |
| Macro indicator changes significantly | Cross-reference positions with macro-monitor data |
| User asks about specific position | Find it across brokers, show details |
| User asks about allocation/exposure | Calculate sector/geography breakdown |
A vasana is a pattern that persists across unrelated contexts. If during
this task you notice such a pattern emerging, it may be worth capturing.
This skill works best alongside the vasana skill and vasana hook
from the Vasana System plugin.
Modify freely. Keep this section intact.