Portfolio Management Skill

Each user has an independent portfolio record. Before any write operation (add / remove), the ticker must be validated first.

Users often provide abbreviations, shorthand, or Chinese names, so validation is mandatory:

If the ticker is uncertain, call data_fetch(data_type="search", symbol="...") first
The search result returns the correct symbol and name
Use the validated ticker and company name for the actual action

Examples:

User says "tem" -> data_fetch(data_type="search", symbol="TEM") -> Tempus AI Inc
User says "NVIDIA" -> data_fetch(data_type="search", symbol="NVDA") or search "nvidia"
User says "Tesla" -> the ticker is already known as TSLA and can be used directly

Each user has an independent portfolio record. Before any write operation (add / remove), the ticker must be validated first.

Users often provide abbreviations, shorthand, or Chinese names, so validation is mandatory:

If the ticker is uncertain, call data_fetch(data_type="search", symbol="...") first
The search result returns the correct symbol and name
Use the validated ticker and company name for the actual action

Examples:

User says "tem" -> data_fetch(data_type="search", symbol="TEM") -> Tempus AI Inc
User says "NVIDIA" -> data_fetch(data_type="search", symbol="NVDA") or search "nvidia"
User says "Tesla" -> the ticker is already known as TSLA and can be used directly

`data_fetch(data_type="search", symbol="...")`	Search or validate a ticker and get the correct ticker and company name
`portfolio(action="get")`	Get all current holdings
`portfolio(action="add", ticker="...", name="...", shares=..., cost_price=...)`	Add or update a holding
`portfolio(action="remove", ticker="...")`	Delete a holding
`portfolio(action="summary")`	Get a portfolio summary such as total value and P/L

Portfolio Management