Portfolio Tracker Skill
Track and manage your stock portfolio with P&L calculations, position sizing, and performance analytics.
Capabilities
Position Management
- •Add/remove positions
- •Track entry price and quantity
- •Calculate average cost basis
- •Record partial sells and additions
P&L Tracking
- •Real-time unrealized P&L
- •Realized gains/losses
- •Daily, weekly, monthly returns
- •Overall portfolio performance
- •Per-position P&L breakdown
Risk Management
- •Position size as % of portfolio
- •Maximum position limits
- •Stop loss tracking
- •Risk/reward calculations
- •Portfolio beta and volatility
Performance Analytics
- •Time-weighted returns
- •Money-weighted returns
- •Benchmark comparison (SPY, QQQ)
- •Win rate and average win/loss
- •Best/worst performers
Diversification Analysis
- •Sector allocation
- •Market cap distribution
- •Geographic exposure
- •Concentration risk assessment
Usage
code
/portfolio # View full portfolio summary /portfolio add AAPL 100 150.50 # Add position (ticker, qty, price) /portfolio sell AAPL 50 175.00 # Sell shares /portfolio performance # Performance metrics /portfolio risk # Risk analysis /portfolio sectors # Sector breakdown
Position Tracking Format
code
AAPL - Apple Inc. Shares: 100 Avg Cost: $150.50 Current: $178.25 Value: $17,825 P&L: +$2,775 (+18.44%) % of Portfolio: 12.5%
Export Options
- •CSV export for tax reporting
- •Integration with brokerage APIs (future)
- •Position history logs
Notes
- •Positions are stored locally in
~/.stockbot/portfolio.json - •Prices update when you check portfolio status
- •For accurate tax reporting, consult a professional