What problem does it solve? Manually checking brokerage accounts for positions, P/L, and daily fills is repetitive and error-prone, and there is no auditable record of portfolio performance over time. This Skill automates pulling live TastyTrade account data and archiving every snapshot for verifiable performance history. ## Core Features & Use Cases - Live Portfolio Fetch: Retrieves account balances (NLV, cash, buying power, margin equity), open positions with cost basis and unrealized P/L, today's transactions, and 30-day NLV history via the TastyTrade OAuth API. - Structured Output: Writes a timestamped JSON snapshot, a human-readable Markdown summary, and a latest.json symlink to ~/clarion/portfolio/. - Auditable History in DuckDB: Loads snapshots into portfolio_daily and position_daily tables with idempotent upserts, plus a query tool for NLV trends, per-position history, and full audit trails. - Use Case: Schedule a daily Zo Automation after market close to snapshot the portfolio, then feed latest.json into an investor letter workflow or compare live positions against active investment theses. ## Quick Start Ask the AI to run the portfolio fetch script to pull my current TastyTrade positions and balances and show me a summary of today's P/L.
