context-portfolio
OfficialTrack investments, analyze performance, effortlessly.
Finance & Accounting#analytics#financial data#portfolio#asset management#accounts#holdings#investments
Authorstars-end
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Understanding the architecture and implementation of portfolio management, account aggregation, and holdings tracking can be complex across backend, frontend, and database layers.
Core Features & Use Cases
- Portfolio Data Navigation: Explore backend APIs, services, and database schemas related to portfolios, accounts, and holdings.
- Holdings & Positions Tracking: Understand how active and soft-closed positions are managed, enabling historical position tracking and lifetime performance views.
- Historical Analytics Foundation: Learn about
holdings_snapshotsfor time-series analysis, performance tracking, and trend visualization. - Use Case: When developing new portfolio features or debugging discrepancies in holdings data, this Skill provides immediate context on the entire portfolio management stack.
Quick Start
Ask about "portfolio features" or "holdings sync" to get context on portfolio management, account aggregation, and positions tracking.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: context-portfolio Download link: https://github.com/stars-end/affordabot/archive/main.zip#context-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.