investment

Coordinate transaction logging,盈亏(P&L) calculation, and research indexing across multiple sources.

Updated Feb 26, 2026
One-click install
npx skills add https://github.com/coderfengyun/digital-brain-of-me --skill investment
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investment
Source: https://github.com/coderfengyun/digital-brain-of-me/tree/main/.agents/skills/investment
Command: npx skills add https://github.com/coderfengyun/digital-brain-of-me --skill investment

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python-binance, python-dotenv, futu-api, and includes scripts (resource) and references (resource) components.

What problem does it solve?

个人投资知识管理中,交易日志难以统一、盈亏计算分散、投研作者索引不集中,导致信息碎片化与重复数据。

Core Features & Use Cases

  • 交易日志管理:集中记录买卖、价格、币种、日期等信息,支持从多来源导入。
  • 盈亏与作者索引:自动计算已实现盈亏与浮动盈亏,维护投研作者的索引和所写内容的链接。
  • 数据导入与整合:从币安、富途、招商证券等平台导入交易记录,生成统一的交易日志和研究材料。
  • Use Case: 将日常交易与研究笔记绑定,快速构建个人投资组合画布并追踪作者观点。

Quick Start

直接导入最新交易并生成第一份盈亏报告,以查看已实现与浮动盈亏的初步状态。

Frequently Asked Questions about investment

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I consolidate trading logs and calculate P&L from Binance and Futu?▼

Consolidating trading logs and calculating P&L from Binance and Futu involves importing broker transaction records into a unified system. The Skill automates daily trade logging, updates realized and floating P&L, and generates unified investment reports across multiple platforms.

What is the best way to manage investment research notes and author indexing?▼

Managing investment research notes and author indexing requires linking research authors to their written content and reports. This Skill maintains a centralized author index, binding daily trades to research notes to quickly build a personal investment portfolio canvas and track author viewpoints.

Can I import broker data from multiple sources like Binance and Futu into one investment log?▼

Yes, you can import broker data from multiple sources like Binance, Futu, and China Merchants Securities into one investment log. It uses python-binance, futu-api, and python-dotenv dependencies to integrate trading records and generate unified transaction logs and research materials.

How to calculate realized and floating P&L for a personal investment portfolio?▼

Calculating realized and floating P&L for a personal investment portfolio is done by applying automated P&L computation to imported transaction data. The Skill processes buy and sell actions, prices, currencies, and dates to output an initial status report of realized and unrealized gains.

Do I need python-binance and futu-api to track daily trades and generate P&L reports?▼

You need python-binance and futu-api dependencies to track daily trades and generate P&L reports if importing data directly from those specific platforms. The Skill relies on these libraries alongside python-dotenv to automate transaction logging and coordinate P&L calculation across sources.