portfolio

What problem does it solve? Tracking personal stock holdings manually is error-prone: remembering purchase prices, computing weighted average costs across multiple buys, and calculating floating profit and loss against current prices all require tedious bookkeeping. This Skill turns natural-language statements like "I bought 1000 shares at 15" into structured portfolio records with automatic P&L analysis. ## Core Features & Use Cases - Transaction Recording: Log buy and sell actions with price, quantity, and date; the system validates that sell quantities never exceed current holdings and computes weighted average cost for repeated buys. - Holdings Overview: Retrieve the full position list with realized P&L from closed trades, then fetch latest quotes to compute floating P&L per position and in total. - Position Cleanup: Delete records for stocks you no longer want to track. - Use Case: You say "I sold 500 shares of Zijin Mining at 18" and later ask "how are my holdings doing" — the Skill records the sale, then presents a table of quantity, cost basis, current price, floating P&L, realized P&L, and portfolio totals. ## Quick Start Tell the assistant "I bought 1000 shares of Zijin Mining at 15 yuan" and then ask "how are my holdings performing" to see your profit and loss summary.