position-check

What problem does it solve?

This Skill helps traders and portfolio managers quickly understand their current trading positions, overall exposure, and portfolio allocation, enabling better risk management and decision-making.

Core Features & Use Cases

• Position Summary: View open positions with key metrics like quantity, cost, current value, and P&L.
• Detailed Analysis: Get an in-depth look at all positions, including historical data, or specific symbol details.
• Reconciliation: Automatically compare internal records with broker data to identify discrepancies.
• Exposure Breakdown: Analyze sector exposure, long/short ratios, concentration, and Value at Risk (VaR).
• Use Case: A trader can use this skill to get a quick summary of their open trades at the end of the day, or to reconcile their positions against their broker's statement before the market opens.

Quick Start

Run the position-check skill to see a summary of your current open positions.