Skills
.Work. You
Rest

visualize-portfolio

Community

One command to visualize your entire portfolio.

Data & Analytics#automation#visualization#portfolio#CSV#Tastytrade#Fidelity
Authorrgbussell
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the end-to-end portfolio visualization workflow: locating the latest Fidelity and Tastytrade CSV exports from your Downloads folder, harmonizing data, generating comprehensive visualizations, and opening them in your web browser to give you immediate insights—without manual data wrangling.

Core Features & Use Cases

  • Automatic file discovery: Finds the most recently downloaded Fidelity and Tastytrade portfolio CSV files.
  • Data harmonization: Aligns fields across brokers for consistent analysis.
  • Visual dashboards: Generates current-value, allocation, and options exposure charts plus an expiring options report.
  • One-click workflow: Opens plots in a browser and saves reports for easy sharing.

Quick Start

From the project root, run: python .claude/skills/visualize-portfolio/tools/visualize.py Or navigate to the skill directory and run: python tools/visualize.py

Dependency Matrix

Required Modules

None required

Components

Standard package

đź’» 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: visualize-portfolio
Download link: https://github.com/rgbussell/pine_scripts/archive/main.zip#visualize-portfolio

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.