portfolio-manager

Track and manage the trading portfolio — positions, cash, P&L, allocation, and performance metrics. Use this skill in every daily trading run to understand current portfolio state before making decisions. It reads portfolio data via `trade-executor` (BT Trade demo or live, via bt-gateway), calculates performance, checks allocation limits, and determines available capital for new trades. Trigger whenever you need to know the current portfolio state, check if a trade fits within risk limits, or review historical performance.

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Install skill "portfolio-manager" with this command: npx skills add bogdanripa/skillsmp-bogdanripa-bogdanripa-portfolio-manager

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Related Skills

Related by shared tags or category signals.

General

tax-tracker

Log every trade for Romanian tax reporting (Declarația Unică). Use this skill in the evening run whenever trades were executed during the day. It maintains a complete trade log with all data needed for the annual tax filing — purchase date, sale date, quantities, prices in RON, commissions, and computed gains/losses. At year-end, it generates a summary ready for the DU. Trigger after any trade execution, or when the user asks about tax obligations or wants to generate tax reports.

Repository SourceNeeds Review

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General

trade-journal

Record the full story behind every trade — entry thesis, market context at entry, exit reason, and outcome — to build a corpus the strategy can learn from. Trigger this skill in two places. First, at ENTRY: whenever trade-executor fills a new position, immediately append an entry record with the thesis and context. Second, at EXIT: whenever portfolio-manager detects a position has been closed (sold, stopped out, or taken profit), append an exit record that closes the loop with outcome and lessons. This skill is the raw material the retrospective skill consumes weekly. Also trigger when the user asks to review past trades, search the journal, or understand why a particular trade was entered or exited.

Repository SourceNeeds Review

-0bogdanripa

General

trade-executor

Execute trades AND answer any question about the brokerage account itself — current cash balance, positions, open orders, recent fills. Talks to BT Trade (demo or live) via the bt-gateway REST API. Trigger whenever the synthesis step decides to place, modify, or cancel an order, whenever current positions and fills need to be reconciled with market reality, OR whenever the user asks anything about their trading account (e.g. "how much cash do I have", "what do I own", "what orders are open", "show me my portfolio").

Repository SourceNeeds Review

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Automation

bvb-news

Monitor BVB company announcements, Romanian financial press, and corporate actions for anything that could move BET-Plus names. Runs on both morning and evening routines. Uses a mix of structured sources (per-symbol BVB announcement pages) and real-time web search for third-party coverage. Trigger whenever the pipeline needs current BVB news, when evaluating a specific stock, or when the user asks what's happening on the Romanian market.

Repository SourceNeeds Review

-0bogdanripa