Skills/Portfolio Management
Financial & MarketsReady

Portfolio Management

Create and maintain a simple investment portfolio with live price-aware summaries. Use it to add holdings, update positions, inspect allocation, and monitor current profit and loss.

OpenClawClaude CodeHermes

Install skill

Use the AIsa Portfolio Management skill for my agent. Review https://aisa.one/docs/agent-skills/stock-portfolio and the endpoint list on https://aisa.one/skills/stock-portfolio for capabilities, authentication, pricing, and safety guidance. Configure AIsa API access with AISA_API_KEY. Start with one read-only task, summarize which endpoint you would use, and ask for confirmation before any write, posting, or account-changing action.

Tools & Endpoints(1)

API declarations from Docs 41103e660218ed95a09c8a90686301604497d918, contract 564fc5afa483600d6bea4cb99f3496c83dfce8b310aa05e382a68d60670dd1b9. Prices are published references; quote the actual request for your account.

Published default-request reference, not an account quote. Public reference only; authenticate and quote the actual request for account pricing.

Some response definitions are incomplete; consult the formal API reference.

Formal API reference

Example Tasks

Example
Create a portfolio with AAPL, MSFT, and NVDA positions.

Show my portfolio's current P&L.

Update a holding and summarize how allocation changed.

Configuration

Required Environment Variables

AISA_API_KEY

Notes

Use the Skill.md tab for complete setup details, requirements, and operational guidance from the source skill.