stock-portfolio

stock-portfolio is a skill for Claude Code from AIsa-team/agent-skills. It costs 63 tokens per session (2,090 once invoked), scanned A, original, Apache-2.0.

A skill for managing investment portfolios through the AIsa API, with current profit-and-loss information for tracked positions. A portfolio is a saved collection of investments such as shares or cryptocurrency.

In plain words
What is it for?
Use it to create, list, rename, and view portfolios, or add, update, and remove stock and cryptocurrency positions.
Why use it?
It keeps holdings, quantities, costs, and portfolio names organized instead of requiring manual spreadsheets or calculations. The displayed profit and loss uses live market data.

Skill for Claude Code

Written for Claude Code: ${CLAUDE_PLUGIN_DATA} variable. Also seen: mentions Claude Code; built for openclaw.

Good fit Use it to create, list, rename, and view portfolios, or add, update, and remove stock and cryptocurrency positions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/aisa-team/agent-skills/stock-portfolio
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add AIsa-team/agent-skills --skill stock-portfolio
Clone the repo
git clone --depth 1 https://github.com/AIsa-team/agent-skills

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for stock-portfolio

README.md
[![agentmods](https://agentmods.dev/badge/skills/aisa-team/agent-skills/stock-portfolio/github.svg)](https://agentmods.dev/skills/aisa-team/agent-skills/stock-portfolio)
Your own site
<a href="https://agentmods.dev/skills/aisa-team/agent-skills/stock-portfolio"><img src="https://agentmods.dev/badge/skills/aisa-team/agent-skills/stock-portfolio/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for stock-portfolio

Your own site · 80×15
<a href="https://agentmods.dev/skills/aisa-team/agent-skills/stock-portfolio"><img src="https://agentmods.dev/badge/skills/aisa-team/agent-skills/stock-portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 63 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,090 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 1 finding. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00063 $0.02090
Opus 5.5 $0.00025 $0.00836
Sonnet 5.5 $0.00013 $0.00418
Haiku 4.5 $0.00006 $0.00209

Measured 18d ago against content hash e2aaf1ded68a, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

stock-portfolio scanned grade A with 1 finding against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 18d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/portfolio.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Makes network callslowCapability

Not a fault in itself. Listed so you know the mod talks to something, and to what.

Direct HTTP (D) is a gated fallback, not the default. Gate (https://aisa.one/docs/get-started/cli.md#direct-http-fallback): "CLI and MCP are both unavailable, HTTP requests are supported, and a valid existing AIsa API ke
financial/stock-portfolio/SKILL.md · 119 lines

How it starts

The opening of the file, as written. The whole thing — 119 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Management — AIsa Edition

AIsa agent rules (shared)

These rules apply to every AIsa-backed skill and are copied from https://aisa.one/llms.txt, the single authoritative agent rule source. When this block and the rest of this skill disagree, follow this block.

Connect (MCP first)

Pick the first option that applies. Run the command yourself; the user only approves the browser sign-in.

  • A. Your client supports remote MCP and can open a browser (default). Add a remote MCP server named AIsa with URL https://mcp.aisa.one/mcp (Streamable HTTP), using your client's own command or config file. Auth: browser OAuth, no key needed. In a chat app (Claude, ChatGPT), the user adds it as a custom connector in settings. Adding the server does not always start sign-in. If no sign-in window opens, start it from the client's own MCP authentication entry (a menu, command, or connector button); if only the user can reach that entry, tell them where it is. Sign-in is the slow step, not the API. Before it starts, tell the user in one line that an AIsa sign-in window or card is about to open and to click Allow (one click if the browser is already signed in to AIsa). Do not call step 2 until the user says sign-in is done or the AIsa tools appear; calling it earlier only returns 401, so do not retry in a loop. If the client must restart to load the server, tell the user and wait. If you cannot add the connector yourself (sandbox, permission denied), give the user the server name and URL above and wait. Do not fall back to another method.
  • B. Your client supports remote MCP but has no browser (CI, SSH, container). Same endpoint, with the header Authorization: Bearer $AISA_API_KEY set in your client's MCP config instead of browser sign-in. If AISA_API_KEY is not set, ask the user to create a key at https://console.aisa.one/api-keys and set it in the environment; never ask them to paste it into chat. Never print, log, or commit the key.
  • C. The client has no MCP support. Use the CLI: npm install -g @aisa-one/cli && aisa login (Node.js 18+). Guide: https://aisa.one/docs/get-started/cli.md
  • D. Calling AIsa over HTTP from your own code. LLMs, OpenAI-compatible: https://api.aisa.one/v1 (Gemini GenerateContent: https://api.aisa.one/v1beta). Data APIs: https://api.aisa.one/apis/v1. Auth: Authorization: Bearer $AISA_API_KEY. Exact paths and schemas: https://aisa.one/docs/api-reference

Read the full file on GitHub · 119 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 18d ago Changed · +49 lines e2aaf1ded68a
  2. 25d ago Changed · +1 lines 18192be388ab
  3. 2mo ago First seen · 69 lines · 63 tokens per session scan A a2a69f50e1ce

Subscribe to this mod's changes

stock-portfolio is a skill published in the GitHub repository AIsa-team/agent-skills (28 stars, last pushed yesterday), licensed Apache-2.0. It adds 63 tokens to every session and 2,090 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 1 finding (makes network calls). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

stock-portfolio compared with skills from other repositories

stock-portfolio next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
stock-portfolioAIsa-team/agent-skillsSkill28yesterdayApache-2.0A63Claude Code
sector-rotationHKUDS/Vibe-TradingSkill38kyesterdayMITA39Claude Code, Codex
twitter-readerhimself65/finance-skillsSkill3.5k3d agoMITA110Claude Code
strategy-pivot-designertradermonty/claude-trading-skillsSkill3.7k2d agoMITA28Claude Code, Codex
energy-procurementhashgraph-online/awesome-codex-pluginsSkill1.5kyesterdayApache-2.0A93Claude Code, Codex
airdrop-hunting-guidenirholas/three.wsSkill269yesterdayApache-2.0A54Claude Code, Codex
multi-expert-analyzerdigoal/blogSkill8.6k2d agoGPL-2.0A292Codex