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portfolio-review

portfolio-review is a skill for Claude Code from gejyn14/kiwoom-plugin. It costs 74 tokens per session (746 once invoked), scanned A, original, Apache-2.0.

A Korean-language account review workflow for checking investment balances, holdings, profit and loss, pending orders, and transaction history. It uses Kiwoom account commands for Korean and US markets.

In plain words
What is it for?
Use it for requests such as checking an account, showing balances, reviewing returns, finding unfilled orders, or summarising a portfolio and its trading history.
Why use it?
It keeps unrealised gains on current holdings separate from realised gains on completed sales, and reports partial or mock-account results clearly. This prevents misleading portfolio summaries.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the kiwoom-trader plugin — 7 skills, 1 MCP server shipped together

not rated 1repo 3mo ago A scan 74 tokens original Apache-2.0

Good fit Use it for requests such as checking an account, showing balances, reviewing returns, finding unfilled orders, or summarising a portfolio and its trading history.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/gejyn14/kiwoom-plugin/portfolio-review
View source ↗ gejyn14/kiwoom-plugin
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 gejyn14/kiwoom-plugin --skill portfolio-review
Clone the repo
git clone --depth 1 https://github.com/gejyn14/kiwoom-plugin

Made for: Claude Code.

Or install kiwoom-trader, the plugin that ships this one along with the rest of its 7 skills, 1 MCP server.

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 portfolio-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/gejyn14/kiwoom-plugin/portfolio-review/github.svg)](https://agentmods.dev/skills/gejyn14/kiwoom-plugin/portfolio-review)
Your own site
<a href="https://agentmods.dev/skills/gejyn14/kiwoom-plugin/portfolio-review"><img src="https://agentmods.dev/badge/skills/gejyn14/kiwoom-plugin/portfolio-review/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 portfolio-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/gejyn14/kiwoom-plugin/portfolio-review"><img src="https://agentmods.dev/badge/skills/gejyn14/kiwoom-plugin/portfolio-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 74 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 746 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. 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 $0.00074 $0.00746
Opus 5.5 $0.00030 $0.00298
Sonnet 5.5 $0.00015 $0.00149
Haiku 4.5 $0.00007 $0.00075

Measured 2mo ago against content hash 3933d36b0051, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio-review scanned grade A with 0 findings 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 2mo ago.

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.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/kiwoom-trader/skills/portfolio-review/SKILL.md · 48 lines

What it actually says

계좌 점검

순서

  1. 잔고와 보유종목 — kiwoom_run(["account","balance","--market","kr"]) 미국주식은 --market us, 둘 다는 생략한다.

  2. 실현손익 — kiwoom_run(["account","pnl","daily","--from","<YYYYMMDD>","--to","<YYYYMMDD>"]) account pnl은 그룹이다. --from/--to가 필수이므로 기간을 정해서 넣는다 (기간을 안 물었으면 최근 한 달 정도를 쓰고, 어떤 기간인지 답에 밝힌다). 종목별로 보려면 account pnl by-period --from … --to …, 당일 한 종목은 account pnl today <코드>.

  3. 미체결 — kiwoom_run(["account","orders","pending"]) 체결되지 않은 주문이 남아 있으면 사용자가 잊고 있을 수 있으니 먼저 알린다. 체결된 것은 account orders executed.

  4. 필요하면 예수금(account deposit), 거래내역(account history transactions), 당일 매매일지(account history journal)를 더한다.

한 화면 요약이 필요하면 kiwoom_run(["dashboard"]) 하나로 계좌 요약과 거래량 상위를 함께 받을 수 있다.

답할 때

  • 평가손익과 실현손익을 섞지 않는다. 1번의 평가손익은 유가잔고평가액에서 총매입금액을 뺀 계산된 값(아직 팔지 않은 것)이고, 2번의 실현손익은 실제로 팔아서 확정된 것이다. 사용자가 증권사 앱과 숫자가 다르다고 하면 대개 이 차이다 — 어느 쪽을 말하는 것인지 밝히고 답한다.
  • 집중도를 짚는다. 한 종목이 포트폴리오의 큰 부분을 차지하면 언급할 가치가 있다. 다만 사실을 말하는 것이지 조언이 아니다.
  • meta.partial_failures를 확인한다. 국내/미국 중 한쪽만 실패하면 이 키가 생긴다. null이 "그 계좌가 없다"인지 "조회가 깨졌다"인지 구별해서 보고한다. 한쪽이 실패했는데 성공한 것처럼 요약하지 않는다.
  • meta.env가 "mock"이면 모의투자 계좌다. 실계좌 잔고로 오해하지 않도록 명시한다.

계좌가 비어 보일 때

먼저 meta.env와 프로필을 확인한다 — 모의투자 계좌를 보고 있거나 다른 프로필로 조회했을 수 있다. kiwoom_run(["auth","status"])로 어떤 프로필·도메인인지 확인할 수 있다.

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. 2mo ago First seen · 48 lines · 74 tokens per session scan A 3933d36b0051

Subscribe to this mod's changes

portfolio-review is a skill published in the GitHub repository gejyn14/kiwoom-plugin (1 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 74 tokens to every session and 746 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Finance and fintech
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