A read-only dashboard for viewing your investment positions, balances, and profit or loss through supported brokers. IBKR is an online brokerage, while Moomoo is a trading platform.

Viewing an IBKR or Moomoo portfolio, including positions and balances. It also guides you through connecting or disconnecting those broker accounts.

It puts holdings and account results in one view, so you do not have to check each brokerage separately.

portfolio — Skill for Claude Code and Codex by heurist-network

Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo

git clone --depth 1 https://github.com/heurist-network/heurist-finance

agentmods

npx agentmods add skills/heurist-network/heurist-finance/portfolio

Made for: Claude Code, Codex.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/heurist-network/heurist-finance/portfolio/github.svg)](https://agentmods.dev/skills/heurist-network/heurist-finance/portfolio)

Your own site

<a href="https://agentmods.dev/skills/heurist-network/heurist-finance/portfolio"><img src="https://agentmods.dev/badge/skills/heurist-network/heurist-finance/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/heurist-network/heurist-finance/portfolio"><img src="https://agentmods.dev/badge/skills/heurist-network/heurist-finance/portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 59 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 2,538 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.

Model	Per session	Once invoked
Fable 5.1	$0.00059	$0.02538
Opus 5	$0.00030	$0.01269
Sonnet 5	$0.00012	$0.00508
Haiku 4.5	$0.00006	$0.00254

Measured 12d ago against content hash 82ae9c135b3c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio 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 12d 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.

skills/portfolio/SKILL.md · 287 lines

How it starts

The opening of the file, as written. The whole thing — 287 lines — stays where its author put it; the contents beside it link to each section on GitHub.

PREREQUISITE: Read ../../SKILL.md (two directories up from this file) first. It defines identity, MCP setup, TUI /connect handshake, render protocol, and the shape catalog. This file handles only the sub-skill-specific flow.

Portfolio - Brokerage Dashboard

Your positions. Your risk. No sugar-coating.

Read-only portfolio view. All brokers use token-based auth. No daemons, no gateways. Uses existing TUI panels. Zero new components.

Supported Brokers

Broker	What you need	Data	Setup
IBKR	Token + Query ID	End-of-day positions, balances, P&L	5 min
Moomoo	Moomoo desktop app running	Real-time US + HK + SG + JP	0 min (auto-detect)

Entry Logic

args contain "connect" or "disconnect"?
  YES -> Broker Connection
  NO  -> Portfolio Dashboard

Broker Connection

All CLI commands use:

SKILL_DIR=$(cd "$(dirname "$(readlink -f "${BASH_SOURCE[0]:-$0}")")" && cd ../.. && pwd)

`/portfolio connect ibkr`

Walk the user through step by step:

"IBKR Flex Query gives you portfolio data with just a token. 5 minutes to set up."
Tell them exactly what to do (paste these, don't just link):
- Log into portal.interactivebrokers.com
- Go to Performance & Reports -> Flex Queries
- Click "Create" next to Activity Flex Query
- Check: Open Positions and Cash Report
- Set period to "Last Business Day", format XML
- Save. Note the Query ID (number next to query name)
- Scroll to "Flex Web Service Configuration"
- Click "Create Token". Note the Token
Ask for both values
Connect and test:

node "$SKILL_DIR/lib/portfolio-cli.js" connect ibkr <TOKEN> <QUERY_ID>
node "$SKILL_DIR/lib/portfolio-cli.js" test ibkr

Success: "Connected! Run /portfolio to see your positions."
Common errors:
- Token expired -> "Regenerate in IBKR portal"
- Invalid Query ID -> "Double-check the number"
- Rate limited -> "Wait 10 minutes"

Read the full file on GitHub · 287 lines

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.

12d ago First seen · 287 lines · 59 tokens per session scan A 82ae9c135b3c

Subscribe to this mod's changes

portfolio is a skill published in the GitHub repository heurist-network/heurist-finance (10 stars, last pushed 5mo ago), licensed MIT. It adds 59 tokens to every session and 2,538 once invoked, about $0.0003 per session on Opus 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.

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