What is portfolio-rs?

A set of rules and commands for reviewing investment portfolios stored in local finance files. It uses an investment policy, when available, to assess holdings and portfolio decisions.

Use it to inspect positions, validate portfolio settings, review portfolios against a policy, simulate changes, and prepare reports, decisions, theses, or watchlists.

It keeps portfolio analysis consistent and local while avoiding direct trading, broker access, and unsafe handling of private financial data.

portfolio-rs — Skill for Claude Code and Codex by MarkusZoppelt

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 MarkusZoppelt/portfolio_rs --skill portfolio-rs

Clone the repo

git clone --depth 1 https://github.com/MarkusZoppelt/portfolio_rs

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/markuszoppelt/portfolio_rs/portfolio-rs/github.svg)](https://agentmods.dev/skills/markuszoppelt/portfolio_rs/portfolio-rs)

Your own site

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

Per session 53 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 662 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. Third-party audits

NVIDIA SkillSpector pass 7 Sept 2026

How audits are shown

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	$0.00053	$0.00662
Opus 5.5	$0.00021	$0.00265
Sonnet 5.5	$0.00011	$0.00132
Haiku 4.5	$0.00005	$0.00066

Measured 2mo ago against content hash cc938ed7ec5e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio-rs 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.

templates/skills/portfolio-rs/SKILL.md · 91 lines

How it starts

The opening of the file, as written. The whole thing — 91 lines — stays where its author put it; the contents beside it link to each section on GitHub.

portfolio_rs Finance Skill

Use portfolio_rs commands as the source of truth. Do not parse raw portfolio JSON unless a command cannot answer the question.

Startup

Read workspace instructions if present: AGENTS.md, CLAUDE.md, or equivalent.
Read INVESTMENT_POLICY.md if present.
Run portfolio_rs doctor ..
Run portfolio_rs context positions.json --format json.
If portfolio/policy.toml exists, run portfolio_rs review positions.json --policy portfolio/policy.toml --format json.

If a policy file is missing, suggest:

portfolio_rs policy init --strategy balanced-growth .
portfolio_rs policy validate portfolio/policy.toml

Safety

Do not place trades.
Do not interact with brokers or exchanges.
Do not provide regulated financial advice.
Use --dry-run before any file mutation.
Never write decrypted .gpg contents to disk in plaintext.
Do not commit private finance files.
Do not scrape portfolio data for external services. All analysis stays local.

Read-Only Commands

portfolio_rs context positions.json --format markdown
portfolio_rs review positions.json --policy portfolio/policy.toml
portfolio_rs simulate positions.json --policy portfolio/policy.toml
portfolio_rs doctor .
portfolio_rs validate positions.json

Structured Output (for agents/scripts)

portfolio_rs context positions.json --format json
portfolio_rs review positions.json --policy portfolio/policy.toml --format json
portfolio_rs simulate positions.json --policy portfolio/policy.toml --format json

Durable Memory

portfolio_rs decision draft --title "Rebalance Stocks" --dry-run
portfolio_rs report weekly --dry-run

Workspace Layout

.
  AGENTS.md              <- Local workspace instructions
  CLAUDE.md              <- Pointer for Claude Code
  INVESTMENT_POLICY.md   <- User-owned financial constitution
  portfolio/
    policy.toml          <- Machine-readable policy
    diary/               <- Market observations
    decisions/           <- Structured decision records
    theses/              <- Investment theses
    reports/             <- Generated reports
    watchlist.json       <- Assets being watched

Read the full file on GitHub · 91 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.

2mo ago First seen · 91 lines · 53 tokens per session scan A cc938ed7ec5e

Subscribe to this mod's changes

portfolio-rs is a skill published in the GitHub repository MarkusZoppelt/portfolio_rs (97 stars, last pushed 2d ago), licensed MIT. It adds 53 tokens to every session and 662 once invoked, about $0.0002 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 2026-08-30.

Finance and fintech cli-app investment-portfolio personal-finance

portfolio-rs next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
portfolio-rsMarkusZoppelt/portfolio_rs	Skill	97	2d ago	MIT	A	53	Claude Code, Codex
finance-cleanupignaciohermosillacornejo/copilot-money-mcp	Skill	88	4d ago	MIT	A	32	Claude Code, Codex
finance-pulseignaciohermosillacornejo/copilot-money-mcp	Skill	88	4d ago	MIT	A	43	Claude Code, Codex
finance-tripignaciohermosillacornejo/copilot-money-mcp	Skill	88	4d ago	MIT	A	54	Claude Code, Codex
financeignaciohermosillacornejo/copilot-money-mcp	Skill	88	4d ago	MIT	A	68	Claude Code, Codex
openrouter-usagetdimino/claude-code-minoan	Skill	41	yesterday	MIT	A	49	Claude Code, Codex
transaction-syncingAojdevStudio/Finance-Guru	Skill	333	yesterday	AGPL-3.0	A	88	Claude Code