portfoliometa

portfoliometa is a skill for Claude Code, Codex from nirholas/three.ws. It costs 33 tokens per session (1,033 once invoked), scanned A, original, Apache-2.0.

A financial-data skill that retrieves current and historical information for stocks and crypto assets through the PortfolioMeta API. It can return prices, company fundamentals, earnings, analyst views, and financial statements.

In plain words
What is it for?
It helps check quotes, price history, valuation measures, earnings dates, analyst targets, and income statements, balance sheets, and cash-flow reports.
Why use it?
It avoids collecting market data manually from several services and provides structured results for analysis.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/nirholas/three.ws/portfoliometa
Any agent
npx skills add nirholas/three.ws --skill portfoliometa
Clone the repo
git clone --depth 1 https://github.com/nirholas/three.ws

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.

agentmods badge for portfoliometa

README.md
[![agentmods](https://agentmods.dev/badge/skills/nirholas/three.ws/portfoliometa.svg)](https://agentmods.dev/skills/nirholas/three.ws/portfoliometa)
Your own site
<a href="https://agentmods.dev/skills/nirholas/three.ws/portfoliometa"><img src="https://agentmods.dev/badge/skills/nirholas/three.ws/portfoliometa.svg" alt="Measured on agentmods" height="20"></a>
Per session 33 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,033 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00033 $0.01033
Opus 5 $0.00016 $0.00517
Sonnet 5 $0.00007 $0.00207
Haiku 4.5 $0.00003 $0.00103

Measured yesterday against content hash 470a71e080f7, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

portfoliometa 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 yesterday.

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.

data/skills/portfolio/portfoliometa/SKILL.md · 107 lines

How it starts

The opening of the file, as written. The whole thing — 107 lines — stays where its author put it; the contents beside it link to each section on GitHub.

PortfolioMeta Skill

Access real-time and historical financial data for equities and crypto assets using the PortfolioMeta API. Returns structured JSON for prices, fundamentals, analyst consensus, earnings calendars, and financial statements.

Quick Reference

Endpoint Description Auth Required
GET /v1/quote/{symbol} Real-time quote (price, change, volume) Yes
GET /v1/historical/{symbol} Historical OHLCV data Yes
GET /v1/fundamentals/{symbol} P/E, EPS, market cap, dividend yield Yes
GET /v1/earnings/{symbol} Earnings history and upcoming calendar Yes
GET /v1/analyst/{symbol} Analyst ratings, price targets, consensus Yes
GET /v1/financials/{symbol} Income statement, balance sheet, cash flow Yes
GET /v1/search Symbol search by name or ticker Yes

Parameters

Quote Endpoint (/v1/quote/{symbol})

  • symbol: Ticker symbol (e.g., AAPL, BTC, ETH)
  • fields: Comma-separated list of fields to return (optional) — price, change, changePercent, volume, marketCap, high52w, low52w

Historical Endpoint (/v1/historical/{symbol})

  • symbol: Ticker symbol
  • interval: 1d | 1w | 1mo | 1y
  • from: Start date (ISO 8601, e.g., 2024-01-01)
  • to: End date (ISO 8601, e.g., 2024-12-31)
  • adjusted: true | false — adjust for splits and dividends (default: true)

Analyst Endpoint (/v1/analyst/{symbol})

  • symbol: Ticker symbol
  • consensus: true to include aggregated buy/hold/sell breakdown

Authentication

All endpoints require an API key passed as a header:

X-API-Key: <PORTFOLIOMETA_API_KEY>

Base URL: https://api.portfoliometa.com

Agent Behavior

  1. Quote requests: Return price, 24h/daily change, volume, and market cap by default
  2. Comparisons: When comparing multiple assets, fetch in parallel and tabulate results
  3. Fundamentals: Always include P/E ratio, EPS, and market cap when discussing stock valuation
  4. Earnings: Highlight next earnings date and last 4 quarters of EPS actual vs. estimate
  5. Analyst ratings: Show consensus (Strong Buy / Buy / Hold / Sell / Strong Sell) with number of analysts and median price target
  6. Crypto symbols: Use standard tickers — BTC, ETH, SOL, USDC, etc.

Read the full file on GitHub · 107 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.

  1. yesterday First seen · 107 lines · 33 tokens per session scan A 470a71e080f7

Subscribe to this mod's changes

portfoliometa is a skill published in the GitHub repository nirholas/three.ws (110 stars, last pushed today), licensed Apache-2.0. It adds 33 tokens to every session and 1,033 once invoked, about $0.0002 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 2026-09-03.

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