mattpatjam/claude-skills

Investment Portfolio Update

The user has shared a portfolio screenshot. Parse it and update portfolio.json.

Steps

1. Identify screenshot type

   • IBKR: shows tickers, shares, last price, P&L
   • SwissBorg: shows crypto assets, amounts, USD values

2. Parse all visible positions from the screenshot

3. Read current file Path: Automations/investment-newsletter/portfolio.json

4. Update the relevant section only

   • IBKR screenshot → replace stocks array entirely
   • SwissBorg screenshot → replace crypto array entirely
   • Always update last_updated to today's date (YYYY-MM-DD)

5. Write updated portfolio.json using the Write tool

6. Commit

   git add Automations/investment-newsletter/portfolio.json
   git commit -m "chore: update portfolio holdings [date]"
   

7. Confirm to user: "Portfolio updated. X stocks / Y crypto positions recorded as of [date]. Next Friday's newsletter will use these holdings."

portfolio.json format

{
  "last_updated": "YYYY-MM-DD",
  "stocks": [
    {"ticker": "GOOGL", "name": "Alphabet", "shares": 10, "last_price": 405.27}
  ],
  "crypto": [
    {"asset": "SOL", "name": "Solana", "amount": 33.98, "value_usd": 3099.92}
  ]
}

Notes

• Shares can be fractional (2.8 shares of AVGO is valid)
• Crypto amounts can be large (23,041 BORG is valid)
• last_price for stocks = last traded price shown in screenshot
• value_usd for crypto = USD value shown in screenshot
• Cash balances (USD Cash) are not included in stocks