Portfolio for Claude, Cursor, ChatGPT & agents

Local portfolio positions + honest P&L marks

curl -fsSL https://tradeloop.top/install.sh | sh

What it does

Local portfolio positions + honest P&L marks. Track what you hold (stocks & crypto, longs and shorts, multi-currency — 0700.HK in HKD, 7203.T in JPY, .L in London pence) in a local file on your device, then mark it to market through an honest source chain: Polygon live snapshot → key-free Yahoo quote batch → Polygon EOD, every mark labeled live|delayed|eod with timestamp and source, non-USD values converted to USD via disclosed Yahoo FX rates. pnl() can also compare the book against a benchmark (SPY etc. over 1mo–1y, current-weights caveat stated). Closes and qty reductions append to a realized-P&L ledger (research record — NOT tax lots, no wash-sale logic), and risk() reports the correlation matrix, beta vs SPY and annualized vol in pure arithmetic. Research, not advice, no trade execution.

The Portfolio skill is one of 40+ pre-wired TradeLoop integrations that any MCP-compatible client — Claude Desktop, Claude Code, Cursor, Windsurf, Codex CLI, and ChatGPT desktop — can call out of the box. You don't configure MCP servers or copy API keys into a JSON file; the TradeLoop daemon discovers the skill at startup and exposes its tools to whichever AI client is running.

Sample prompts

Once TradeLoop is installed and Portfolio is connected, ask your agent something like:

• “Add position from Portfolio.”
• “Remove Position position from Portfolio.”
• “List positions from Portfolio.”

Tools available (9)

• portfolio__add_position

  Add or replace a position (upsert by symbol). qty is units held — negative for a short. cost_basis is the average PER-UNIT cost in the position's NATIVE currency. Currency auto-detects from the suffix (.HK→HKD, .T→JPY, .L→GBp pence, .TO→CAD, .AX→AUD, else USD; crypto USD) or pass it explicitly. A same-sign qty REDUCTIO

• portfolio__remove_position

  Remove (close) a position by symbol. The close is appended to the realized-P&L ledger: exit at the current live mark, or pass exit_price for your actual fill. Research record only — not tax advice, no wash-sale logic.

• portfolio__list_positions

  List stored positions as-is (no market data, no quota spend).

• portfolio__pnl

  Mark the portfolio to market with honest labels: per-position native price, mark tier (live|delayed|eod) + asof timestamp + source (polygon|yahoo|polygon-eod|coingecko), USD value, unrealized P&L $ and %, day change, weight, plus USD totals (totals say marks:'mixed' when tiers differ, and list the FX rates used for non

• portfolio__realized

  List the realized-P&L ledger (closes from remove_position and qty reductions from add_position) with per-currency totals, optionally filtered by year. Each record: ts, symbol, signed qty_closed, cost_basis, exit_price, realized_pnl, currency, note. Research/record log ONLY — not tax advice; no wash-sale or lot-matching

• portfolio__risk

  Portfolio risk readout from daily adjusted closes (Yahoo, key-free): pairwise correlation matrix for all holdings + SPY (capped at 12 symbols by cost exposure, excess listed), each holding's beta vs SPY and annualized volatility, portfolio weighted-average pairwise correlation and the most/least correlated pair. Comput

• portfolio__income

  Estimated annual dividend income for the current stock positions: trailing 12-month dividend rate × shares per position, dividend yield %, yield-on-cost %, and the USD total across currencies. An estimate from past payouts — cuts/raises change it.

• portfolio__earnings

  Upcoming earnings dates for the CURRENT holdings — 'which of my positions report soon': next earnings date per stock position with days_until, BMO/AMC session, estimate flag, sorted soonest first; within_window marks the ones inside days_ahead (default 45). Key-free via Yahoo quote timestamps.

• portfolio__size_position

  Risk-based position sizing, pure arithmetic: shares = risk budget ÷ |entry − stop|, plus notional, stop distance %, position % of account, and R-multiple/profit at an optional target. Pass risk_amount (USD) or risk_pct (of account_value; falls back to the live portfolio total when omitted). Never advice — it just does

How to connect

Portfolio needs a provider API key to talk to polygon. Connect it from the TradeLoop dashboard:

1. Run curl -fsSL https://tradeloop.top/install.sh | sh on macOS / Linux (or the PowerShell command on Windows).
2. Run tradeloop login to create your account and a device-bound encryption key.
3. Visit tradeloop.top/connect and authorize Portfolio.
4. Run tradeloop update to sync the skill + credentials to every installed AI client.

Pricing

Free at every TradeLoop tier. Connect your account once at /connect; the OAuth or API-key credential stays encrypted on your machine and syncs to your other devices via the TradeLoop vault.

See the full TradeLoop pricing breakdown — Free $0/mo, Pro $29/mo, Ultra $99/mo — on the homepage.