BigHugger
sk Skill · heurist-network

portfolio

Use when the user asks about their portfolio, holdings, positions, what they own, allocation, concentration risk, portfolio health, or says "my portfolio" / "show positions" / "what do I hold". Also handles broker connection via "/portfolio connect" and "/portfolio disconnect".

installs 8w
0
30-day movement
starts with the next reading
Related entries
2
Connections
0
jsonbashJavaScript
Host repository
heurist-network/heurist-finance
Host stars
10
Host language
JavaScript