Installs into .claude/skills of the current project.
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---
name: portfolio
description: View current portfolio status, open trades, and performance stats. Usage: /portfolio
user-invocable: true
---
# Portfolio Status
Show current portfolio state and performance.
## Workflow
1. Delegate using the Task tool with `subagent_type: general-purpose` and `model: opus`:
"You are the portfolio-manager agent. Read agents/portfolio-manager.md for your full analysis framework.
Call get_portfolio_state() from crypto-learning-db MCP to get balances and open trades.
Call get_trade_stats() for closed trade summary.
For each open trade, verify current price using get_exchange_prices(symbol=...) from crypto-exchange MCP.
Present a clear portfolio status report showing:
- Spot and futures balances (current vs initial $10,000 each)
- All open trades with current P&L
- Summary of closed trades (wins/losses/total PnL)
- Overall portfolio performance percentage
- Risk exposure: how much of portfolio is currently allocated
- Any trades approaching stop-loss or take-profit levels
Do NOT make any changes or decisions — this is a read-only status check.
Do NOT use the Edit tool."
2. Present the result. If any open trades are near SL/TP levels, highlight them.
