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Portfolio

manage_portfolio

Manage portfolios with buy/sell transactions (SQLite-backed at ~/.config/fin-toolkit/fin-toolkit.db).

action: "create"      # create, delete, list, show, buy, sell, history
portfolio: "us_tech"
ticker: "AAPL"        # required for buy/sell/history
shares: 10            # required for buy/sell
price: 150.0          # required for buy/sell
fee: 0                # optional transaction fee
currency: "USD"       # for create (USD, RUB, KZT)
date: null            # ISO 8601, default: now

Actions:

  • create — create a new portfolio with currency
  • delete — delete portfolio and all transactions
  • list — list all portfolios
  • show — show positions enriched with live prices, P&L, and weights
  • buy / sell — record a transaction (sell validates against current position)
  • history — show transaction history for a ticker

portfolio_performance

Analyze portfolio performance over a time period.

portfolio: "us_tech"
period: "1m"          # 1m, 3m, 6m, 1y, ytd, all

Returns: start/end value, P&L, P&L %, transaction count, per-ticker returns.