visualize-portfolio
Automates portfolio visualization by finding latest Fidelity and Tastytrade CSV files, processing positions, detecting synthetic longs, and generating HTML charts with options expiry reports. Opens results in browser with configurable search directories and quiet mode for scripting.
Packaged view
This page reorganizes the original catalog entry around fit, installability, and workflow context first. The original raw source lives below.
Install command
npx @skill-hub/cli install rgbussell-pine-scripts-visualize-portfolio
Repository
Skill path: .claude/skills/visualize-portfolio
Automates portfolio visualization by finding latest Fidelity and Tastytrade CSV files, processing positions, detecting synthetic longs, and generating HTML charts with options expiry reports. Opens results in browser with configurable search directories and quiet mode for scripting.
Open repositoryBest for
Primary workflow: Analyze Data & AI.
Technical facets: Data / AI.
Target audience: Data teams looking for install-ready agent workflows..
License: Unknown.
Original source
Catalog source: SkillHub Club.
Repository owner: rgbussell.
This is still a mirrored public skill entry. Review the repository before installing into production workflows.
What it helps with
- Install visualize-portfolio into Claude Code, Codex CLI, Gemini CLI, or OpenCode workflows
- Review https://github.com/rgbussell/pine_scripts before adding visualize-portfolio to shared team environments
- Use visualize-portfolio for data workflows
Works across
Favorites: 0.
Sub-skills: 0.
Aggregator: No.