brainrot-creations/plugins/setup

Set up Brainrot Finance

Get the user from "just installed" to a portfolio they can value. Explicit instructions from the user override these steps; skip anything they've already done or don't want.

Input

Nothing up front. Ask only for what a step needs.

Steps

1. Check sign-in and existing portfolios. Call portfolio_view with show: ["portfolios", "summary"].

• If the tool asks for sign-in or returns a 401, tell the user to connect Brainrot Finance with their Brainrot account (they approve it on brainrotcreations.com), then stop until they have.
• If they already have a portfolio with holdings, say so, call portfolio_view (default show) to show its value and holdings, and stop: setup is done.

1. Base currency. Ask which currency totals should be shown in (for example USD or INR). Don't assume one from their location or language. Pass it as baseCurrency on the first portfolio_add, or set it later with portfolio_settings.
2. Holdings. Ask where they invest (brokers or platforms, and accounts within them) and what they hold. For each holding you need a symbol or name, quantity, what they paid per unit, the purchase date and currency. Use search if you need to find a symbol. Ask for anything missing; never invent a price, quantity or date. Add them with portfolio_add, using the platform and account as the path (for example ["Robinhood", "Individual"]), all of one account's holdings in a single call.

• price is what they paid (cost basis). The live price comes from source: leave source out so it's priced automatically — right for stocks, ETFs, crypto, mutual funds and private companies like SpaceX. Use fixed only for something with no market price (a bond, jewellery), and set currentPrice for it.
• For a stake they only partly own (e.g. a joint account), keep the full quantity and set ownership (e.g. 50) — don't shrink the quantity.
• Keep real purchase dates from their records rather than today's date.
• Read the warnings that come back and fix anything they flag (for example a holding that won't get a live price).
• If they paste a full export or a transactions.json document, use portfolio_replace with the document instead (one call, one version), after confirming it should replace the empty portfolio. Keep its sources, dates and ownership as they are.

1. Show the result. Call portfolio_view and summarise the total, the largest holdings and anything valued at cost because no live price was found (see warnings).
2. Tell them what's next: they can ask for its value any time, add or edit transactions in plain language, and undo any change (portfolio_undo).

Output

A short confirmation of what was set up, followed by the portfolio summary from step 4.

Don't

• Don't give investment advice or recommend buying or selling anything.
• Don't add transactions the user hasn't confirmed.
• Don't fill in tool results yourself; if a tool fails, say what failed and offer to retry.