markuszoppelt/portfolio_rs/portfolio-rs

portfolio_rs Finance Skill

Use portfolio_rs commands as the source of truth. Do not parse raw portfolio JSON unless a command cannot answer the question.

Startup

1. Read workspace instructions if present: AGENTS.md, CLAUDE.md, or equivalent.
2. Read INVESTMENT_POLICY.md if present.
3. Run portfolio_rs doctor ..
4. Run portfolio_rs context positions.json --format json.
5. If portfolio/policy.toml exists, run portfolio_rs review positions.json --policy portfolio/policy.toml --format json.

If a policy file is missing, suggest:

portfolio_rs policy init --strategy balanced-growth .
portfolio_rs policy validate portfolio/policy.toml

Safety

• Do not place trades.
• Do not interact with brokers or exchanges.
• Do not provide regulated financial advice.
• Use --dry-run before any file mutation.
• Never write decrypted .gpg contents to disk in plaintext.
• Do not commit private finance files.
• Do not scrape portfolio data for external services. All analysis stays local.

Read-Only Commands

portfolio_rs context positions.json --format markdown
portfolio_rs review positions.json --policy portfolio/policy.toml
portfolio_rs simulate positions.json --policy portfolio/policy.toml
portfolio_rs doctor .
portfolio_rs validate positions.json

Structured Output (for agents/scripts)

portfolio_rs context positions.json --format json
portfolio_rs review positions.json --policy portfolio/policy.toml --format json
portfolio_rs simulate positions.json --policy portfolio/policy.toml --format json

Durable Memory

portfolio_rs decision draft --title "Rebalance Stocks" --dry-run
portfolio_rs report weekly --dry-run

Workspace Layout

.
  AGENTS.md              <- Local workspace instructions
  CLAUDE.md              <- Pointer for Claude Code
  INVESTMENT_POLICY.md   <- User-owned financial constitution
  portfolio/
    policy.toml          <- Machine-readable policy
    diary/               <- Market observations
    decisions/           <- Structured decision records
    theses/              <- Investment theses
    reports/             <- Generated reports
    watchlist.json       <- Assets being watched

Decision-Making Checklist

Before suggesting any portfolio change:

1. Does this align with the target allocation in INVESTMENT_POLICY.md?
2. Does this respect the minimum cash buffer?
3. Does this respect restricted assets/strategies?
4. Has this been documented in the diary?
5. If significant, has a decision record been created?
6. Are tax implications considered?
7. Is the rationale clear enough to review in 6 months?

Privacy

Portfolio data is local-first. Encrypted files (.gpg) are supported. Decrypted values are ephemeral and must never be written to disk in plaintext outside this workspace.