investment-portfolio-snapshotlisted
Install: claude install-skill adityatandel/investment-portfolio-snapshot
# Investment Portfolio Snapshot
Turns a folder of raw brokerage CSV exports into a professional HTML portfolio
report with an advisor-style written assessment and modern allocation charts.
Works on Mac, Windows, and Linux.
## Step 0 — Check dependencies FIRST (before anything else)
This skill needs:
- Python packages `yfinance` and `matplotlib`
- A free Alpha Vantage API key (for ETF sector look-through)
The report is generated as a single self-contained HTML file (charts embedded
as base64 images) — no PDF converter or other external tool is required.
Run this check:
```
python3 -c "import yfinance" 2>/dev/null && echo "yfinance OK" || echo "yfinance MISSING"
python3 -c "import matplotlib" 2>/dev/null && echo "matplotlib OK" || echo "matplotlib MISSING"
[ -n "$ALPHAVANTAGE_API_KEY" ] && echo "ALPHAVANTAGE_API_KEY OK" || echo "ALPHAVANTAGE_API_KEY MISSING"
```
For anything reported MISSING, tell the user what's missing and ask permission to
install/set it. Only proceed after they agree:
- `yfinance` or `matplotlib` missing:
```
pip install yfinance matplotlib
```
On Windows, if `pip` is not recognized, try `pip3` instead (or vice versa) —
which one works depends on how Python was installed. Same applies to every
`python3 ...` command in this skill: on Windows, try `python` if `python3`
isn't recognized.
- `ALPHAVANTAGE_API_KEY` missing:
Tell the user this key is a FALLBACK for ETF sector look-through. The skill
always tries yfinance first for every sym