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investment-portfolio-snapshotlisted

Generate a professional wealth-advisor HTML report showing a current snapshot of someone's investment portfolio, aggregated from raw brokerage CSV exports (any brokerage). Extracts holdings, classifies them by asset type and sector via yfinance, and produces a self-contained HTML report with an AI-written assessment and allocation charts. Use when the user wants a portfolio snapshot, allocation report, or wealth summary from their brokerage export files.
adityatandel/investment-portfolio-snapshot · ★ 0 · Data & Documents · score 70
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