Stock Portfolio Analysis Master

Problem

Managing a stock portfolio often involves only a few concrete tasks: recording positions, refreshing prices, calculating P&L, and exporting reports. Spreadsheets become hard to maintain when positions change, prices need repeated updates, and there is no reliable audit trail. This skill organizes that workflow into callable APIs and a manager class, making it easier to build a local portfolio-analysis entry point.

Capabilities and workflow

• Position management: supports adding, editing, and deleting positions, including stock code, name, quantity, and cost price.
• Price updates: allows manual full-price refreshes, and optional automatic updates during trading hours. Automatic updates are limited to weekdays from 9:30-11:30 and 13:00-15:00.
• P&L analysis: calculates total market value, total cost, total P&L, P&L percentage, per-stock P&L, and position weights, with sorting by name, code, market value, P&L amount, or P&L percentage.
• Reports and auditability: generates Markdown reports and supports export, while also logging operation history for review.

Key entry points include APIs such as GET /api/portfolio, POST /api/portfolio/add, PUT /api/portfolio/edit-multiple/, and GET /api/portfolio/report. The underlying logic can also be reused through the PortfolioManager class.

Boundaries

This skill is focused on position tracking and analysis, not a full trading system. Price-related values use 4-decimal precision, with red indicating profit and green indicating loss. Supported stock codes cover common 6-digit Shanghai, Shenzhen, and ChiNext formats. For multi-account workflows, tax calculation, advanced risk control, or automated execution, additional systems are required.