# Send Portfolio Trader to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "portfolio-trader", "name": "Portfolio Trader", "source": "tencent", "type": "skill", "category": "开发工具", "sourceUrl": "https://clawhub.ai/brendanwood/portfolio-trader", "canonicalUrl": "https://clawhub.ai/brendanwood/portfolio-trader", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/portfolio-trader", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=portfolio-trader", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "requirements.txt", "references/connection-portal.md", "references/webhooks.md", "references/getting-started.md", "references/api-reference.md", "scripts/snaptrade_portal.py" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/portfolio-trader" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/portfolio-trader", "downloadUrl": "https://openagent3.xyz/downloads/portfolio-trader", "agentUrl": "https://openagent3.xyz/skills/portfolio-trader/agent", "manifestUrl": "https://openagent3.xyz/skills/portfolio-trader/agent.json", "briefUrl": "https://openagent3.xyz/skills/portfolio-trader/agent.md" } } ``` ## Documentation ### Overview Connect brokerage accounts through SnapTrade and generate a daily total-value report. This skill uses the official SnapTrade Python SDK (snaptrade_client) with request signing handled automatically. ### 2d) Place buy/sell orders (stocks/ETFs) Run: python3 scripts/snaptrade_order.py buy|sell TICKER UNITS --account-id [--order-type market|limit] [--limit-price ] [--tif Day|GTC|IOC|FOK] Defaults: order type: market time in force: Day limit price: only required for limit orders Optional monitoring (poll recent orders): python3 scripts/snaptrade_order.py buy|sell TICKER UNITS --account-id --watch polls every 10s for up to 120s by default adjust with --watch-interval and --watch-seconds Watch an existing order by ID: python3 scripts/snaptrade_watch_order.py --account-id --order-id same 10s/120s defaults, adjustable with --watch-interval and --watch-seconds Use account orders endpoint to confirm fills and report open orders to the user when asked. ### 0) Create a SnapTrade account + API keys You need a SnapTrade account to connect brokerages. Create a free account at https://snaptrade.com, generate your Client ID and Consumer Key, then add them to the skill config. ### 1) Install dependencies pip3 install -r requirements.txt ### 2) Configure credentials (one-time) Store credentials in a local config file (not committed). user_id is generated automatically on first run: /home/openclaw/.openclaw/workspace/secrets/snaptrade.json Example: { "client_id": "YOUR_CLIENT_ID", "consumer_key": "YOUR_CONSUMER_KEY", "user_id": "" } ### 2) Register user + generate connection portal link Run: python3 scripts/snaptrade_portal.py This will: register the user if user_secret is missing store user_secret back into the config file print a connection portal URL the user must open to link accounts ### 2b) Reconnect a disabled connection Run: python3 scripts/snaptrade_reconnect.py [brokerage-name] This will: list disabled connections generate a reconnect link (optionally match by brokerage name) print a reconnect URL for the user to re‑enable the connection ### 2c) List available brokerages (allowed connections) Run: python3 scripts/snaptrade_brokers.py This calls /snaptrade/partners and returns the allowed_brokerages list (display names). ### 3) Pull total portfolio value Run: python3 scripts/snaptrade_total.py Output is JSON like: {"total_value": 123456.78, "currency": "CAD"} ### 3b) Per-broker totals (converted currency) Run: python3 scripts/snaptrade_broker_totals.py --currency CAD Output JSON includes per-broker totals in the chosen currency and the FX rates used. Implementation notes: Avoid get_user_holdings when possible. Prefer get_user_account_positions (positions endpoint) for holdings/positions data. Only use balances/cash from holdings if explicitly required by the user; otherwise do not call holdings. ### 4) Schedule daily report Use cron to call snaptrade_total.py, format a concise WhatsApp message, then send it to the user. Only the total value is required. ### Scripts scripts/snaptrade_common.py — config load/save + client creation scripts/snaptrade_portal.py — register user + generate connection portal link scripts/snaptrade_reconnect.py — generate reconnect link for disabled connections scripts/snaptrade_brokers.py — list allowed brokerages for this client scripts/snaptrade_order.py — place buy/sell orders (market/limit) with optional monitoring scripts/snaptrade_watch_order.py — watch an existing order by ID for fills scripts/snaptrade_total.py — compute total value across all accounts scripts/snaptrade_broker_totals.py — per-broker totals with FX conversion ### Notes Request signing is handled by the SDK via request_after_hook using consumer_key. The total is computed by summing each account’s account.balance.total from holdings; this avoids errors when accounts are added or removed. If multiple currencies are present, the script uses the first currency encountered. Keep secrets in the local config file with chmod 600 permissions. ## Trust - Source: tencent - Verification: Indexed source record - Publisher: brendanwood - Version: 1.1.0 ## Source health - Status: healthy - Source download looks usable. - Yavira can redirect you to the upstream package for this source. - Health scope: source - Reason: direct_download_ok - Checked at: 2026-04-30T16:55:25.780Z - Expires at: 2026-05-07T16:55:25.780Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/portfolio-trader) - [Send to Agent page](https://openagent3.xyz/skills/portfolio-trader/agent) - [JSON manifest](https://openagent3.xyz/skills/portfolio-trader/agent.json) - [Markdown brief](https://openagent3.xyz/skills/portfolio-trader/agent.md) - [Download page](https://openagent3.xyz/downloads/portfolio-trader)