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clarion-portfolio-monitor

95 / 100 · Low risk

Fine to try. Some of what it can do is expected: a security skill usually runs scanners and checks websites.

By zocomputer/skills (GitHub) · security · 46 stars · scanned at commit a86c4b1

Fetch live portfolio positions, balances, and daily transactions from TastyTrade. Outputs a structured JSON snapshot and a human-readable summary to ~/clarion/portfolio/. Use when the user asks for portfolio status, net liquidation value (NLV), position P/L, daily fills, or needs current holdings for the investor letter or thesis monitoring. Requires TastyTrade OAuth credentials (client secret + refresh token) stored as Zo secrets.

Works with any agent that supports SKILL.md skills.

What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'clarion-portfolio-monitor' ] || [ -L ~/.agents/skills/'clarion-portfolio-monitor' ]; then echo 'A skill folder named clarion-portfolio-monitor already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/zocomputer/skills' "$d" && git -C "$d" checkout --quiet 'a86c4b112e108e0d1938f5e61ee3a1de59e37f1d' -- 'External/clarion-portfolio-monitor' && mkdir -p ~/.agents/skills && cp -R "$d"/'External/clarion-portfolio-monitor' ~/.agents/skills/'clarion-portfolio-monitor' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'clarion-portfolio-monitor' ~/.claude/skills/'clarion-portfolio-monitor' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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