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Portfolio Management

Apps & Automation
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Manage user holdings AND watchlist — supports add / update / remove / watch / unwatch with ticker validation; watchlist entries receive the same active push events as real holdings

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Source SKILL.md: https://github.com/B-M-Capital-Research/honeclaw/blob/HEAD/skills/portfolio_management/SKILL.md

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Portfolio Management Skill

每个用户有独立的持仓+关注记录。写操作前必须先验证 ticker，否则关注/持仓可能永远命中不到推送。

心智模型:持仓 vs 关注

持仓 (Holding)关注 (Watchlist)
何时使用用户真实买入了标的想追踪但未买入
必填字段ticker + shares + cost_basis仅 ticker
影响资金统计✅ 计入 total_shares / P&L❌ 不计入任何资金口径
主动推送✅ 收新闻/价格异动✅ 与持仓同级,同样收推送
底层字段tracking_only: false/缺省tracking_only: true

关键原则:如果用户没说明 shares,一律用 watch 而不是 add shares=0。前者走关注路径,后者会在资金统计中留下 0 股的持仓垃圾。

Ticker 验证流程

用户常给缩写/中文名/口误,验证是硬性要求:

  1. 不确定时先调 data_fetch(data_type="search", symbol="...")
  2. 从搜索结果拿 symbol 和 name
  3. 用确认后的 ticker 执行 add / watch / remove / unwatch

示例:

  • 用户说"tem" → 搜 TEM → 得到 Tempus AI → 再写入
  • 用户说"英伟达" → 搜 nvidia → 得到 NVDA
  • 用户说"特斯拉" → TSLA 众所周知,可直接用

Tool 调用速查

自然语言Tool 调用
查看我的持仓/关注portfolio(action="view") 返回 {holdings: [...], watchlist: [...]}
帮我关注 NVDAportfolio(action="watch", ticker="NVDA") (幂等)
我以 175 买了 100 股苹果portfolio(action="add", ticker="AAPL", quantity=100, cost_basis=175)
我买了之前关注的 NVDA,200 股 180 成本portfolio(action="add", ticker="NVDA", quantity=200, cost_basis=180) — 若 NVDA 在关注列表会自动转持仓,返回 promoted_from_watchlist: true,告诉用户"已从关注升级为持仓"
取消关注 NVDAportfolio(action="unwatch", ticker="NVDA") (仅删关注,若是真实持仓会拒绝,提示用 remove)
我不持有苹果了portfolio(action="remove", ticker="AAPL") (持仓/关注通用)
更新苹果成本价portfolio(action="update", ticker="AAPL", cost_basis=...)

核心工作流

  1. 先 view 查当前状态,判断用户意图是"加关注"还是"加持仓"
  2. 没提 shares/cost → 关注路径(watch)
  3. 提了 shares/cost → 持仓路径(add);若已在关注列表会自动 promote,务必向用户汇报这一点
  4. 删除意图要区分:
    • 想删除"只是不想再看到推送"的关注 → unwatch
    • 想删除真实持仓 → remove
  5. 期权关注同样支持:watch 时 ticker 可由 underlying/expiration_date/option_type/strike_price 自动生成

与通知偏好联动

若用户说"我只想收持仓和关注标的的推送,别的不要",去 notification_preferences skill 调 set_portfolio_only=true。关注标的与持仓同级触发 registry,自动进入白名单。