farcasclaudiu/xtb-investment-tools
1
0
Fork 0
mirror of https://github.com/farcasclaudiu/xtb-investment-tools.git synced 2026-06-22 07:01:58 +03:00
Code Issues Packages Projects Releases Wiki Activity

Add example prompts to SKILL.md for portfolio review and wealthfolio export skills

Browse Source
This commit is contained in:
Claudiu Farcas
2026-06-21 14:20:10 +03:00
parent 7a0a629df7
commit 9599abd4f3
2 changed files with 12 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files
skills/xtb-portfolio-review/SKILL.md
+6
View File
@@ -7,6 +7,12 @@ description: Use when analyzing XTB brokerage .xlsx exports, creating investment
Use this skill to run and assess XTB portfolio reviews from a copied skill folder. The skill bundles the required Python tools in `scripts/`, so it can run without the original repository as long as Python dependencies are installed.
## Example Prompts
- Use the XTB portfolio review skill to analyze `report.xlsx`, generate the HTML report, and validate cash reconciliation.
- Review my XTB brokerage export and summarize holdings, dividends, performance, income, and risk caveats.
- Generate the portfolio review with CSV exports and tell me whether the broker cash total reconciles.
## Workflow
1. Identify the target workbook. If the user does not name one and exactly one non-lock `.xlsx` exists in the current working directory, use it.
skills/xtb-wealthfolio-export/SKILL.md
+6
View File
@@ -7,6 +7,12 @@ description: Use when converting XTB brokerage .xlsx exports to Wealthfolio-comp
Use this skill to create and validate Wealthfolio CSV files from XTB `Cash Operations` data from a copied skill folder. The skill bundles the required Python tools in `scripts/`, so it can run without the original repository as long as Python dependencies are installed.
## Example Prompts
- Use the XTB Wealthfolio export skill to convert `report.xlsx` into a Wealthfolio-compatible CSV.
- Validate the generated Wealthfolio CSV and check trade, dividend, tax, deposit, and withdrawal mappings.
- Export my XTB brokerage history to Wealthfolio CSV and write the output to `results/import.csv`.
## Workflow
1. Identify the target workbook. If omitted and exactly one non-lock `.xlsx` exists in the current working directory, the exporter can auto-detect it.