Enhance portfolio review skill to conditionally generate CSV exports and update documentation for clarity

This commit is contained in:
2026-06-21 13:55:30 +03:00
parent 7298a992f4
commit cb7260c01d
5 changed files with 116 additions and 4 deletions
+70
View File
@@ -9,6 +9,76 @@ The parser is generic for XTB exports in this format. Tests generate a small
synthetic workbook at runtime, while personal brokerage exports should stay
local and untracked.
## Quick Start
### Use the skills in your own agent
This is the recommended path if you want an LLM or coding agent to run the XTB
workflows for you. Give your agent access to this repository and ask it to
follow [`INSTALL_FOR_AGENTS.md`](INSTALL_FOR_AGENTS.md). That file tells the
agent how to install or use the portable skill folders, validate them, and run
the right workflow for your XTB workbook.
Install prompt:
```text
Read https://github.com/farcasclaudiu/xtb-investment-tools/blob/main/INSTALL_FOR_AGENTS.md and install the XTB skills for your agent harness.
```
Portfolio review prompt examples:
```text
Use the XTB portfolio review skill to generate and verify a report for my XTB
workbook.
```
```text
Use the XTB portfolio review skill to generate the HTML report, export the CSV
tables, and summarize the reconciliation status and data-quality caveats.
```
```text
Use the XTB portfolio review skill with EUR_demo_report.xlsx as the input file.
Generate the review, run validation, and report the generated output paths.
```
Wealthfolio export prompt examples:
```text
Use the XTB Wealthfolio export skill to create and validate a Wealthfolio CSV
from my XTB workbook.
```
```text
Use the XTB Wealthfolio export skill to inspect the generated CSV rows and tell
me whether they are ready to import into Wealthfolio.
```
```text
Use the XTB Wealthfolio export skill with EUR_demo_report.xlsx as the input file
and write the Wealthfolio CSV to results/EUR_demo_report_wealthfolio.csv.
```
### Run the tools directly
From the repository root:
```bash
python3 -m venv .venv
.venv/bin/python -m pip install --upgrade pip
.venv/bin/python -m pip install -r requirements.txt
.venv/bin/python main.py path/to/xtb-report.xlsx
.venv/bin/python exporter.py path/to/xtb-report.xlsx
```
Outputs are written to `results/`, including
`results/<stem>_review.html` for the portfolio review and
`results/<stem>_wealthfolio.csv` for the Wealthfolio import file. If there is
exactly one `.xlsx` file in the current folder, both tools can auto-detect it
when the path is omitted. Add `--csv` to the portfolio review command only when
you want the extra per-section CSV exports.
---
## Background: the XTB export format