farcasclaudiu
68cfec926e
- Created requirements.txt for dependencies including pandas, numpy, openpyxl, and yfinance. - Added setup-env.sh script to set up a Python virtual environment and install required packages. - Introduced validate-export.sh script to validate the exporter module and check expected fields. - Implemented test cases in test_portfolio_performance_exporter.py to ensure correct CSV export functionality and data handling.
6.3 KiB
Install Skills For Agents
This file is written for LLM agents and coding assistants. Follow it when a user asks you to install, use, or copy the XTB portfolio skills from this repository.
The repository ships three standalone, harness-neutral skill folders:
skills/xtb-portfolio-reviewskills/xtb-wealthfolio-exportskills/xtb-portfolio-performance-export
Each skill folder is self-contained: it includes SKILL.md, references, runnable scripts, Python source files, requirements, and offline Chart.js assets where needed. Users may copy a single skill folder without cloning the full repository.
Choose The Installation Path
Use one of these paths based on the user's agent harness.
| Harness | Recommended action |
|---|---|
| Codex | Copy the desired skill folder into ~/.codex/skills/. |
| Claude or Claude Code | Copy the desired skill folder into the user's configured skills/instructions directory, or keep it in the project and read SKILL.md before use. |
| Cursor, Aider, OpenHands, generic LLM | Keep/copy the skill folder anywhere accessible and explicitly read SKILL.md before running scripts. |
| Unknown harness | Do not assume a special install location. Use the skill folder directly. |
Install From This Repository
Run these commands from the repository root.
For Codex:
mkdir -p "$HOME/.codex/skills"
cp -R skills/xtb-portfolio-review "$HOME/.codex/skills/"
cp -R skills/xtb-wealthfolio-export "$HOME/.codex/skills/"
cp -R skills/xtb-portfolio-performance-export "$HOME/.codex/skills/"
For a generic agent workspace, copy the skill folders to a user-chosen directory:
mkdir -p ./agent-skills
cp -R skills/xtb-portfolio-review ./agent-skills/
cp -R skills/xtb-wealthfolio-export ./agent-skills/
cp -R skills/xtb-portfolio-performance-export ./agent-skills/
If only one workflow is needed, copy only that folder.
Install From A Copied Skill Folder
If the user already has only one copied skill folder, no repository files are required. Work from the directory where the user's XTB workbook and future results/ folder should live.
For portfolio review:
/path/to/xtb-portfolio-review/scripts/setup-env.sh
/path/to/xtb-portfolio-review/scripts/validate-review.sh
/path/to/xtb-portfolio-review/scripts/run-review.sh /path/to/report.xlsx
Append --csv to run-review.sh only when the user explicitly asks for the
per-section CSV exports.
For Wealthfolio export:
/path/to/xtb-wealthfolio-export/scripts/setup-env.sh
/path/to/xtb-wealthfolio-export/scripts/validate-export.sh
/path/to/xtb-wealthfolio-export/scripts/export-wealthfolio.sh /path/to/report.xlsx
For Portfolio Performance export:
/path/to/xtb-portfolio-performance-export/scripts/setup-env.sh
/path/to/xtb-portfolio-performance-export/scripts/validate-export.sh
/path/to/xtb-portfolio-performance-export/scripts/export-portfolio-performance.sh /path/to/report.xlsx
The setup scripts create or reuse .venv in the current working directory. If network access or package installation requires approval, ask before running setup-env.sh.
Use Without Installing
If you cannot copy files, use the skill in place:
- Read the relevant
SKILL.mdcompletely. - Read referenced files only when the skill tells you to.
- Run the bundled validation script.
- Run the bundled workflow script.
- Report generated output paths and data-quality caveats to the user.
Example prompts a user can give an agent:
Read skills/xtb-portfolio-review/SKILL.md and use that skill to generate a portfolio report for my XTB export.
Read skills/xtb-wealthfolio-export/SKILL.md and use that skill to create a Wealthfolio CSV from my XTB export.
Read skills/xtb-portfolio-performance-export/SKILL.md and use that skill to create Portfolio Performance CSV files from my XTB export.
Skill Contents
Expected portable structure:
skills/
xtb-portfolio-review/
SKILL.md
references/
scripts/
setup-env.sh
validate-review.sh
run-review.sh
main.py
html_charts.py
requirements.txt
assets/
xtb-wealthfolio-export/
SKILL.md
references/
scripts/
setup-env.sh
validate-export.sh
export-wealthfolio.sh
exporter.py
main.py
html_charts.py
requirements.txt
assets/
xtb-portfolio-performance-export/
SKILL.md
references/
scripts/
setup-env.sh
validate-export.sh
export-portfolio-performance.sh
exporter.py
main.py
html_charts.py
requirements.txt
Do not require the root-level main.py, exporter.py,
portfolio_performance_exporter.py, or html_charts.py for copied skill
usage. Those root files are repository compatibility shims only.
Verification Commands
From the repository root:
skills/xtb-portfolio-review/scripts/validate-review.sh
skills/xtb-wealthfolio-export/scripts/validate-export.sh
skills/xtb-portfolio-performance-export/scripts/validate-export.sh
If the full repository test suite is available:
.venv/bin/python -m pytest -q
Successful validation means the Python dependencies are importable and the bundled skill tools can be loaded. A successful portfolio or export run is still the final check for a specific workbook.
Operational Rules For Agents
- Prefer the bundled scripts inside the skill folder over re-implementing behavior.
- Keep generated files in the user's current working directory, usually under
results/. - Do not upload or expose XTB workbooks; they can contain personal financial data.
- Do not present portfolio output as investment advice. Report computed values, assumptions, and caveats.
- If dependencies are missing, propose running
scripts/setup-env.sh. - If package installation needs network access or elevated permissions, ask the user first.
- If a workbook path is ambiguous, ask the user which
.xlsxfile to use. - If validation fails, report the failing command and the actionable error.
Copy-Paste Installation Request
A user can paste this to another agent:
Install the XTB agent skills from this repository. Read INSTALL_FOR_AGENTS.md, copy the needed folder from skills/ into your skill or instruction directory if your harness supports that, run the skill's setup and validation scripts, then use the relevant SKILL.md workflow for my XTB workbook.