Skip to content

arunendapally/portfolio-copilot

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

9 Commits
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Repository files navigation

portfolio-copilot

Disclaimer: This plugin provides portfolio analysis and information, NOT investment advice. It is not SEBI-registered. It never suggests which stocks to buy — it analyzes what you hold or explicitly ask about. All decisions and orders are yours. See DISCLAIMER.md.

Portfolio management for busy people who aren't investing experts. Connects to your Indian broker accounts, watches your portfolio, and tells you — in plain language — what needs attention and why: rebalancing, risk alerts, and stock verdicts backed by fundamental and technical analysis.

You stay in control: nothing is ever bought or sold without you seeing the exact order and saying yes (enforced by a built-in safety hook, not just a promise).

Install

In Claude Code or Claude Cowork:

/plugin marketplace add arunendapally/portfolio-copilot
/plugin install portfolio-copilot@portfolio-copilot-marketplace

Or download portfolio-copilot.plugin and open it in the Claude desktop app.

After installing, say "get started" in a new chat.

Start here

Say "get started". The plugin builds your investor profile (goals, risk comfort, monthly investment), connects your broker, and runs your first portfolio check.

Skills

Say Get
"get started" Profile setup, broker connection, first portfolio check
"import my holdings" Use ANY broker without an MCP - upload a holdings export or CAS statement
"daily briefing" 5-minute morning readout: markets, your P&L, alerts, one-line verdict
"open session" / "portfolio check" Full multi-broker snapshot with coverage gaps
"audit GTTs" Stop-loss order health check — finds unprotected positions and orphan orders
"review my MFs" Mutual fund check vs a model portfolio for your risk profile
"risk check" / "weekly risk update" Cash buffer, concentration, drawdown, beta/VaR, returns vs target
"monthly rebalance" Drift analysis + specific trades to get back to target
"quarterly review" What worked, what didn't, positioning for next quarter
"EOD analysis" End-of-day close-out and tomorrow's setup
"crash mode" Calm, staged playbook when markets fall sharply
"analyze " Fundamentals + technicals assessment with reference levels — for stocks you hold or name

Suggested cadence

When Say Time needed
Every morning ~9:15 "daily briefing" 5 min
Every close ~3:30 "EOD analysis" 5 min
Friday afternoon "weekly risk update" 10 min
1st Friday monthly "monthly rebalance" 20 min
Every quarter "quarterly review" 30 min

These can also run automatically: in Claude Cowork, say "run my daily briefing every weekday at 9:15 AM" and it becomes a scheduled task — your portfolio gets checked whether you remember or not. Long-term portfolios sprawl past 20 holdings (yearly buys, IPO allotments, old SIPs); scheduled monitoring is how they stay safe without eating your time.

Built-in guardrails

  1. No auto-trading: every order shown in full and confirmed by you, enforced by a PreToolUse hook on all order tools
  2. No stale data: recommendations only from live, timestamped pulls; data gaps stated plainly rather than papered over
  3. Cash buffer first: maintains a 5–10% cash cushion before any new deployment
  4. Global macro first: no bullish calls when overnight global markets say otherwise
  5. Setups, not forecasts: key levels, catalysts, and scenarios — never a confident prediction of market direction
  6. Self-consistency: every verdict is checked against the data shown with it before presenting — no bullish calls sitting next to bearish data
  7. No silent logins: authentication always requires your action (click a link / scan a QR); sessions are never assumed
  8. No return promises: targets are goals, not guarantees; this is decision support, not financial advice

What this plugin does NOT do

It does not monitor your portfolio in the background — data is pulled only when you run a skill (or a scheduled task runs one for you). It cannot watch prices 24/7, catch a crash in real time, or refresh itself between sessions. For routine coverage, set up scheduled runs of "daily briefing" and "EOD analysis"; for everything else, GTT orders at your broker are the always-on protection layer — which is exactly why the gtt-audit skill exists.

Broker support

Your broker How it connects
Zerodha Live — official Kite MCP, bundled with this plugin
Kotak Neo Live — official MCP, bundled with this plugin
INDmoney Live — add their official MCP connector
Upstox, Groww, Angel One, 5paisa Live — community MCP servers exist; add as connectors
ICICI Direct, HDFC Securities, or any other Statement upload — say "import my holdings" and upload your holdings export (CSV/XLSX) or CAMS/KFintech CAS. All analysis skills work; order placement needs a live connection

Bundled MCP servers (.mcp.json)

  • Kite (Zerodha)npx mcp-remote https://mcp.kite.trade/sse. Login via browser link each session.
  • Kotak Neonpx mcp-remote https://neo.kotaksecurities.com/mcp-server/mcp. Login via your UCC + QR scan in the Kotak Neo app.

Connectors (Settings UI), claude_desktop_config.json entries, and this plugin's .mcp.json are all MCP connections underneath — keep only one copy of each server to avoid duplicate tools. Other brokers (e.g., IBKR for US stocks) can be added as separate connectors; skills use them if present.

Using with other AI tools

The skills are plain markdown and MIT-licensed — you can copy any skills/*/SKILL.md into GitHub Copilot custom instructions, a ChatGPT project, or any system prompt, and the workflow logic (audit steps, thresholds, risk rules) carries over. MCP is an open standard, so the same Zerodha/Kotak Neo servers also work in other MCP-capable clients (VS Code Copilot, Cursor, ChatGPT desktop).

What does NOT carry over: the safety hook. In Claude, "no order without explicit confirmation" is enforced by a gate that runs before the tool executes. In any other tool, that rule is only text in a prompt — long conversations can drift past it. If you port these skills elsewhere and connect a live broker, you are trading with a written rule instead of an enforced one. Be careful, or keep order placement out of the ported setup entirely.

Customization

Your targets are set conversationally: the "get started" profile captures risk level and return target (default 10% XIRR), and any skill honors updated values ("my XIRR target is 12%"). To change hard defaults permanently, edit the thresholds table in skills/risk-check/SKILL.md or the model allocations in skills/mf-review/SKILL.md and reinstall.

Defaults: XIRR ≥10%, cash buffer 5–10%, single stock ≤15%, sector ≤30%, single fund house ≤25%.

Components

10 skills, 1 agent (fundamentals-analyst), 1 safety hook, 2 bundled broker MCP servers.

License

MIT — see LICENSE. Contributions welcome.

Disclaimer

This plugin provides analysis and information, not investment advice. It is not SEBI-registered. Markets carry risk; past performance does not guarantee future returns. You make all final decisions. Full text: DISCLAIMER.md.

About

Claude plugin for Indian retail investors: plain-language portfolio briefings, GTT audits, MF rebalancing, and risk checks across Zerodha & Kotak Neo. Analysis, not investment advice.

Topics

Resources

License

Stars

0 stars

Watchers

0 watching

Forks

Packages

 
 
 

Contributors