Portfolio Tracker

保有資産を自動で見守り、定期レポートでお知らせします

AIが投資を自動で見守ります。保有銘柄とウォッチリストの変化を記録し、強気・弱気両ケースを含む定期リサーチレポートを作成し、あなた自身のしきい値を超えたら通知します。デイトレードのノイズなしに分析が欲しい長期投資家のために。

こんな方におすすめ

個人投資家（DIY投資家）

所要時間

初期設定約15分、その後は定期実行

レベル

初心者向け

3ステップでインストール

登録不要。CLIツールも不要です。お使いのAIを選んで、1行コピーして貼るだけです。

Pro — 全511件のスキル

ご自分で入れたい場合は、スキルを購入（$4.99）し、購入完了画面からZIPをダウンロードして、上のディレクトリに展開し、AIのセッションを再起動してください。結果は同じです。すでに購入済みの場合は、AIアシスタントにダウンロードしてもらうこともできます。

実際の活用事例

実際のユーザーがAIエージェントで、まさにこの仕事をやり遂げた事例です。

活用事例

Research stock positions as an AI analyst

事例を読む →活用事例

Track investments over time via Claude Code and Robinhood MCP

事例を読む →

パックの内容

SKILL.md（手順書）1点とスターターテンプレート1点が入っています。プレビューはこちらです：

Portfolio Tracker

When to use

You hold a dozen stocks and can't keep up with the news on all of them every week
You keep a watchlist of companies you might buy and want to hear about them only when something matters
You want a regular, structured look at your portfolio — performance, news, and risk — without paying for a research subscription
You've set yourself risk limits but never actually check whether they've been breached
You keep a running investment journal and want it updated from real data, not memory

Workflow

Connect in read-only (input: brokerage account or data feed → output: confirmed read-only connection)
Hook up the data source — an official broker MCP or API — and verify the permission is read-only before anything else. The connection must be able to see holdings but unable to trade. This is a hard gate: no read-only, no tracker.
Define what you hold and what you watch (input: positions + watchlist → output: tracking sheet)
List current holdings (ticker, position size, entry date, entry price) and the watchlist with why each name is on it. Snapshot everything into a log file the first run — that baseline is what every future comparison runs against.
Set your risk lines (input: your risk tolerance → output: alert thresholds)
Write the lines you care about: "alert me if any position drops 15% from entry," "flag if a holding falls below its 200-day average," "tell me about insider selling over $1M." These are yours to set, not the AI's — it enforces them, it doesn't choose them.
Run the research pass on schedule (input: tracking sheet + fresh news/prices → output: research report)
On a cadence you pick (weekly or twice-weekly works), the AI pulls fresh prices and news for holdings and watchlist, then writes a report: per-name news summary, the bull case and bear case in plain words, scenario notes, and which thresholds broke. One real case runs this twice a week across 15 tickers.
Log everything, decide yourself (input: research report → output: updated investment journal)
Every run appends to the journal: date, prices, what changed, what was flagged. You read the report and make every buy and sell decision yourself. The tracker never recommends a trade — it shows you what happened and what's near your lines.