kelly-invest-webulllisted

Personal read-only App-in-Skill portfolio dashboard that aggregates Webull brokerage holdings into a local view. Use when the user invokes $kelly-invest-webull or /kelly-invest-webull, wants to review their Webull portfolio, holdings, positions, accounts (cash/margin), asset allocation, market value, unrealized P/L, day change, cash, or buying power. Read-only aggregation only — it never places, modifies, or cancels orders and never moves money.
mr-kelly/skills · ★ 3 · AI & Automation · score 74

Install: claude install-skill mr-kelly/skills

# Kelly Invest (Webull) ## Overview Use this skill as Kelly's local, read-only Webull portfolio operator. It aggregates personal Webull brokerage accounts and holdings into one file-backed App-in-Skill dashboard with an Overview (totals, unrealized P/L, day change, cash, allocation donut), a sortable Positions table, an Accounts view (cash and margin), and a per-symbol Position detail pane. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, refresh or load the local portfolio snapshot, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar. This is a monitoring dashboard: there is no approval lifecycle and no `decisions.json`. ## App UI Screenshots <table> <tr> <td width="50%"><img src="assets/screenshots/overview.webp" alt="Kelly Invest overview"></td> <td width="50%"><img src="assets/screenshots/positions.webp" alt="Kelly Invest positions"></td> </tr> <tr> <td>Overview Portfolio command desk with market value, unrealized P/L, day change, cash, an allocation-by-asset-type donut, and top day movers.</td> <td>Positions Sortable holdings table across symbol, asset type, quantity, average cost, last price, market value, unrealized P/L, and portfolio weight.</td> </tr> <tr> <td width="50%"><img src="assets/screenshots/accounts.webp" alt