multi-asset

Files (2)

• SKILL.md
• portfolio_overview.py · scripts/

SKILL.md (first lines)

# Multi-Asset

Vollständige Abdeckung aller Asset-Klassen in einem System.

## Overview

- **Stocks** - US, EU, Emerging Markets
- **ETFs** - Index, Sector, Thematic
- **Bonds** - Government, Corporate
- **Commodities** - Gold, Silver, Oil
- **Forex** - Major pairs

## 🤖 AUTO-PILOT MODE

```python
# ~/.kit/config/multi-asset.json
{
  "auto_pilot": {
    "enabled": true,
    "brokers": {
      "interactive_brokers": {"enabled": true, "account": "U1234567"},
      "trade_republic": {"enabled": true},
      "scalable": {"enabled": true}
    },
    "strategies": {
      "dca": {
        "enabled": true,
        "schedule": "weekly",
        "day": "monday",
        "investments": [
          {"symbol": "VTI", "amount_eur": 200},
          {"symbol": "VXUS", "amount_eur": 100},
          {"symbol": "BND", "amount_eur": 50}
        ]
      },
      "value_averaging": {
        "enabled": false,
        "target_growth_pct": 0.5
      },
      "rebalancing": {
        "enabled": true,
        "trigger": "quarterly"
      }
    },
    "alerts": {
      "price_target": true,
      "earnings": true,
      "dividend_ex_date": true,
      "52w_high_low": true
    },
    "require_approval": {
      "trades_above_eur": 1000,
      "new_positions": true
    }
  },
  "target_allocation": {
    "us_stocks": 35,
    "intl_stocks": 25,
    "bonds": 20,
    "commodities": 10,
    "crypto": 10
  }
}
```

## Supported Brokers

| Broker | Region | Features |
|--------|--------|----------|
| Interactive Brokers | Global | Full API, all assets |
| Trade Republic | EU | Stocks, ETFs, Crypto |
| Scalable Capital | EU | ETFs, Stocks |
| Degiro | EU | Low cost stocks |
| Alpaca | US | Commission-free API |

## Commands

### Full Portfolio Overview

```bash
python3 -c "
import yfinance as yf

portfolio = {
    'stocks': [
        {'symbol': 'AAPL', 'shares': 50, 'cost': 150},
        {'symbol': 'MSFT', 'shares': 30, 'cost': 280},
        {'symbol': 'GOOGL', 'shares': 20, 'cost': 120},
    ],
    'etfs': [
        {'symbol': 'VTI', 'shares': 100, 'cost': 200},
        {'symbol': 'VXUS', 'shares': 80, 'cost': 55},
        {'symbol': 'BND', 'shares': 50, 'cost': 75},
    ],
    'commodities': [
        {'symbol': 'GLD', 'shares': 25, 'cost': 170},
    ]
}

print('🌍 MULTI-ASSET PORTFOLIO')
print('=' * 80)

total_value = 0
total_cost = 0
by_class = {}

for asset_class, positions in portfolio.items():
    class_value = 0
    print(f'\\n📁 {asset_class.upper()}')
    print('-' * 80)
    
    for pos in positions:
        try:
            stock = yf.Ticker(pos['symbol'])
            price = stock.info.get('currentPrice', stock.info.get('regularMarketPrice', 0))
            value = pos['shares'] * price
            cost = pos['shares'] * pos['cost']
            pnl = value - cost
            pnl_pct = (pnl / cost * 100) if cost > 0 else 0

From Signal-Execution-Labs/forex-trading-ai-agent, MIT.

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