leapcat-portfolio

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View portfolio overview and stock positions on Leapcat via the leapcat CLI.

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NPX Install

npx skill4agent add leapcat-ai/leapcat-skills leapcat-portfolio

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LeapCat Portfolio Skill

View portfolio overview and stock positions using the leapcat. These are read-only commands for checking the user's current holdings and performance.

Prerequisites

  • Node.js 18+ is required (commands use
    npx leapcat@latest
    which auto-downloads the CLI)
  • User must be authenticated — run
    npx leapcat@latest auth login --email <email>
    first

Commands

portfolio overview

Get a high-level summary of the user's portfolio including total value, profit/loss, and asset allocation.
bash
npx leapcat@latest portfolio overview --json

portfolio positions

List all current stock positions with details such as symbol, quantity, average cost, current price, and unrealized P&L.
bash
npx leapcat@latest portfolio positions --json

Workflow

  1. Check portfolio overview — Run
    portfolio overview --json
    to get a summary of total portfolio value and performance.
  2. View positions — Run
    portfolio positions --json
    to see individual stock holdings and their current status.
  3. Cross-reference with market data — Use
    market quote --symbol <symbol> --exchange <exchange> --json
    to get real-time prices for specific positions.

Error Handling

ErrorCauseResolution
NOT_AUTHENTICATED
Session expiredRe-authenticate with
auth login
TOKEN_EXPIRED
Auth token has expiredRun
auth refresh --json