portfolio-context
Guide Portfolio Buddy Development
Portfolio Buddy 2 development needs consistent project memory across React, TypeScript, and trading analytics work. This skill gives Claude, Codex, and Claude Code the project context needed for safer implementation decisions.
Install with my Agent
Copy this request to your Agent. It includes the canonical Skill page and manifest.
Review the Skillstore skill "portfolio-context" from https://skillstore.io/skills/5minfutures-portfolio-context.md and its manifest at https://skillstore.io/api/skills/5minfutures-portfolio-context/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.Your Agent should still show its plan and request any confirmation required by the security policy.
Agent-readable resources
Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.
Test it
Using "portfolio-context". Where should I add a portfolio date filter improvement?
Expected outcome:
The likely starting point is the portfolio hook because date filtering is implemented there. Check related chart and table components for display impact.
Using "portfolio-context". What should I watch for when editing PortfolioSection?
Expected outcome:
Keep the Sortino logic intact, avoid adding more size to the oversized component, and consider extracting focused subcomponents.
Using "portfolio-context". How should I handle new metric calculations?
Expected outcome:
Prefer pure utility functions when possible, preserve strict TypeScript types, and verify downstream table, chart, and correlation behavior.
Security Audit
SafeAll six static findings are false positives caused by Markdown inline and fenced code formatting. The skill contains project documentation only and no executable commands, network instructions, credential handling, or prompt-injection content.
Share & cite this report
Share the versioned assessment report, neutral badge, embed card, and citations. Skillstore reports evidence without deciding whether this Skill is safe.
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https://skillstore.io/skills/5minfutures-portfolio-context/audits/5?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_reportMarkdown badge
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<a href="https://skillstore.io/skills/5minfutures-portfolio-context?utm_source=security_passport_badge"><img src="https://skillstore.io/badges/skills/5minfutures-portfolio-context/security.svg" alt="Skillstore security assessment" loading="lazy"></a>Embed card
<iframe src="https://skillstore.io/embed/skills/5minfutures-portfolio-context.html" title="Skillstore Security Assessment" sandbox="allow-popups allow-popups-to-escape-sandbox" loading="lazy" referrerpolicy="no-referrer" width="420" height="180"></iframe>Academic citations (APA · BibTeX · CFF)
APA citation
5MinFutures. (2026). portfolio-context security audit report (audit version 5) [Author version unspecified]. Skillstore. https://skillstore.io/skills/5minfutures-portfolio-context/audits/5BibTeX citation
@techreport{5minfutures-5minfutures-portfolio-context-2026,
author = {5MinFutures},
title = {portfolio-context security audit report (audit version 5)},
institution = {Skillstore},
year = {2026},
number = {5},
url = {https://skillstore.io/skills/5minfutures-portfolio-context/audits/5},
note = {Author version unspecified}
}CITATION.cff
cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "portfolio-context security audit report (audit version 5)"
version: "unspecified"
type: report
authors:
- name: "5MinFutures"
date-released: "2026-07-20"
url: "https://skillstore.io/skills/5minfutures-portfolio-context/audits/5"
identifiers:
- type: other
value: "skillstore:5minfutures-portfolio-context:audit:5"
description: "Skillstore immutable audit report identifier"
Skillstore Score
Why this score Evidence Confidence: HighWhat You Can Build
Plan React Refactors
Use the documented component limits and known oversized files to scope refactoring work before editing.
Maintain Trading Metrics
Use the project notes to preserve Sortino, Sharpe, correlation, and contract multiplier behavior during changes.
Review Migration Progress
Use the migration context and feature list to align new tasks with the remaining Portfolio Buddy 2 roadmap.
Try These Prompts
Explain the Portfolio Buddy 2 stack, main features, known issues, and architecture constraints from this skill.
Using the Portfolio Buddy 2 context, identify the likely files and constraints for fixing this issue: [describe issue].
Plan a refactor for [component or hook] while respecting the 200-line component limit, strict TypeScript, and existing hook patterns.
Review this proposed change to portfolio metrics for correctness, affected files, and risks to Sortino, correlation, date filtering, and contract multipliers.
Best Practices
- Pair this context with a fresh repository inspection before editing files.
- Use the documented architecture rules to keep hooks, utilities, and components separated.
- Recheck financial metric formulas and chart behavior after analytics changes.
Avoid
- Do not treat the stored line counts as authoritative after code changes.
- Do not add new state management libraries without a project decision.
- Do not move portfolio-level calculations without checking existing feature context.
Frequently Asked Questions
What project is this skill for?
Does this skill execute commands?
Can it calculate financial metrics by itself?
Which AI tools does it support?
Is the context always current?
Why does it mention Supabase and Cloudflare?
Developer Details
Author
5MinFuturesLicense
MIT
Skillstore revision
r1
Version notice
The author did not declare a version.
Ref
820ccb93d2e2fe828678ed05433bafd1054e5000
Maintenance freshness
7/22/2026
Usage
14 downloads · 200 views
File structure
📄 SKILL.md