Skills portfolio-context
📦

portfolio-context

Content revision r1 Safe

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.

Supports: Claude Codex Code(CC)
🥉 78 Bronze

Install with my Agent

Copy this request to your Agent. It includes the canonical Skill page and manifest.

Agent request
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

Safe
v5 • 7/20/2026 Open versioned report

All 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.

1
Files scanned
99
Lines analyzed
0
Review items
0
False positives ignored
No confirmed security findings were detected by the latest completed static and semantic audit. This does not prove the skill has no side effects.
Audited by: claude View Audit History →
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.

Open versioned report
Security Assessment

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https://skillstore.io/skills/5minfutures-portfolio-context/audits/5?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

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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/5

BibTeX 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: High
55
Architecture
85
Maintainability
87
Content
70
Community
83
Spec Compliance

What 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

Understand the Project
Explain the Portfolio Buddy 2 stack, main features, known issues, and architecture constraints from this skill.
Scope a Small Fix
Using the Portfolio Buddy 2 context, identify the likely files and constraints for fixing this issue: [describe issue].
Refactor a Feature Area
Plan a refactor for [component or hook] while respecting the 200-line component limit, strict TypeScript, and existing hook patterns.
Evaluate Analytics Changes
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?
It is for Portfolio Buddy 2, a React and TypeScript portfolio analysis tool for investors and futures traders.
Does this skill execute commands?
No. It is a Markdown context file and does not include scripts or executable commands.
Can it calculate financial metrics by itself?
No. It documents where and how metrics are handled in the project, but it does not run calculations.
Which AI tools does it support?
It is marked for Claude, Codex, and Claude Code.
Is the context always current?
No. It should be checked against the live repository because project files and line counts can change.
Why does it mention Supabase and Cloudflare?
Those are part of the documented Portfolio Buddy 2 backend and deployment stack.

Developer Details

License

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