About this skill
Import portfolio data from files when the user's broker has no MCP connection. Use when the user says "import my holdings", "upload my portfolio", "I use ICICI Direct / Groww / HDFC Securities / Angel One" (or any broker without a connected MCP), or uploads a holdings file, tradebook, P&L export, or consolidated account statement (CAS). Parses the files into a session portfolio snapshot that all analysis skills can use.
Quick start
- Copy the install prompt. Use the green button above this README.
- Send it to your agent. Paste it into your coding agent’s chat and send.
- Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
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About scan coverage and limitationsAbout this listing
- Category
- General
- Reported license
- MIT
- Listing language (estimated)
- English
- Review status
- Not individually reviewed
- Agent compatibility
- Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.