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Import Statements

Agent skill
1 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.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryGeneralStars0

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

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

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About 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.
Import Statements | Agent Skills Atlas