trading212-v2_skill

Overview

This skill connects to Trading212 to analyze your portfolio, generate daily summaries, propose trades based on configurable rules, and optionally place orders. It covers dividends, order history, a watchlist with price alerts, and allocation analysis with rebalancing proposals. By default it operates in the demo (paper-trading) environment; switching to real trading requires explicit confirmation.

How this skill works

The skill calls the Trading212 API and returns structured JSON for each mode (summary, propose, execute_trade, dividends, history, watchlist, allocation). It inspects positions, cash, recent orders, dividend records, watchlist thresholds, and target allocations, then computes P&L, top gainers/losers, allocation deviations, and rule-based trade suggestions. For execute_trade it validates funds/holdings and enforces strict confirmation and demo/real-money warnings before placing orders.

When to use it

• Ask for a daily portfolio snapshot or performance summary.
• Request trade suggestions or ask if you should buy/sell a holding.
• Generate or review a rebalancing plan against target allocation.
• Check dividend totals or recent dividend payments.
• Monitor watchlist items and triggered price alerts.
• Inspect order history or realized P&L for a given period.

Best practices

• Keep TRADING212_DEMO=true when testing; only set to false after explicit confirmation.
• Review proposed actions and confirm each trade; the skill will never execute without your OK.
• Maintain and review config/rules.yaml and config/allocation.yaml to align suggestions with your strategy.
• Use the summary mode daily to spot unusual moves and to populate the propose mode with up-to-date context.
• Validate watchlist thresholds and cash-reserve settings to avoid unwanted margin or liquidity issues.

Example use cases

• "How did my portfolio do today?" — run summary to get total value, daily change, top gainers/losers, and notable events.
• "Any trade suggestions?" — run propose to get buy/sell/reduce recommendations based on configured rules and risk level.
• "Place an order" — prepare an execute_trade payload, validate it, and ask the user for confirmation before submitting.
• "Show dividends" — run dividends to get totals, per-ticker breakdown and recent payment dates.
• "Check allocation" — run allocation to see deviations and receive rebalance proposals.