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Commands

Full reference for all kite-portfolio-ai commands.

Command overview

Command Module Description
/kite-portfolio — Show sub-skill menu
/kite-portfolio:performance Module 1 Portfolio returns vs benchmarks
/kite-portfolio:stage Module 2 Stage classification + fundamental scoring
/kite-portfolio:full 1 + 2 Complete portfolio report
/kite-portfolio:stock TICKER Module 3 On-demand stock deep-dive

/kite-portfolio:performance — Module 1

Compares your portfolio returns against 5 benchmarks over 1M / 3M / 6M / 1Y.

Benchmarks:

  • NIFTY 50 (token 256265)
  • NIFTY 500 (token 268041)
  • NIFTY SMLCAP 250 (token 267273)
  • Parag Parikh Flexi Cap Fund (Direct Growth)
  • Nippon India Small Cap Fund (Direct Growth)

Output: Benchmark comparison table, 1-year bar chart, stock-wise returns table, key insights.

Natural language triggers:

"how does my portfolio compare to nifty"
"benchmark comparison"
"portfolio vs nifty 50"
"returns vs market"

/kite-portfolio:stage — Module 2

Runs Weinstein stage classification and 0-100 fundamental scoring for every holding. Generates a full rebalancing priority list.

Output: Stage summary table, per-stock cards with MA levels, earnings, concall summary, score chip, action recommendation.

Natural language triggers:

"stage analysis of my holdings"
"which stocks should I trim"
"fundamental scoring"
"rebalancing plan"
"which stocks are in stage 4"

/kite-portfolio:full — Modules 1 + 2

Runs Module 1 then Module 2. Complete 5-tab portfolio report.

Output: All 5 tabs — Overview, Performance, Stage Analysis, Rebalancing, Stock Analyser shell.

Natural language triggers:

"analyse my portfolio"
"full portfolio review"
"complete analysis"
"portfolio report"

Speed: ~5–7 minutes for a 15–20 stock portfolio.

/kite-portfolio:stock TICKER — Module 3

On-demand institutional-grade deep-dive for any NSE/BSE stock. Does not require the stock to be in your portfolio.

/kite-portfolio:stock AZAD
/kite-portfolio:stock HDFCBANK
/kite-portfolio:stock TATAELXSI
/kite-portfolio:stock KIRLOSENG

What it does:

  1. Fetches 2-year daily OHLCV data from Kite
  2. Computes MA20/50/150/200, RSI14, Weinstein stage, slope inline
  3. Runs 6 parallel web searches (earnings, concall, moat, balance sheet, sector, valuation)
  4. Generates 13-section analysis with 0-100 score

Output: Opens http://localhost:7891/report/stock/TICKER with a full interactive report.

Natural language triggers:

"deep dive on TATAELXSI"
"research BAJAJFINSV fundamentals"
"analyse HDFCBANK"
"should I buy AZAD"

Speed: ~3–5 minutes fresh, ~2 seconds from 7-day cache.

Ticker format: Use the exact NSE symbol. Check on nseindia.com if unsure.

  • ✅ HDFCBANK not HDFC Bank
  • ✅ TATAELXSI not Tata Elxsi
  • ✅ M&M for Mahindra (use quotes if needed)

Cache behaviour

Stock deep-dive results are cached for 7 days in ~/.portfolio/stock-reports/TICKER/latest.json.

On a cache hit, Claude reports the age and opens the existing report instantly.

Force refresh:

/kite-portfolio:stock AZAD --refresh

Or ask: "re-analyse AZAD with fresh data"

Authentication

On session error, Claude shows a login link automatically. Complete Kite login in your browser then say continue.

Session typically lasts 6–8 hours. Re-authenticate at the start of each Claude session.

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