user-profile

name: user-profile description: Manage user profile including watchlists, portfolio, and preferences. Also contains onboarding instructions.

User Profile Skill

This skill provides 3 unified tools for managing user data:

• get_user_data - Read user data
• update_user_data - Create or update user data
• remove_user_data - Delete user data

The tools are hidden by default and will be available to you after loading the skill. To load the skill, use the LoadSkill tool with the skill name "user-profile". You should call the tools being loaded directly instead of using ExecuteCode tool.

For first-time user setup, see onboarding.md.

Tool 1: get_user_data

Retrieve user data by entity type.

Entities

Examples

# Get complete user data (recommended for initial context)
get_user_data(entity="all")
# Returns: {
#   "profile": {"name": "John", "timezone": "America/New_York", "locale": "en-US"},
#   "preferences": {"risk_preference": {...}, "investment_preference": {...}, ...},
#   "watchlists": [{"name": "Tech Stocks", "items": [...], ...}],
#   "portfolio": [{"symbol": "AAPL", "quantity": 50, ...}]
# }

# Get user profile
get_user_data(entity="profile")
# Returns: {"name": "John", "timezone": "America/New_York", "locale": "en-US"}

# Get all preferences
get_user_data(entity="preferences")
# Returns: {"risk_preference": {...}, "investment_preference": {...}, "agent_preference": {...}}

# Get all watchlists
get_user_data(entity="watchlists")
# Returns: [{"watchlist_id": "abc", "name": "Tech Stocks", "is_default": true}, ...]

# Get items from default watchlist
get_user_data(entity="watchlist_items")
# Returns: [{"symbol": "AAPL", "notes": "..."}, {"symbol": "NVDA", ...}]

# Get items from specific watchlist
get_user_data(entity="watchlist_items", entity_id="abc-123")

# Get portfolio holdings
get_user_data(entity="portfolio")
# Returns: [{"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}, ...]

Tool 2: update_user_data

Create or update user data (upsert semantics).

Common Options for Preferences

All preference entities (risk_preference, investment_preference, agent_preference) support:

The data dict also accepts extra fields like notes, instruction, avoid_sectors, etc.

# Merge with existing (default behavior)
update_user_data(entity="agent_preference", data={"output_style": "quick", "notes": "User prefers brevity"})

# Replace entire preference (delete all existing fields, set only new ones)
update_user_data(entity="agent_preference", data={"output_style": "deep_dive"}, replace=True)

Entity: profile

Update user profile info.

# Update display name
update_user_data(entity="profile", data={"name": "John Doe"})

# Mark onboarding complete
update_user_data(entity="profile", data={"onboarding_completed": True})

Entity: risk_preference

Set risk tolerance settings.

# Set risk preference
update_user_data(
    entity="risk_preference",
    data={"risk_tolerance": "medium"}
)

# Long-term investor comfortable with volatility
update_user_data(
    entity="risk_preference",
    data={"risk_tolerance": "long_term_focus"}
)

Entity: investment_preference

Set investment style settings. At least one field is required.

*At least one field must be provided.

# Set company interest type
update_user_data(
    entity="investment_preference",
    data={"company_interest": "growth"}
)

# Full investment profile
update_user_data(
    entity="investment_preference",
    data={
        "company_interest": "value",
        "holding_period": "long_term",
        "analysis_focus": "moat"
    }
)

Entity: agent_preference

Set agent behavior settings.

# Quick summaries for busy user
update_user_data(
    entity="agent_preference",
    data={"output_style": "quick"}
)

# Detailed analysis with data focus
update_user_data(
    entity="agent_preference",
    data={"output_style": "deep_dive"}
)

Entity: watchlist

Create or update a watchlist.

# Create a watchlist
update_user_data(
    entity="watchlist",
    data={"name": "AI Companies", "description": "Companies focused on AI"}
)

# Create and set as default
update_user_data(
    entity="watchlist",
    data={"name": "My Watchlist", "is_default": True}
)

Entity: watchlist_item

Add or update an item in a watchlist.

# Add to default watchlist
update_user_data(
    entity="watchlist_item",
    data={"symbol": "NVDA", "notes": "Watching for AI chip growth"}
)

# Add to specific watchlist with full details
update_user_data(
    entity="watchlist_item",
    data={
        "symbol": "AAPL",
        "watchlist_id": "abc-123",
        "name": "Apple Inc.",
        "exchange": "NASDAQ",
        "notes": "iPhone revenue growth"
    }
)

# Add an ETF
update_user_data(
    entity="watchlist_item",
    data={"symbol": "QQQ", "instrument_type": "etf", "notes": "Tech exposure"}
)

Entity: portfolio_holding

Add or update a portfolio holding.

# Add basic holding
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}
)

# Add holding with account
update_user_data(
    entity="portfolio_holding",
    data={
        "symbol": "VTI",
        "quantity": 100,
        "average_cost": 220.50,
        "account_name": "Fidelity 401k",
        "instrument_type": "etf",
        "notes": "Long-term retirement holding"
    }
)

# Same symbol in different accounts
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "MSFT", "quantity": 25, "account_name": "Robinhood"}
)
update_user_data(
    entity="portfolio_holding",
    data={"symbol": "MSFT", "quantity": 50, "account_name": "Schwab IRA"}
)

Tool 3: remove_user_data

Delete user data by entity type.

Entity: watchlist

Delete an entire watchlist.

# Delete by ID
remove_user_data(
    entity="watchlist",
    identifier={"watchlist_id": "abc-123"}
)

# Delete by name
remove_user_data(
    entity="watchlist",
    identifier={"name": "Tech Stocks"}
)

Entity: watchlist_item

Remove an item from a watchlist.

# Remove from default watchlist
remove_user_data(
    entity="watchlist_item",
    identifier={"symbol": "NVDA"}
)

# Remove from specific watchlist
remove_user_data(
    entity="watchlist_item",
    identifier={"symbol": "AAPL", "watchlist_id": "abc-123"}
)

Entity: portfolio_holding

Remove a portfolio holding.

# Remove holding (when only one account)
remove_user_data(
    entity="portfolio_holding",
    identifier={"symbol": "AAPL"}
)

# Remove from specific account
remove_user_data(
    entity="portfolio_holding",
    identifier={"symbol": "MSFT", "account_name": "Robinhood"}
)

Conversation Tips

1. Be conversational - Don't ask all questions at once. Let the conversation flow naturally.

2. Provide context - When asking about risk tolerance, explain what each level means:

   • Conservative: Prefer stability, avoid volatile stocks
   • Moderate: Balance between growth and stability
   • Aggressive: Willing to accept high volatility for growth potential

3. Handle partial info - If user mentions "I own some AAPL", ask follow-up:

   • "How many shares do you have?"
   • "What's your average cost per share?"
   • "Which brokerage account is it in?"

4. Confirm entries - After saving, confirm what was added:

   • "Added AAPL (50 shares @ $175) to your portfolio."

5. Use defaults - If user doesn't have a watchlist, items go to the default one automatically.

Error Handling

• If a stock is already in a watchlist, inform the user and offer alternatives
• If a holding already exists, offer to update it instead of creating a duplicate
• If user_id is not available, inform that the user needs to be logged in