Our review
Calculates and displays profit and loss metrics with detailed attribution, including realized and unrealized components, fees, and financing.
Strengths
- Comprehensive P&L view with breakdown by strategy and symbol
- Displays top winners/losers with cumulative ASCII chart
- Detailed attribution analysis (allocation, selection, timing, factors)
- Supports multiple time periods (today, MTD, YTD) and filters
Limitations
- Relies on an external API for trade data
- ASCII chart may be too simplistic for complex intervals
- Requires data to be structured according to expected components
Use this skill to get a quick overview of trading performance with decomposition by strategy, symbol, and attribution.
Do not use it when you need real-time trade-level data or granular transaction analysis.
Security analysis
SafeThe skill only fetches data from an internal API and formats it for display. There are no destructive, exfiltrating, or code-execution instructions.
No concerns found
Examples
Show me today's P&L with breakdown by strategy and top winners/losers.Show me month-to-date P&L attribution including asset allocation and security selection.Show me P&L for AAPL, realized only, for the last 10 days.name: pnl description: Calculate and display P&L metrics and attribution argument-hint: "[--today|--mtd|--ytd|--attribution]"
P&L Calculator
Calculate and display profit & loss metrics with attribution.
Usage
/pnl- Today's P&L summary/pnl --mtd- Month-to-date P&L/pnl --ytd- Year-to-date P&L/pnl --attribution- P&L attribution analysis/pnl --by-strategy- P&L by strategy/pnl --by-symbol AAPL- P&L for specific symbol/pnl --realized- Only realized P&L
P&L Components
| Component | Description | |-----------|-------------| | Realized | Closed position P&L | | Unrealized | Open position mark-to-market | | Fees | Trading fees and commissions | | Financing | Margin interest, borrowing costs | | FX | Currency conversion impact |
Instructions
When this skill is invoked:
-
Parse arguments:
- No args: Today's P&L
--mtd: Month-to-date--ytd: Year-to-date--days N: Last N days--attribution: Detailed attribution--by-strategy: Group by strategy--by-symbol: Filter to symbol--realized: Only closed P&L
-
Fetch P&L data:
- API endpoint:
GET /pnl - With period:
?period=mtd
- API endpoint:
-
Display P&L summary:
═══════════════════════════════════════════════════════════ P&L SUMMARY - TODAY ═══════════════════════════════════════════════════════════ Gross P&L: +$4,250.00 Fees & Commissions: -$125.50 Financing: -$45.00 ───────────────────────────────────────────────────────── Net P&L: +$4,079.50 (+0.33%) BREAKDOWN ───────────────────────────────────────────────────────── Realized: +$2,150.00 Unrealized: +$1,929.50 BY STRATEGY ───────────────────────────────────────────────────────── Momentum: +$2,500.00 ████████████ Mean Reversion: +$800.00 ████ Stat Arb: +$779.50 ███ -
For
--attribution:- Asset allocation: Contribution by asset class
- Security selection: Alpha from stock picking
- Timing: Contribution from entry/exit timing
- Factor exposure: Factor-based attribution
- Residual: Unexplained P&L
-
Display top winners/losers:
TOP WINNERS TOP LOSERS ───────────────────────────────────────────── NVDA +$1,250 (+2.1%) TSLA -$450 (-1.2%) AAPL +$890 (+1.5%) META -$320 (-0.8%) GOOGL +$650 (+1.2%) AMZN -$180 (-0.4%) -
Show P&L chart (ASCII):
Cumulative P&L (MTD) │ $15K ┤ ╭─ $10K ┤ ╭────────╯ $5K ┤ ╭────────╯ $0 ┼────╮ ╯ -$5K ┤ ╰───╯ └──────────────────────────────── 1 5 10 15 20 25 30 -
Summary metrics:
- Win rate (% of profitable days)
- Average win vs average loss
- Profit factor (gross wins / gross losses)
- Best/worst day
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