finhay/finhay-skills-hub · Archived
User identity, account balances, stock holdings, P&L, order history, and corporate-action rights via Finhay Securities Open API.
npx skills add finhay/finhay-skills-hub --skill finhay-portfolio
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npx skills add finhay/finhay-skills-hub
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
main
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Files included with this skill beyond the listing page.
SKILL.md
4,892 B
SUMMARY.md
356 B
Read-only trading account data via the Finhay Securities Open API: identity, balances, holdings, order history, P&L, and corporate-action rights.
MANDATORY: Ensure credentials are set (via environment variables
FINHAYAPIKEY/FINHAYAPISECRETor via./finhay.sh auth). Run./finhay.sh doctorto verify. If IDs are missing, run./finhay.sh infer.
To place / modify / cancel orders, use the
finhay-tradingskill — order execution is intentionally split out for safety and isolation.
# Global net worth across all asset classes
./finhay.sh request GET "/users/v3/users/$USER_ID/assets/summary"
# Cash and buying power for a specific trading account
./finhay.sh request GET "/trading/accounts/$SUB_ACCOUNT_NORMAL/summary"
# Current stock holdings with realtime P&L
./finhay.sh request GET "/trading/v2/sub-accounts/$SUB_ACCOUNT_NORMAL/portfolio"
# Order history for a date range
./finhay.sh request GET "/trading/sub-accounts/$SUB_ACCOUNT_NORMAL/orders" "fromDate=2026-01-01&toDate=2026-05-28"
# Today's P&L
./finhay.sh request GET "/trading/pnl-today/$USER_ID"| Command | Description |
|---|---|
auth |
Configure API credentials interactively |
doctor |
Verify system dependencies and setup status |
infer |
Resolve USER_ID and trading sub-account IDs |
request |
Execute signed API requests |
sync |
Update local skill definitions from source |
REQUIRED: Export
AGENT_NAMEbefore making any request. Use your tool's canonical lowercase identifier inkebab-case(e.g.claude-code). Any value is accepted as long as it consistently identifies your tool.
export AGENT_NAME=claude-code
./finhay.sh request GET "/users/v3/users/$USER_ID/assets/summary"Sent as X-FH-OPENAPI-AGENT and embedded in User-Agent.
| Endpoint | Description | Params |
|---|---|---|
/users/v3/users/{userId}/assets/summary |
Portfolio Overview: Aggregated NAV and balances for all investment products. | {userId} → $USER_ID |
/trading/accounts/{subAccountId}/summary |
Account Detail: Granular cash, buying power, and debt for a specific sub-account. | {subAccountId} → ask user |
/trading/v2/sub-accounts/{subAccountId}/portfolio |
Stock Holdings: Real-time quantity, average price, and market value. | {subAccountId} → ask user |
/trading/sub-accounts/{subAccountId}/orders |
Order History: History of buy/sell transactions. | {subAccountId}, fromDate, toDate |
/trading/pnl-today/{userId} |
Daily P&L: Profit and loss performance for the current session. | {userId} → $USER_ID |
/trading/v5/account/{subAccountId}/user-rights |
Corporate-Action Rights: Dividends, stock rights, AGM, conversion events. | {subAccountId} → ask user |
For account balance always use a combination of the /users/v3/users/{userId}/assets/summary & /trading/accounts/{subAccountId}/summary endpoints, to get the most accurate total assets and NAV.
Please note that the /users/v3/users/{userId}/assets/summary endpoint provides an aggregated overview across all Finhay products. IMPORTANT: products.bond in the response indicates the HayBond product, not traditional bonds — these are different things.
$SUBACCOUNTNORMAL$SUBACCOUNTMARGINBoth are populated by ./finhay.sh infer. Read endpoints use only the short sub-account ID in the path; the extended IDs (SUBACCOUNTEXT_*) are only required for write operations in the finhay-trading skill.
GET requests only. For order execution, switch to the finhay-trading skill.FINHAYAPIKEY or FINHAYAPISECRET are missing, stop and ask the user to provide them or run ./finhay.sh auth../finhay.sh infer once to populate USERID, SUBACCOUNTNORMAL, SUBACCOUNTMARGIN (plus the EXT* variants used by finhay-trading).25500).