skills/setup-investment-os/assets/portfolio-template.md

# Portfolio snapshot

- Snapshot date: YYYY-MM-DD
- Base currency: EUR

## Cash

| Account | Cash | Currency |
|---|---:|---|
| CTO | 0 | EUR |

## Positions

| Company | Ticker | Account | Instrument | Quantity | Market price | Currency | Average cost | Target weight | Maximum weight |
|---|---|---|---|---:|---:|---|---:|---:|---:|
| Example Company | EXM | CTO | Stock | 0 | 0 | EUR | | | |

For ETFs, add the holdings composition when available. For derivatives, add ratio, delta, strike, expiry and maximum loss.