# PortfolioDB

> PortfolioDB — amosgeva-portfoliodb. Use this tool when you need to manage and track your portfolio's cost basis and transaction history in a secure and private manner. PortfolioDB solves problems related to portfolio accounting and compliance by providing an append-only, lot-based ledger with FIFO and average-cost engines. It accepts transaction data as input and outputs computed cost basis information via an MCP server that can be queried by your own AI agents.

Canonical page: https://skillsregistry.net/skills/amosgeva-portfoliodb  
JSON: https://api.skillsregistry.net/v1/skills/amosgeva-portfoliodb

## Description

Self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can query. No accounts, no telemetry, no broker credentials.

## Trust

- **Trust score (0–1):** 0.42
- **Verification tier:** scanned
- **Last scanned:** 2026-09-28

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** container
- **Runtime environment:** vm
- **License:** AGPL-3.0
- **Updated:** 2026-09-28

## Source

- **Source listing:** [GitHub](https://github.com/amosgeva/PortfolioDB)

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "amosgeva-portfoliodb"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/amosgeva-portfoliodb` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/amosgeva-portfoliodb/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt