avanza-investment-trackerProcess Avanza CSV exports, calculate TWRR/Modified Dietz returns, and track portfolio performance. Use when importing stock transactions, calculating investment returns, or managing portfolio data.
Install via ClawdBot CLI:
clawdbot install patello/avanza-investment-trackerGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://www.avanza.se/_api/search/filtered-searchAudited Apr 18, 2026 · audit v1.0
Generated May 12, 2026
An individual investor imports transactions from Avanza CSV exports to calculate time-weighted and Modified Dietz returns, track portfolio performance, and update stock prices automatically. This helps monitor investment growth and make informed decisions.
A user manages multiple family members' accounts by filtering accounts (e.g., excluding children's savings) and calculating combined or individual performance. Useful for overseeing family investments and setting financial goals.
A freelance financial advisor uses the tool to analyze clients' Avanza portfolios, compute returns, and generate performance reports. The skill's portability allows separate data directories for each client, ensuring privacy and scalability.
An investment club imports CSV exports from Avanza to track pooled contributions, calculate returns across accounts, and handle corporate actions like splits. The special cases feature allows manual adjustments for complex events.
Offer a subscription service where users access a hosted version of the skill with automated CSV imports, performance dashboards, and personalized reports. Revenue from monthly or annual fees for individual or family plans.
Provide basic portfolio tracking for free, with premium features like multi-account aggregation, advanced return calculations, and custom reporting. Revenue from premium tier subscriptions or one-time fees.
Offer consulting services to set up the skill for clients, customize special case handling, and integrate with other financial tools. Revenue from project-based fees or hourly consulting.
💬 Integration Tip
Ensure your data directory is separate from the skill directory to maintain portability; use the --database and --special-cases flags to point to your data files. The skill uses standard Python libraries, so pip install -r requirements.txt is sufficient.
Scored Jun 20, 2026
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