@usefin/plugin-wealth

Portfolio & Wealth Management provider plugins for the fin CLI. Only supported (GA) providers are exposed (Addepar). List, get, create, update, delete where the API supports them; use --data '{"key":"value"}' for create/update. Mock fallback when unauthenticated.

Installation

Included when you install the main usefin CLI.

Auth setup

usefin auth:login <provider> then usefin doctor

Usage

Objects: portfolios, holdings, performance. All commands support list/get; create, update, and delete are available where the provider API supports them. Use --data '{"key":"value"}' for create and update.

| Example | |--------| | usefin <provider>:portfolios:list --json | | usefin <provider>:portfolios:get <id> | | usefin <provider>:portfolios:create --data '{}' (where supported) | | usefin <provider>:portfolios:update <id> --data '{}' | | usefin <provider>:portfolios:delete <id> |