Features

• Fetch holdings, performance, and activities for any portfolio
• Multiple output formats: table, json, markdown
• CI-friendly: exit codes, env var overrides, non-interactive mode
• Bundled Claude Code skill — lets AI agents query your portfolio directly

Installation

npm install -g parqet-cli

Authenticate once after install:

parqet auth login   # opens browser for OAuth

Commands

# Portfolios
parqet portfolio list
parqet portfolio show <id>
parqet portfolio show <id> --timeframe 1y

# Holdings
parqet portfolio holdings <id>

# Activities (transactions)
parqet portfolio activities <id>
parqet portfolio activities <id> --limit 50

# Auth
parqet auth login                # authorize via browser
parqet auth login --no-browser   # headless flow: print URL, paste redirect back
parqet auth status               # check token status
parqet auth logout               # remove stored credentials

Headless / remote servers

On machines without a browser (headless Linux, SSH-only boxes), use:

parqet auth login --no-browser

It prints an authorization URL, you open it on any device, and paste the redirect URL (copied from your browser's address bar — the localhost page does not need to load) back into the prompt.

Timeframes

1d 1w mtd 1m 3m 6m 1y ytd 3y 5y 10y max

Output formats

Every command accepts --output table|json|markdown (default: table):

parqet portfolio list --output json
parqet portfolio holdings <id> --output markdown >> holdings.md

In CI environments (CI=true), JSON is the default.

Scripting & agent use

Exit codes

| Code | Meaning | |------|---------| | 0 | Success | | 1 | Error | | 2 | Not authenticated — run parqet auth login |

Environment variables

| Variable | Description | |----------|-------------| | PARQET_TOKEN | Override stored access token (useful in CI) | | PARQET_QUIET=1 | Suppress info messages | | NO_COLOR=1 | Disable ANSI colors | | CI=true | Non-interactive mode, defaults to JSON output |

Tokens are stored at ~/.config/parqet-cli/tokens.json (mode 600). If a command exits with code 2, the token is missing or expired.

jq examples

# Current portfolio value
parqet portfolio show <id> --output json | jq '.performance.valuation.atIntervalEnd'

# YTD return in percent
parqet portfolio show <id> --output json | jq '.performance.unrealizedGains.inInterval.returnGross'

# Holdings sorted by current value
parqet portfolio holdings <id> --output json | jq '[.[] | {name: .asset.name, value: .position.currentValue}] | sort_by(-.value)'

Claude Code skill

A Claude Code skill is bundled and auto-installs to ~/.claude/skills/parqet/ on npm install -g. No extra setup needed. Use /parqet in any Claude Code session to let Claude query your portfolio directly.

Development

bun install
bun run generate    # regenerate types from OpenAPI spec
bun run typecheck
bun test
bun run build

License

MIT