Trading212 Skill

Connects to the Trading212 API to provide portfolio analysis, trade proposals, and order execution.

Important: By default all operations run against the demo (paper-trading) environment. Set TRADING212_DEMO=false only when you are absolutely sure the user wants to trade with real money.

Prerequisites

Install dependencies once from the skill's script directory:

pip install -r {baseDir}/requirements.txt

Available Modes

1. summary -- Daily portfolio overview

python3 {baseDir}/scripts/trading212_skill.py --mode summary

Returns structured JSON with:

• Total portfolio value, cash, daily change (EUR + %)
• Per-position details (quantity, avg price, current price, unrealised P&L)
• Top gainers and top losers
• Notable events (orders filled today, dividends received)
• Multi-period performance (1 week, 1 month, 3 months, 1 year)

Use this when the user asks: "How did my portfolio do today?", "Give me a summary", "What happened in my portfolio?"

Present the JSON output as a readable English summary. Highlight the daily change prominently, list top gainers and losers, and mention notable events.

2. propose -- Trade proposals

python3 {baseDir}/scripts/trading212_skill.py --mode propose
python3 {baseDir}/scripts/trading212_skill.py --mode propose --risk low
python3 {baseDir}/scripts/trading212_skill.py --mode propose --risk high

Returns a list of suggested actions (buy, sell, reduce, hold) with quantities and reasons. Rules are configured in config/rules.yaml.

Active rules:

• Reduce on drop: Propose reducing positions that dropped significantly today with large weight
• Take profit: Propose selling small positions with high unrealised gain
• DCA buy: Propose buying tickers on the DCA list when enough cash is available
• Stop-loss: Propose selling when price drops below stop-loss threshold vs average purchase price
• Max exposure: Propose reducing when a single position exceeds maximum portfolio weight
• Cost averaging: Propose buying more when price is significantly below average purchase price
• Cash reserve: Warn when cash falls below minimum percentage of portfolio

Use this when the user asks: "What should I do?", "Any trade suggestions?", "Should I buy or sell anything?"

Present proposals clearly. Always ask the user for confirmation before executing any proposed trade. Never execute trades automatically.

3. execute_trade -- Place an order

python3 {baseDir}/scripts/trading212_skill.py --mode execute_trade --params '{"symbol":"AAPL_US_EQ","side":"buy","quantity":5,"order_type":"market"}'

Parameters (JSON):

• symbol (required): Trading212 ticker, e.g. "AAPL_US_EQ"
• side (required): "buy" or "sell"
• quantity (required): positive number of shares
• order_type: "market" (default) or "limit"
• limit_price: required when order_type is "limit"