Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.simplefunctions.dev/llms.txt

Use this file to discover all available pages before exploring further.

Portfolio commands expose user-owned portfolio memory to agents and operators. All reads are scoped to the authenticated user. The CLI redacts secrets and omits large handoff notes unless you ask for them.

​
Start here

sf portfolio status --json
sf portfolio history --json --ticks 5 --trades 10
sf portfolio last --json --include handoff
Use status for current state, history for recent ticks and trades, and last for the latest full portfolio-manager run.

​
Read current state

sf portfolio status --json
sf portfolio config --json
status returns current portfolio state plus selected risk settings. 
{
  "ok": true,
  "command": "portfolio.status",
  "data": {
    "state": {
      "kalshiBalanceCents": 100000,
      "kalshiPortfolioValueCents": 120000,
      "totalExposureCents": 30000,
      "openPositionCount": 4,
      "lastTickAt": "2026-04-30T00:00:00.000Z"
    },
    "config": {
      "enabled": true,
      "executionMode": "dry-run",
      "maxPositions": 20,
      "sfApiKey": "[redacted]"
    }
  },
  "meta": {
    "scope": "user",
    "fetchedAt": "2026-04-30T00:00:00.000Z"
  }
}
Update one config value: 
sf portfolio config maxPositions 20
sf portfolio config executionMode dry-run

​
Read portfolio memory

sf portfolio history --json --ticks 5 --trades 10
sf portfolio history --json --since 2026-04-01 --until 2026-04-30
sf portfolio history --json --ticker KXRATECUT-26DEC31
sf portfolio history --json --status open
sf portfolio history --json --cursor <cursor>
history returns two lists:
  • ticks: portfolio-manager evaluation runs
  • trades: user-scoped portfolio trade records
List mode omits full handoff notes by default. Include them only when an agent needs the full run memory: 
sf portfolio history --json --ticks 3 --trades 0 --include handoff

​
Read one tick or trade

sf portfolio last --json
sf portfolio last --json --include handoff
sf portfolio tick <id> --json
sf portfolio tick <id> --json --include handoff
sf portfolio trade <id> --json
Use last when an agent wants the latest portfolio-manager handoff. Use tick <id> or trade <id> when the agent already has an id from history.

​
Views

Views are your current market convictions. They are not public theses; they are instructions and context for the portfolio manager. 
sf portfolio view list --json
sf portfolio view add "Rates cut view" "Fed cut odds look too high" --category macro --tickers KXRATECUT-26DEC31 --conviction 4
sf portfolio view remove <id>
Useful fields:
FieldMeaning
titleShort name for the view
viewTextYour reasoning or instruction
categoryMacro, crypto, policy, geopolitical, or another grouping
tickersRelated market tickers
conviction1-5 signal strength
timeHorizonOptional date horizon

​
Strategies

Strategies are persistent instructions for how the portfolio manager should behave. 
sf portfolio strategy list --json
sf portfolio strategy add "Rates discipline" "Keep exposure small around FOMC" --priority 2
sf portfolio strategy remove <id>
Use views for what you believe. Use strategies for how the manager should act.

​
Run or trigger analysis

Run one local portfolio tick: 
sf portfolio watch --once --dry-run
Run continuously: 
sf portfolio watch --dry-run --interval 720
Trigger the cloud portfolio manager: 
sf portfolio trigger
--dry-run is the default for local watch. --live opts into actual order placement and requires trading credentials.

​
Enable cloud manager

sf portfolio enable
sf portfolio disable
sf portfolio revoke
enable uploads encrypted exchange credentials, configures a schedule, and stores portfolio-manager settings. disable stops the cloud manager but keeps credentials. revoke stops the manager and deletes cloud credentials.

​
JSON output

Agents should pass --json whenever available. The portfolio JSON envelope usually includes: 
{
  "ok": true,
  "command": "portfolio.history",
  "data": {
    "ticks": [],
    "trades": []
  },
  "meta": {
    "scope": "user",
    "fetchedAt": "2026-04-30T00:00:00.000Z",
    "pageInfo": {
      "ticks": { "nextCursor": null, "hasMore": false },
      "trades": { "nextCursor": null, "hasMore": false }
    }
  }
}
Do not scrape human terminal output. Use --json and parse the envelope.

​
Next

Portfolio API

REST endpoints behind portfolio state, ticks, trades, views, strategies, and trigger.

Portfolio Autopilot

How views, strategies, risk gates, ticks, and handoffs fit together.