insighta-cli 0.2.0

Insighta Cloud CLI - portfolio upload framework

insighta-cli

Insighta Cloud CLI — portfolio upload framework with plugin support.

Installation

pip install insighta-cli

Usage

# Prepare upload files from trade history
insighta --work my-portfolio prepare

# Upload to Insighta Cloud
insighta --work my-portfolio upload --config output/upload.yaml

# Portfolio management
insighta list-portfolios
insighta search-portfolios --search "tech"
insighta delete-portfolio <portfolio_id>
insighta nav-history <portfolio_id>
insighta metrics-history <portfolio_id>

# News & search
insighta news --period 7
insighta search "AAPL"

# Order history
insighta orders --portfolio-id <portfolio_id>

# History & backfill
insighta history <portfolio_id>
insighta backfill <portfolio_id>

# Image parsing
insighta image screenshot.png --prompt "Extract trades from this image"

# Configuration
insighta config --credentials credentials.yaml

Commands

Command	Description
prepare	Generate upload.yaml + order.csv from trade history
upload	Send portfolio data to Insighta API
config	Save/display default settings
list-portfolios	List own portfolios
search-portfolios	Search public portfolios
delete-portfolio	Delete a portfolio
nav-history	Get NAV history
metrics-history	Get metrics history
news	Fetch recent news
search	Search entities by keyword
history	Get combined NAV + metrics history
orders	List order history
image	Upload and parse images with AI
backfill	Trigger history backfill
parse	Parse brokerage trade history (via plugin)
verify	Verify CSV against actual holdings (via plugin)
plugins	Show installed broker plugins

All commands support --output-json for machine-readable output.

Plugin System

Brokerage-specific tools register as plugins via entry_points:

[project.entry-points."insighta_cli.plugins"]
sbi = "insighta_sbi"

Broker Commands

Plugins provide parse and verify commands:

# Parse brokerage trade history into CSV
insighta --work my-portfolio parse
insighta --work my-portfolio parse --rate 155.12
insighta --work my-portfolio parse --rate-file rates.csv

# Verify CSV against actual holdings
insighta --work my-portfolio verify

# List installed plugins
insighta plugins

Multiple Plugins

When only one plugin is installed, it is used automatically. With multiple plugins, specify the broker in <work>/input/project.yaml:

broker: sbi

Available Plugins

• insighta-sbi-tool — SBI Securities (Japan)

Development

pip install -e ".[dev]"
pre-commit install
insighta --help

See CONTRIBUTING.md for guidelines.

License

CC-BY-NC-4.0 — See LICENSE