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

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