insighta-cli 0.1.2

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

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

Plugin System

Brokerage-specific tools register commands via entry_points:

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

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