Agent skill

Indian Broker Portfolio Bridge

Aggregates holdings across Zerodha, Upstox and Angel One and normalizes order parameters into one format, with confirmation required before any routing.

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Indian Broker Portfolio Bridge

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/archon-bridge .claude/skills/archon-bridge && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .claude/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/archon-bridge .agents/skills/archon-bridge && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .agents/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/archon-bridge .cursor/skills/archon-bridge && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .cursor/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/taracodlabs/aiden.git --path skills/archon-bridge

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/archon-bridge .gemini/skills/archon-bridge && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .gemini/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/archon-bridge .github/skills/archon-bridge && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .github/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add taracodlabs/aiden --skill archon-bridge -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install taracodlabs/aiden archon-bridge --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/taracodlabs/aiden.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/archon-bridge .opencode/skills/archon-bridge && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "archon-bridge" agent skill from https://github.com/taracodlabs/aiden/tree/main/skills/archon-bridge into .opencode/skills/archon-bridge/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "archon-bridge", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: archon-bridge
GitHub stars: 852
Token cost: ~1.1k tokens
SKILL.md length: 242 words
Files: 2
Skills in repo: 63
Repo updated: Sep 13, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Aggregates holdings across Zerodha, Upstox and Angel One and normalizes order parameters into one format, with confirmation required before any routing.

Seeing total holdings across several Indian broker accounts
SKILL.md covers When to Use, How to Use, Examples and Cautions
Reaches api.kite.trade and api.upstox.com; needs KITE_API_KEY and KITE_ACCESS_TOKEN
Finding duplicate positions held at more than one broker

What it does

A broker bridge for people with accounts at several Indian brokers: Zerodha Kite, Upstox and Angel One. It pulls holdings from each API, merges them into one view, totals portfolio value and cost, and finds symbols held at more than one broker. The bundled PowerShell snippets read credentials from environment variables such as KITE_API_KEY, KITE_ACCESS_TOKEN and UPSTOX_TOKEN, and the examples shown cover Kite and Upstox.

It can also build a normalized order record with symbol, side, quantity, order type and broker, whichever broker will receive it. The cautions: access tokens must be refreshed daily, symbol formats differ between brokers, profit and loss uses last traded price so it can differ from official statements, and orders must never be routed across brokers without the user explicitly confirming the target broker.

When your agent uses it

Seeing total holdings across several Indian broker accounts
Finding duplicate positions held at more than one broker
Comparing profit and loss between Zerodha and Upstox
Preparing a normalized order before sending it to one broker

Example prompts

“Show my total equity portfolio across Zerodha and Upstox.”
“Do I hold Reliance in more than one broker?”
“Create a normalized order for buying 10 shares of HDFC Bank via Upstox.”

Requirements

Broker API credentials in environment variables such as KITE_API_KEY and UPSTOX_TOKEN
PowerShell

What it can do on your machine

Read from SKILL.md and the folder at commit 3704204. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are powershell).
From the folder's file list and the shell code blocks in SKILL.md.
Network
Hosts in commands or code, which the agent is likely to contact:
- api.kite.trade
- api.upstox.com
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names these keys or tokens, usually read from environment variables:
- KITE_API_KEY
- KITE_ACCESS_TOKEN
- UPSTOX_TOKEN
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Indian Broker Portfolio Bridge loads about 1.1k tokens when it runs. Until then it costs about 20 tokens; SKILL.md has 242 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~20
When it runs · the whole SKILL.md, loaded when a task matches: ~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from taracodlabs/aiden at commit 3704204, republished under its Apache-2.0 licence (© taracodlabs). 242 words, ~1,146 tokens.

Download SKILL.mdSave it as .claude/skills/archon-bridge/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.

name: archon-bridge
description: Unified portfolio + order routing across Zerodha, Upstox, Angel One
category: india
version: 1.0.0
tags: archon, broker, portfolio, aggregation, zerodha, upstox, angel, india, trading, unified
license: Apache-2.0

Archon Bridge

Unified broker bridge that aggregates portfolio data and normalizes order routing across multiple Indian brokers — Zerodha Kite, Upstox, and Angel One — into a single consistent interface.

When to Use

User has accounts on multiple Indian brokers and wants a unified view
User asks "what's my total portfolio across all brokers?"
User wants to compare holdings or P&L across Zerodha and Upstox
User needs a normalized order format regardless of which broker to use
User asks Aiden to route an order to the broker with better margin or execution

How to Use

Aggregate portfolio from multiple brokers

powershell

# Requires env vars: KITE_API_KEY, KITE_ACCESS_TOKEN, UPSTOX_TOKEN
function Get-KiteHoldings {
  $h = @{ "X-Kite-Version"="3"; "Authorization"="token $env:KITE_API_KEY:$env:KITE_ACCESS_TOKEN" }
  (Invoke-RestMethod -Uri "https://api.kite.trade/portfolio/holdings" -Headers $h).data |
    Select-Object @{N='symbol';E={$_.tradingsymbol}},
                  @{N='qty';E={$_.quantity}},
                  @{N='avg';E={$_.average_price}},
                  @{N='ltp';E={$_.last_price}},
                  @{N='broker';E={'Zerodha'}}
}

function Get-UpstoxHoldings {
  $h = @{ "Authorization"="Bearer $env:UPSTOX_TOKEN"; "Accept"="application/json" }
  (Invoke-RestMethod -Uri "https://api.upstox.com/v2/portfolio/long-term-holdings" -Headers $h).data |
    Select-Object @{N='symbol';E={$_.tradingsymbol}},
                  @{N='qty';E={$_.quantity}},
                  @{N='avg';E={$_.average_price}},
                  @{N='ltp';E={$_.last_price}},
                  @{N='broker';E={'Upstox'}}
}

$all = @(Get-KiteHoldings) + @(Get-UpstoxHoldings)
$all | Sort-Object symbol | Format-Table -AutoSize

Calculate total portfolio value across brokers

powershell

$all = @(Get-KiteHoldings) + @(Get-UpstoxHoldings)
$total = ($all | ForEach-Object { $_.ltp * $_.qty } | Measure-Object -Sum).Sum
$cost  = ($all | ForEach-Object { $_.avg * $_.qty }  | Measure-Object -Sum).Sum
$pnl   = $total - $cost
Write-Host "Total Value: ₹$([math]::Round($total,2))"
Write-Host "Total Cost:  ₹$([math]::Round($cost,2))"
Write-Host "Total P&L:   ₹$([math]::Round($pnl,2)) ($([math]::Round($pnl/$cost*100,2))%)"

Find duplicate holdings across brokers

powershell

$all = @(Get-KiteHoldings) + @(Get-UpstoxHoldings)
$all | Group-Object symbol | Where-Object Count -gt 1 |
  ForEach-Object {
    Write-Host "=== $($_.Name) ==="
    $_.Group | Format-Table broker, qty, avg, ltp -AutoSize
  }

Normalize order parameters across brokers

powershell

function New-ArchonOrder {
  param(
    [string]$Symbol,
    [string]$Side,       # BUY or SELL
    [int]$Qty,
    [string]$OrderType,  # MARKET or LIMIT
    [double]$Price = 0,
    [string]$Broker      # Zerodha or Upstox
  )

  if ($Broker -eq "Zerodha") {
    return @{
      tradingsymbol    = $Symbol
      exchange         = "NSE"
      transaction_type = $Side
      order_type       = $OrderType
      quantity         = $Qty
      price            = $Price
      product          = "CNC"
    }
  } elseif ($Broker -eq "Upstox") {
    return @{
      instrument_token = "NSE_EQ|$Symbol"
      transaction_type = $Side
      order_type       = $OrderType
      quantity         = $Qty
      price            = $Price
      product          = "D"
      validity         = "DAY"
    }
  }
}

Examples

"Show my total equity portfolio across Zerodha and Upstox" → Call both broker APIs, merge holdings, calculate combined value and P&L.

"Do I hold Reliance in more than one broker?" → Aggregate all holdings, group by symbol, find symbols present in multiple broker accounts.

"Create a normalized order for buying 10 shares of HDFC Bank via Upstox" → Call New-ArchonOrder -Symbol "HDFCBANK" -Side "BUY" -Qty 10 -OrderType "MARKET" -Broker "Upstox".

Cautions

Each broker's access token must be refreshed daily — check token validity before aggregation calls
Broker APIs may use different symbol formats (e.g., NIFTY vs NIFTY50) — normalize symbols before cross-referencing
Never auto-route orders across brokers without explicit user confirmation of the target broker
P&L calculations use last traded price — may differ slightly from official broker statements due to corporate actions

Files

SKILL.md and 1 other file in skills/archon-bridge of taracodlabs/aiden.

SKILL.md
skill.json

Open the folder on GitHubat commit 3704204

Compare with similar skills

Indian Broker Portfolio Bridge next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Indian Broker Portfolio Bridge compared with similar skills
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Eastmoney Market DataHKUDS/Vibe-Trading	35k	—	~1k	Automated safety check: Pass	MIT	yesterday
Stock Deep Analysis Workflowwbh604/UZI-Skill	7.1k	—	~9.1k	Automated safety check: Notes	MIT	1 mo ago
Zhengxi Fund Manager Views Librarylyra81604/zhengxi-views	1.8k	—	~1.6k	Automated safety check: Pass	MIT	1 mo ago
SEC EDGAR Filings FetcherHKUDS/Vibe-Trading	35k	—	~1.4k	Automated safety check: Pass	MIT	yesterday

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Questions about Indian Broker Portfolio Bridge

What does Indian Broker Portfolio Bridge do?

Aggregates holdings across Zerodha, Upstox and Angel One and normalizes order parameters into one format, with confirmation required before any routing. A broker bridge for people with accounts at several Indian brokers: Zerodha Kite, Upstox and Angel One. It pulls holdings from each API, merges them into one view, totals portfolio value and cost, and finds symbols held at more than one broker.

When should I use Indian Broker Portfolio Bridge?

Indian Broker Portfolio Bridge fits situations like: seeing total holdings across several Indian broker accounts; finding duplicate positions held at more than one broker; comparing profit and loss between Zerodha and Upstox; preparing a normalized order before sending it to one broker.

How do I install Indian Broker Portfolio Bridge in Claude Code?

Run `npx skills add taracodlabs/aiden --skill archon-bridge -a claude-code`. Or copy the skill folder (skills/archon-bridge in taracodlabs/aiden) into .claude/skills/archon-bridge in your project. Claude Code loads it when a task matches its description.

How do I install Indian Broker Portfolio Bridge in Codex?

Run `npx skills add taracodlabs/aiden --skill archon-bridge -a codex`. Or copy the skill folder (skills/archon-bridge in taracodlabs/aiden) into .agents/skills/archon-bridge in your project. Codex loads it when a task matches its description.

Can I use Indian Broker Portfolio Bridge in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add taracodlabs/aiden --skill archon-bridge -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/archon-bridge, .gemini/skills/archon-bridge, .github/skills/archon-bridge and .opencode/skills/archon-bridge in your project.

What does Indian Broker Portfolio Bridge need to run?

Going by SKILL.md and its folder, Indian Broker Portfolio Bridge needs credentials named KITE_API_KEY, KITE_ACCESS_TOKEN and UPSTOX_TOKEN. Our summary lists: Broker API credentials in environment variables such as KITE_API_KEY and UPSTOX_TOKEN; PowerShell.

Does Indian Broker Portfolio Bridge access the network?

SKILL.md names 2 domains. In commands or code: api.kite.trade and api.upstox.com; the agent is likely to contact these when it follows the instructions. This is read from the text; nothing was executed.

Is Indian Broker Portfolio Bridge safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Indian Broker Portfolio Bridge use?

Indian Broker Portfolio Bridge is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Indian Broker Portfolio Bridge use?

About 1.1k tokens (SKILL.md is roughly 4.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Indian Broker Portfolio Bridge?

Skills that share tags, products or a category with Indian Broker Portfolio Bridge: AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars), Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars) and Zhengxi Fund Manager Views Library (lyra81604/zhengxi-views, 1.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Indian Broker Portfolio Bridge?

taracodlabs (a GitHub organization) maintains it in taracodlabs/aiden, which has 852 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on September 13, 2026.

Source: taracodlabs/aiden on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Indian Broker Portfolio Bridge

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Archon Bridge

When to Use

How to Use

Aggregate portfolio from multiple brokers

Calculate total portfolio value across brokers

Find duplicate holdings across brokers

Normalize order parameters across brokers

Examples

Cautions

Files

Compare with similar skills

Similar skills

More from taracodlabs/aiden

Related

Questions about Indian Broker Portfolio Bridge