| name | tracking-crypto-portfolio |
| description | Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking.
Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data.
Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".
|
| allowed-tools | Read, Write, Bash(crypto:portfolio-*) |
| version | 2.0.0 |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| license | MIT |
Tracking Crypto Portfolio
Overview
This skill provides comprehensive cryptocurrency portfolio tracking with:
- Real-Time Valuations: Current prices from CoinGecko
- Holdings Breakdown: Quantity, value, and allocation per asset
- P&L Tracking: Unrealized gains/losses with cost basis
- Allocation Analysis: Category breakdown and concentration flags
- Multiple Export Formats: Table, JSON, CSV
Key Capabilities:
- Track holdings across multiple assets
- Calculate portfolio total value in USD
- Identify overweight positions (concentration risk)
- Export for analysis tools and tax reporting
Prerequisites
Before using this skill, ensure:
- Python 3.8+ is installed
- requests library is available:
pip install requests
- Internet connectivity for CoinGecko API access
- A portfolio JSON file with your holdings
Portfolio File Format
Create a portfolio file (e.g., holdings.json):
{
"name": "My Portfolio",
"holdings": [
{"coin": "BTC", "quantity": 0.5, "cost_basis": 25000},
{"coin": "ETH", "quantity": 10, "cost_basis": 2000},
{"coin": "SOL", "quantity": 100}
]
}
Fields:
coin: Symbol (BTC, ETH, etc.) - requiredquantity: Amount held - requiredcost_basis: Average purchase price per coin (optional, for P&L)acquired: Date acquired (optional, for records)
Instructions
Step 1: Assess User Intent
Determine what portfolio information the user needs:
- Quick check: Total value and top holdings
- Holdings list: Full breakdown of all positions
- Detailed analysis: Allocations, P&L, risk flags
- Export: JSON or CSV for external tools
Step 2: Execute Portfolio Tracking
Run the tracker with appropriate options:
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv
Step 3: Present Results
Format and explain the portfolio data:
- Show total portfolio value prominently
- Highlight 24h and 7d changes
- Explain allocation percentages
- Flag any concentration risks
- For detailed mode, explain P&L calculations
Command-Line Options
| Option | Description | Default |
|---|
--portfolio | Path to portfolio JSON file | Required |
--holdings | Show all holdings breakdown | false |
--detailed | Full analysis with P&L | false |
--sort | Sort by: value, allocation, name, change | value |
--format | Output format (table, json, csv) | table |
--output | Output file path | stdout |
--threshold | Allocation warning threshold | 25% |
--verbose | Enable verbose output | false |
Allocation Thresholds
By default, positions > 25% allocation are flagged:
| Allocation | Risk Level | Action |
|---|
| < 10% | Low | Normal position |
| 10-25% | Medium | Monitor closely |
| 25-50% | High | Consider rebalancing |
| > 50% | Very High | Significant concentration risk |
Output
Table Format (Default)
==============================================================================
CRYPTO PORTFOLIO TRACKER Updated: 2026-01-14 15:30
==============================================================================
PORTFOLIO SUMMARY: My Portfolio
------------------------------------------------------------------------------
Total Value: $125,450.00 USD
24h Change: +$2,540.50 (+2.07%)
7d Change: +$8,125.00 (+6.92%)
Holdings: 8 assets
TOP HOLDINGS
------------------------------------------------------------------------------
Coin Quantity Price Value Alloc 24h
BTC 0.500 $95,000.00 $47,500.00 37.9% +2.5%
ETH 10.000 $3,200.00 $32,000.00 25.5% +1.8%
SOL 100.000 $180.00 $18,000.00 14.4% +4.2%
⚠ CONCENTRATION WARNING: BTC (37.9%) exceeds 25% threshold
==============================================================================
JSON Format
{
"portfolio_name": "My Portfolio",
"total_value_usd": 125450.00,
"change_24h": {"amount": 2540.50, "percent": 2.07},
"holdings": [
{
"coin": "BTC",
"quantity": 0.5,
"price_usd": 95000,
"value_usd": 47500,
"allocation_pct": 37.9,
"change_24h_pct": 2.5
}
],
"meta": {
"timestamp": "2026-01-14T15:30:00Z",
Error Handling
See {baseDir}/references/errors.md for comprehensive error handling.
| Error | Cause | Solution |
|---|
| Portfolio file not found | Invalid path | Check file path exists |
| Invalid JSON | Malformed file | Validate JSON syntax |
| Coin not found | Unknown symbol | Check symbol spelling, use standard symbols |
| API rate limited | Too many requests | Wait and retry, use caching |
Examples
See {baseDir}/references/examples.md for detailed examples.
Quick Examples
python {baseDir}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_data.json
Resources
- CoinGecko API: https://www.coingecko.com/en/api - Free crypto market data
- Portfolio Schema: See PRD.md for complete portfolio file format
- Configuration: See
{baseDir}/config/settings.yaml for options
- See
{baseDir}/references/examples.md for integration examples
