tracking-crypto-portfolio

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 <[e-mail]>
license	MIT
compatible-with	claude-code, codex, openclaw
tags	["crypto","tracking-crypto"]

Tracking Crypto Portfolio

Overview

Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.

Prerequisites

1. Python 3.8+ installed
2. Dependencies: pip install requests
3. Internet connectivity for CoinGecko API access
4. A portfolio JSON file with your holdings (see references/implementation.md for format)

Instructions

1. Assess user intent - determine what portfolio view is needed:

   • 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

2. Run the portfolio tracker with appropriate options:

   # Quick portfolio summary
   python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json
   
   # Full holdings breakdown
   python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings
   
   # Detailed analysis with P&L and allocations
   python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed
   

3. Export results for analysis tools or tax reporting:

   python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json
   python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv
   

4. Present results to the user:

   • Show total portfolio value prominently
   • Highlight 24h and 7d changes
   • Explain allocation percentages
   • Flag any concentration risks (positions > 25% allocation by default)

Output

Summary showing total value, 24h/7d changes, per-asset allocation, and concentration warnings for positions exceeding threshold:

==============================================================================
  CRYPTO PORTFOLIO TRACKER                          Updated: 2026-01-14 15:30  # 2026 - current year timestamp
==============================================================================

  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%

  WARNING: BTC (37.9%) exceeds 25% threshold

==============================================================================