portfolio-tracker

name

portfolio-tracker

description

Automates live portfolio tracking and analysis using browser automation on Yahoo Finance. Fetches real-time prices for Vish's 27 stocks/ETFs + 4 cryptos, updates portfolio-tracker.md, generates performance summaries, winners/losers, rebalancing suggestions, and market news. Use for: portfolio value checks, performance analysis, daily/heartbeat updates, averaging opportunities, or when user mentions stocks, portfolio, investments, or market updates.

Portfolio Tracker

Quick Start

Run portfolio update or ask "update my portfolio" to fetch live prices via browser and generate analysis.

Workflow

1. Read holdings from references/portfolio-holdings.md
2. Browser automation: Attach Chrome extension (profile=open-claw-chrome) to Yahoo Finance
3. Fetch prices: Snapshot ticker pages or portfolio view
4. Update portfolio-tracker.md with new values/performance
5. Generate analysis: Winners/losers, total value, suggestions

Update Portfolio

1. browser action=tabs profile=open-claw-chrome (attach Yahoo Finance tab)
2. For each ticker in holdings:
   - browser navigate https://finance.yahoo.com/quote/[TICKER]
   - browser snapshot refs=aria (extract price, change, %change)
3. Parse snapshots, calculate values (shares * price)
4. edit portfolio-tracker.md with new table
5. Add analysis section (winners/losers, market summary)

Crypto: Use https://finance.yahoo.com/quote/BTC-USD etc.

Analysis Patterns

• Winners/Losers: Top 5 +5% / -5%
• Concentration Risk: Flag if any position >15% total
• Market Context: S&P500/Nasdaq from ^GSPC/^IXIC snapshots
• Suggestions: Beaten-down positions (< -5% today)

Structuring This Skill

[TODO: Choose the structure that best fits this skill's purpose. Common patterns:

1. Workflow-Based (best for sequential processes)

• Works well when there are clear step-by-step procedures
• Example: DOCX skill with "Workflow Decision Tree" -> "Reading" -> "Creating" -> "Editing"
• Structure: ## Overview -> ## Workflow Decision Tree -> ## Step 1 -> ## Step 2...

2. Task-Based (best for tool collections)

• Works well when the skill offers different operations/capabilities
• Example: PDF skill with "Quick Start" -> "Merge PDFs" -> "Split PDFs" -> "Extract Text"
• Structure: ## Overview -> ## Quick Start -> ## Task Category 1 -> ## Task Category 2...

3. Reference/Guidelines (best for standards or specifications)

• Works well for brand guidelines, coding standards, or requirements
• Example: Brand styling with "Brand Guidelines" -> "Colors" -> "Typography" -> "Features"
• Structure: ## Overview -> ## Guidelines -> ## Specifications -> ## Usage...

4. Capabilities-Based (best for integrated systems)

• Works well when the skill provides multiple interrelated features
• Example: Product Management with "Core Capabilities" -> numbered capability list
• Structure: ## Overview -> ## Core Capabilities -> ### 1. Feature -> ### 2. Feature...

Patterns can be mixed and matched as needed. Most skills combine patterns (e.g., start with task-based, add workflow for complex operations).

Delete this entire "Structuring This Skill" section when done - it's just guidance.]

[TODO: Replace with the first main section based on chosen structure]

[TODO: Add content here. See examples in existing skills:

• Code samples for technical skills
• Decision trees for complex workflows
• Concrete examples with realistic user requests
• References to scripts/templates/references as needed]

Resources

references/portfolio-holdings.md

Vish's exact holdings (shares/amounts). Update manually when buying/selling.

scripts/update-portfolio.py

Parses holdings, processes browser data (future: full automation).