tracking-crypto-portfolio
4
总安装量
4
周安装量
#51880
全站排名
安装命令
npx skills add https://github.com/aaaaqwq/claude-code-skills --skill tracking-crypto-portfolio
Agent 安装分布
gemini-cli
4
opencode
4
codebuddy
4
github-copilot
4
codex
4
kimi-cli
4
Skill 文档
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:
# Quick portfolio summary
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json
# Full holdings breakdown
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings
# Detailed analysis with P&L and allocations
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed
# Export to JSON
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json
# Export to CSV
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%
â 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",
"holdings_count": 8
}
}
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
# Basic portfolio check
python {baseDir}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json
# Show all holdings sorted by allocation
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation
# Detailed analysis with 15% threshold
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15
# Export for tax software
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv
# JSON export for trading bot
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.yamlfor options - See
{baseDir}/references/examples.mdfor integration examples