---
name: portfolio-tracker-3a56b49da348
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).


---
Source attribution: kbarbel640-del
Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/vachanalaviswanath/portfolio-tracker/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Copyright (c) 2026 clawdbot

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: kbarbel640-del
Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/vachanalaviswanath/portfolio-tracker/SKILL.md
Attribution basis: Source repository record

Fields of work: Data & Analytics, Finance & Accounting, Marketing
Roles: Data Analyst, Financial Analyst, Growth Marketer
Specialties: API
Tools: Browser Automation, Yahoo Finance
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: a55bdf2be1b54dd0bc68a94ca4085a722cd2a4a722f93b4187c3fad687eaa53e