--- name: tracking-crypto-portfolio-66224c9ffb18 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: 1.28.0 author: Jeremy Longshore license: MIT tags: - crypto - tracking-crypto compatibility: Designed for Claude Code --- # 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: ```bash # 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: ```bash 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 ============================================================================== ``` ## 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 | See [`references/errors.md`](references/errors.md) for comprehensive error handling. ## Examples Portfolio tracking workflows from quick checks to detailed analysis and export: ```bash # Basic portfolio check python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json # All holdings sorted by allocation python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation # Detailed analysis with custom 15% threshold python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15 # Export for tax software python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv ``` ## Resources - [`references/implementation.md`](references/implementation.md) - Portfolio file format, CLI options, allocation thresholds, JSON format - [`references/errors.md`](references/errors.md) - Comprehensive error handling - [`references/examples.md`](references/examples.md) - Detailed usage examples - CoinGecko API: https://www.coingecko.com/en/api - `${CLAUDE_SKILL_DIR}/config/settings.yaml` - Configuration options --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/crypto/crypto-portfolio-tracker/skills/tracking-crypto-portfolio/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) 2024-2026 Jeremy Longshore & Contributors 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: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/crypto/crypto-portfolio-tracker/skills/tracking-crypto-portfolio/SKILL.md Attribution basis: Source repository record Fields of work: Finance & Accounting, Marketing Roles: Financial Analyst, Growth Marketer, Product Marketer Specialties: API, Backend, Design, Frontend Tools: Coingecko Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 50cc82f1018dc1804648a86ef3cfd7072fb0d2be28ba10af1090b60cf1bd34bc