tracking-crypto-portfolio

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

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

Error Handling

See ${CLAUDE_SKILL_DIR}/references/errors.md for comprehensive error handling.

Examples

Portfolio tracking workflows from quick checks to detailed analysis and export:

# 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

• ${CLAUDE_SKILL_DIR}/references/implementation.md - Portfolio file format, CLI options, allocation thresholds, JSON format
• ${CLAUDE_SKILL_DIR}/references/errors.md - Comprehensive error handling
• ${CLAUDE_SKILL_DIR}/references/examples.md - Detailed usage examples
• CoinGecko API: https://www.coingecko.com/en/api
• ${CLAUDE_SKILL_DIR}/config/settings.yaml - Configuration options