Portfolio Monitor

Monitor portfolio positions for price changes, volume spikes, and ceiling/floor alerts. Designed for /loop 5m usage during trading sessions.

hieutrtr Updated

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Portfolio Monitor — Giám sát danh mục

Designed for recurring use: /loop 5m /portfolio-monitor

Workflow

  1. Call get_portfolio() for current positions
  2. For each position, call get_stock_price(symbol)
  3. Compare with previous check (from conversation context)
  4. Alert if thresholds breached

Alert Thresholds

Condition Threshold Icon
Price change since last check > 3% 🔴
Price change since open > 5% 🔴🔴
Volume spike vs average > 3x 📊
Near ceiling (trần) within 1% ⬆️
Near floor (sàn) within 1% ⬇️

Output Format

If NO alerts:

✅ {time} — Danh mục ổn định. NAV: {nav} ({change}% vs mở cửa)

If alerts exist:

🚨 Portfolio Alert — {time}
━━━━━━━━━━━━━━━━━━━━━━━━

🔴 {symbol}: {price} ({change}%) — {reason}
📊 {symbol}: Volume gấp {x}x trung bình
⬆️ {symbol}: Sắp chạm trần ({price}/{ceiling})

NAV: {nav} | P&L session: {pnl}

Context-Aware

Claude remembers previous checks:

  • Track trend: "VNM tăng liên tục 3 lần check → momentum mạnh"
  • Detect reversal: "HPG đang giảm sau 4 lần tăng"
  • Accumulate volume: "Total volume HPG hôm nay đã gấp 5x average"

hieutrtr/vn-stock-trader/tree/main/.claude/skills/portfolio-monitor commit 45a03cc0cc

Frequently asked questions

npx skillmds@latest add hieutrtr/portfolio-monitor