Tracking Crypto Portfolio
Overview
Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.
Prerequisites
- Python 3.8+ installed
- Dependencies:
pip install requests
- Internet connectivity for CoinGecko API access
- A portfolio JSON file with your holdings (see
references/implementation.md for format)
Instructions
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
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
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
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 ${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
1---2name: tracking-crypto-portfolio3description: |4 Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking.5 Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data.6 Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".78allowed-tools: Read, Write, Bash(crypto:portfolio-*)9version: 2.0.010author: Jeremy Longshore <jeremy@intentsolutions.io>11license: MIT12compatible-with: claude-code, codex, openclaw13tags: [crypto, tracking-crypto]1415---1617# Tracking Crypto Portfolio1819## Overview2021Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.2223## Prerequisites24251. **Python 3.8+** installed262. **Dependencies**: `pip install requests`273. Internet connectivity for CoinGecko API access284. A portfolio JSON file with your holdings (see `references/implementation.md` for format)2930## Instructions31321. **Assess user intent** - determine what portfolio view is needed:33 - Quick check: total value and top holdings34 - Holdings list: full breakdown of all positions35 - Detailed analysis: allocations, P&L, risk flags36 - Export: JSON or CSV for external tools37382. **Run the portfolio tracker** with appropriate options:39 ```bash40 # Quick portfolio summary41 python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json4243 # Full holdings breakdown44 python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings4546 # Detailed analysis with P&L and allocations47 python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed48 ```49503. **Export results** for analysis tools or tax reporting:51 ```bash52 python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json53 python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv54 ```55564. **Present results** to the user:57 - Show total portfolio value prominently58 - Highlight 24h and 7d changes59 - Explain allocation percentages60 - Flag any concentration risks (positions > 25% allocation by default)6162## Output6364Summary showing total value, 24h/7d changes, per-asset allocation, and concentration warnings for positions exceeding threshold:6566```67==============================================================================68 CRYPTO PORTFOLIO TRACKER Updated: 2026-01-14 15:30 # 2026 - current year timestamp69==============================================================================7071 PORTFOLIO SUMMARY: My Portfolio72------------------------------------------------------------------------------73 Total Value: $125,450.00 USD74 24h Change: +$2,540.50 (+2.07%)75 7d Change: +$8,125.00 (+6.92%)76 Holdings: 8 assets7778 TOP HOLDINGS79------------------------------------------------------------------------------80 Coin Quantity Price Value Alloc 24h81 BTC 0.500 $95,000.00 $47,500.00 37.9% +2.5%82 ETH 10.000 $3,200.00 $32,000.00 25.5% +1.8%83 SOL 100.000 $180.00 $18,000.00 14.4% +4.2%8485 WARNING: BTC (37.9%) exceeds 25% threshold8687==============================================================================88```8990## Error Handling9192| Error | Cause | Solution |93|-------|-------|----------|94| Portfolio file not found | Invalid path | Check file path exists |95| Invalid JSON | Malformed file | Validate JSON syntax |96| Coin not found | Unknown symbol | Check symbol spelling, use standard symbols |97| API rate limited | Too many requests | Wait and retry, use caching |9899See `${CLAUDE_SKILL_DIR}/references/errors.md` for comprehensive error handling.100101## Examples102103Portfolio tracking workflows from quick checks to detailed analysis and export:104105```bash106# Basic portfolio check107python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json108109# All holdings sorted by allocation110python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation111112# Detailed analysis with custom 15% threshold113python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15114115# Export for tax software116python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv117```118119## Resources120121- `${CLAUDE_SKILL_DIR}/references/implementation.md` - Portfolio file format, CLI options, allocation thresholds, JSON format122- `${CLAUDE_SKILL_DIR}/references/errors.md` - Comprehensive error handling123- `${CLAUDE_SKILL_DIR}/references/examples.md` - Detailed usage examples124- CoinGecko API: https://www.coingecko.com/en/api125- `${CLAUDE_SKILL_DIR}/config/settings.yaml` - Configuration options126
jeremylongshore