Tracking Crypto Portfolio

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".

jeremylongshore Updated Sep 8, 2026

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Makes network calls
The instructions fetch remote URLs or call external services.

License: MIT
Works with: Claude Code Claude.ai OpenAI Codex +

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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

---name: tracking-crypto-portfoliodescription: 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".license: MIT---# Tracking Crypto Portfolio## OverviewTrack cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.## Prerequisites1. **Python 3.8+** installed2. **Dependencies**: `pip install requests`3. Internet connectivity for CoinGecko API access4. A portfolio JSON file with your holdings (see `references/implementation.md` for format)## Instructions1. **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 tools2. **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)## OutputSummary 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.## ExamplesPortfolio tracking workflows from quick checks to detailed analysis and export:```bash# Basic portfolio checkpython ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json# All holdings sorted by allocationpython ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation# Detailed analysis with custom 15% thresholdpython ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15# Export for tax softwarepython ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv```## Resources- `${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

jeremylongshore/claude-code-plugins-plus-skills commit 1dfa687f8a

Frequently asked questions

npx skillmds@latest add jeremylongshore/tracking-crypto-portfolio