# Portfolio Health Check

> Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina.

- Skill: `lord1egypt/portfolio-health-check` (Agent Skill)
- Install (CLI): `npx skillmds@latest add lord1egypt/portfolio-health-check`
- Raw SKILL.md: https://api.skillmd.com/api/skills/lord1egypt/portfolio-health-check/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: Lord1Egypt (https://skillmd.com/u/lord1egypt)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/lord1egypt/portfolio-health-check

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# Portfolio Health Check

Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.

## Features

- **Multi-Asset Coverage**: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
- **P&L Tracking**: Realized + unrealized per position and total
- **Stop-Loss Monitor**: Triggers when loss >25%
- **Take-Profit Alert**: Triggers when profit >30% + RSI >75
- **Rebalancing Signals**: Position size drift detection

## Alert Triggers

| Condition | Action |
|-----------|--------|
| Profit >30% + RSI >75 + pullback >5% | Take-profit alert |
| Loss >25% | Stop-loss alert |
| RSI >80 + profit >20% | Reduce position |
| Pullback >10% + RSI <35 | Add position |
| Any position >30% of portfolio | Rebalance warning |

## Exchange Support

- OKX (crypto perpetuals)
- Yahoo Finance (US stocks)
- Sina Finance (Chinese A-shares)

## Premium Version (Coming Soon)
- Real-time push notifications (Telegram/WeChat)
- Weekly performance report
- Custom alert thresholds
- Multi-portfolio management

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*Know your positions. Control your risk.*