tracking-crypto-portfolio

@jeremylongshore/tracking-crypto-portfolio

jeremylongshore

1,004

123 forks

Updated 1/18/2026

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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".

Installation

$skills install @jeremylongshore/tracking-crypto-portfolio

Claude Code

Cursor

Copilot

Codex

Antigravity

Details

Repositoryjeremylongshore/claude-code-plugins-plus-skills

Pathplugins/crypto/crypto-portfolio-tracker/skills/tracking-crypto-portfolio/SKILL.md

Branchmain

Scoped Name@jeremylongshore/tracking-crypto-portfolio

Usage

After installing, this skill will be available to your AI coding assistant.

Verify installation:

skills list

Skill Instructions

name: tracking-crypto-portfolio description: | 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".

allowed-tools: Read, Write, Bash(crypto:portfolio-*) version: 2.0.0 author: Jeremy Longshore jeremy@intentsolutions.io license: MIT

Tracking Crypto Portfolio

Overview

This skill provides comprehensive cryptocurrency portfolio tracking with:

Real-Time Valuations: Current prices from CoinGecko
Holdings Breakdown: Quantity, value, and allocation per asset
P&L Tracking: Unrealized gains/losses with cost basis
Allocation Analysis: Category breakdown and concentration flags
Multiple Export Formats: Table, JSON, CSV

Key Capabilities:

Track holdings across multiple assets
Calculate portfolio total value in USD
Identify overweight positions (concentration risk)
Export for analysis tools and tax reporting

Prerequisites

Before using this skill, ensure:

Python 3.8+ is installed
requests library is available: pip install requests
Internet connectivity for CoinGecko API access
A portfolio JSON file with your holdings

Portfolio File Format

Create a portfolio file (e.g., holdings.json):

{
  "name": "My Portfolio",
  "holdings": [
    {"coin": "BTC", "quantity": 0.5, "cost_basis": 25000},
    {"coin": "ETH", "quantity": 10, "cost_basis": 2000},
    {"coin": "SOL", "quantity": 100}
  ]
}

Fields:

coin: Symbol (BTC, ETH, etc.) - required
quantity: Amount held - required
cost_basis: Average purchase price per coin (optional, for P&L)
acquired: Date acquired (optional, for records)

Instructions

Step 1: Assess User Intent

Determine what portfolio information the user needs:

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

Step 2: Execute Portfolio Tracking

Run the tracker with appropriate options:

# Quick portfolio summary
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json

# Full holdings breakdown
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings

# Detailed analysis with P&L and allocations
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed

# Export to JSON
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json

# Export to CSV
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv

Step 3: Present Results

Format and explain the portfolio data:

Show total portfolio value prominently
Highlight 24h and 7d changes
Explain allocation percentages
Flag any concentration risks
For detailed mode, explain P&L calculations

Command-Line Options

Option	Description	Default
`--portfolio`	Path to portfolio JSON file	Required
`--holdings`	Show all holdings breakdown	false
`--detailed`	Full analysis with P&L	false
`--sort`	Sort by: value, allocation, name, change	value
`--format`	Output format (table, json, csv)	table
`--output`	Output file path	stdout
`--threshold`	Allocation warning threshold	25%
`--verbose`	Enable verbose output	false

Allocation Thresholds

By default, positions > 25% allocation are flagged:

Allocation	Risk Level	Action
< 10%	Low	Normal position
10-25%	Medium	Monitor closely
25-50%	High	Consider rebalancing
> 50%	Very High	Significant concentration risk

Output

Table Format (Default)

==============================================================================
  CRYPTO PORTFOLIO TRACKER                          Updated: 2026-01-14 15:30
==============================================================================

  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%

  ⚠ CONCENTRATION WARNING: BTC (37.9%) exceeds 25% threshold

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

JSON Format

{
  "portfolio_name": "My Portfolio",
  "total_value_usd": 125450.00,
  "change_24h": {"amount": 2540.50, "percent": 2.07},
  "holdings": [
    {
      "coin": "BTC",
      "quantity": 0.5,
      "price_usd": 95000,
      "value_usd": 47500,
      "allocation_pct": 37.9,
      "change_24h_pct": 2.5
    }
  ],
  "meta": {
    "timestamp": "2026-01-14T15:30:00Z",
    "holdings_count": 8
  }
}

Error Handling

See {baseDir}/references/errors.md for comprehensive 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

Examples

See {baseDir}/references/examples.md for detailed examples.

Quick Examples

# Basic portfolio check
python {baseDir}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json

# Show all holdings sorted by allocation
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation

# Detailed analysis with 15% threshold
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15

# Export for tax software
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv

# JSON export for trading bot
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_data.json

Resources

CoinGecko API: https://www.coingecko.com/en/api - Free crypto market data
Portfolio Schema: See PRD.md for complete portfolio file format
Configuration: See {baseDir}/config/settings.yaml for options
See {baseDir}/references/examples.md for integration examples

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