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".
Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.
pip install requestsreferences/implementation.md for format)Assess user intent - determine what portfolio view is needed:
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:
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 | 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.
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
${CLAUDE_SKILL_DIR}/references/implementation.md - Portfolio file format, CLI options, allocation thresholds, JSON format${CLAUDE_SKILL_DIR}/references/errors.md - Comprehensive error handling${CLAUDE_SKILL_DIR}/references/examples.md - Detailed usage examples${CLAUDE_SKILL_DIR}/config/settings.yaml - Configuration options