Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Tencent SkillHub ยท Developer Tools
portfolio tracking
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
skill openclawclawhub Free
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
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Package facts
- Download mode
- Manual review
- Package format
- ZIP package
- Source platform
- Tencent SkillHub
- What's included
- README.md, SKILL.md, commands/setup.md, commands/portfolio.md, commands/prices.md, commands/advise.md
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Trust & source
Release facts
- Source
- Tencent SkillHub
- Verification
- Indexed source record
- Version
- 1.0.0
Provenance
- Publisher
- aigeneralstore
- Source page
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Documentation
Portfolio Tracker Skill
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
Architecture
Data: ~/.portfolio-tracker/data.json (portfolios, assets, prices) Config: ~/.portfolio-tracker/config.json (API keys, wallet addresses, user profile) Scripts: TypeScript CLI tools in <skill-path>/scripts/, run via npx tsx
First-Time Setup
Before running any script, ensure dependencies are installed: npm install --prefix <skill-path>/scripts Replace <skill-path> with the actual installed path of this skill.
How Scripts Work
Each script is a standalone CLI tool. Run them with: npx tsx <skill-path>/scripts/<script>.ts <command> [args] Scripts read from stdin when needed and output JSON to stdout.
data-store.ts
load โ Read portfolio data (creates default if missing) save โ Write portfolio data (JSON from stdin) load-config โ Read config save-config โ Write config (JSON from stdin)
fetch-prices.ts
crypto <symbol> โ Get crypto price (Binance โ CoinGecko) stock <symbol> โ Get stock price (Yahoo Finance) fx โ Get USD/CNY/HKD exchange rates historical <symbol> โ Get 3yr monthly historical data search <query> โ Search for assets by name/symbol refresh โ Batch refresh prices (assets JSON from stdin)
binance-sync.ts
sync <apiKey> <apiSecret> โ Fetch all Binance balances (6 account types) validate <apiKey> <apiSecret> โ Validate API credentials
ibkr-sync.ts
sync <token> <queryId> โ Fetch IBKR positions via Flex Query validate <token> <queryId> โ Validate IBKR credentials
blockchain-sync.ts
sync <address> [chain] โ Fetch wallet balances (single chain or all 5 EVM chains) validate <address> โ Validate EVM address
Asset
{ "id": "unique-id", "type": "CRYPTO | USSTOCK | HKSTOCK | ASHARE | CASH", "symbol": "BTC", "name": "Bitcoin", "quantity": 1.5, "avgPrice": 40000, "currentPrice": 50000, "currency": "USD | CNY | HKD", "transactions": [], "source": { "type": "manual | binance | wallet | ibkr" } }
Portfolio
{ "id": "unique-id", "name": "Main", "assets": [...] }
Viewing Portfolio
Load data via data-store.ts load Find current portfolio by currentPortfolioId Calculate total value using quantity * currentPrice per asset Convert to display currency using exchangeRates Present as a formatted table
Adding Assets
Load data Search for the asset using fetch-prices.ts search <query> Get current price via fetch-prices.ts crypto/stock <symbol> Add asset to current portfolio with a generated unique ID Save data
Refreshing Prices
Load data Pipe current portfolio assets to fetch-prices.ts refresh via stdin Also run fetch-prices.ts fx for exchange rates Update each asset's currentPrice and the exchangeRates Set lastPriceRefresh to current ISO timestamp Save data
Syncing from Exchange/Wallet
Load config to get credentials Run the appropriate sync script Merge results: update existing assets (match by symbol+source), add new ones Save data
Commands
Available user commands: /portfolio โ View and manage portfolios /prices โ Refresh all prices /setup โ Configure API keys and wallets /sync-binance โ Sync from Binance /sync-ibkr โ Sync from Interactive Brokers /sync-wallet โ Sync from blockchain wallet /advise โ Get AI investment advice
Category context
Code helpers, APIs, CLIs, browser automation, testing, and developer operations.
Source: Tencent SkillHub
Largest current source with strong distribution and engagement signals.
Package contents
Included in package
6 Docs
- SKILL.md
- commands/advise.md
- commands/portfolio.md
- commands/prices.md
- commands/setup.md
- README.md