Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Track stock and crypto portfolios with CLI - real-time prices, P&L, dividend tracking, multiple portfolios
Track stock and crypto portfolios with CLI - real-time prices, P&L, dividend tracking, multiple portfolios
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.
A CLI tool for tracking stock and crypto portfolios with real-time prices, P&L, and dividend tracking.
Use this skill when you need to: Track stock and crypto holdings locally Get real-time prices and P&L Track dividend yields, Yield on Cost, and projected income View upcoming ex-dividend dates Manage multiple portfolios Export portfolio data to CSV
This skill provides the following capabilities:
Show all holdings with current values and P&L. Command: npx tsx portfolio.ts list
Add a new stock or crypto holding. Command: npx tsx portfolio.ts add <symbol> <quantity> <price> <name> [type] Examples: npx tsx portfolio.ts add AAPL 10 150 "Apple Inc." stock npx tsx portfolio.ts add BTC 0.5 45000 Bitcoin crypto
Sell shares using FIFO (First-In-First-Out) cost basis method. Command: npx tsx portfolio.ts sell <symbol> <quantity> <price> [date] Examples: npx tsx portfolio.ts sell AAPL 5 180 2025-06-01 npx tsx portfolio.ts sell BTC 0.25 50000
View sell history for all holdings or a specific symbol. Command: npx tsx portfolio.ts history [symbol] Examples: npx tsx portfolio.ts history npx tsx portfolio.ts history AAPL
Show both realized and unrealized profit/loss. Command: npx tsx portfolio.ts pnl
View detailed dividend information for stock holdings including yield, Yield on Cost (YOC), and projected annual income. Command: npx tsx portfolio.ts dividends
Show portfolio-level dividend summary: total projected income, weighted average yield, and Yield on Cost. Command: npx tsx portfolio.ts dividend-summary Output includes: Total projected annual income Monthly/quarterly income estimates Weighted average yield across all holdings Portfolio Yield on Cost Count of dividend-paying stocks
View upcoming ex-dividend dates for your holdings. Command: npx tsx portfolio.ts calendar [days] Examples: npx tsx portfolio.ts calendar # Next 30 days npx tsx portfolio.ts calendar 60 # Next 60 days
The list command automatically fetches dividend data. Use --no-dividends flag to skip. Commands: npx tsx portfolio.ts list # With dividend info npx tsx portfolio.ts list --no-dividends # Skip dividends
Remove a holding by symbol. Command: npx tsx portfolio.ts remove <symbol>
Show total portfolio value and P&L. Command: npx tsx portfolio.ts value
List, switch, or create portfolios. Commands: npx tsx portfolio.ts portfolios npx tsx portfolio.ts switch "Portfolio Name" npx tsx portfolio.ts create "New Portfolio" Tip: After running npm link, you can use the shorter portfolio command instead of npx tsx portfolio.ts.
First, install the required dependencies: npm install This will install all necessary packages including TypeScript runtime (tsx), Next.js, React, and other dependencies listed in package.json. Optional: Link the CLI globally for easier access: npm link After linking, you can use portfolio <command> instead of npx tsx portfolio.ts <command>.
npm run dev # Start web UI (optional) npm run build # Build for production
You can also run an optional web interface with full dividend tracking support: npm run dev Then open http://localhost:3000 Web UI Features: Real-time portfolio value and P&L tracking Dividend summary cards (annual income, weighted yield, YOC, upcoming dates) Detailed dividend breakdown table per stock Visual calendar of upcoming ex-dividend dates Interactive pie chart for portfolio allocation
Portfolio data is stored locally in data/portfolio.json. The data file is created automatically on first run with an empty portfolio.
Real-time stock prices via Yahoo Finance API Real-time crypto prices via CoinGecko API Multiple portfolio support P&L tracking per holding Dividend tracking (yield, YOC, projected income, ex-dates) CLI and optional web interface
Code helpers, APIs, CLIs, browser automation, testing, and developer operations.
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