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Claw Portfolio

Track stock and crypto portfolios with CLI - real-time prices, P&L, dividend tracking, multiple portfolios

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Track stock and crypto portfolios with CLI - real-time prices, P&L, dividend tracking, multiple portfolios

โฌ‡ 0 downloads โ˜… 0 stars Unverified but indexed

Install for OpenClaw

Quick setup
  1. Download the package from Yavira.
  2. Extract the archive and review SKILL.md first.
  3. Import or place the package into your OpenClaw setup.

Requirements

Target platform
OpenClaw
Install method
Manual import
Extraction
Extract archive
Prerequisites
OpenClaw
Primary doc
SKILL.md

Package facts

Download mode
Yavira redirect
Package format
ZIP package
Source platform
Tencent SkillHub
What's included
README.md, SKILL.md, eslint.config.mjs, next.config.ts, package-lock.json, package.json

Validation

  • Use the Yavira download entry.
  • Review SKILL.md after the package is downloaded.
  • Confirm the extracted package contains the expected setup assets.

Install with your agent

Agent handoff

Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.

  1. Download the package from Yavira.
  2. Extract it into a folder your agent can access.
  3. Paste one of the prompts below and point your agent at the extracted folder.
New install

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.

Upgrade existing

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.

Trust & source

Release facts

Source
Tencent SkillHub
Verification
Indexed source record
Version
1.0.2

Documentation

ClawHub primary doc Primary doc: SKILL.md 20 sections Open source page

Portfolio Tracker

A CLI tool for tracking stock and crypto portfolios with real-time prices, P&L, and dividend tracking.

When to Use This Skill

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

Tools

This skill provides the following capabilities:

1. List Holdings

Show all holdings with current values and P&L. Command: npx tsx portfolio.ts list

2. Add Holding

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

3. Sell Holding

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

4. Transaction History

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

5. P&L Summary

Show both realized and unrealized profit/loss. Command: npx tsx portfolio.ts pnl

6. Dividend Tracking

View detailed dividend information for stock holdings including yield, Yield on Cost (YOC), and projected annual income. Command: npx tsx portfolio.ts dividends

7. Dividend Summary

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

8. Dividend Calendar

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

9. List with Dividends

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

10. Remove Holding

Remove a holding by symbol. Command: npx tsx portfolio.ts remove <symbol>

11. Portfolio Value

Show total portfolio value and P&L. Command: npx tsx portfolio.ts value

12. Manage Portfolios

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.

Installation

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 Scripts

npm run dev # Start web UI (optional) npm run build # Build for production

Web UI (Optional)

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

Data Storage

Portfolio data is stored locally in data/portfolio.json. The data file is created automatically on first run with an empty portfolio.

Features

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

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
2 Docs2 Scripts2 Config
  • SKILL.md Primary doc
  • README.md Docs
  • eslint.config.mjs Scripts
  • next.config.ts Scripts
  • package-lock.json Config
  • package.json Config