# Send Claw Portfolio to your agent
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
## Fast path
- Download the package from Yavira.
- Extract it into a folder your agent can access.
- Paste one of the prompts below and point your agent at the extracted folder.
## Suggested prompts
### New install

```text
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

```text
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.
```
## Machine-readable fields
```json
{
  "schemaVersion": "1.0",
  "item": {
    "slug": "claw-portfolio",
    "name": "Claw Portfolio",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
    "sourceUrl": "https://clawhub.ai/rsoutar/claw-portfolio",
    "canonicalUrl": "https://clawhub.ai/rsoutar/claw-portfolio",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadUrl": "/downloads/claw-portfolio",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=claw-portfolio",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "packageFormat": "ZIP package",
    "primaryDoc": "SKILL.md",
    "includedAssets": [
      "README.md",
      "SKILL.md",
      "eslint.config.mjs",
      "next.config.ts",
      "package-lock.json",
      "package.json"
    ],
    "downloadMode": "redirect",
    "sourceHealth": {
      "source": "tencent",
      "status": "healthy",
      "reason": "direct_download_ok",
      "recommendedAction": "download",
      "checkedAt": "2026-04-30T16:55:25.780Z",
      "expiresAt": "2026-05-07T16:55:25.780Z",
      "httpStatus": 200,
      "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network",
      "contentType": "application/zip",
      "probeMethod": "head",
      "details": {
        "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network",
        "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"",
        "redirectLocation": null,
        "bodySnippet": null
      },
      "scope": "source",
      "summary": "Source download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this source.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/claw-portfolio"
    },
    "validation": {
      "installChecklist": [
        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
      ]
    }
  },
  "links": {
    "detailUrl": "https://openagent3.xyz/skills/claw-portfolio",
    "downloadUrl": "https://openagent3.xyz/downloads/claw-portfolio",
    "agentUrl": "https://openagent3.xyz/skills/claw-portfolio/agent",
    "manifestUrl": "https://openagent3.xyz/skills/claw-portfolio/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/claw-portfolio/agent.md"
  }
}
```
## Documentation

### 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
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: rsoutar
- Version: 1.0.2
## Source health
- Status: healthy
- Source download looks usable.
- Yavira can redirect you to the upstream package for this source.
- Health scope: source
- Reason: direct_download_ok
- Checked at: 2026-04-30T16:55:25.780Z
- Expires at: 2026-05-07T16:55:25.780Z
- Recommended action: Download for OpenClaw
## Links
- [Detail page](https://openagent3.xyz/skills/claw-portfolio)
- [Send to Agent page](https://openagent3.xyz/skills/claw-portfolio/agent)
- [JSON manifest](https://openagent3.xyz/skills/claw-portfolio/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/claw-portfolio/agent.md)
- [Download page](https://openagent3.xyz/downloads/claw-portfolio)