Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
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.
An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.
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
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.
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.
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)
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)
sync <apiKey> <apiSecret> โ Fetch all Binance balances (6 account types) validate <apiKey> <apiSecret> โ Validate API credentials
sync <token> <queryId> โ Fetch IBKR positions via Flex Query validate <token> <queryId> โ Validate IBKR credentials
sync <address> [chain] โ Fetch wallet balances (single chain or all 5 EVM chains) validate <address> โ Validate EVM address
{ "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" } }
{ "id": "unique-id", "name": "Main", "assets": [...] }
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
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
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
Load config to get credentials Run the appropriate sync script Merge results: update existing assets (match by symbol+source), add new ones Save data
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
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