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portfolio tracking

An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.

skill openclawclawhub Free
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High Signal

An investment portfolio tracker that runs entirely locally. All data stays in ~/.portfolio-tracker/.

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, commands/setup.md, commands/portfolio.md, commands/prices.md, commands/advise.md

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
1.0.0

Documentation

ClawHub primary doc Primary doc: SKILL.md 16 sections Open source page

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 Primary doc
  • commands/advise.md Docs
  • commands/portfolio.md Docs
  • commands/prices.md Docs
  • commands/setup.md Docs
  • README.md Docs