# Send portfolio tracking 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": "portfolio-tracking-skill",
    "name": "portfolio tracking",
    "source": "tencent",
    "type": "skill",
    "category": "开发工具",
    "sourceUrl": "https://clawhub.ai/aigeneralstore/portfolio-tracking-skill",
    "canonicalUrl": "https://clawhub.ai/aigeneralstore/portfolio-tracking-skill",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadUrl": "/downloads/portfolio-tracking-skill",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=portfolio-tracking-skill",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "packageFormat": "ZIP package",
    "primaryDoc": "SKILL.md",
    "includedAssets": [
      "README.md",
      "SKILL.md",
      "commands/setup.md",
      "commands/portfolio.md",
      "commands/prices.md",
      "commands/advise.md"
    ],
    "downloadMode": "redirect",
    "sourceHealth": {
      "source": "tencent",
      "slug": "portfolio-tracking-skill",
      "status": "healthy",
      "reason": "direct_download_ok",
      "recommendedAction": "download",
      "checkedAt": "2026-05-12T13:13:41.418Z",
      "expiresAt": "2026-05-19T13:13:41.418Z",
      "httpStatus": 200,
      "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=portfolio-tracking-skill",
      "contentType": "application/zip",
      "probeMethod": "head",
      "details": {
        "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=portfolio-tracking-skill",
        "contentDisposition": "attachment; filename=\"portfolio-tracking-skill-1.0.0.zip\"",
        "redirectLocation": null,
        "bodySnippet": null,
        "slug": "portfolio-tracking-skill"
      },
      "scope": "item",
      "summary": "Item download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this item.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/portfolio-tracking-skill"
    },
    "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/portfolio-tracking-skill",
    "downloadUrl": "https://openagent3.xyz/downloads/portfolio-tracking-skill",
    "agentUrl": "https://openagent3.xyz/skills/portfolio-tracking-skill/agent",
    "manifestUrl": "https://openagent3.xyz/skills/portfolio-tracking-skill/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/portfolio-tracking-skill/agent.md"
  }
}
```
## Documentation

### 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 — Read portfolio data (creates default if missing)
save — Write portfolio data (JSON from stdin)
load-config — Read config
save-config — Write config (JSON from stdin)

### fetch-prices.ts

crypto <symbol> — Get crypto price (Binance → CoinGecko)
stock <symbol> — Get stock price (Yahoo Finance)
fx — Get USD/CNY/HKD exchange rates
historical <symbol> — Get 3yr monthly historical data
search <query> — Search for assets by name/symbol
refresh — Batch refresh prices (assets JSON from stdin)

### binance-sync.ts

sync <apiKey> <apiSecret> — Fetch all Binance balances (6 account types)
validate <apiKey> <apiSecret> — Validate API credentials

### ibkr-sync.ts

sync <token> <queryId> — Fetch IBKR positions via Flex Query
validate <token> <queryId> — Validate IBKR credentials

### blockchain-sync.ts

sync <address> [chain] — Fetch wallet balances (single chain or all 5 EVM chains)
validate <address> — 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 — View and manage portfolios
/prices — Refresh all prices
/setup — Configure API keys and wallets
/sync-binance — Sync from Binance
/sync-ibkr — Sync from Interactive Brokers
/sync-wallet — Sync from blockchain wallet
/advise — Get AI investment advice
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: aigeneralstore
- Version: 1.0.0
## Source health
- Status: healthy
- Item download looks usable.
- Yavira can redirect you to the upstream package for this item.
- Health scope: item
- Reason: direct_download_ok
- Checked at: 2026-05-12T13:13:41.418Z
- Expires at: 2026-05-19T13:13:41.418Z
- Recommended action: Download for OpenClaw
## Links
- [Detail page](https://openagent3.xyz/skills/portfolio-tracking-skill)
- [Send to Agent page](https://openagent3.xyz/skills/portfolio-tracking-skill/agent)
- [JSON manifest](https://openagent3.xyz/skills/portfolio-tracking-skill/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/portfolio-tracking-skill/agent.md)
- [Download page](https://openagent3.xyz/downloads/portfolio-tracking-skill)