MCPInstall

tracking-crypto-portfolio

This skill provides comprehensive cryptocurrency portfolio tracking with Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".

Installs
59
Last 24h
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Security
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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/aaaaqwq/agi-super-team --skill tracking-crypto-portfolio
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads tracking-crypto-portfolio automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Tracking Crypto Portfolio

Overview

This skill provides comprehensive cryptocurrency portfolio tracking with:

  • Real-Time Valuations: Current prices from CoinGecko
  • Holdings Breakdown: Quantity, value, and allocation per asset
  • P&L Tracking: Unrealized gains/losses with cost basis
  • Allocation Analysis: Category breakdown and concentration flags
  • Multiple Export Formats: Table, JSON, CSV

Key Capabilities:

  • Track holdings across multiple assets
  • Calculate portfolio total value in USD
  • Identify overweight positions (concentration risk)
  • Export for analysis tools and tax reporting

Prerequisites

Before using this skill, ensure:

  1. Python 3.8+ is installed
  2. requests library is available: pip install requests
  3. Internet connectivity for CoinGecko API access
  4. A portfolio JSON file with your holdings

Portfolio File Format

Create a portfolio file (e.g., holdings.json):

{
  "name": "My Portfolio",
  "holdings": [
    {"coin": "BTC", "quantity": 0.5, "cost_basis": 25000},
    {"coin": "ETH", "quantity": 10, "cost_basis": 2000},
    {"coin": "SOL", "quantity": 100}
  ]
}

Fields:

  • coin: Symbol (BTC, ETH, etc.) - required
  • quantity: Amount held - required
  • cost_basis: Average purchase price per coin (optional, for P&L)
  • acquired: Date acquired (optional, for records)

Instructions

Step 1: Assess User Intent

Determine what portfolio information the user needs:

  • Quick check: Total value and top holdings
  • Holdings list: Full breakdown of all positions
  • Detailed analysis: Allocations, P&L, risk flags
  • Export: JSON or CSV for external tools

Step 2: Execute Portfolio Tracking

Run the tracker with appropriate options:

# Quick portfolio summary
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json

# Full holdings breakdown
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings

# Detailed analysis with P&L and allocations
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed

# Export to JSON
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json

# Export to CSV
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv

Step 3: Present Results

Format and explain the portfolio data:

  • Show total portfolio value prominently
  • Highlight 24h and 7d changes
  • Explain allocation percentages
  • Flag any concentration risks
  • For detailed mode, explain P&L calculations

Command-Line Options

OptionDescriptionDefault
--portfolioPath to portfolio JSON fileRequired
--holdingsShow all holdings breakdownfalse
--detailedFull analysis with P&Lfalse
--sortSort by: value, allocation, name, changevalue
--formatOutput format (table, json, csv)table
--outputOutput file pathstdout
--thresholdAllocation warning threshold25%
--verboseEnable verbose outputfalse

Allocation Thresholds

By default, positions > 25% allocation are flagged:

AllocationRisk LevelAction
< 10%LowNormal position
10-25%MediumMonitor closely
25-50%HighConsider rebalancing
> 50%Very HighSignificant concentration risk

Output

Table Format (Default)

==============================================================================
  CRYPTO PORTFOLIO TRACKER                          Updated: 2026-01-14 15:30
==============================================================================

  PORTFOLIO SUMMARY: My Portfolio
------------------------------------------------------------------------------
  Total Value:    $125,450.00 USD
  24h Change:     +$2,540.50 (+2.07%)
  7d Change:      +$8,125.00 (+6.92%)
  Holdings:       8 assets

  TOP HOLDINGS
------------------------------------------------------------------------------
  Coin     Quantity      Price         Value      Alloc   24h
  BTC      0.500     $95,000.00   $47,500.00    37.9%   +2.5%
  ETH      10.000     $3,200.00   $32,000.00    25.5%   +1.8%
  SOL      100.000      $180.00   $18,000.00    14.4%   +4.2%

  ⚠ CONCENTRATION WARNING: BTC (37.9%) exceeds 25% threshold

==============================================================================

JSON Format

{
  "portfolio_name": "My Portfolio",
  "total_value_usd": 125450.00,
  "change_24h": {"amount": 2540.50, "percent": 2.07},
  "holdings": [
    {
      "coin": "BTC",
      "quantity": 0.5,
      "price_usd": 95000,
      "value_usd": 47500,
      "allocation_pct": 37.9,
      "change_24h_pct": 2.5
    }
  ],
  "meta": {
    "timestamp": "2026-01-14T15:30:00Z",
    "holdings_count": 8
  }
}

Error Handling

See {baseDir}/references/errors.md for comprehensive error handling.

ErrorCauseSolution
Portfolio file not foundInvalid pathCheck file path exists
Invalid JSONMalformed fileValidate JSON syntax
Coin not foundUnknown symbolCheck symbol spelling, use standard symbols
API rate limitedToo many requestsWait and retry, use caching

Examples

See {baseDir}/references/examples.md for detailed examples.

Quick Examples

# Basic portfolio check
python {baseDir}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json

# Show all holdings sorted by allocation
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation

# Detailed analysis with 15% threshold
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15

# Export for tax software
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv

# JSON export for trading bot
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_data.json

Resources

  • CoinGecko API: https://www.coingecko.com/en/api - Free crypto market data
  • Portfolio Schema: See PRD.md for complete portfolio file format
  • Configuration: See {baseDir}/config/settings.yaml for options
  • See {baseDir}/references/examples.md for integration examples

FAQ

What does the tracking-crypto-portfolio skill do?

This skill provides comprehensive cryptocurrency portfolio tracking with Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".

How do I install tracking-crypto-portfolio?

Run npx skills add https://github.com/aaaaqwq/agi-super-team --skill tracking-crypto-portfolio in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/tracking-crypto-portfolio/ (personal) or .claude/skills/tracking-crypto-portfolio/ (project).

Which AI agents can use tracking-crypto-portfolio?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is tracking-crypto-portfolio safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains tracking-crypto-portfolio?

It is published by aaaaqwq in aaaaqwq/agi-super-team. It has 59 recorded installs.

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