tracking-crypto-portfolio

Q: How do I install tracking-crypto-portfolio?

Run npx skills add https://github.com/jeremylongshore/tons-of-skills-marketplace --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).

by jeremylongshoreBusiness & Finance

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: 86
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/jeremylongshore/tons-of-skills-marketplace --skill tracking-crypto-portfolio

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads tracking-crypto-portfolio automatically when relevant.
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

Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.

Prerequisites

Python 3.8+ installed
Dependencies: pip install requests
Internet connectivity for CoinGecko API access
A portfolio JSON file with your holdings (see references/implementation.md for format)

Instructions

Assess user intent - determine what portfolio view is needed:
- 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

Run the portfolio tracker with appropriate options:

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

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

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

Export results for analysis tools or tax reporting:

python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv

Present results to the user:
- Show total portfolio value prominently
- Highlight 24h and 7d changes
- Explain allocation percentages
- Flag any concentration risks (positions > 25% allocation by default)

Output

Summary showing total value, 24h/7d changes, per-asset allocation, and concentration warnings for positions exceeding threshold:

==============================================================================
  CRYPTO PORTFOLIO TRACKER                          Updated: 2026-01-14 15:30  # 2026 - current year timestamp
==============================================================================

  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%

  WARNING: BTC (37.9%) exceeds 25% threshold

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

Error Handling

Error	Cause	Solution
Portfolio file not found	Invalid path	Check file path exists
Invalid JSON	Malformed file	Validate JSON syntax
Coin not found	Unknown symbol	Check symbol spelling, use standard symbols
API rate limited	Too many requests	Wait and retry, use caching

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

Examples

Portfolio tracking workflows from quick checks to detailed analysis and export:

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

# All holdings sorted by allocation
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation

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

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

Resources

${CLAUDE_SKILL_DIR}/references/implementation.md - Portfolio file format, CLI options, allocation thresholds, JSON format
${CLAUDE_SKILL_DIR}/references/errors.md - Comprehensive error handling
${CLAUDE_SKILL_DIR}/references/examples.md - Detailed usage examples
CoinGecko API: https://www.coingecko.com/en/api
${CLAUDE_SKILL_DIR}/config/settings.yaml - Configuration options

FAQ

What does the tracking-crypto-portfolio skill do?

How do I install tracking-crypto-portfolio?

Run npx skills add https://github.com/jeremylongshore/tons-of-skills-marketplace --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 jeremylongshore in jeremylongshore/tons-of-skills-marketplace. It has 86 recorded installs.