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:

Python 3.8+

is installed

requests

library is available:

pip install requests

Internet connectivity for CoinGecko API access

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 Option Description Default --portfolio Path to portfolio JSON file Required --holdings Show all holdings breakdown false --detailed Full analysis with P&L false --sort Sort by: value, allocation, name, change value --format Output format (table, json, csv) table --output Output file path stdout --threshold Allocation warning threshold 25% --verbose Enable verbose output false Allocation Thresholds By default, positions > 25% allocation are flagged: Allocation Risk Level Action < 10% Low Normal position 10-25% Medium Monitor closely 25-50% High Consider rebalancing

50% Very High Significant 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. 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 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