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