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