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Tracking Crypto Portfolio

Free

Manage and analyze your cryptocurrency investments easily.

by jeremylongshore2.6k stars on jeremylongshore/claude-code-plugins-plus-skills
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Updated Aug 10, 2026
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Free · Opens the source repo

What Tracking Crypto Portfolio does

The Tracking Crypto Portfolio skill provides a comprehensive solution for users looking to monitor their cryptocurrency investments. By leveraging real-time data from the CoinGecko API, it allows users to track the value of their holdings, analyze their portfolio allocations, and assess profit and loss (P&L) metrics. This skill is particularly useful for both casual investors and those who actively manage their cryptocurrency assets, offering insights into market performance and personal investment strategies.

To get started, users need to have Python 3.8 or higher installed, along with the necessary dependencies. The skill requires a JSON file containing the user's cryptocurrency holdings, which can be easily formatted according to the provided guidelines. Once set up, users can execute various commands to retrieve quick summaries, detailed breakdowns, or export their portfolio data in different formats, such as JSON or CSV. This flexibility enables integration with other tools for further analysis or tax reporting.

The skill also includes essential error handling, ensuring that common issues like missing files or API rate limits are addressed with clear guidance. Users can quickly identify and resolve problems, making the experience seamless and efficient. Overall, this skill is a valuable addition for anyone serious about tracking their cryptocurrency investments and understanding their financial positions in the market.

When to use it

Use this skill when you need to check your cryptocurrency portfolio's current value, analyze allocations, or export data for external use.

When not to use it

This skill may not be suitable for users who do not have a cryptocurrency portfolio or those looking for advanced trading features beyond tracking and analysis.

What you can build with it

Quick Portfolio Summary

Retrieve a quick overview of your total portfolio value and top holdings with a single command.

Detailed Analysis

Get an in-depth look at your portfolio's allocations, P&L, and any concentration risks with detailed output.

Data Export for Tax Reporting

Easily export your portfolio data in CSV format for use with tax software or other financial tools.

How to install Tracking Crypto Portfolio

View source

1. Install with the skills CLI

npx skills add jeremylongshore/claude-code-plugins-plus-skills/tracking-crypto-portfolio --agent claude-code

2. Or install it manually

Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.

Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs

Inside SKILL.md

Written by jeremylongshore

Tracking Crypto Portfolio

Overview

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

Prerequisites

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

Instructions

  1. 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

  2. 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

  3. 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

  4. 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

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

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

Frequently asked questions about Tracking Crypto Portfolio

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