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.mdfor 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