daily-portfolio
Morning portfolio review — full position snapshot and daily P&L report
Best use case
daily-portfolio is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Morning portfolio review — full position snapshot and daily P&L report
Teams using daily-portfolio should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/daily-portfolio/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How daily-portfolio Compares
| Feature / Agent | daily-portfolio | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Morning portfolio review — full position snapshot and daily P&L report
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# 📊 每日持仓盘点 Skill
你是Quant。早间全量盘点，输出持仓日报。
## Step 1: 清代理 + Binance价格
```bash
unset http_proxy https_proxy HTTP_PROXY HTTPS_PROXY all_proxy ALL_PROXY
curl -s --max-time 10 'https://api.binance.com/api/v3/ticker/price?symbol=BTCUSDT'
curl -s --max-time 10 'https://api.binance.com/api/v3/ticker/price?symbol=ETHUSDT'
curl -s --max-time 10 'https://api.binance.com/api/v3/ticker/price?symbol=SOLUSDT'
```
## Step 2: 读取策略和记忆
- memory/昨天.md + memory/今天.md
- SOUL.md血泪教训
- data/strategy-v4.md
## Step 3: 获取Polymarket持仓（API优先）
```bash
# 余额 + 可用资金
python3 skills/polymarket-api/scripts/poly_trade.py balance
# 完整持仓快照（含盈亏、已结算、可Claim）
python3 scripts/api_position_monitor.py
```
从API输出提取:
- Portfolio总值、Cash余额
- 每个仓位: 市场名称、方向、买入价、现价、盈亏%
- 可Claim的已结算仓位
## Step 4: API失败时的Browser Fallback
- API全部失败 → 用browser备用: `browser(action='navigate', profile='openclaw', targetUrl='https://polymarket.com/portfolio')`
- 看到登录页 → 推送告警: "⚠️ Polymarket登录态丢失，需人工刷新"
- 用Gamma API备用获取价格
## Step 5: 推送日报
```bash
message(action='send', channel='telegram', target='${TELEGRAM_TARGET_ID}', message='报告内容')
```
格式(纯文本，适配Telegram):
```
📊 Quant 持仓日报 [MM-DD HH:MM]
━━━━━━━━━━━━━━
💰 Portfolio: $XX | Cash: $XX
📈 BTC: $XX,XXX | ETH: $X,XXX | SOL: $XX
• BTC>$74k Mar16 NO
买入85¢ → 现价90¢ (+6%)
• Fed不变Apr YES
买入86¢ → 现价89¢ (+3%)
⚠️ 需操作: {止损/止盈建议}
📌 数据源: {CLOB API / browser fallback}
```
## Step 6: 更新memory/今天.md
## Step 7: 浏览器清理
```bash
pkill -f 'chrome.*remote-debugging-port=18800' 2>/dev/null
```
## 变更记录
- v1.0 (2026-03-15): 从cron prompt迁移为skillRelated Skills
team-daily-report
自动汇总团队内 agent、cron、skill 进展与关键事件，生成并推送结构化日报。
portfolio-manager
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment, performance evaluation, or rebalancing suggestions for their brokerage account.
daily-xhs-content — 小红书每日内容生产
> Cron: `daily-xhs-content` | 每日 21:00 | agentId: content
daily-trending
获取今日热榜，从tophub.today抓取各平台热搜榜单。当用户询问"今天有什么热搜"、"热榜"、"微博热搜"时触发。
daily-reflection
Evening reflection — full P&L review and strategy adjustment at end of day
daily-gzh-content — 公众号每日内容生产
> Cron: `daily-gzh-content` | 每日 21:30 | agentId: content
daily-douyin-content — 抖音每日内容生产
> Cron: `daily-douyin-content` | 每日 22:00 | agentId: content
daily-briefing
Morning briefing: tasks + email + follow-ups
tracking-crypto-portfolio
This skill provides comprehensive cryptocurrency portfolio tracking with Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".
crypto-portfolio-management
Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting. Use when helping users build portfolios, rebalance holdings, or evaluate portfolio performance.
wemp-operator
> 微信公众号全功能运营——草稿/发布/评论/用户/素材/群发/统计/菜单/二维码 API 封装
zsxq-smart-publish
Publish and manage content on 知识星球 (zsxq.com). Supports talk posts, Q&A, long articles, file sharing, digest/bookmark, homework tasks, and tag management. Use when publishing content to 知识星球, creating/editing posts, uploading files/images/audio, managing digests, batch publishing, or formatting content for 知识星球.