tracking-crypto-portfolio

# 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:
   ```bash
   # 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:
   ```bash
   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

| 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:

```bash
# 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