portfolio-watcher

Monitor stock/crypto holdings, get price alerts, track portfolio performance

7 stars

Best use case

portfolio-watcher is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Monitor stock/crypto holdings, get price alerts, track portfolio performance

Teams using portfolio-watcher 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

$curl -o ~/.claude/skills/portfolio-watcher/SKILL.md --create-dirs "https://raw.githubusercontent.com/Demerzels-lab/elsamultiskillagent/main/public/skills/jhillin8/portfolio-watcher/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/portfolio-watcher/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How portfolio-watcher Compares

Feature / Agentportfolio-watcherStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Monitor stock/crypto holdings, get price alerts, track portfolio performance

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

# Portfolio Watcher

Monitor your investments through natural conversation. Real-time prices, alerts, and performance tracking.

## What it does

Tracks your stock and crypto holdings, fetches real-time prices, sends alerts when targets are hit, and calculates portfolio performance. No brokerage connection needed—just tell Clawd what you own.

## Usage

**Add holdings:**
```
"I own 50 shares of AAPL at $150"
"Add 0.5 BTC bought at $40,000"
"Track NVDA, bought 20 shares at $280"
```

**Check prices:**
```
"What's TSLA at?"
"Bitcoin price"
"Check all my stocks"
```

**Set alerts:**
```
"Alert me if AAPL hits $200"
"Notify when ETH drops below $2000"
"Remove MSFT alert"
```

**Portfolio overview:**
```
"How's my portfolio doing?"
"Total gains/losses"
"Best and worst performers"
```

## Supported Assets

- US stocks (NYSE, NASDAQ)
- Major cryptocurrencies
- ETFs
- International stocks (limited)

## Tips

- Include purchase price for accurate gain/loss tracking
- Say "update [ticker] to [shares] at [price]" to modify holdings
- Ask "portfolio allocation" for pie chart breakdown
- Prices update every few minutes (not real-time streaming)
- This is informational only—not financial advice

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