portfolio-tracker

What This Skill Does

The portfolio-tracker is a comprehensive, privacy-focused investment management tool designed for the OpenClaw agent. Unlike cloud-based trackers that expose your financial data to third-party servers, this skill operates entirely locally. It aggregates data from multiple sources—including Binance, Interactive Brokers (IBKR), and EVM-compatible blockchains—storing everything in your local file system at ~/.portfolio-tracker/. By leveraging a modular architecture of TypeScript CLI tools, it allows your agent to fetch real-time pricing for stocks, cryptocurrencies, and exchange rates, ensuring you always have an up-to-date view of your net worth across global markets.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal:

clawhub install openclaw/skills/skills/aigeneralstore/portfolio-tracking-skill

Once installed, navigate to the skill directory and run the initialization command to set up necessary dependencies:

npm install --prefix <skill-path>/scripts

Ensure that you replace <skill-path> with the absolute path where the skill was installed on your machine.

Use Cases

This skill is perfect for power users who maintain diverse portfolios and want to consolidate their monitoring. Common use cases include tracking crypto holdings across multiple EVM wallets, monitoring stock positions on international exchanges, and maintaining a manual ledger for private equity or cash holdings. Because the agent manages the files, you can automate reporting, performance analysis, and rebalancing tasks without ever leaving your local machine.

Example Prompts

1. "Check my total portfolio value and break down my current holdings across Binance and my Ledger wallet."
2. "Add 0.5 BTC to my main portfolio at a purchase price of $62,000 and update the current price from the market."
3. "Search for the ticker symbol for NVIDIA and pull the latest stock price, then add it to my growth portfolio."

Tips & Limitations

Privacy is the core advantage here; however, because the tool is local-only, your data is not synced across different devices automatically. You are responsible for backing up the ~/.portfolio-tracker/ directory to prevent data loss. Furthermore, ensure your API keys for exchanges are stored securely within the config.json file. While the skill is powerful, it does not perform automated trades; it is strictly an observation and tracking tool. Always verify the permissions of the directory to ensure sensitive API keys are not accessible by other system users.