Portfolio Manager 💼

Intelligent portfolio management for multi-asset investors.

Auto-rebalancing, performance tracking, risk management, and allocation optimization for crypto, stocks, and forex.

💰 付费服务

投资组合顾问:

联系: 微信/Telegram 私信，备注"组合管理"

🎯 What It Solves

Investors struggle with:

• ❌ Manual portfolio tracking across exchanges/wallets
• ❌ Emotional rebalancing decisions
• ❌ No clear performance attribution
• ❌ Poor risk management
• ❌ Missing allocation opportunities
• ❌ Tax calculation complexity

Portfolio Manager provides:

• ✅ Unified portfolio view (all assets, all platforms)
• ✅ Automated rebalancing strategies
• ✅ Real-time P&L tracking
• ✅ Risk metrics and alerts
• ✅ Smart allocation suggestions
• ✅ Tax-ready reports

✨ Features

📊 Unified Portfolio Tracking

• Multi-exchange support (Binance, Coinbase, Kraken, etc.)
• Multi-wallet support (MetaMask, Ledger, Trezor)
• Real-time price updates
• P&L tracking (realized + unrealized)
• Historical performance charts

🔄 Auto-Rebalancing

• Target allocation enforcement
• Threshold-based rebalancing
• Dollar-cost averaging integration
• Tax-loss harvesting suggestions
• Rebalance scheduling (daily/weekly/monthly)

📈 Performance Analytics

• Total return calculation
• Time-weighted returns (TWR)
• Money-weighted returns (IRR)
• Benchmark comparison (BTC, S&P 500, etc.)
• Attribution analysis (which assets drove returns)

⚠️ Risk Management

• Portfolio VaR (Value at Risk)
• Maximum drawdown tracking
• Correlation matrix
• Concentration risk alerts
• Volatility monitoring

🎯 Allocation Optimization

• Modern Portfolio Theory (MPT) optimization
• Risk parity allocation
• Mean-variance optimization
• Black-Litterman model
• Efficient frontier visualization

📑 Reporting & Export

• Performance reports (daily/weekly/monthly)
• Tax reports (FIFO, LIFO, HIFO)
• Transaction history export (CSV, Excel)
• PDF report generation
• Email/SMS alerts

🔔 Smart Alerts

• Price alerts (threshold, percentage)
• Allocation drift alerts
• Rebalance reminders
• Risk threshold breaches
• Significant P&L changes

📦 Installation

clawhub install portfolio-manager

🚀 Quick Start

1. Initialize Portfolio

const { PortfolioManager } = require('portfolio-manager');

const portfolio = new PortfolioManager({
  apiKey: 'your-api-key',
  baseCurrency: 'USD',
  exchanges: ['binance', 'coinbase'],
  wallets: ['metamask'],
  riskProfile: 'moderate'
});

2. Add Holdings

// Add exchange holdings
await portfolio.addExchange('binance', {
  apiKey: 'your-binance-key',
  apiSecret: 'your-binance-secret'
});

// Add wallet holdings
await portfolio.addWallet('metamask', {
  address: '0x1234...5678',
  chainId: 1  // Ethereum mainnet
});