cryptofolio

What This Skill Does

CryptoFolio is a comprehensive cryptocurrency asset management assistant designed to help users track, analyze, and report on their crypto holdings directly through natural language interactions. It serves as a unified interface for recording trades, managing staking positions, tracking transfers, and monitoring diverse exchange accounts. By leveraging OpenClaw's automation capabilities, CryptoFolio maintains a local ledger of all financial activity while providing the flexibility to sync data across devices via Cloudflare Workers. Whether you are tracking a centralized exchange (CEX) account like Binance, or managing decentralized assets in a non-custodial wallet like MetaMask, this skill provides a structured way to maintain an audit trail and generate professional-grade reports in CSV or Excel format.

Installation

To integrate this skill into your environment, run the following command in your terminal: clawhub install openclaw/skills/skills/christinafanxy/cryptofolio

Once installed, you can begin interacting with the assistant immediately. For users needing multi-device synchronization, use the provided CLI scripts to configure your Cloudflare Worker endpoint and secure it with an authentication token.

Use Cases

• Portfolio Monitoring: Keep an accurate record of your total holdings across multiple exchanges and wallets in one place.
• Performance Tracking: Log your buy and sell transactions to calculate profit and loss for specific assets.
• Yield Management: Track passive income from staking, lending, and liquidity providing (LP) activities.
• Tax and Accounting Preparation: Export your historical data into structured CSV or Excel files for year-end tax reporting or manual portfolio analysis.

Example Prompts

1. "I just bought 0.5 ETH on Binance at a price of 2800 USD, please record this transaction."
2. "Show me a summary of my current holdings across all wallets and calculate my total asset value."
3. "Export my entire transaction history for the past year into an Excel file saved to my documents folder."

Tips & Limitations

• Data Privacy: All data is stored locally in ~/.openclaw/data/cryptofolio.json. Ensure your system has proper backup procedures in place, as file corruption could lead to data loss.
• Precision: When providing inputs, try to be specific about the asset name and the account name to avoid ambiguity in the ledger.
• Visualization: For a graphical representation of your assets, remember to trigger the local server using the internal visualization script; do not attempt to open the raw data files directly in your browser.