portfolio-watcher

What This Skill Does

The Portfolio Watcher skill serves as an intuitive personal investment tracker integrated directly into your OpenClaw experience. Instead of navigating complex brokerage apps or tedious spreadsheets, you can use natural language to maintain a ledger of your stock and cryptocurrency assets. The skill provides real-time market data, performance analysis, and automated monitoring of your specific price targets. By aggregating your data locally, it empowers users to stay informed about market movements without requiring direct account linking, keeping your financial activities private while offering deep insights into gains, losses, and overall asset health.

Installation

To install this skill, use the ClawHub CLI tool. Open your terminal and run the following command to integrate the Portfolio Watcher into your agent:

clawhub install openclaw/skills/skills/jhillin8/portfolio-watcher

Once installed, you can immediately begin defining your holdings by simply speaking to your OpenClaw agent. No additional configuration files or environment variables are required to begin tracking US stocks or major cryptocurrencies.

Use Cases

This skill is ideal for investors who prefer a high-level overview of their diverse portfolio. It is particularly useful for users tracking long-term "buy and hold" strategies, day traders monitoring specific entry or exit points, and crypto enthusiasts managing assets across multiple platforms. Whether you want to know if your tech stock allocation is too high, or you need to be alerted when a volatile cryptocurrency hits your profit-taking threshold, this tool acts as a dedicated research assistant.

Example Prompts

1. "I currently own 100 shares of MSFT that I bought at $300, and 2 ETH bought at $2,500. Please add these to my portfolio."
2. "Can you check the current market price for NVDA and let me know how much profit I've made on my holdings?"
3. "Set an alert to notify me immediately if Bitcoin drops below $55,000."

Tips & Limitations

To get the most out of Portfolio Watcher, always provide the original purchase price when adding assets; without this, the agent cannot calculate your percentage gains or losses. If your position changes, use the command structure "update [ticker] to [shares] at [price]" to keep your data current.

Note that while this tool fetches accurate market pricing, it does not provide real-time streaming updates; prices refresh every few minutes. Furthermore, this is purely an informational tool for tracking personal performance and does not constitute professional financial advice. Always verify major decisions with official brokerage statements.