Portfolio Tracker

What This Skill Does

The Portfolio Tracker by vachanalaviswanath is a specialized automation skill designed for OpenClaw AI that serves as a personal financial assistant. It automates the tedious process of manual investment monitoring by leveraging browser automation to interface directly with Yahoo Finance. The skill reads your defined list of stock and crypto holdings from a local Markdown file, navigates to live ticker pages, extracts real-time pricing data, and performs complex financial calculations. Beyond simple data retrieval, it synthesizes this information into a comprehensive 'portfolio-tracker.md' report. This report includes performance metrics, identifies top winners and losers, flags concentration risks (positions over 15%), and provides actionable market suggestions based on daily price movements. It essentially turns the AI into a live-updating portfolio manager that tracks 27 stocks/ETFs and 4 cryptocurrencies.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal: clawhub install openclaw/skills/skills/vachanalaviswanath/portfolio-tracker Ensure your local environment has the required browser automation dependencies and that your 'references/portfolio-holdings.md' file is correctly formatted with your ticker symbols to allow the agent to read your specific assets.

Use Cases

• Daily Portfolio Updates: Start your morning by getting a snapshot of your net worth and market exposure.
• Risk Management: Automatically identify if any individual position has become too large or if a portfolio is overly concentrated in one sector.
• Opportunity Spotting: Receive data-backed suggestions for 'averaging down' when high-conviction assets dip more than 5% in a single trading session.
• Historical Performance Tracking: Keep a running record of your portfolio's evolution over time through automated document updates.
• Market Contextualization: Compare your personal performance against major indices like the S&P 500 (^GSPC) and Nasdaq (^IXIC) automatically.

Example Prompts

• "Update my portfolio and tell me which of my stocks are currently the biggest losers today."
• "What is my total portfolio value right now, and do I have any concentration risks?"
• "Give me a market update and suggest which of my current holdings are good candidates for averaging down."

Tips & Limitations

• Browser Profile: Ensure the 'open-claw-chrome' profile is configured and logged in to prevent session interruptions on Yahoo Finance.
• File Integrity: Maintain the 'portfolio-holdings.md' file with clean, ticker-only formatting to avoid parsing errors during browser navigation.
• Rate Limiting: Be aware that excessive manual triggering during market hours may trigger anti-bot measures; use it for periodic updates rather than continuous real-time streaming.
• Limitations: The skill relies on screen scraping; if Yahoo Finance updates its CSS selectors or page layout, the snapshots may require adjustment.