A comprehensive CLI and web-based tool for tracking stock and crypto portfolios with real-time price updates and dividend analytics.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install claw-portfolio
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install claw-portfolio using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Portfolio Tracker?
The Portfolio Tracker is a versatile tool designed for investors who want to maintain full control over their financial data locally. As part of the Openclaw Skills ecosystem, it allows developers and enthusiasts to monitor stock and cryptocurrency holdings without relying on restrictive third-party platforms. It provides real-time pricing, Profit and Loss (P&L) calculations, and advanced dividend tracking to help you understand your total return on investment.
Whether you are managing a single account or multiple distinct portfolios, this skill offers a streamlined workflow. By integrating real-time APIs like Yahoo Finance and CoinGecko, it bridges the gap between a local data store and live market conditions, making it an essential addition to your collection of Openclaw Skills.
Portfolio Tracker Use Cases
- Tracking diversified stock and crypto holdings within a local environment.
- Monitoring real-time price movements and unrealized or realized P&L.
- Calculating dividend yields, Yield on Cost (YOC), and projected annual income.
- Managing multiple distinct portfolios for different investment strategies.
- Exporting portfolio data to CSV for external analysis or reporting.
How Portfolio Tracker Works
- The user initializes the skill by installing dependencies and optionally linking the CLI for global access.
- Assets are added to the local database using the add command, specifying symbol, quantity, price, and asset type.
- The skill fetches real-time market data from Yahoo Finance and CoinGecko APIs to calculate current valuation.
- Users query the portfolio via CLI commands to view current valuations, P&L, or detailed dividend schedules.
- If preferred, a Next.js web interface can be launched to visualize allocation charts and dividend calendars.
Portfolio Tracker Setup
First, install the required dependencies to enable the skill functionality:
npm install
To make the tool accessible globally as a CLI command, run:
npm link
After linking, you can use the portfolio command directly. To launch the optional web dashboard, use:
npm run dev
Portfolio Tracker Data Schema & Taxonomy
Portfolio data is structured locally for privacy and speed. The primary data store is located at data/portfolio.json.
| Component | Description |
|---|---|
| symbol | Ticker symbol (e.g., AAPL, BTC) |
| quantity | Number of shares or coins held |
| price | Original purchase price (cost basis) |
| type | Classification as stock or crypto |
| history | Transaction logs including FIFO-based sell events |
Portfolio Tracker Advanced Features
- FIFO (First-In-First-Out) cost basis method for accurate tax and profit reporting.
- Advanced dividend analytics including weighted average yield and upcoming ex-dividend dates.
- Multi-portfolio management allowing users to create and switch between different investment buckets.
- Interactive Next.js web UI featuring real-time P&L cards, allocation pie charts, and a visual dividend calendar.
SKILL.md
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