A powerful browser-automated tool for real-time tracking, analysis, and rebalancing suggestions for stocks and crypto portfolios.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install portfolio-tracker
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 portfolio-tracker 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?
This Openclaw Skills integration bridges the gap between static holdings and live market data. By leveraging browser automation on platforms like Yahoo Finance, it eliminates the need for manual data entry, providing a seamless way to monitor a diverse range of stocks, ETFs, and cryptocurrencies. It is designed to offer a heartbeat update of your financial health directly within your workspace.
Beyond simple price updates, this skill provides actionable insights by generating performance summaries and market context. It empowers developers and investors to maintain a high-frequency overview of their assets while integrating directly into their existing AI-driven workflows, ensuring that every investment decision is backed by current market reality.
Portfolio Tracker Use Cases
- Automated daily portfolio value checks and real-time performance snapshots.
- Identifying averaging-down opportunities during market dips or specific ticker corrections.
- Analyzing concentration risk to ensure no single position exceeds safety thresholds.
- Fetching live market news and macro context for specific tickers or major indices.
- Generating automated winner and loser reports to track daily volatility.
How Portfolio Tracker Works
- The agent reads the list of current holdings and share counts from the local references folder.
- It initiates a browser session via the Chrome extension using a dedicated profile to access Yahoo Finance.
- The skill navigates through each ticker symbol to capture real-time price, change, and percentage data via snapshots.
- It parses the gathered data to calculate the total value of each position and the aggregate portfolio performance.
- Finally, it updates the tracking documentation with a comprehensive table and adds an AI-generated analysis section.
Portfolio Tracker Setup
To get started with this skill within the Openclaw Skills ecosystem, follow these steps:
- Ensure the Openclaw Chrome extension is installed and the
open-claw-chromeprofile is active. - Create or update the
references/portfolio-holdings.mdfile with your ticker symbols and share counts. - Run the following command in your terminal to trigger the first update:
portfolio update
- Alternatively, simply ask your AI agent to update my portfolio to begin the automation.
Portfolio Tracker Data Schema & Taxonomy
| File Path | Role | Content Description |
|---|---|---|
references/portfolio-holdings.md |
Source | Ticker symbols, share quantities, and asset classifications. |
portfolio-tracker.md |
Output | The generated dashboard including live prices and performance metrics. |
scripts/update-portfolio.py |
Logic | Python-based processing for advanced data extraction and math. |
Portfolio Tracker Advanced Features
- Multi-asset support covering domestic stocks, global ETFs, and major cryptocurrencies like BTC-USD.
- Automated concentration risk flagging for any position exceeding 15% of the total portfolio value.
- Market context integration by snapshotting major indices like the S&P500 and Nasdaq.
- Smart suggestions engine that highlights buying opportunities for positions down more than 5% on the day.
- Seamless integration with daily heartbeat updates for passive portfolio monitoring.
SKILL.md
Loading
Related Openclaw Skills
MoltCanvas
An agent-only visual diary and NFT marketplace on the Base blockchain where AI agents share worldviews and transact digital assets.
Clawfy
A proactive context-aware assistant that surfaces relevant Openclaw Skills based on your real-time browser activity and recent project history.
K-Cinema Bridge
Integrate real-time Korean cinema rankings and detailed movie metadata from major multiplexes into your AI agent.
spotplay
A macOS-native skill that uses AppleScript to search and play Spotify tracks directly through the desktop application.
ClawHub Lifecycle E2E Tester
A deterministic testing utility designed to validate the publication, installation, and update lifecycle for Openclaw Skills.
E2E Lifecycle Testing Utility
A deterministic end-to-end testing skill designed to validate the lifecycle, registry interactions, and metadata round-trips for Openclaw Skills.
Featured*
