A privacy-first, local investment portfolio tracker for managing stocks, crypto, and blockchain assets via Openclaw Skills.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install portfolio-tracking-skill
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-tracking-skill 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 skill provides a robust framework for managing diverse investment portfolios entirely on your local machine. Unlike cloud-based trackers, it ensures total data privacy by storing all financial information within a local directory (~/.portfolio-tracker/). It is a core utility for users within the Openclaw Skills ecosystem who require a secure way to aggregate assets.
By leveraging TypeScript-based CLI tools, the skill integrates multiple data sources including Binance, Interactive Brokers (IBKR), and various EVM-compatible blockchain wallets. It allows users to monitor real-time prices for global stocks and cryptocurrencies while maintaining a comprehensive view of their net worth without exposing sensitive API keys or transaction history to third-party cloud servers.
Portfolio Tracker Use Cases
- Consolidating multi-platform investments (Binance, IBKR, Web3 wallets) into a single dashboard.
- Privacy-conscious investors wanting to keep financial data on their own hardware instead of cloud services.
- Automated price refreshing for global stocks (Yahoo Finance) and cryptocurrencies.
- Calculating total net worth across different currencies (USD, CNY, HKD) using live FX exchange rates.
How Portfolio Tracker Works
- The skill initializes by creating a hidden local directory to store configuration and portfolio data.
- Users configure API keys or wallet addresses which are stored locally in config.json.
- Data-store scripts manage the lifecycle of the portfolio, handling the loading and saving of asset information.
- Fetching scripts connect to external providers (Binance, IBKR, or Blockchain RPCs) to retrieve current balances and market prices.
- The skill processes the raw data, applies exchange rate conversions, and updates the local JSON database.
- Users interact with the skill via standardized commands to view tables, sync accounts, or receive AI-driven investment insights.
Portfolio Tracker Setup
Before running any scripts, ensure dependencies are installed in the skill path:
npm install --prefix <skill-path>/scripts
To run a specific script, use npx:
npx tsx <skill-path>/scripts/data-store.ts load
Portfolio Tracker Data Schema & Taxonomy
The skill organizes data within the ~/.portfolio-tracker/ directory using the following structure:
| File | Purpose |
|---|---|
data.json |
Contains portfolios, asset arrays, quantities, and cached prices. |
config.json |
Stores API credentials, wallet addresses, and user display profiles. |
Assets are stored with a rich metadata schema including unique IDs, source types (manual, binance, wallet, ibkr), and transaction history.
Portfolio Tracker Advanced Features
- Multi-source synchronization: Unified tracking for 6 Binance account types and IBKR Flex Queries.
- Blockchain Integration: Direct wallet balance fetching across 5 major EVM-compatible chains.
- Historical Analysis: Capability to fetch up to 3 years of monthly historical data for trend analysis.
- AI Advisory: Integration with LLMs to provide investment advice based on the local portfolio snapshot.
- Batch Processing: High-performance price refreshing for large asset lists using piped JSON data.
SKILL.md
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