A natural language investment tracker for stocks and cryptocurrencies that monitors performance and price alerts without requiring direct brokerage access.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install portfolio-watcher
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-watcher 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 Watcher?
Portfolio Watcher is a versatile investment monitoring tool designed to integrate seamlessly into your AI workflow. As one of the many powerful Openclaw Skills, it allows users to track US stocks, ETFs, and major cryptocurrencies using simple natural language commands. By maintaining a local record of your holdings and purchase prices, it provides instant insights into your total gains, losses, and asset allocation.
Whether you are a casual investor or a dedicated trader, this skill helps you stay on top of market movements without needing to switch between multiple financial apps. It bridges the gap between your conversational AI agent and real-time market data, making it a cornerstone for anyone looking to build a personalized financial dashboard within Openclaw Skills.
Portfolio Watcher Use Cases
- Tracking daily performance of stock and crypto portfolios via natural language queries.
- Setting price thresholds for specific assets to receive automated notifications when targets are met.
- Evaluating total profit and loss based on historical purchase prices without logging into a brokerage.
- Generating portfolio allocation breakdowns to understand asset distribution across sectors or asset classes.
How Portfolio Watcher Works
- The user provides holding details such as ticker symbols, quantity, and purchase price through natural language input.
- The skill saves these details to a local configuration file, maintaining privacy by avoiding external brokerage API connections.
- Upon request, the agent fetches current market prices for US stocks, ETFs, or cryptocurrencies via integrated financial data providers.
- It calculates the difference between current market values and entry prices to present real-time performance metrics.
- The skill periodically checks active price targets and notifies the user when an alert threshold is breached.
Portfolio Watcher Setup
To enable the Portfolio Watcher as part of your Openclaw Skills library, follow these steps:
# Install the portfolio-watcher skill
openclaw install portfolio-watcher
Once installed, initialize your portfolio by telling the agent what you own:
# Example command
"I own 10 shares of NVDA at $450"
Portfolio Watcher Data Schema & Taxonomy
The Portfolio Watcher organizes investment data into a structured schema to ensure accurate tracking and reporting within Openclaw Skills:
| Field | Description | Type |
|---|---|---|
ticker |
Stock or crypto symbol (e.g., AAPL, BTC) | String |
amount |
Number of shares or coins held | Float |
purchase_price |
Cost basis for gain/loss calculation | Float |
alerts |
Price targets for automated notification | Array |
asset_type |
Classification (Stock, Crypto, ETF) | String |
Portfolio Watcher Advanced Features
- Automated gain and loss reporting for the entire portfolio or individual assets.
- Dynamic price alerts for both upside targets and downside protection.
- Detailed allocation analysis to visualize portfolio diversification through natural language requests.
- Support for US stocks (NYSE, NASDAQ), ETFs, and a wide range of cryptocurrency assets.
- Natural language modification of existing holdings for quick updates and maintenance.
SKILL.md
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