Agent skill

Tracking Crypto Portfolio

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking.

MITAuto-check passedBusiness, Finance & HR

Install Tracking Crypto Portfolio

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill tracking-crypto-portfolio -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace tracking-crypto-portfolio --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/tracking-crypto-portfolio .claude/skills/tracking-crypto-portfolio && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
tracking-crypto-portfolio
GitHub stars
2.8k
Token cost
~1.3k tokens
SKILL.md length
234 words
Files
12 (incl. scripts, references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking.

  • Works in 4 steps: Python 3.8+ installed → Dependencies: pip install requests → Internet connectivity for CoinGecko API… → …
  • Checking portfolio value
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 3 more sections
  • Runs Python scripts from its folder; calls python and pip

What it does

Tracking Crypto Portfolio is an agent skill from jeremylongshore/tons-of-skills-marketplace. Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts and reference files (for example `ARD.md`, `PRD.md` and `config/settings.yaml`). Compatibility notes: Designed for Claude Code

It sits in Business, Finance & HR, covering Crypto and DeFi analysis. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Checking portfolio value
  • Viewing holdings breakdown
  • Analyzing allocations
  • Exporting portfolio data

Example prompts

  • “show my portfolio”
  • “check crypto holdings”
  • “portfolio allocation”
  • “/tracking-crypto-portfolio”

Requirements

  • Python 3
  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Bash(crypto:portfolio-*)

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Python 3.8+ installed
  2. Dependencies: pip install requests
  3. Internet connectivity for CoinGecko API access
  4. A portfolio JSON file with your holdings (see references/implementation.md for format)

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Bash(crypto:portfolio-*)

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 5 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python
    • pip

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • coingecko.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Tracking Crypto Portfolio loads about 1.3k tokens when it runs, and up to ~5.3k if it reads all its reference files. Until then it costs about 94 tokens; SKILL.md has 234 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~94
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~5.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 234 words, ~1,250 tokens.

Download SKILL.mdSave it as .claude/skills/tracking-crypto-portfolio/SKILL.md (or your agent's skills folder). This skill also uses 11 other files; get the full folder from GitHub.
name
tracking-crypto-portfolio
description
Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Use when checking portfolio value, viewing holdings breakdown, analyzing allocations, or exporting portfolio data. Trigger with phrases like "show my portfolio", "check crypto holdings", "portfolio allocation", "track my crypto", or "export portfolio".
allowed-tools
Read, Write, Bash(crypto:portfolio-*)
compatibility
Designed for Claude Code
version
1.27.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
crypto, tracking-crypto

Tracking Crypto Portfolio

Overview

Track cryptocurrency holdings with real-time CoinGecko valuations, allocation analysis, P&L tracking, and concentration risk alerts.

Prerequisites

  1. Python 3.8+ installed
  2. Dependencies: pip install requests
  3. Internet connectivity for CoinGecko API access
  4. A portfolio JSON file with your holdings (see references/implementation.md for format)

Instructions

  1. Assess user intent - determine what portfolio view is needed:

    • Quick check: total value and top holdings
    • Holdings list: full breakdown of all positions
    • Detailed analysis: allocations, P&L, risk flags
    • Export: JSON or CSV for external tools
  2. Run the portfolio tracker with appropriate options:

    bash
    # Quick portfolio summary
    python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json
    
    # Full holdings breakdown
    python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings
    
    # Detailed analysis with P&L and allocations
    python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed
  3. Export results for analysis tools or tax reporting:

    bash
    python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format json --output portfolio_export.json
    python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output portfolio.csv
  4. Present results to the user:

    • Show total portfolio value prominently
    • Highlight 24h and 7d changes
    • Explain allocation percentages
    • Flag any concentration risks (positions > 25% allocation by default)

Output

Summary showing total value, 24h/7d changes, per-asset allocation, and concentration warnings for positions exceeding threshold:

==============================================================================
  CRYPTO PORTFOLIO TRACKER                          Updated: 2026-01-14 15:30  # 2026 - current year timestamp
==============================================================================

  PORTFOLIO SUMMARY: My Portfolio
------------------------------------------------------------------------------
  Total Value:    $125,450.00 USD
  24h Change:     +$2,540.50 (+2.07%)
  7d Change:      +$8,125.00 (+6.92%)
  Holdings:       8 assets

  TOP HOLDINGS
------------------------------------------------------------------------------
  Coin     Quantity      Price         Value      Alloc   24h
  BTC      0.500     $95,000.00   $47,500.00    37.9%   +2.5%
  ETH      10.000     $3,200.00   $32,000.00    25.5%   +1.8%
  SOL      100.000      $180.00   $18,000.00    14.4%   +4.2%

  WARNING: BTC (37.9%) exceeds 25% threshold

==============================================================================

Error Handling

ErrorCauseSolution
Portfolio file not foundInvalid pathCheck file path exists
Invalid JSONMalformed fileValidate JSON syntax
Coin not foundUnknown symbolCheck symbol spelling, use standard symbols
API rate limitedToo many requestsWait and retry, use caching

See ${CLAUDE_SKILL_DIR}/references/errors.md for comprehensive error handling.

Examples

Portfolio tracking workflows from quick checks to detailed analysis and export:

bash
# Basic portfolio check
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio ~/crypto/holdings.json

# All holdings sorted by allocation
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings --sort allocation

# Detailed analysis with custom 15% threshold
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --detailed --threshold 15

# Export for tax software
python ${CLAUDE_SKILL_DIR}/scripts/portfolio_tracker.py --portfolio holdings.json --format csv --output tax_export.csv

Resources

  • ${CLAUDE_SKILL_DIR}/references/implementation.md - Portfolio file format, CLI options, allocation thresholds, JSON format
  • ${CLAUDE_SKILL_DIR}/references/errors.md - Comprehensive error handling
  • ${CLAUDE_SKILL_DIR}/references/examples.md - Detailed usage examples
  • CoinGecko API: https://www.coingecko.com/en/api
  • ${CLAUDE_SKILL_DIR}/config/settings.yaml - Configuration options

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 11 other files (scripts, references) in skills/.curated/tracking-crypto-portfolio of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • ARD.md
  • PRD.md
  • config/settings.yaml
  • references/errors.md
  • references/examples.md
  • references/implementation.md
  • scripts/formatters.py
  • scripts/portfolio_loader.py
  • scripts/portfolio_tracker.py
  • scripts/price_fetcher.py
  • scripts/valuation_engine.py

Open the folder on GitHubat commit cfae287

Compare with similar skills

Tracking Crypto Portfolio next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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Questions about Tracking Crypto Portfolio

What does Tracking Crypto Portfolio do?

Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking. Tracking Crypto Portfolio is an agent skill from jeremylongshore/tons-of-skills-marketplace. Track cryptocurrency portfolio with real-time valuations, allocation analysis, and P&L tracking.

When should I use Tracking Crypto Portfolio?

Tracking Crypto Portfolio fits situations like: checking portfolio value; viewing holdings breakdown; analyzing allocations; exporting portfolio data.

How do I install Tracking Crypto Portfolio in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill tracking-crypto-portfolio -a claude-code`. Or copy the skill folder (skills/.curated/tracking-crypto-portfolio in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/tracking-crypto-portfolio in your project. Claude Code loads it when a task matches its description.

How do I install Tracking Crypto Portfolio in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill tracking-crypto-portfolio -a codex`. Or copy the skill folder (skills/.curated/tracking-crypto-portfolio in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/tracking-crypto-portfolio in your project. Codex loads it when a task matches its description.

Can I use Tracking Crypto Portfolio in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill tracking-crypto-portfolio -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tracking-crypto-portfolio, .gemini/skills/tracking-crypto-portfolio, .github/skills/tracking-crypto-portfolio and .opencode/skills/tracking-crypto-portfolio in your project.

What does Tracking Crypto Portfolio need to run?

Going by SKILL.md and its folder, Tracking Crypto Portfolio needs Python for the scripts in its folder and the command-line tools its instructions call (python and pip). Our summary lists: Python 3. Its frontmatter pre-approves these tools: Read, Write, Bash(crypto:portfolio-*). Compatibility (from SKILL.md): Designed for Claude Code.

Does Tracking Crypto Portfolio access the network?

SKILL.md names 1 domain. As links in the text: coingecko.com. This is read from the text; nothing was executed.

Is Tracking Crypto Portfolio safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Tracking Crypto Portfolio use?

Tracking Crypto Portfolio is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Tracking Crypto Portfolio use?

About 1.3k tokens (SKILL.md is roughly 5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 4.1k tokens, read only when the agent opens those files.

What are the alternatives to Tracking Crypto Portfolio?

Skills that share tags, products or a category with Tracking Crypto Portfolio: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Polyclaw (chainstacklabs/polyclaw, 359 stars), Longbridge Research (helsome/folio, 271 stars) and Stock Analysis (24mlight/StockClaw, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Tracking Crypto Portfolio?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.