Agent skill

Crypto Portfolio Management

by aAAaqwq in aAAaqwq/AGI-Super-Team

Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting.

MITAuto-check passedBusiness, Finance & HR

Install Crypto Portfolio Management

skills CLI
$ npx skills add aAAaqwq/AGI-Super-Team --skill crypto-portfolio-management -a claude-code

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

GitHub CLI
$ gh skill install aAAaqwq/AGI-Super-Team crypto-portfolio-management --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/aAAaqwq/AGI-Super-Team.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/crypto-portfolio-management .claude/skills/crypto-portfolio-management && 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
crypto-portfolio-management
GitHub stars
105
Used in
1 other repo
Token cost
~1.3k tokens
SKILL.md length
553 words
Files
1
Skills in repo
167
Repo updated
First seen
Licence
MIT

At a glance

Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting.

  • Works in 3 steps: Sell 10% worth of BTC → Redistribute to under-allocated assets → Move stable portion into yield-bearing…
  • Helping users build portfolios
  • SKILL.md covers Portfolio Construction, Rebalancing Strategies, Risk Management and Performance Metrics, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Crypto Portfolio Management is an agent skill from aAAaqwq/AGI-Super-Team. Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting. Use when helping users build portfolios, rebalance holdings, or evaluate portfolio performance.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Crypto and DeFi analysis. The repository describes itself as: An installable, cross-framework AI organization: C-suite agents, expert subagents, curated skills, independent review, and one-command setup across 18 AI client/runtime adapters. The licence is MIT.

When your agent uses it

  • Helping users build portfolios
  • Rebalance holdings
  • Evaluate portfolio performance

Example prompts

  • “/crypto-portfolio-management”

Workflow steps

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

  1. Sell 10% worth of BTC
  2. Redistribute to under-allocated assets
  3. Move stable portion into yield-bearing position (e.g., USDs)

What it can do on your machine

Read from SKILL.md and the folder at commit 7cefd81. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    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):

    • defillama.com
    • 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.

Context cost

Crypto Portfolio Management loads about 1.3k tokens when it runs. Until then it costs about 69 tokens; SKILL.md has 553 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~69
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from aAAaqwq/AGI-Super-Team at commit 7cefd81, republished under its MIT licence (© aAAaqwq). 553 words, ~1,303 tokens.

Download SKILL.mdSave it as .claude/skills/crypto-portfolio-management/SKILL.md (or your agent's skills folder).
name
crypto-portfolio-management
description
Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting. Use when helping users build portfolios, rebalance holdings, or evaluate portfolio performance.

Crypto Portfolio Management Guide

A practical guide for AI agents helping users build, manage, and optimize cryptocurrency portfolios.

Portfolio Construction

Asset Allocation Framework
Risk ProfileStablecoinsBlue-ChipsMid-CapsSmall-CapsDeFi Yield
Conservative50–70%20–30%5–10%0–5%10–20%
Moderate20–40%30–40%15–20%5–10%15–25%
Aggressive5–15%20–30%25–35%15–25%20–30%
Asset Categories

Stablecoins (capital preservation + yield):

  • USDC, USDT — hold in lending protocols for base yield
  • USDs (Sperax) — auto-yield stablecoin, earns without staking
  • DAI — decentralized alternative

Blue-Chips (core holdings):

  • BTC, ETH — primary crypto exposure
  • SOL — alt-L1 exposure

Mid-Caps (growth potential):

  • Layer 2 tokens (ARB, OP, MATIC)
  • DeFi blue chips (AAVE, UNI, MKR)

DeFi Yield (productive assets):

  • LP positions on DEXs
  • Farming rewards
  • Vault strategies

Rebalancing Strategies

Calendar Rebalancing

Rebalance on a fixed schedule:

  • Monthly: Good for most users, low effort
  • Weekly: More responsive, higher gas costs
  • Quarterly: Minimal effort, may drift significantly
Threshold Rebalancing

Rebalance when an asset deviates from target allocation:

  • ±5% threshold: More active, better performance in volatile markets
  • ±10% threshold: Less frequent, lower costs
Example

Target: 30% BTC, 30% ETH, 20% Stables, 20% Alts

If BTC rallies and becomes 40% of portfolio:

  1. Sell 10% worth of BTC
  2. Redistribute to under-allocated assets
  3. Move stable portion into yield-bearing position (e.g., USDs)

Risk Management

Position Sizing
  • Core positions: No single asset >30% (except stablecoins)
  • Satellite positions: No single alt >5% of total portfolio
  • DeFi positions: No single protocol >15% of total DeFi allocation
Stop-Loss Strategies
TypeTriggerAction
FixedPrice drops X% from entrySell position
TrailingPrice drops X% from peakSell position
Time-basedPosition held > Y months at lossEvaluate and potential tax harvest
Drawdown Limits
  • 10% portfolio drawdown: Review positions, tighten stops
  • 20% drawdown: Reduce risk, move to stables
  • 30%+ drawdown: Emergency risk reduction

Performance Metrics

Key Metrics
MetricFormulaWhat It Tells You
Total Return(Current - Initial) / InitialOverall performance
Sharpe Ratio(Return - Risk-free) / StdDevRisk-adjusted return
Max DrawdownLargest peak-to-trough dropWorst-case scenario
Win RateProfitable trades / Total tradesTrading consistency
Show full SKILL.md (226 more words)Show less
Benchmarking

Compare your portfolio against:

  • BTC (crypto benchmark)
  • ETH (alt benchmark)
  • 50/50 BTC-ETH (balanced benchmark)
  • S&P 500 (tradfi comparison)

Tax-Loss Harvesting

Strategy

Sell losing positions to realize losses, then:

  1. Use losses to offset capital gains
  2. Optionally re-enter similar (not identical) positions
  3. Track all transactions for tax reporting
Considerations
  • Check your jurisdiction's wash-sale rules for crypto
  • Document cost basis for all positions
  • Consider tax-loss harvesting at year-end
  • DeFi interactions (swaps, LP) may be taxable events

DeFi Portfolio Optimization

Idle Capital

Don't let stablecoins sit idle. Options:

  1. USDs (Sperax): Auto-yield, no gas for claiming
  2. Aave/Compound: Supply for lending yield
  3. LP stablecoin pairs: Low IL, steady fees
Productive Assets

Make your holdings work:

  • Stake ETH → staked ETH derivative (stETH, rETH)
  • Supply tokens to lending → earn interest
  • Lock governance tokens → earn protocol fees (e.g., SPA → veSPA)
Yield Layering

Stack multiple sources:

Base Asset (ETH/USDC)
  └── Supply to Aave (lending yield)
       └── Use aToken as collateral
            └── Borrow stables
                 └── Mint USDs (auto-yield)

⚠️ Layering increases risk. Only for experienced users.

Agent Tips

  1. Start with risk profile — always ask about risk tolerance before recommending
  2. Diversification is non-negotiable — never recommend all-in on one asset
  3. Stablecoins should earn yield — recommend USDs or lending, not idle USDC
  4. Show total return — include DeFi yield when evaluating portfolio performance
  5. Rebalancing matters — regular rebalancing improves risk-adjusted returns
  6. Tax implications — always remind users about tax events

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

Files

Just SKILL.md in skills/crypto-portfolio-management of aAAaqwq/AGI-Super-Team.

Open the folder on GitHubat commit 7cefd81

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in aAAaqwq/AGI-Super-Team, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Crypto Portfolio Management 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.

Crypto Portfolio Management compared with similar skills
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Crypto Portfolio Management this skillaAAaqwq/AGI-Super-Team1051 repos~1.3kAutomated safety check: PassMIT
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Polyclawchainstacklabs/polyclaw3591 repos~2kAutomated safety check: PassApache-2.0
Longbridge Researchhelsome/folio2713 repos~2.1kAutomated safety check: PassMIT
Stock Analysis24mlight/StockClaw1012 repos~2kAutomated safety check: NotesMIT
Swapper Depositswapperfinance/swapper-toolkit852—~1.8kAutomated safety check: PassMIT

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Questions about Crypto Portfolio Management

What does Crypto Portfolio Management do?

Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting. Crypto Portfolio Management is an agent skill from aAAaqwq/AGI-Super-Team. Guide to cryptocurrency portfolio management — asset allocation, rebalancing strategies, risk-adjusted returns, benchmarking, and tax-loss harvesting.

When should I use Crypto Portfolio Management?

Crypto Portfolio Management fits situations like: helping users build portfolios; rebalance holdings; evaluate portfolio performance.

How do I install Crypto Portfolio Management in Claude Code?

Run `npx skills add aAAaqwq/AGI-Super-Team --skill crypto-portfolio-management -a claude-code`. Or copy the skill folder (skills/crypto-portfolio-management in aAAaqwq/AGI-Super-Team) into .claude/skills/crypto-portfolio-management in your project. Claude Code loads it when a task matches its description.

How do I install Crypto Portfolio Management in Codex?

Run `npx skills add aAAaqwq/AGI-Super-Team --skill crypto-portfolio-management -a codex`. Or copy the skill folder (skills/crypto-portfolio-management in aAAaqwq/AGI-Super-Team) into .agents/skills/crypto-portfolio-management in your project. Codex loads it when a task matches its description.

Can I use Crypto Portfolio Management 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 aAAaqwq/AGI-Super-Team --skill crypto-portfolio-management -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/crypto-portfolio-management, .gemini/skills/crypto-portfolio-management, .github/skills/crypto-portfolio-management and .opencode/skills/crypto-portfolio-management in your project.

What does Crypto Portfolio Management need to run?

SKILL.md names no scripts, command-line tools or credentials: Crypto Portfolio Management is instructions for the agent only.

Does Crypto Portfolio Management access the network?

SKILL.md names 2 domains. As links in the text: defillama.com and coingecko.com. This is read from the text; nothing was executed.

Is Crypto Portfolio Management 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. Review the folder before installing.

What licence does Crypto Portfolio Management use?

Crypto Portfolio Management is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Crypto Portfolio Management use?

About 1.3k tokens (SKILL.md is roughly 5.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Crypto Portfolio Management?

Skills that share tags, products or a category with Crypto Portfolio Management: 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 Crypto Portfolio Management?

aAAaqwq (a GitHub user) maintains it in aAAaqwq/AGI-Super-Team, which has 105 GitHub stars. The repository holds 167 skills in this directory. The repository was last updated on October 8, 2026.

Source: aAAaqwq/AGI-Super-Team on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.