Track crypto holdings across exchanges. An agent skill from Signal-Execution-Labs/forex-trading-ai-agent.

MITAuto-check passed

Install Portfolio Tracker

skills CLI
$ npx skills add Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker -a claude-code

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

GitHub CLI
$ gh skill install Signal-Execution-Labs/forex-trading-ai-agent portfolio-tracker --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/Signal-Execution-Labs/forex-trading-ai-agent.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/portfolio-tracker .claude/skills/portfolio-tracker && 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
portfolio-tracker
GitHub stars
162
Token cost
~1.4k tokens
SKILL.md length
149 words
Files
2 (incl. scripts)
Skills in repo
11
Repo updated
First seen
Licence
MIT

At a glance

Track crypto holdings across exchanges. An agent skill from Signal-Execution-Labs/forex-trading-ai-agent.

  • Works in 4 steps: Configure exchanges in… → Run initial balance fetch → Set up daily snapshot cron job → …
  • SKILL.md covers Overview, Data Storage, Commands and Workflow
  • Runs Python scripts from its folder; calls python3

What it does

Portfolio Tracker is an agent skill from Signal-Execution-Labs/forex-trading-ai-agent. Track crypto holdings across exchanges. Calculate P&L, asset allocation, and generate performance reports.

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/portfolio_snapshot.py`).

The repository describes itself as: About AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading…. The licence is MIT.

Example prompts

  • “/portfolio-tracker”

Requirements

  • Python 3

Workflow steps

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

  1. Configure exchanges in ~/.kit/exchanges.json
  2. Run initial balance fetch
  3. Set up daily snapshot cron job
  4. Import historical trades for accurate P&L

What it can do on your machine

Read from SKILL.md and the folder at commit b8a6047. 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

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

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

  • Network

    No URLs in SKILL.md.

    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

Portfolio Tracker loads about 1.4k tokens when it runs. Until then it costs about 31 tokens; SKILL.md has 149 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~31
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k

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 Signal-Execution-Labs/forex-trading-ai-agent at commit b8a6047, republished under its MIT licence (© Signal-Execution-Labs). 149 words, ~1,435 tokens.

Download SKILL.mdSave it as .claude/skills/portfolio-tracker/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
portfolio-tracker
description
Track crypto holdings across exchanges. Calculate P&L, asset allocation, and generate performance reports.

Portfolio Tracker

Track and analyze your crypto portfolio across all exchanges.

Overview

  • Multi-Exchange Aggregation - Unified view of all holdings
  • P&L Calculation - Realized and unrealized gains
  • Asset Allocation - Distribution by coin and exchange
  • Performance Reports - Daily, weekly, monthly summaries

Data Storage

Portfolio data in ~/.kit/portfolio/:

portfolio/
├── holdings.json       # Current positions
├── transactions.json   # Trade history
├── snapshots/          # Daily snapshots
│   └── 2026-02-09.json
└── reports/            # Generated reports

Commands

Fetch All Balances
bash
python3 -c "
import ccxt
import json

exchanges_config = json.load(open('~/.kit/exchanges.json'))
total = {}

for name, config in exchanges_config.items():
    exchange = getattr(ccxt, name)(config)
    balance = exchange.fetch_balance()
    for coin, amount in balance['total'].items():
        if amount > 0:
            total[coin] = total.get(coin, 0) + amount
            print(f'{name}: {coin} = {amount}')

print('\\n=== TOTAL ===')
for coin, amount in total.items():
    print(f'{coin}: {amount}')
"
Calculate Portfolio Value
bash
python3 -c "
import ccxt

exchange = ccxt.binance()
holdings = {'BTC': 0.5, 'ETH': 2.0, 'SOL': 10}
total_usd = 0

for coin, amount in holdings.items():
    if coin == 'USDT':
        total_usd += amount
    else:
        ticker = exchange.fetch_ticker(f'{coin}/USDT')
        value = amount * ticker['last']
        total_usd += value
        print(f'{coin}: {amount} = \${value:,.2f}')

print(f'\\nTotal: \${total_usd:,.2f}')
"
Asset Allocation
bash
python3 -c "
import ccxt

holdings = {'BTC': 0.5, 'ETH': 2.0, 'SOL': 10, 'USDT': 1000}
exchange = ccxt.binance()
values = {}
total = 0

for coin, amount in holdings.items():
    if coin == 'USDT':
        values[coin] = amount
    else:
        ticker = exchange.fetch_ticker(f'{coin}/USDT')
        values[coin] = amount * ticker['last']
    total += values[coin]

print('Asset Allocation:')
print('=' * 40)
for coin, value in sorted(values.items(), key=lambda x: -x[1]):
    pct = (value / total) * 100
    bar = '█' * int(pct / 2)
    print(f'{coin:6} {pct:5.1f}% {bar} \${value:,.0f}')
"
P&L Calculation
bash
python3 -c "
# Example: Calculate P&L from cost basis
trades = [
    {'coin': 'BTC', 'amount': 0.1, 'cost_basis': 35000},
    {'coin': 'BTC', 'amount': 0.2, 'cost_basis': 42000},
    {'coin': 'ETH', 'amount': 1.0, 'cost_basis': 2200},
]

import ccxt
exchange = ccxt.binance()

for trade in trades:
    ticker = exchange.fetch_ticker(f\"{trade['coin']}/USDT\")
    current_price = ticker['last']
    current_value = trade['amount'] * current_price
    cost = trade['amount'] * trade['cost_basis']
    pnl = current_value - cost
    pnl_pct = (pnl / cost) * 100
    emoji = '🟢' if pnl >= 0 else '🔴'
    print(f\"{emoji} {trade['coin']}: \${pnl:+,.2f} ({pnl_pct:+.1f}%)\")
"
Daily Snapshot
bash
python3 -c "
import json
from datetime import datetime
import ccxt

# Fetch current holdings and prices
holdings = {'BTC': 0.5, 'ETH': 2.0}
exchange = ccxt.binance()
snapshot = {
    'timestamp': datetime.now().isoformat(),
    'holdings': {},
    'total_usd': 0
}

for coin, amount in holdings.items():
    ticker = exchange.fetch_ticker(f'{coin}/USDT')
    value = amount * ticker['last']
    snapshot['holdings'][coin] = {
        'amount': amount,
        'price': ticker['last'],
        'value_usd': value
    }
    snapshot['total_usd'] += value

filename = f\"snapshot_{datetime.now().strftime('%Y-%m-%d')}.json\"
print(json.dumps(snapshot, indent=2))
# Save: json.dump(snapshot, open(filename, 'w'))
"
Performance Report
bash
python3 -c "
# Compare snapshots for performance
import json
from datetime import datetime, timedelta

# Mock data - load from files in practice
yesterday = {'total_usd': 50000, 'holdings': {'BTC': {'value_usd': 40000}}}
today = {'total_usd': 52000, 'holdings': {'BTC': {'value_usd': 42000}}}

change = today['total_usd'] - yesterday['total_usd']
change_pct = (change / yesterday['total_usd']) * 100

print('📈 DAILY PERFORMANCE REPORT')
print('=' * 40)
print(f\"Portfolio Value: \${today['total_usd']:,.2f}\")
print(f\"24h Change: \${change:+,.2f} ({change_pct:+.2f}%)\")
print()
print('Top Movers:')
for coin in today['holdings']:
    if coin in yesterday['holdings']:
        prev = yesterday['holdings'][coin]['value_usd']
        curr = today['holdings'][coin]['value_usd']
        pct = ((curr - prev) / prev) * 100
        emoji = '🟢' if pct >= 0 else '🔴'
        print(f'  {emoji} {coin}: {pct:+.2f}%')
"

Workflow

Setting Up Tracking
  1. Configure exchanges in ~/.kit/exchanges.json
  2. Run initial balance fetch
  3. Set up daily snapshot cron job
  4. Import historical trades for accurate P&L
Metrics Tracked
MetricDescription
Total ValueSum of all holdings in USD
24h ChangeDaily performance
7d ChangeWeekly performance
30d ChangeMonthly performance
ATHAll-time high portfolio value
Max DrawdownLargest peak-to-trough decline
Sharpe RatioRisk-adjusted returns
Report Types
  • Daily Summary - Quick overview
  • Weekly Report - Detailed with charts
  • Monthly Report - Full analysis with recommendations
  • Tax Report - Realized gains for tax purposes

© Signal-Execution-Labs, 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 1 other file (scripts) in skills/portfolio-tracker of Signal-Execution-Labs/forex-trading-ai-agent.

  • SKILL.md
  • scripts/portfolio_snapshot.py

Open the folder on GitHubat commit b8a6047

Compare with similar skills

Portfolio Tracker 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.

Portfolio Tracker compared with similar skills
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Portfolio Tracker this skillSignal-Execution-Labs/forex-trading-ai-agent162—~1.4kAutomated safety check: PassMIT
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Calculating Crypto Taxesjeremylongshore/tons-of-skills-marketplace2.8k—~1.2kAutomated safety check: PassMIT
CCXT Crypto Exchange Library2025Emma/vibe-coding-cn23k1 repos~4.4kAutomated safety check: PassMIT
Crypto Trackersundial-org/awesome-openclaw-skills663—~684Automated safety check: PassNone
Portfolio Reviewxbtlin/ai-berkshire17k—~1.2kAutomated safety check: PassMIT

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Questions about Portfolio Tracker

What does Portfolio Tracker do?

Track crypto holdings across exchanges. An agent skill from Signal-Execution-Labs/forex-trading-ai-agent. Portfolio Tracker is an agent skill from Signal-Execution-Labs/forex-trading-ai-agent. Track crypto holdings across exchanges.

How do I install Portfolio Tracker in Claude Code?

Run `npx skills add Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker -a claude-code`. Or copy the skill folder (skills/portfolio-tracker in Signal-Execution-Labs/forex-trading-ai-agent) into .claude/skills/portfolio-tracker in your project. Claude Code loads it when a task matches its description.

How do I install Portfolio Tracker in Codex?

Run `npx skills add Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker -a codex`. Or copy the skill folder (skills/portfolio-tracker in Signal-Execution-Labs/forex-trading-ai-agent) into .agents/skills/portfolio-tracker in your project. Codex loads it when a task matches its description.

Can I use Portfolio Tracker 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 Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/portfolio-tracker, .gemini/skills/portfolio-tracker, .github/skills/portfolio-tracker and .opencode/skills/portfolio-tracker in your project.

What does Portfolio Tracker need to run?

Going by SKILL.md and its folder, Portfolio Tracker needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Portfolio Tracker access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Portfolio Tracker 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 Portfolio Tracker use?

Portfolio Tracker 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 Portfolio Tracker use?

About 1.4k tokens (SKILL.md is roughly 5.7k 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 Portfolio Tracker?

Skills that share tags, products or a category with Portfolio Tracker: Tracking Crypto Portfolio (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Calculating Crypto Taxes (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), CCXT Crypto Exchange Library (2025Emma/vibe-coding-cn, 23k stars) and Crypto Tracker (sundial-org/awesome-openclaw-skills, 663 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Portfolio Tracker?

Signal-Execution-Labs (a GitHub organization) maintains it in Signal-Execution-Labs/forex-trading-ai-agent, which has 162 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on September 14, 2026.

Source: Signal-Execution-Labs/forex-trading-ai-agent on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.