Crypto SAFE Portfolio Analyzer Pro

Safe cryptocurrency portfolio tracking and P&L analysis. Monitors portfolio value, calculates profit/loss with custom cost basis, tracks live prices via CoinGecko, and generates detailed reports. Use for portfolio performance tracking, P&L calculation, position monitoring, allocation analysis, and market overviews.

Track cryptocurrency portfolios, calculate P&L with custom cost basis, and generate comprehensive reports with live market data.

Overview

This skill provides professional-grade portfolio tracking for cryptocurrency investors. It fetches live prices from CoinGecko, calculates accurate P&L based on your cost basis, and generates detailed reports showing position breakdown, allocations, and performance metrics.

Key Features:

• Real-time price tracking for 20+ cryptocurrencies
• Custom cost basis for accurate P&L calculation
• Portfolio allocation analysis with target vs. actual comparisons
• Market sentiment analysis across watchlists
• Multiple output formats (text reports, JSON data)
• Integration-ready for Discord bots, automated alerts, and cron jobs

Quick Start

1. Analyze Portfolio Holdings

For a quick portfolio analysis, provide holdings as a JSON object:

bash

python3 scripts/portfolio-analyzer.py portfolio --holdings '{"BTC": 1.5, "ETH": 10.2, "SOL": 50, "DOGE": 10000}'

Expected Output:

text

📊 CRYPTO PORTFOLIO REPORT
==================================================
💰 Total Value: $125,750.50
🟢 Total P&L: $15,750.50 (+14.32%)

📈 POSITION BREAKDOWN:
BTC:
  💵 Value: $89,237.50 (71.0% of portfolio)
  🟢 P&L: $8,987.50 (+11.20%)
  🔴 24h: -3.92%

2. Market Overview

Get sentiment and price overview for your watchlist:

bash

python3 scripts/portfolio-analyzer.py market

3. Set Up Configuration

For advanced features like cost basis tracking, create portfolio-config.json:

json

{
  "cost_basis": {
    "BTC": 45000,
    "ETH": 2800,
    "SOL": 85
  },
  "watchlist": ["BTC", "ETH", "SOL", "DOGE", "XRP"],
  "target_allocation": {
    "BTC": 40,
    "ETH": 30,
    "SOL": 20,
    "Other": 10
  }
}

Core Capabilities

1. Portfolio Value Calculation

Calculates total portfolio value with position-level breakdown:

• Live pricing from CoinGecko API (no API key required)
• Cost basis tracking for accurate P&L calculation
• 24-hour change for each position
• Portfolio allocation percentages
• Total portfolio P&L with percentage gains/losses

Supported Coins: BTC, ETH, SOL, DOGE, XRP, ADA, AVAX, LINK, DOT, UNI, NEAR, ATOM, and more.

2. Market Analysis

Provides market sentiment analysis across your watchlist:

• Market sentiment classification (Bullish/Bearish/Neutral)
• Average 24-hour change across all tracked coins
• Individual coin performance with prices and changes
• Market cap data for supported cryptocurrencies

3. Report Generation

Multiple output formats for different use cases:

Text Format: Human-readable reports with emoji indicators and formatted numbers

bash

# Generate text report
python3 scripts/portfolio-analyzer.py portfolio --holdings holdings.json

JSON Format: Structured data for automation and integrations

bash

# Generate JSON data for automation
python3 scripts/portfolio-analyzer.py portfolio --holdings holdings.json --format json

4. Integration Ready

Designed for automation and integration:

• Discord bot integration - Post daily portfolio updates
• Cron job automation - Schedule regular portfolio checks
• Alert systems - Monitor portfolio value thresholds
• API consumption - JSON output ready for webhooks and APIs

Common Use Cases

Daily Portfolio Monitoring

Set up automated daily reports:

bash

# Add to cron or OpenClaw cron jobs
python3 scripts/portfolio-analyzer.py portfolio --holdings ~/.crypto/holdings.json > daily-report.txt

Rebalancing Analysis

Compare current vs. target allocations:

1. Set target allocations in portfolio-config.json
2. Run portfolio analysis to see current allocations
3. Identify positions that need rebalancing

Performance Tracking

Monitor P&L over time:

bash

# Log daily values for trend analysis
echo "$(date): $(python3 scripts/portfolio-analyzer.py portfolio --holdings holdings.json --format json | jq '.total_value')" >> portfolio-history.log

Tax Reporting

Generate P&L data for tax calculations:

bash

# Export detailed P&L breakdown
python3 scripts/portfolio-analyzer.py portfolio --holdings holdings.json --format json | jq '.breakdown'

Configuration Options

Cost Basis Setup

Define your average purchase prices for accurate P&L:

json

{
  "cost_basis": {
    "BTC": 45000,    // Your average BTC purchase price
    "ETH": 2800,     // Your average ETH purchase price
    "SOL": 85        // Your average SOL purchase price
  }
}

Without cost basis, P&L calculations use current price as basis (showing $0 P&L).

Watchlist Customization

Customize which coins to track in market overviews:

json

{
  "watchlist": ["BTC", "ETH", "SOL", "DOGE", "XRP", "ADA", "AVAX", "LINK"]
}

Target Allocation

Set portfolio allocation targets for rebalancing analysis:

json

{
  "target_allocation": {
    "BTC": 40,    // Target 40% Bitcoin
    "ETH": 30,    // Target 30% Ethereum
    "SOL": 20,    // Target 20% Solana
    "Other": 10   // Target 10% other assets
  }
}

Error Handling

The skill includes robust error handling:

• API failures: Graceful fallback when CoinGecko is unavailable
• Invalid holdings: Clear error messages for malformed JSON
• Missing config: Uses sensible defaults when config files are missing
• Network timeouts: 10-second timeout with error reporting

Integration Examples

Discord Bot Integration

javascript

const { exec } = require('child_process');

async function postPortfolioUpdate() {
  const command = 'python3 scripts/portfolio-analyzer.py portfolio --holdings holdings.json --format json';
  exec(command, (error, stdout) => {
    if (!error) {
      const portfolio = JSON.parse(stdout);
      const message = `📊 Portfolio: $${portfolio.total_value.toLocaleString()} | P&L: ${portfolio.total_pnl >= 0 ? '🟢' : '🔴'} ${portfolio.total_pnl_pct.toFixed(2)}%`;
      // Send to Discord channel
    }
  });
}

OpenClaw Automation

javascript

// In OpenClaw skills or cron jobs
const portfolioData = await exec('python3 ~/.openclaw/workspace/skills/crypto-portfolio-tracker/scripts/portfolio-analyzer.py portfolio --holdings holdings.json --format json');
const portfolio = JSON.parse(portfolioData);

if (portfolio.total_value > 100000) {
  await notify('Portfolio over $100k!');
}

Resources

scripts/

• portfolio-analyzer.py: Main portfolio tracking and analysis script
• portfolio-tracker.js: Node.js integration wrapper (adapted from crypto-alerts)

references/

• usage-examples.md: Detailed examples, configurations, and integration patterns
• config-example.json: Sample configuration file with all available options

For detailed examples and integration patterns, see references/usage-examples.md.