Portfolio Health Monitor

Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina.

Portfolio Health Check

Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.

Features

• Multi-Asset Coverage: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
• P&L Tracking: Realized + unrealized per position and total
• Stop-Loss Monitor: Triggers when loss >25%
• Take-Profit Alert: Triggers when profit >30% + RSI >75
• Rebalancing Signals: Position size drift detection

Alert Triggers

Condition	Action
Profit >30% + RSI >75 + pullback >5%	Take-profit alert
Loss >25%	Stop-loss alert
RSI >80 + profit >20%	Reduce position
Pullback >10% + RSI <35	Add position
Any position >30% of portfolio	Rebalance warning

Exchange Support

• OKX (crypto perpetuals)
• Yahoo Finance (US stocks)
• Sina Finance (Chinese A-shares)

Premium Version (Coming Soon)

• Real-time push notifications (Telegram/WeChat)
• Weekly performance report
• Custom alert thresholds
• Multi-portfolio management

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Know your positions. Control your risk.