Professional crypto portfolio tracking with real-time prices, PnL analysis, and risk metrics

MIT License

Free Pricing

Installation

Open Claude Code and run this command:

/plugin install crypto-portfolio-tracker@claude-code-plugins-plus

Use --global to install for all projects, or --project for current project only.

What It Does

Professional-grade cryptocurrency portfolio tracking and analysis for Claude Code, providing institutional-quality metrics, risk assessment, and optimization recommendations.

Features

Position Tracking

Real-time price updates from multiple exchanges (CoinGecko, Binance, Coinbase)
Comprehensive PnL calculations with entry/exit tracking
Multi-exchange support for accurate pricing
Stop-loss and take-profit monitoring
Position history with complete audit trail
Alert system for significant price movements

Portfolio Analysis

Risk metrics: Sharpe ratio, Sortino ratio, maximum drawdown
Volatility analysis: Daily, weekly, monthly, and annual
Correlation matrix: Identify over-concentrated positions
Value at Risk (VaR): 95% and 99% confidence levels
Herfindahl Index: Measure portfolio concentration
Performance attribution: Understand what's driving returns

Rebalancing Engine

Optimal allocation calculations using Modern Portfolio Theory
Automated rebalancing recommendations
Tax-aware trading suggestions
Cost estimation for rebalancing actions
Threshold-based or time-based rebalancing

Advanced Analytics

Risk-adjusted returns optimization
Diversification scoring
Market regime detection
Drawdown analysis
Monte Carlo simulations for future scenarios

Skills (1)

tracking-crypto-portfolio SKILL.md View full skill →

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

ReadWriteBash(crypto:portfolio-*)

Tracking Crypto Portfolio

Overview

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

Prerequisites

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

Instructions

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

Run the portfolio tracker with appropriate options:


   # 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

Export results for analysis tools or tax reporting:


   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

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%



      
      
          How It Works
          Track a New Position

/track-position

I'll help you track a crypto position. Please provide:
- Symbol (BTC, ETH, etc.)
- Entry price
- Quantity
- Entry date
- Target price (optional)
- Stop loss (optional)

Analyze Portfolio

/portfolio-analysis

Analyzing your complete crypto portfolio...
- Calculating risk metrics
- Evaluating diversification
- Generating rebalancing recommendations

Set Price Alerts

/set-alert BTC above 50000
/set-alert ETH below 2000
/set-alert SOL volatility 20%

        

      
      

      
      
          FAQ
          
  
      
      
        Price data not updating

Check API key configuration
Verify internet connectivity
Check rate limits

Incorrect PnL calculations

Verify entry prices and dates
Check for stock splits or airdrops
Ensure correct quantity tracking

High correlation warnings

Review asset selection
Consider adding uncorrelated assets
Check time period for correlation calculation

      
    



        

      
      
  Ready to use crypto-portfolio-tracker?
  
    
    
  




      
      
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          Tags
          
            cryptoportfoliotradinginvestmentbitcoinethereumdefi