tracking-crypto-portfolio

# Tracking Crypto Portfolio

## Overview

This skill provides comprehensive cryptocurrency portfolio tracking with:

- **Real-Time Valuations**: Current prices from CoinGecko
- **Holdings Breakdown**: Quantity, value, and allocation per asset
- **P&L Tracking**: Unrealized gains/losses with cost basis
- **Allocation Analysis**: Category breakdown and concentration flags
- **Multiple Export Formats**: Table, JSON, CSV

**Key Capabilities:**
- Track holdings across multiple assets
- Calculate portfolio total value in USD
- Identify overweight positions (concentration risk)
- Export for analysis tools and tax reporting

## Prerequisites

Before using this skill, ensure:

1. **Python 3.8+** is installed
2. **requests** library is available: `pip install requests`
3. Internet connectivity for CoinGecko API access
4. A portfolio JSON file with your holdings

### Portfolio File Format

Create a portfolio file (e.g., `holdings.json`):

```json
{
  "name": "My Portfolio",
  "holdings": [
    {"coin": "BTC", "quantity": 0.5, "cost_basis": 25000},
    {"coin": "ETH", "quantity": 10, "cost_basis": 2000},
    {"coin": "SOL", "quantity": 100}
  ]
}
```

Fields:
- `coin`: Symbol (BTC, ETH, etc.) - **required**
- `quantity`: Amount held - **required**
- `cost_basis`: Average purchase price per coin (optional, for P&L)
- `acquired`: Date acquired (optional, for records)

## Instructions

### Step 1: Assess User Intent

Determine what portfolio information the user needs:
- **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

### Step 2: Execute Portfolio Tracking

Run the tracker with appropriate options:

```bash
# Quick portfolio summary
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json

# Full holdings breakdown
python {baseDir}/scripts/portfolio_tracker.py --portfolio holdings.json --holdings

# Detailed analysis