Crypto Portfolio Tracker
Track cryptocurrency holdings across wallets and exchanges with valuations, allocation, and performance metrics.
This skill tracks cryptocurrency holdings across multiple wallets and exchanges, calculating current value, allocation by asset, unrealized gains and losses, and portfolio performance metrics. It guides AI agents through consolidating holdings from diverse sources and generating structured portfolio reports. MIT licensed and open source. Part of the openaccountant suite of 44 free open-source financial skills. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Use Cases
- ✓Track crypto holdings across multiple wallets
- ✓Calculate portfolio value and allocation
- ✓Monitor unrealized gains and losses
- ✓Generate crypto portfolio performance report
Trigger Phrases
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Paste the skill link or content into your AI agent's system prompt or project instructions.
Requirements
- Claude or equivalent
- Crypto wallet addresses or exchange export
- Current price data