portfolio-tracker

Portfolio Tracker

Quick Start

Run portfolio update or ask "update my portfolio" to fetch live prices via browser and generate analysis.

Workflow

1. Read holdings from references/portfolio-holdings.md
2. Browser automation: Attach Chrome extension (profile=open-claw-chrome) to Yahoo Finance
3. Fetch prices: Snapshot ticker pages or portfolio view
4. Update portfolio-tracker.md with new values/performance
5. Generate analysis: Winners/losers, total value, suggestions

Update Portfolio

1. browser action=tabs profile=open-claw-chrome (attach Yahoo Finance tab)
2. For each ticker in holdings:
   - browser navigate https://finance.yahoo.com/quote/[TICKER]
   - browser snapshot refs=aria (extract price, change, %change)
3. Parse snapshots, calculate values (shares * price)
4. edit portfolio-tracker.md with new table
5. Add analysis section (winners/losers, market summary)

Crypto: Use https://finance.yahoo.com/quote/BTC-USD etc.

Analysis Patterns

• Winners/Losers: Top 5 +5% / -5%
• Concentration Risk: Flag if any position >15% total
• Market Context: S&P500/Nasdaq from ^GSPC/^IXIC snapshots
• Suggestions: Beaten-down positions (< -5% today)

Structuring This Skill

[TODO: Choose the structure that best fits this skill's purpose. Common patterns:

1. Workflow-Based (best for sequential processes)

• Works well when there are clear step-by-step procedures
• Example: DOCX skill with "Workflow Decision Tree" -> "Reading" -> "Creating" -> "Editing"
• Structure: ## Overview -> ## Workflow Decision Tree -> ## Step 1 -> ## Step 2...

2. Task-Based (best for tool collections)

• Works well when the skill offers different operations/capabilities
• Example: PDF skill with "Quick Start" -> "Merge PDFs" -> "Split PDFs" -> "Extract Text"
• Structure: ## Overview -> ## Quick Start -> ## Task Category 1 -> ## Task Category 2...

3. Reference/Guidelines (best for standards or specifications)

• Works well for brand guidelines, coding standards, or requirements
• Example: Brand styling with "Brand Guidelines" -> "Colors" -> "Typography" -> "Features"
• Structure: ## Overview -> ## Guidelines -> ## Specifications -> ## Usage...

4. Capabilities-Based (best for integrated systems)

• Works well when the skill provides multiple interrelated features
• Example: Product Management with "Core Capabilities" -> numbered capability list
• Structure: ## Overview -> ## Core Capabilities -> ### 1. Feature -> ### 2. Feature...

Patterns can be mixed and matched as needed. Most skills combine patterns (e.g., start with task-based, add workflow for complex operations).

Delete this entire "Structuring This Skill" section when done - it's just guidance.]

[TODO: Replace with the first main section based on chosen structure]

[TODO: Add content here. See examples in existing skills:

• Code samples for technical skills
• Decision trees for complex workflows
• Concrete examples with realistic user requests
• References to scripts/templates/references as needed]

Resources

references/portfolio-holdings.md

Vish's exact holdings (shares/amounts). Update manually when buying/selling.

scripts/update-portfolio.py

Parses holdings, processes browser data (future: full automation).