Investment Tracker

Analyze investment portfolios and provide performance insights and rebalancing advice.

Updated Apr 25, 2026

Search Tags:#investment #portfolio #financial analysis #wealth management #stocks #crypto

Ready to run

npx skills add https://github.com/Devanshsodhi/FINeX-2 --skill investment-tracker

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Investment Tracker
Source: https://github.com/Devanshsodhi/FINeX-2/tree/main/SKILLS/track
Command: npx skills add https://github.com/Devanshsodhi/FINeX-2 --skill investment-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

It helps users monitor and understand their entire investment portfolio in one place, making informed decisions easier.

Core Features & Use Cases

Portfolio overview: View detailed holdings across stocks, mutual funds, crypto, and other assets.
Performance analysis: Get summaries of net worth, profit/loss, and asset allocation metrics.
Use Case: A user wants to track their diversification and profitability; they ask for a portfolio summary or rebalancing advice.

Quick Start

Ask the investment assistant to display your current portfolio overview or request detailed insights into specific holdings.

Frequently Asked Questions about Investment Tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I track my investment portfolio across different asset classes?▼

To track your investment portfolio, you can request a portfolio overview to view detailed holdings across stocks, mutual funds, and crypto. This provides a unified summary of your financial assets in one place.

What is the best way to analyze my asset allocation and net worth?▼

Analyzing your asset allocation and net worth involves requesting a portfolio summary to evaluate profitability and diversification. This offers actionable advice on your financial data for informed decisions.

Can I get rebalancing advice for my individual investment holdings?▼

Yes, you can get rebalancing advice for your individual investment holdings. The assistant analyzes your financial data to offer actionable advice on adjusting your assets for optimal diversification.

Does this portfolio management tool support crypto and wealth tracking?▼

This portfolio management tool supports crypto and wealth tracking by monitoring holdings across various assets. It provides real-time performance insights to help you manage your wealth efficiently.

How do I get a summary of my profit and loss for tax optimization?▼

To get a summary of your profit and loss for tax optimization, ask the assistant for a performance analysis. It calculates financial metrics to help you manage your assets and tax liabilities.