portfolio-monitor
CommunityTrack your stocks and crypto in real time.
Finance & Accounting#alerts#cryptocurrency#stocks#yfinance#portfolio monitoring#profit/loss tracking
Authoralexhegit
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It helps you monitor a multi-asset investment portfolio by automatically fetching current prices, calculating cost and profit/loss, and flagging positions that move beyond your alert threshold.
Core Features & Use Cases
- Portfolio tracking: Keeps track of holdings across multiple currencies (e.g., HKD, USD) and computes total value, total cost, and overall profit/loss.
- Per-position analytics: Calculates each holding’s current price, market value, profit/loss amount, and profit/loss percentage.
- Price movement alerts: Triggers reminders when a holding’s move exceeds the configured threshold (default 5%).
- Use Case: If you hold Tencent, Apple, and BTC in different currencies, you can run this Skill to get an updated snapshot of totals plus per-asset gains/losses and see which positions crossed your alert threshold.
Quick Start
Install the required package and run the portfolio monitoring script to generate the latest portfolio report.
Dependency Matrix
Required Modules
yfinance
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portfolio-monitor Download link: https://github.com/alexhegit/sovereign-IQ/archive/main.zip#portfolio-monitor Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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