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portfolio-tracker

Aggregate crypto balances across exchanges and compute unified portfolio valuations.

Updated Aug 23, 2026
Search Tags:#performance reporting#asset allocation#portfolio#multi-exchange#pnl#ccxt#crypto accounting
One-click install
npx skills add https://github.com/datagridSolution/forex-trading-ai-agent --skill portfolio-tracker-datagridsolution
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-tracker
Source: https://github.com/datagridSolution/forex-trading-ai-agent/tree/main/skills/portfolio-tracker
Command: npx skills add https://github.com/datagridSolution/forex-trading-ai-agent --skill portfolio-tracker-datagridsolution

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires ccxt, pandas, tabulate, and includes scripts (resource) components.

What problem does it solve?

Portfolio tracking across multiple exchanges is hard to keep accurate and up to date, especially when you want unified totals, P&L, and recurring performance summaries.

Core Features & Use Cases

  • Multi-Exchange Portfolio Aggregation: Combines balances from all configured exchanges into a single view of holdings.
  • Portfolio Valuation & Asset Allocation: Converts holdings into USD values (e.g., against USDT) and reports percentage allocation by asset.
  • Snapshots & Performance Reporting: Saves daily snapshots to ~/.kit/portfolio/snapshots/ and enables comparisons to produce daily/weekly/monthly-style reports.
  • P&L Computation (from cost basis): Computes profit/loss using provided cost basis data to evaluate current gains or losses.

Example use case: You trade across Binance and other exchanges, and you want to understand how your BTC/ETH/SOL exposure changed this week, along with your approximate daily portfolio value movement.

Quick Start

Ask your agent to run the portfolio tracker snapshot and generate a report so you can see your current total value and top holdings.

Frequently Asked Questions about portfolio-tracker

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

FAQPage Schema
How do I track crypto holdings across multiple exchanges in one place?▼

To track crypto holdings across multiple exchanges, you need to aggregate balances and compute unified portfolio valuations. This Skill uses ccxt to retrieve balances and tickers, converting holdings into USD values for a single view of your assets.

How do I calculate P&L and asset allocation for my crypto portfolio?▼

Calculating crypto portfolio P&L and asset allocation requires converting holdings into USD values against pairs like USDT. You can compute profit and loss using provided cost basis data to evaluate current gains, losses, and percentage allocation by asset.

Can I use ccxt to generate daily portfolio performance reports?▼

Yes, you can use ccxt to generate daily portfolio performance reports by saving balance snapshots to your filesystem. The Skill persists snapshots under a specific directory, enabling comparisons to produce daily, weekly, or monthly performance summaries.

Do I need Python and ccxt to automate multi-exchange crypto accounting?▼

Yes, Python with ccxt is required to automate multi-exchange crypto accounting. The Skill relies on ccxt for balance and ticker retrieval, alongside pandas and tabulate for processing and formatting your portfolio data.

What is the best way to snapshot and compare crypto portfolio values over time?▼

The best way to snapshot and compare crypto portfolio values is by persisting daily balance data to the filesystem. Saving snapshots allows you to compare historical states and generate ongoing performance reports for your portfolio management.

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