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portfolio-tracker

Aggregate cryptocurrency holdings across exchanges and calculate P&L and asset allocation.

5|1|Updated Feb 9, 2026
Search Tags:#asset allocation#portfolio#tracking#crypto#P&L#exchanges
One-click install
npx skills add https://github.com/kayzaa/k.i.t.-bot --skill portfolio-tracker-kayzaa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-tracker
Source: https://github.com/kayzaa/k.i.t.-bot/tree/main/skills/portfolio-tracker
Command: npx skills add https://github.com/kayzaa/k.i.t.-bot --skill portfolio-tracker-kayzaa

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides a unified view of cryptocurrency holdings across multiple exchanges, enabling users to track their portfolio's performance and allocation.

Core Features & Use Cases

  • Multi-Exchange Aggregation: Consolidates holdings from various crypto exchanges into a single dashboard.
  • P&L Calculation: Computes both realized and unrealized gains and losses.
  • Asset Allocation: Visualizes the distribution of assets across different cryptocurrencies and exchanges.
  • Performance Reporting: Generates daily, weekly, and monthly performance summaries.
  • Use Case: A user can connect their Binance and Coinbase accounts to see their total BTC, ETH, and SOL holdings, their current market value, and their profit or loss over the last 24 hours.

Quick Start

Fetch all your current crypto balances across connected exchanges.

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?▼

You can aggregate crypto holdings across multiple exchanges by connecting accounts like Binance and Coinbase to consolidate total balances, current market value, and asset allocation into a unified dashboard.

How do I calculate realized and unrealized P&L for a cryptocurrency portfolio?▼

To calculate portfolio P&L, the system computes both realized and unrealized gains and losses using pandas for data analysis, generating daily, weekly, and monthly performance summaries.

Does ccxt work with pandas for tracking crypto asset allocation?▼

Yes, ccxt fetches balance data across exchanges while pandas processes the financial data to calculate asset allocation and P&L, with tabulate formatting the final reporting output.

Can I generate performance reports for my crypto portfolio across exchanges?▼

Yes, you can generate daily, weekly, and monthly performance summaries that report your total holdings, current market value, and profit or loss over specific time periods.

What is the best way to visualize cryptocurrency asset allocation across different exchanges?▼

The best way to visualize asset allocation is by consolidating balances from various exchanges into a single view, displaying the distribution of assets across different cryptocurrencies and platforms.

Do I need Python to track crypto balances across exchanges?▼

Yes, deterministic task execution requires Python to run the scripts utilizing ccxt for exchange connectivity and pandas for financial data analysis and reporting.

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