portfolio-tracker

Aggregate crypto holdings across exchanges and compute portfolio value in USD.

125|865|Updated Jun 5, 2026
One-click install
npx skills add https://github.com/Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker-signal-execution-labs
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio-tracker
Source: https://github.com/Signal-Execution-Labs/forex-trading-ai-agent/tree/main/skills/portfolio-tracker
Command: npx skills add https://github.com/Signal-Execution-Labs/forex-trading-ai-agent --skill portfolio-tracker-signal-execution-labs

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Portfolio management for crypto traders is fragmented across multiple exchanges, making it difficult to see total value and performance.

Core Features & Use Cases

  • Multi-Exchange Aggregation: Unified view of holdings from all configured exchanges.
  • P&L & Asset Allocation: Realized and unrealized gains and distribution by asset and exchange.
  • Performance Reports: Daily/weekly/monthly summaries and export-ready data for record-keeping.

Quick Start

Run the portfolio snapshot to generate today's total value and holdings after configuring 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 portfolio balances across multiple exchanges?

Track crypto portfolio balances across multiple exchanges by reading local exchange configurations and fetching holdings via ccxt. The Skill aggregates all configured exchange balances into a single unified view for total portfolio visibility.

What's the best way to calculate crypto P&L and USD value for all my exchange accounts?

Calculate crypto P&L and USD value by fetching balances via ccxt and converting asset holdings to USD using live price data. This computes realized and unrealized gains alongside daily performance snapshots.

Does ccxt support fetching balances for multi-exchange crypto portfolio aggregation?

Yes, ccxt supports fetching balances for multi-exchange crypto portfolio aggregation. The Skill uses ccxt to connect to each configured exchange, retrieve current holdings, and consolidate them into a single portfolio view.

How do I generate daily crypto portfolio snapshots for record-keeping?

Generate daily crypto portfolio snapshots by running the Python workflow to fetch current balances, convert values to USD, and write a daily snapshot file. These snapshots enable daily, weekly, and monthly performance reporting.

Can I compute asset allocation by exchange for a fragmented crypto portfolio?

Yes, you can compute asset allocation by exchange for a fragmented crypto portfolio. The Skill aggregates holdings across all configured exchanges and calculates the distribution of assets by both individual asset and the holding exchange.

What do I need to configure before fetching crypto balances via ccxt for portfolio tracking?

Before fetching crypto balances via ccxt, you need to set up local exchange configurations with your API credentials. These configurations allow the Python workflow to connect to your exchanges and retrieve current holdings for aggregation.