vachanalaviswanath

Portfolio Tracker

Professionalv0.0.1
By vachanalaviswanathUpdated 2026-05-11portfolio-tracker@clawhub_vachanalaviswanath/portfolio-tracker
Finance#Browser Automation

According to AlphaMoat, as of 2026-10, Portfolio Tracker has 6,272 downloads and 1 stars — ranked by downloads #2,149 among 5,109 AI skills in this ranking, and #193 of 463 in Professional.

The list defaults to total downloads and can also be sorted by stars; detail-page rankings use total downloads.

Downloads
6.3K
Stars
1
Overall download rank
#2,149
Top 43% overall · Top 42% in Professional
PlatformDownloadsStarsComments
ClawHub ↗4.7K1-
SkillHub ↗6.3K1—

Platforms count differently and update at different times.

What this skill does

Automatically tracks and analyzes Vish's stock and crypto portfolio using live Yahoo Finance data, providing updates, performance summaries, and rebalancing...

Monthly Trend

Downloads6.3K
2.7K4.6K6.5K2026-03 · Downloads 3.0K2026-05 · Downloads 3.9K2026-07 · Downloads 4.3K2026-08 · Downloads 4.5K2026-09 · Downloads 5.0K2026-10 · Downloads 6.3K26-0326-0926-10
Stars1
0122026-03 · Stars 12026-05 · Stars 12026-07 · Stars 12026-08 · Stars 12026-09 · Stars 12026-10 · Stars 126-0326-0926-10

The counting method changed in 2026-09: skills with the same name are now counted separately by author, and the full catalog is covered. Dashed lines show months before the change; they are not compared with later months, and no growth is computed across the change. Other skills share this name; figures from before the change are attributed to this one, which currently has the most downloads.

MonthDownloadsMoMStars
2026-106.3K—1
2026-095.0K—1
2026-084.5K+5.7%1
2026-074.3K—1
2026-053.9K—1
2026-033.0K—1

SKILL.md (original)

The author’s original file, shown as plain text without edits or review by AlphaMoat. Links are not clickable; check commands before running them. Fetched 2026-10-23.

3.7 KB · ClawHub v0.0.1
---
name: portfolio-tracker
description: Automates live portfolio tracking and analysis using browser automation on Yahoo Finance. Fetches real-time prices for Vish's 27 stocks/ETFs + 4 cryptos, updates portfolio-tracker.md, generates performance summaries, winners/losers, rebalancing suggestions, and market news. Use for: portfolio value checks, performance analysis, daily/heartbeat updates, averaging opportunities, or when user mentions stocks, portfolio, investments, or market updates.
---

# Portfolio Tracker

## Quick Start
Run `portfolio update` or ask \"update my portfolio\" to fetch live prices via browser and generate analysis.
Show all (80 lines)
## Workflow
1. **Read holdings** from `references/portfolio-holdings.md`
2. **Browser automation**: Attach Chrome extension (profile=open-claw-chrome) to Yahoo Finance
3. **Fetch prices**: Snapshot ticker pages or portfolio view
4. **Update portfolio-tracker.md** with new values/performance
5. **Generate analysis**: Winners/losers, total value, suggestions

## Update Portfolio
```
1. browser action=tabs profile=open-claw-chrome (attach Yahoo Finance tab)
2. For each ticker in holdings:
   - browser navigate https://finance.yahoo.com/quote/[TICKER]
   - browser snapshot refs=aria (extract price, change, %change)
3. Parse snapshots, calculate values (shares * price)
4. edit portfolio-tracker.md with new table
5. Add analysis section (winners/losers, market summary)
```

**Crypto**: Use https://finance.yahoo.com/quote/BTC-USD etc.

## Analysis Patterns
- **Winners/Losers**: Top 5 +5% / -5%
- **Concentration Risk**: Flag if any position >15% total
- **Market Context**: S&P500/Nasdaq from ^GSPC/^IXIC snapshots
- **Suggestions**: Beaten-down positions (< -5% today)

## Structuring This Skill

[TODO: Choose the structure that best fits this skill's purpose. Common patterns:

**1. Workflow-Based** (best for sequential processes)
- Works well when there are clear step-by-step procedures
- Example: DOCX skill with "Workflow Decision Tree" -> "Reading" -> "Creating" -> "Editing"
- Structure: ## Overview -> ## Workflow Decision Tree -> ## Step 1 -> ## Step 2...

**2. Task-Based** (best for tool collections)
- Works well when the skill offers different operations/capabilities
- Example: PDF skill with "Quick Start" -> "Merge PDFs" -> "Split PDFs" -> "Extract Text"
- Structure: ## Overview -> ## Quick Start -> ## Task Category 1 -> ## Task Category 2...

**3. Reference/Guidelines** (best for standards or specifications)
- Works well for brand guidelines, coding standards, or requirements
- Example: Brand styling with "Brand Guidelines" -> "Colors" -> "Typography" -> "Features"
- Structure: ## Overview -> ## Guidelines -> ## Specifications -> ## Usage...

**4. Capabilities-Based** (best for integrated systems)
- Works well when the skill provides multiple interrelated features
- Example: Product Management with "Core Capabilities" -> numbered capability list
- Structure: ## Overview -> ## Core Capabilities -> ### 1. Feature -> ### 2. Feature...

Patterns can be mixed and matched as needed. Most skills combine patterns (e.g., start with task-based, add workflow for complex operations).

Delete this entire "Structuring This Skill" section when done - it's just guidance.]

## [TODO: Replace with the first main section based on chosen structure]

[TODO: Add content here. See examples in existing skills:
- Code samples for technical skills
- Decision trees for complex workflows
- Concrete examples with realistic user requests
- References to scripts/templates/references as needed]

## Resources

### references/portfolio-holdings.md
Vish's exact holdings (shares/amounts). Update manually when buying/selling.

### scripts/update-portfolio.py
Parses holdings, processes browser data (future: full automation).

Popular in Professional

Data as of 2026-10. Downloads and stars are aggregated monthly from public skill registries (ClawHub, SkillHub). See data methodology.