Skill: rsoutar/claw-portfolio (version 1.0.2)

--- name: claw-portfolio description: Track stock and crypto portfolios with CLI - real-time prices, P&L, dividend tracking, multiple portfolios homepage: https://github.com/rsoutar/claw-portfolio metadata: clawdbot: emoji: "💰" requires: env: [] files: - portfolio.ts --- # Portfolio Tracker A CLI tool for tracking stock and crypto portfolios with real-time prices, P&L, and dividend tracking. ## When to Use This Skill Use this skill when you need to: - Track stock and crypto holdings locally - Get real-time prices and P&L - Track dividend yields, Yield on Cost, and projected income - View upcoming ex-dividend dates - Manage multiple portfolios - Export portfolio data to CSV ## Tools This skill provides the following capabilities: ### 1. List Holdings Show all holdings with current values and P&L. **Command:** ``` npx tsx portfolio.ts list ``` ### 2. Add Holding Add a new stock or crypto holding. **Command:** ``` npx tsx portfolio.ts add <symbol> <quantity> <price> <name> [type] ``` **Examples:** ``` npx tsx portfolio.ts add AAPL 10 150 "Apple Inc." stock npx tsx portfolio.ts add BTC 0.5 45000 Bitcoin crypto ``` ### 3. Sell Holding Sell shares using FIFO (First-In-First-Out) cost basis method. **Command:** ``` npx tsx portfolio.ts sell <symbol> <quantity> <price> [date] ``` **Examples:** ``` npx tsx portfolio.ts sell AAPL 5 180 2025-06-01 npx tsx portfolio.ts sell BTC 0.25 50000 ``` ### 4. Transaction History View sell history for all holdings or a specific symbol. **Command:** ``` npx tsx portfolio.ts history [symbol] ``` **Examples:** ``` npx tsx portfolio.ts history npx tsx portfolio.ts history AAPL ``` ### 5. P&L Summary Show both realized and unrealized profit/loss. **Command:** ``` npx tsx portfolio.ts pnl ``` ### 6. Dividend Tracking View detailed dividend information for stock holdings including yield, Yield on Cost (YOC), and projected annual income. **Command:** ``` npx tsx portfolio.ts dividends ``` ### 7. Dividend Summary Show portfolio-level dividend summary: total projected income, weighted average yield, and Yield on Cost. **Command:** ``` npx tsx portfolio.ts dividend-summary ``` **Output includes:** - Total projected annual income - Monthly/quarterly income estimates - Weighted average yield across all holdings - Portfolio Yield on Cost - Count of dividend-paying stocks ### 8. Dividend Calendar View upcoming ex-dividend dates for your holdings. **Command:** ``` npx tsx portfolio.ts calendar [days] ``` **Examples:** ``` npx tsx portfolio.ts calendar # Next 30 days npx tsx portfolio.ts calendar 60 # Next 60 days ``` ### 9. List with Dividends The `list` command automatically fetches dividend data. Use `--no-dividends` flag to skip. **Commands:** ``` npx tsx portfolio.ts list # With dividend info npx tsx portfolio.ts list --no-dividends # Skip dividends ``` ### 10. Remove Holding Remove a holding by symbol. **Command:** ``` npx tsx portfolio.ts remove <symbol> ``` ### 11. Portfolio Value Show total portfolio value and P&L. **Command:** ``` npx tsx portfolio.ts value ``` ### 12. Manage Portfolios List, switch, or create portfolios. **Commands:** ``` npx tsx portfolio.ts portfolios npx tsx portfolio.ts switch "Portfolio Name" npx tsx portfolio.ts create "New Portfolio" ``` **Tip:** After running `npm link`, you can use the shorter `portfolio` command instead of `npx tsx portfolio.ts`. ## Installation First, install the required dependencies: ```bash npm install ``` This will install all necessary packages including TypeScript runtime (tsx), Next.js, React, and other dependencies listed in package.json. **Optional:** Link the CLI globally for easier access: ```bash npm link ``` After linking, you can use `portfolio <command>` instead of `npx tsx portfolio.ts <command>`. ## NPM Scripts ```bash npm run dev # Start web UI (optional) npm run build # Build for production ``` ## Web UI (Optional) You can also run an optional web interface with full dividend tracking support: ```bash npm run dev ``` Then open http://localhost:3000 **Web UI Features:** - Real-time portfolio value and P&L tracking - Dividend summary cards (annual income, weighted yield, YOC, upcoming dates) - Detailed dividend breakdown table per stock - Visual calendar of upcoming ex-dividend dates - Interactive pie chart for portfolio allocation ## Data Storage Portfolio data is stored locally in `data/portfolio.json`. The data file is created automatically on first run with an empty portfolio. ## Features - Real-time stock prices via Yahoo Finance API - Real-time crypto prices via CoinGecko API - Multiple portfolio support - P&L tracking per holding - Dividend tracking (yield, YOC, projected income, ex-dates) - CLI and optional web interface


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (HIGH)