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portfolio-watcher

portfolio-watcher

github.com/sundial-orgOther670120 installsUpdated 34w ago
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About portfolio-watcher

Portfolio Watcher is a conversational skill for tracking stock, cryptocurrency, ETF, and limited international-stock holdings. It fetches prices, calculates portfolio performance, and sends target alerts without connecting to a brokerage.

Key features

  1. 01Track holdings and purchase prices
  2. 02Check stock and crypto prices
  3. 03Set price-target alerts
  4. 04Calculate gains, losses, and allocation
  5. 05Cover ETFs and limited international stocks

Use cases

  1. 01Checking current portfolio prices
  2. 02Monitoring gains and losses against purchase prices
  3. 03Getting notified when a target price is reached

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/sundial-org/awesome-openclaw-skills --skill portfolio-watcher

After installing, type/portfolio-watcherin Claude Code to confirm it loaded.

Details

From the project README

Portfolio Watcher

Monitor your investments through natural conversation. Real-time prices, alerts, and performance tracking.

What it does

Tracks your stock and crypto holdings, fetches real-time prices, sends alerts when targets are hit, and calculates portfolio performance. No brokerage connection needed—just tell Clawd what you own.

Usage

Add holdings:

"I own 50 shares of AAPL at $150"
"Add 0.5 BTC bought at $40,000"
"Track NVDA, bought 20 shares at $280"

Check prices:

"What's TSLA at?"
"Bitcoin price"
"Check all my stocks"

Set alerts:

"Alert me if AAPL hits $200"
"Notify when ETH drops below $2000"
"Remove MSFT alert"

Portfolio overview:

"How's my portfolio doing?"
"Total gains/losses"
"Best and worst performers"

Supported Assets

  • US stocks (NYSE, NASDAQ)
  • Major cryptocurrencies
  • ETFs
  • International stocks (limited)

Tips

  • Include purchase price for accurate gain/loss tracking
  • Say "update [ticker] to [shares] at [price]" to modify holdings
  • Ask "portfolio allocation" for pie chart breakdown
  • Prices update every few minutes (not real-time streaming)
  • This is informational only—not financial advice

Comments

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