Agent skill

portfolio-tracker

Track token holdings, balances, and portfolio value across chains.

Stars 163
Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/portfolio-tracker

Metadata

Additional technical details for this skill

cryptoclaw
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    "always": true
}

SKILL.md

Portfolio Tracker Skill

Track token holdings, balances, and portfolio value across chains.

Overview

Aggregate and display the user's cryptocurrency holdings across all configured wallets and networks, with USD valuations.

Capabilities

  • Balance check: Native and ERC20 balances on any chain
  • Portfolio summary: Total holdings across all chains with USD values
  • Multi-wallet view: Aggregate across all configured wallets
  • Token discovery: Scan for known tokens on each chain

Tools Used

  • get_native_balance - Check native currency balance
  • get_erc20_balance - Check token balances
  • wallet_list - Get all wallet addresses
  • get_supported_networks - List available chains

Common Questions

User: "我有多少钱?" / "What's my balance?" / "Show my holdings" Action: Call get_native_balance on the default network first (fastest answer). For a full portfolio, scan native balances across major chains (bsc, ethereum, polygon, arbitrum).

User: "查一下余额" / "Check balance" Action: Same as above — start with default network native balance, expand if user wants more detail.

User: "我有什么代币?" / "What tokens do I hold?" Action: Call get_erc20_balance for major tokens (USDT, USDC, WETH, WBNB) on the active network. Expand to other chains if requested.

Example Interactions

User: "What's my portfolio worth?" Action: Check native + major token balances across all wallets and chains, aggregate with prices

User: "Check my BNB balance" Action: Use get_native_balance on BSC for active wallet

User: "Show all my USDT across chains" Action: Check USDT balance on BSC, Ethereum, Polygon, Arbitrum for active wallet

Notes

  • For comprehensive token discovery, check popular token lists per chain
  • Cache prices during a single portfolio scan to reduce API calls
  • Show both token amounts and USD equivalents

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