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sg345662365-oss

Portfolio Health Monitor

by sg345662365-oss · GitHub ↗ · v1.0.0 · MIT-0
cross-platform ✓ Security Clean
36
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install portfolio-health-monitor
Description
Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina.
README (SKILL.md)

Portfolio Health Check

Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.

Features

  • Multi-Asset Coverage: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
  • P&L Tracking: Realized + unrealized per position and total
  • Stop-Loss Monitor: Triggers when loss >25%
  • Take-Profit Alert: Triggers when profit >30% + RSI >75
  • Rebalancing Signals: Position size drift detection

Alert Triggers

Condition Action
Profit >30% + RSI >75 + pullback >5% Take-profit alert
Loss >25% Stop-loss alert
RSI >80 + profit >20% Reduce position
Pullback >10% + RSI \x3C35 Add position
Any position >30% of portfolio Rebalance warning

Exchange Support

  • OKX (crypto perpetuals)
  • Yahoo Finance (US stocks)
  • Sina Finance (Chinese A-shares)

Premium Version (Coming Soon)

  • Real-time push notifications (Telegram/WeChat)
  • Weekly performance report
  • Custom alert thresholds
  • Multi-portfolio management

Know your positions. Control your risk.

Usage Guidance
Before installing, be aware that portfolio monitoring may involve sensitive financial holdings or exchange account information if you provide it. Verify any add, reduce, stop-loss, or take-profit recommendation yourself before trading; the artifact does not show automatic trading or credential handling.
Capability Tags
crypto
Capability Assessment
✓ Purpose & Capability
The stated purpose is portfolio health monitoring with P&L, risk alerts, and rebalancing signals; those capabilities are coherent with the artifact text.
✓ Instruction Scope
The skill gives visible feature descriptions and alert thresholds only; it contains no prompt overrides, hidden instructions, command execution, or data exfiltration behavior.
✓ Install Mechanism
The package contains only a single markdown SKILL.md file, with no scripts, dependencies, binaries, or install-time actions.
ℹ Credentials
Use of market data providers and user portfolio details is expected for this purpose, but users should treat trading suggestions as informational financial signals, not automatic investment advice.
✓ Persistence & Privilege
No persistence, background workers, credential storage, account mutation, or privileged local access is requested or implemented.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install portfolio-health-monitor
  3. After installation, invoke the skill by name or use /portfolio-health-monitor
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release: multi-asset portfolio monitoring with P&L tracking and rebalancing signals
Metadata
Slug portfolio-health-monitor
Version 1.0.0
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 1
Frequently Asked Questions

What is Portfolio Health Monitor?

Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina. It is an AI Agent Skill for Claude Code / OpenClaw, with 36 downloads so far.

How do I install Portfolio Health Monitor?

Run "/install portfolio-health-monitor" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Portfolio Health Monitor free?

Yes, Portfolio Health Monitor is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Portfolio Health Monitor support?

Portfolio Health Monitor is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Portfolio Health Monitor?

It is built and maintained by sg345662365-oss (@sg345662365-oss); the current version is v1.0.0.

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