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Portfolio Tracker
by
vachanalaviswanath
· GitHub ↗
· v0.0.1
3301
Downloads
1
Stars
20
Active Installs
1
Versions
Install in OpenClaw
/install portfolio-tracker
Description
Automatically tracks and analyzes Vish's stock and crypto portfolio using live Yahoo Finance data, providing updates, performance summaries, and rebalancing...
Usage Guidance
This skill appears to do what it says (read a local holdings file, scrape Yahoo Finance, update a portfolio file), but exercise caution before installing/using it:
- The SKILL.md asks the agent to 'attach' an existing Chrome profile (profile=open-claw-chrome). That can give the automation access to cookies, logged-in sessions, and other browser data unrelated to portfolio tracking. Confirm what 'attach' means in your environment and whether you are comfortable granting that access.
- The holdings file contains real financial and crypto positions. Only run this skill if you trust the skill owner and the runtime environment; consider using a sanitized/test holdings file first.
- The included Python script is small and appears harmless (it just reads and parses the local holdings file). Still review any code before use and run in a sandbox if possible.
- If you need to mitigate risk: create a dedicated browser profile with no saved logins and only the minimal extension/context required; or modify the workflow to use an ephemeral browser context instead of attaching an existing profile.
If the author documents why a profile must be attached (and declares the config path or permission), or if the skill is updated to launch a fresh browser context instead of attaching an existing profile, my concern would be reduced.
Capability Analysis
Type: OpenClaw Skill
Name: portfolio-tracker
Version: 0.0.1
The OpenClaw skill 'portfolio-tracker' is designed to automate portfolio tracking using browser automation on Yahoo Finance. The `SKILL.md` clearly outlines the workflow, which involves reading local holdings from `references/portfolio-holdings.md`, navigating to Yahoo Finance via browser actions, snapshotting data, and updating a local `portfolio-tracker.md` file. The `scripts/update-portfolio.py` script correctly reads and parses the local holdings file as described. There is no evidence of data exfiltration, malicious execution, persistence mechanisms, or prompt injection intended to subvert the agent's behavior for harmful purposes. The 'TODO' section in `SKILL.md` is clearly developer guidance and not an instruction for the AI agent.
Capability Assessment
Purpose & Capability
Name and instructions align with a portfolio tracking use-case: reading a local holdings file, scraping Yahoo Finance for quotes, computing values, and writing an analysis file. The included python script simply parses the holdings file and prints samples, which is consistent with the stated purpose. However, the SKILL.md explicitly instructs attaching a Chrome profile (profile=open-claw-chrome) for browser automation; that capability is plausible for scraping but is not reflected in declared requirements (no config paths or permissions).
Instruction Scope
Instructions tell the agent to read references/portfolio-holdings.md and to attach a Chrome extension/profile and snapshot Yahoo Finance pages to extract prices. Reading the holdings file and scraping Yahoo Finance is in-scope, but 'attach Chrome extension (profile=open-claw-chrome)' implies access to an existing browser profile (cookies, other tabs, stored auth) which is broader than the skill's stated data needs. The instructions do not direct data to external endpoints beyond Yahoo Finance, and the skill does not instruct exfiltration, but the implicit request to access a browser profile is a significant scope expansion that isn't documented as a required config path or permission.
Install Mechanism
There is no install spec; the skill is instruction-only plus a small helper script. Nothing is written to disk by an installer and no external code downloads are requested, which is low risk from an install mechanism perspective.
Credentials
The skill declares no required environment variables or config paths, yet runtime instructions expect access to a specific Chrome profile name. That is an access mismatch: attaching an existing browser profile can expose broad sensitive data (cookies, sessions, other sites) but there is no explicit declaration or justification in the manifest. The holdings file is local and expected to be read, which is proportionate to the purpose, but it contains sensitive financial information and the skill will read and process it.
Persistence & Privilege
The skill is not marked always:true, is user-invocable, and does not request persistent/system-wide modifications in the manifest. There is no evidence it modifies other skills or global configuration.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install portfolio-tracker - After installation, invoke the skill by name or use
/portfolio-tracker - Provide required inputs per the skill's parameter spec and get structured output
Version History
v0.0.1
Initial release: Browser-automated stock/crypto portfolio tracking + analysis via Yahoo Finance. Supports 27 stocks/ETFs + 4 cryptos, live prices, winners/losers, rebalancing suggestions. Uses Chrome extension relay (open-claw-chrome) for real-time data fetching.
Metadata
Frequently Asked Questions
What is Portfolio Tracker?
Automatically tracks and analyzes Vish's stock and crypto portfolio using live Yahoo Finance data, providing updates, performance summaries, and rebalancing... It is an AI Agent Skill for Claude Code / OpenClaw, with 3301 downloads so far.
How do I install Portfolio Tracker?
Run "/install portfolio-tracker" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Portfolio Tracker free?
Yes, Portfolio Tracker is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Portfolio Tracker support?
Portfolio Tracker is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Portfolio Tracker?
It is built and maintained by vachanalaviswanath (@vachanalaviswanath); the current version is v0.0.1.
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