Skip to content

stock-portfolio-tracker.md

Latest commit

 

History

History
139 lines (102 loc) · 2.67 KB

stock-portfolio-tracker.md

File metadata and controls

139 lines (102 loc) · 2.67 KB

📈 Stock Portfolio Tracker

Stay informed on your investments. Without checking every hour.

The Problem

Portfolio tracking apps show prices but miss context. What earnings are coming? What news affects your holdings? Most investors either check obsessively (stress) or ignore completely (risk).

The Solution

OpenClaw monitors your portfolio with context: tracks prices, alerts on significant moves, summarizes relevant news, and reminds you of earnings dates. Informed without obsessed.

Setup Guide

Step 1: Install Finance Skills

openclaw skill install stock-analysis
openclaw skill install yahoo-finance
openclaw skill install portfolio-watcher

Step 2: Enter Your Holdings

Create ~/openclaw/portfolio/holdings.json:

{
  "holdings": [
    {
      "symbol": "AAPL",
      "shares": 50,
      "costBasis": 145.00
    },
    {
      "symbol": "GOOGL",
      "shares": 20,
      "costBasis": 125.00
    },
    {
      "symbol": "VTI",
      "shares": 100,
      "costBasis": 220.00
    }
  ],
  "watchlist": ["MSFT", "AMZN", "NVDA"]
}

Step 3: Set Alert Thresholds

Create ~/openclaw/portfolio/alerts.md:

# Portfolio Alerts

## Price Alerts
- Position up/down > 5% in a day
- Hit target price (set per stock)
- 52-week high/low

## News Alerts
- Earnings announcement
- Major news (M&A, leadership, product)
- Analyst rating changes

## Regular Updates
- Daily: Portfolio summary
- Weekly: Performance review
- Quarterly: Rebalancing check

Skills Needed

Skill Purpose
stock-analysis Stock analysis and metrics
yahoo-finance Price and fundamental data
portfolio-watcher Portfolio tracking

Example Prompts

Morning briefing:

How's my portfolio doing? Any pre-market movers? What earnings are coming this week?

Deep dive:

Analyze AAPL. How's it valued vs peers? What are analysts saying? Any concerns?

Rebalancing:

My tech allocation is 60% of portfolio now. Suggest trades to get back to my 40% target.

Tax planning:

Which positions have losses I could harvest? What's my overall tax situation this year?

Cron Schedule

0 6 * * 1-5    # 6 AM weekdays - pre-market briefing
0 16 * * 1-5   # 4 PM weekdays - market close summary
0 9 * * 0      # Sunday 9 AM - weekly performance review
0 0 1 */3 *    # Quarterly - rebalancing check

Expected Results

Week 1:

  • Portfolio tracked in one place
  • Relevant alerts configured

Month 1:

  • Never miss important news
  • Better informed decisions

Ongoing:

  • Reduced checking anxiety
  • Systematic investment approach
  • Clear tax-loss harvesting