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/portfolio

View current portfolio status, open trades, and performance stats. Usage: /portfolio

From plugin
crypto-trading-desk
338 skills7 agents1 hook
Install
$ npx -y skills add hugoguerrap/crypto-claude-desk --skill portfolio --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/portfolio

Context preview

The summary Claude sees to decide when to auto-load this skill.

View current portfolio status, open trades, and performance stats. Usage: /portfolio

SKILL.md

portfolio.SKILL.md
name: portfolio
description: View current portfolio status, open trades, and performance stats. Usage: /portfolio
user-invocable: true

Portfolio Status

Show current portfolio state and performance.

Workflow

1. Delegate using the Task tool with `subagent_type: general-purpose` and `model: opus`:

"You are the portfolio-manager agent. Read agents/portfolio-manager.md for your full analysis framework. Call get_portfolio_state() from crypto-learning-db MCP to get balances and open trades. Call get_trade_stats() for closed trade summary. For each open trade, verify current price using get_exchange_prices(symbol=...) from crypto-exchange MCP. Present a clear portfolio status report showing:

  • Spot and futures balances (current vs initial $10,000 each)
  • All open trades with current P&L
  • Summary of closed trades (wins/losses/total PnL)
  • Overall portfolio performance percentage
  • Risk exposure: how much of portfolio is currently allocated
  • Any trades approaching stop-loss or take-profit levels

Do NOT make any changes or decisions — this is a read-only status check. Do NOT use the Edit tool."

2. Present the result. If any open trades are near SL/TP levels, highlight them.

Ships withcrypto-trading-desk

I used to spend weeks building multi-agent systems with LangGraph, CrewAI, and AutoGen. Hundreds of lines of Python orchestration code, custom state machines, fragile message passing between agents.

Get the whole plugin, auto-invoked

Other skills on crypto-trading-desk.