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/portfolio

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

From plugin
crypto-trading-desk
1078 skills7 agents1 hook

Claude Code

$ npx -y skills add hugoguerrap/crypto-claude-desk --skill portfolio --agent claude-code

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.

@hugoguerrap
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.

Stars on GitHub

Momentum

stars in total
107
Star history of hugoguerrap/crypto-claude-desk on GitHub, a chart by star-history.com

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Questions about portfolio.

Which coding agents can use portfolio?
portfolio installs in Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode and Windsurf with the skills CLI, using each agent's flag shown on this page. Flowy's auto-invocation, which fires a skill when your prompt matches, runs in Claude Code only.