Can this skill place trades or modify the portfolio?

No. This is a read-only status check that does not place orders or alter balances.

How fresh are the data shown in the report?

The data reflects live endpoints when invoked; you can refresh on demand to pull the latest balances, trades, and prices.

portfolio

Scanned

npx machina-cli add skill hugoguerrap/crypto-claude-desk/portfolio --openclaw

Files (1)

SKILL.md

1.2 KB

Portfolio Status

Show current portfolio state and performance.

Workflow

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

Source

git clone https://github.com/hugoguerrap/crypto-claude-desk/blob/main/skills/portfolio/SKILL.mdView on GitHub

Overview

This skill fetches the current portfolio state, including spot and futures balances (current vs initial $10,000 each), open trades with current P&L, and a summary of closed trades. It delivers a clear, read-only status report to track performance, risk exposure, and overall portfolio health.

How This Skill Works

It uses a Task based workflow: get_portfolio_state to fetch balances and open trades, get_trade_stats for the closed trades summary, and for each open trade verify the current price with get_exchange_prices symbol=... from crypto-exchange MCP. It then presents a read-only portfolio status report highlighting balances, PnL, risk exposure, and any trades near SL or TP.

When to Use It

You need a live snapshot of your current balances and open trades for quick check
You want to review overall performance including a closed trades summary before a decision
You need current prices for open trades to validate PnL
You want to assess risk exposure and allocation across spot and futures
You want to identify any trades approaching stop loss or take profit levels

Quick Start

Step 1: Trigger the portfolio status check via the portfolio workflow
Step 2: Review the generated report for balances, open trades, PnL, and risk
Step 3: If any trades are near SL/TP, highlight them and share the read-only report

Best Practices

Always use the read-only workflow; avoid any edits to the portfolio data
Fetch both balances and trade stats for a complete view (open + closed)
Verify open trades with current exchange prices to ensure up-to-date PnL
Monitor risk exposure and keep an eye on SL/TP proximity
Regularly generate and share a clean report of balances, trades, and performance

Example Use Cases

Morning portfolio check showing spot and futures balances and all open trades
Post-trade audit summarizing wins, losses, and total PnL from closed trades
Pre-trade decision support to confirm risk exposure before entering new positions
Open-trade review highlighting positions near SL or TP levels
Shareable portfolio report detailing performance percentage and allocations

Frequently Asked Questions

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