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Portfolio Watcher

通过自然对话管理投资组合:添加或更新股票、加密货币与 ETF 持仓及买入价,查询实时价格,设置价格到价提醒,查看组合总盈亏、最佳/最差表现与配置占比。价格每隔几分钟更新,非实时流式;仅提供信息,不构成投资建议,也不连接券商账户。

jhillin8
jhillin8
热度 98.70
最近更新 2026-05-11 15:50:52
分类:数据依赖:第三方 API / 内部调用大模型应用场景:财务 / 市场分析 / 报告撰写

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add portfolio-watcher
Metadata
name
portfolio-watcher
description
Monitor stock/crypto holdings, get price alerts, track portfolio performance
author
clawd-team
version
1.0.0
triggers
["check portfolio","stock price","crypto price","set price alert","portfolio performance"]

Portfolio Watcher

Monitor your investments through natural conversation. Real-time prices, alerts, and performance tracking.

What it does

Tracks your stock and crypto holdings, fetches real-time prices, sends alerts when targets are hit, and calculates portfolio performance. No brokerage connection needed—just tell Clawd what you own.

Usage

Add holdings:

"I own 50 shares of AAPL at $150"
"Add 0.5 BTC bought at $40,000"
"Track NVDA, bought 20 shares at $280"

Check prices:

"What's TSLA at?"
"Bitcoin price"
"Check all my stocks"

Set alerts:

"Alert me if AAPL hits $200"
"Notify when ETH drops below $2000"
"Remove MSFT alert"

Portfolio overview:

"How's my portfolio doing?"
"Total gains/losses"
"Best and worst performers"

Supported Assets

  • US stocks (NYSE, NASDAQ)
  • Major cryptocurrencies
  • ETFs
  • International stocks (limited)

Tips

  • Include purchase price for accurate gain/loss tracking
  • Say "update [ticker] to [shares] at [price]" to modify holdings
  • Ask "portfolio allocation" for pie chart breakdown
  • Prices update every few minutes (not real-time streaming)
  • This is informational only—not financial advice