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Portfolio Health Monitor

核心功能覆盖加密货币(OKX)、美股(Yahoo)、A股(Sina)的跨资产组合监测,自动计算持仓及整体盈亏,触发止损(亏损超25%)、止盈(盈利超30%+RSI超75等)等风险警报,检测仓位偏离给出调仓建议。适合跨市场投资者监控组合风险、优化仓位,输入绑定对应平台组合信息,输出盈亏数据、警报及调仓信号。

sg345662365-oss
sg345662365-oss
热度 16.02
最近更新 2026-06-08 06:25:06
分类:数据依赖:第三方 API应用场景:财务 / 数据处理

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-health-monitor
Metadata
name
Portfolio Health Check
description
Full portfolio monitoring across crypto, US stocks, and Chinese A-shares. P&L tracking, drawdown alerts, rebalancing signals. Supports OKX, Yahoo Finance, Sina.
emoji
📊
color
blue

Portfolio Health Check

Monitors your entire trading portfolio across multiple asset classes with automatic P&L calculation, risk alerts, and rebalancing recommendations.

Features

  • Multi-Asset Coverage: Crypto (OKX), US stocks (Yahoo), A-shares (Sina)
  • P&L Tracking: Realized + unrealized per position and total
  • Stop-Loss Monitor: Triggers when loss >25%
  • Take-Profit Alert: Triggers when profit >30% + RSI >75
  • Rebalancing Signals: Position size drift detection

Alert Triggers

Condition Action
Profit >30% + RSI >75 + pullback >5% Take-profit alert
Loss >25% Stop-loss alert
RSI >80 + profit >20% Reduce position
Pullback >10% + RSI <35 Add position
Any position >30% of portfolio Rebalance warning

Exchange Support

  • OKX (crypto perpetuals)
  • Yahoo Finance (US stocks)
  • Sina Finance (Chinese A-shares)

Premium Version (Coming Soon)

  • Real-time push notifications (Telegram/WeChat)
  • Weekly performance report
  • Custom alert thresholds
  • Multi-portfolio management

Know your positions. Control your risk.