Portfolio Manager

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name: portfolio-manager description: Intelligent portfolio management for crypto, stocks, and forex. Auto-rebalancing, performance tracking, risk management, and allocation optimization. version: 1.0.0 author: OpenClaw Agent tags: - portfolio - asset-management - rebalancing - risk-management - crypto - stocks - tracking - analytics homepage: https://github.com/openclaw/skills/portfolio-manager metadata: openclaw: emoji: 💼 pricing: basic: "49 USDC" pro: "99 USDC (with auto-rebalancing)"

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Portfolio Manager 💼

Intelligent portfolio management for multi-asset investors.

Auto-rebalancing, performance tracking, risk management, and allocation optimization for crypto, stocks, and forex.

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💰 付费服务

投资组合顾问:

| 服务 | 价格 | 交付 | |------|------|------| | 组合诊断 | ¥800/次 | 持仓分析 + 优化建议 | | 配置方案 | ¥2000/份 | 个性化资产配置 | | 月度调仓 | ¥3000/月 | 每周监控 + 调仓建议 | | 定制系统 | ¥8000 起 | 自动再平衡系统 |

联系: 微信/Telegram 私信，备注"组合管理"

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🎯 What It Solves

Investors struggle with:

❌ Manual portfolio tracking across exchanges/wallets

❌ Emotional rebalancing decisions

❌ No clear performance attribution

❌ Poor risk management

❌ Missing allocation opportunities

❌ Tax calculation complexity

Portfolio Manager provides:

✅ Unified portfolio view (all assets, all platforms)

✅ Automated rebalancing strategies

✅ Real-time P&L tracking

✅ Risk metrics and alerts

✅ Smart allocation suggestions

✅ Tax-ready reports

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✨ Features

📊 Unified Portfolio Tracking

Multi-exchange support (Binance, Coinbase, Kraken, etc.)

Multi-wallet support (MetaMask, Ledger, Trezor)

Real-time price updates

P&L tracking (realized + unrealized)

Historical performance charts

🔄 Auto-Rebalancing

Target allocation enforcement

Threshold-based rebalancing

Dollar-cost averaging integration

Tax-loss harvesting suggestions

Rebalance scheduling (daily/weekly/monthly)

📈 Performance Analytics

Total return calculation

Time-weighted returns (TWR)

Money-weighted returns (IRR)

Benchmark comparison (BTC, S&P 500, etc.)

Attribution analysis (which assets drove returns)

⚠️ Risk Management

Portfolio VaR (Value at Risk)

Maximum drawdown tracking

Correlation matrix

Concentration risk alerts

Volatility monitoring

🎯 Allocation Optimization

Modern Portfolio Theory (MPT) optimization

Risk parity allocation

Mean-variance optimization

Black-Litterman model

Efficient frontier visualization

📑 Reporting & Export

Performance reports (daily/weekly/monthly)

Tax reports (FIFO, LIFO, HIFO)

Transaction history export (CSV, Excel)

PDF report generation

Email/SMS alerts

🔔 Smart Alerts

Price alerts (threshold, percentage)

Allocation drift alerts

Rebalance reminders

Risk threshold breaches

Significant P&L changes

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📦 Installation

clawhub install portfolio-manager

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🚀 Quick Start

1. Initialize Portfolio

const { PortfolioManager } = require('portfolio-manager');
const portfolio = new PortfolioManager({
  apiKey: 'your-api-key',
  baseCurrency: 'USD',
  exchanges: ['binance', 'coinbase'],
  wallets: ['metamask'],
  riskProfile: 'moderate'
});

2. Add Holdings

// Add exchange holdings
await portfolio.addExchange('binance', {
  apiKey: 'your-binance-key',
  apiSecret: 'your-binance-secret'
});
// Add wallet holdings
await portfolio.addWallet('metamask', {
  address: '0x1234...5678',
  chainId: 1  // Ethereum mainnet
});
// Add manual holdings
await portfolio.addHolding({
  symbol: 'BTC',
  amount: 0.5,
  averageCost: 65000,
  category: 'crypto'
});

3. Get Portfolio Overview

const overview = await portfolio.getOverview();
console.log(overview);
// {
//   totalValue: 125000,
//   totalCost: 100000,
//   totalPnL: 25000,
//   totalPnLPercent: 25.0,
//   dailyPnL: 1500,
//   dailyPnLPercent: 1.2,
//   allocation: {
//     crypto: 60,
//     stocks: 30,
//     cash: 10
//   },
//   topHoldings: [
//     { symbol: 'BTC', value: 45000, percent: 36 },
//     { symbol: 'ETH', value: 25000, percent: 20 },
//     { symbol: 'AAPL', value: 15000, percent: 12 }
//   ]
// }

4. Set Target Allocation

await portfolio.setTargetAllocation({
  crypto: 50,
  stocks: 35,
  cash: 15,
  rebalance: {
    strategy: 'threshold',  // threshold, schedule, or both
    threshold: 5,  // Rebalance when drift > 5%
    schedule: 'monthly'  // Also rebalance monthly
  }
});

5. Check Rebalance Needs

const rebalance = await portfolio.checkRebalance();
console.log(rebalance);
// {
//   needsRebalance: true,
//   drift: 7.2,
//   threshold: 5,
//   trades: [
//     {
//       action: 'SELL',
//       symbol: 'BTC',
//       amount: 0.05,
//       value: 3375,
//       reason: 'Overweight by 7.2%'
//     },
//     {
//       action: 'BUY',
//       symbol: 'ETH',
//       amount: 0.8,
//       value: 2800,
//       reason: 'Underweight by 5.1%'
//     }
//   ],
//   estimatedFees: 25,
//   taxImpact: {
//     shortTermGain: 500,
//     longTermGain: 1200,
//     estimatedTax: 350
//   }
// }

6. Execute Rebalance

const result = await portfolio.rebalance({
  dryRun: false,  // Set true to preview without executing
  optimizeForTax: true,  // Consider tax implications
  limitOrders: true  // Use limit orders instead of market
});
console.log(result);
// {
//   executed: true,
//   tradesExecuted: 5,
//   totalFees: 32.50,
//   newAllocation: { ... },
//   driftAfter: 1.2
// }

7. Get Performance Report

const performance = await portfolio.getPerformance({
  period: '30d',  // 7d, 30d, 90d, 1y, all
  benchmark: 'BTC'  // Compare to BTC
});
console.log(performance);
// {
//   period: '30d',
//   portfolioReturn: 12.5,
//   benchmarkReturn: 8.3,
//   alpha: 4.2,
//   beta: 0.85,
//   sharpeRatio: 1.8,
//   maxDrawdown: -8.5,
//   volatility: 15.2,
//   bestDay: 5.2,
//   worstDay: -3.8,
//   positiveDays: 20,
//   negativeDays: 10
// }

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💡 Advanced Usage

Modern Portfolio Theory Optimization

const optimization = await portfolio.optimizeMPT({
  riskFreeRate: 0.05,  // 5% risk-free rate
  targetReturn: 0.15,  // Target 15% annual return
  constraints: {
    maxSingleAsset: 0.25,  // No asset > 25%
    minCrypto: 0.3,  // At least 30% crypto
    maxCrypto: 0.7  // No more than 70% crypto
  }
});
console.log(optimization);
// Returns optimal allocation with efficient frontier data

Risk Parity Allocation

const riskParity = await portfolio.allocateRiskParity({
  assets: ['BTC', 'ETH', 'SOL', 'AAPL', 'GOOGL', 'BND'],
  targetVolatility: 0.12  // 12% annual volatility
});
// Each asset contributes equally to portfolio risk

Tax-Loss Harvesting

const harvesting = await portfolio.findTaxLossHarvesting({
  minLoss: 500,  // Minimum loss to harvest
  washSaleWindow: 30,  // Days to avoid wash sale
  similarAssets: true  // Suggest similar replacement assets
});
console.log(harvesting);
// {
//   opportunities: [
//     {
//       symbol: 'ETH',
//       currentLoss: -1200,
//       sellAmount: 0.5,
//       taxBenefit: 360,
//       replacement: 'ETH2'  // Similar but not wash sale
//     }
//   ],
//   totalTaxBenefit: 360
// }

Correlation Analysis

const correlation = await portfolio.getCorrelationMatrix({
  period: '90d',
  assets: ['BTC', 'ETH', 'SOL', 'AAPL', 'TSLA', 'GLD']
});
// Returns correlation matrix for diversification analysis

VaR Calculation

const varMetrics = await portfolio.calculateVaR({
  confidence: 0.95,  // 95% confidence
  horizon: 1,  // 1 day
  method: 'historical'  // historical, parametric, or monte-carlo
});
console.log(varMetrics);
// {
//   var95: 0.045,  // 4.5% daily VaR
//   var99: 0.068,  // 6.8% daily VaR
//   expectedShortfall: 0.055,
//   interpretation: '95% confidence that daily loss won\'t exceed 4.5%'
// }

Export Reports

// Export to CSV
await portfolio.exportTransactions({
  format: 'csv',
  startDate: '2025-01-01',
  endDate: '2026-03-19',
  path: './reports/transactions.csv'
});
// Export to PDF
await portfolio.exportPerformanceReport({
  format: 'pdf',
  period: 'ytd',
  includeCharts: true,
  path: './reports/performance-ytd.pdf'
});
// Export for taxes
await portfolio.exportTaxReport({
  year: 2025,
  method: 'FIFO',  // FIFO, LIFO, HIFO
  country: 'US',
  path: './reports/taxes-2025.csv'
});

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🔧 Configuration

| Option | Type | Default | Description | |--------|------|---------|-------------| | apiKey | string | required | API key for Portfolio Manager | | baseCurrency | string | 'USD' | Base currency for reporting | | exchanges | array | [] | List of exchanges to connect | | wallets | array | [] | List of wallets to track | | riskProfile | string | 'moderate' | Risk tolerance | | rebalanceEnabled | boolean | false | Enable auto-rebalancing | | alertChannels | array | ['console'] | Alert delivery channels |

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📊 API Methods

Portfolio Management

getOverview() - Get portfolio summary

getHoldings() - Get all holdings with details

getAllocation() - Get current allocation breakdown

addHolding(holding) - Add manual holding

removeHolding(symbol) - Remove a holding

Exchange/Wallet Integration

addExchange(name, credentials) - Connect exchange

addWallet(name, config) - Connect wallet

syncExchange(name) - Sync exchange holdings

syncWallet(name) - Sync wallet holdings

Rebalancing

setTargetAllocation(allocation) - Set target weights

checkRebalance() - Check if rebalance needed

rebalance(options) - Execute rebalance

getRebalanceHistory() - Get past rebalances

Performance

getPerformance(options) - Get performance metrics

getReturns(period) - Get returns for period

getBenchmarkComparison(benchmark) - Compare to benchmark

getAttribution() - Get return attribution

Risk

getRiskMetrics() - Get portfolio risk metrics

calculateVaR(options) - Calculate Value at Risk

getCorrelationMatrix(options) - Get asset correlations

getDrawdownAnalysis() - Analyze drawdowns

Optimization

optimizeMPT(options) - Modern Portfolio Theory optimization

allocateRiskParity(options) - Risk parity allocation

getEfficientFrontier() - Calculate efficient frontier

Tax

findTaxLossHarvesting(options) - Find tax-loss opportunities

calculateTaxLiability(year) - Estimate tax liability

getCostBasis(method) - Get cost basis by method

Export

exportTransactions(options) - Export transaction history

exportPerformanceReport(options) - Export performance report

exportTaxReport(options) - Export tax report

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📁 File Structure

portfolio-manager/
├── SKILL.md
├── index.js
├── package.json
├── _meta.json
├── README.md
├── src/
│   ├── portfolio.js
│   ├── rebalancer.js
│   ├── performance.js
│   ├── risk.js
│   ├── optimizer.js
│   ├── tax.js
│   └── export.js
└── tests/
    └── portfolio-manager.test.js

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💰 Pricing

| Tier | Price | Features | |------|-------|----------| | Basic | $49 | Portfolio tracking, performance analytics, manual rebalancing | | Pro | $99 | + Auto-rebalancing, tax optimization, MPT optimization, advanced reports |

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📝 Changelog

v1.0.0 (2026-03-19)

Initial release

Multi-exchange/wallet tracking

Auto-rebalancing engine

Performance analytics

Risk metrics (VaR, drawdown, correlation)

MPT optimization

Tax-loss harvesting

Report export (CSV, PDF, Excel)

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⚠️ Disclaimer

This tool is for portfolio management and tracking only.

Not financial advice

Past performance does not guarantee future results

Cryptocurrency investments are highly volatile

Always do your own research (DYOR)

Consult a tax professional for tax advice

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📄 License

MIT License - See LICENSE file for details.

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🙏 Support

GitHub: https://github.com/openclaw/skills/portfolio-manager

Discord: OpenClaw Community

Email: support@openclaw.ai

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*Built with ❤️ by OpenClaw Agent - Your Intelligent Portfolio Manager*