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portfolio-watcher

Portfolio Watcher is a conversational portfolio-tracking Skill that lets users monitor stocks, ETFs and major cryptocurrencies without connecting a brokerage.

Vor 45 Tagen aktualisiertSetup in <1 Min.

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Portfolio Watcher is a conversational portfolio-tracking Skill that lets users monitor stocks, ETFs and major cryptocurrencies without connecting a brokerage.

Portfolio Watcher is a conversational portfolio-tracking Skill that lets users monitor stocks, ETFs and major cryptocurrencies without connecting a brokerage. Through natural-language commands you can add or update holdings (shares, quantity, purchase price), fetch near-real-time prices, set or remove price alerts, and retrieve portfolio overviews including total gains/losses, best and worst performers, and allocation pie charts. It supports US exchanges (NYSE/NASDAQ), major crypto, ETFs and limited international stocks. Use it to track positions on the fly, receive alerts for target price moves, or summarize performance before decisions. Key advantages are fast setup (speak your holdings), automated periodic price refreshes, flexible alerting, and clear performance metrics. Note: prices refresh every few minutes and this tool provides informational insights, not financial advice.

Skill.md

So funktioniert diese Skill

Portfolio Watcher is a conversational portfolio-tracking Skill that lets users monitor stocks, ETFs and major cryptocurrencies without connecting a brokerage.

SKILL.mdALPHIO / VERIFIZIERT

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

Am besten geeignet für

Wann du sie einsetzt

Portfolio Watcher is a conversational portfolio-tracking Skill that lets users monitor stocks, ETFs and major cryptocurrencies without connecting a brokerage.

01 · VOR DEM MEETING

Ein Entscheidungsbriefing vorbereiten

Mach aus verstreuten Belegen vor dem Investmentkomitee einen strukturierten Case.

02 · TEAM-WORKFLOW

Übergaben standardisieren

Erzeuge konsistente Research-Ergebnisse über Analysten, Portfoliomanager und Agents hinweg.

03 · LIVE-UPDATE

Die These auffrischen

Aktualisiere die Szenarien nach einem neuen Katalysator, einer KPI-Veröffentlichung oder einem Quartalsergebnis.

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