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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.

Actualizada hace 45 díasConfiguración en <1 min

Resumen

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

Cómo funciona esta Skill

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

SKILL.mdALPHIO / VERIFICADA

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

Ideal para

Cuándo usarla

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

01 · ANTES DE LA REUNIÓN

Prepara un informe de decisión

Convierte evidencia dispersa en un caso estructurado antes del comité de inversión.

02 · FLUJO DE EQUIPO

Estandariza los traspasos

Genera resultados de research consistentes entre analistas, gestores de cartera y agents.

03 · ACTUALIZACIÓN EN VIVO

Refresca la tesis

Actualiza los escenarios tras un nuevo catalizador, la publicación de un KPI o un resultado trimestral.

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