Portfolio Manager 💼

---

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)"

---

# Portfolio Manager 💼

**Intelligent portfolio management for multi-asset investors.**

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

---

💰 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"

---

🎯 What It Solves

Investors struggle with:

**Portfolio Manager** provides:

---

✨ Features

📊 Unified Portfolio Tracking

🔄 Auto-Rebalancing

📈 Performance Analytics

⚠️ Risk Management

🎯 Allocation Optimization

📑 Reporting & Export

🔔 Smart Alerts

---

📦 Installation

clawhub install portfolio-manager

---

🚀 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
// }

---

💡 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'
});

---

🔧 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 |

---

📊 API Methods

Portfolio Management

Exchange/Wallet Integration

Rebalancing

Performance

Risk

Optimization

Tax

Export

---

📁 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

---

💰 Pricing

| Tier | Price | Features |

|------|-------|----------|

| **Basic** | $49 | Portfolio tracking, performance analytics, manual rebalancing |

| **Pro** | $99 | + Auto-rebalancing, tax optimization, MPT optimization, advanced reports |

---

📝 Changelog

v1.0.0 (2026-03-19)

---

⚠️ Disclaimer

**This tool is for portfolio management and tracking only.**

---

📄 License

MIT License - See LICENSE file for details.

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🙏 Support

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