Portfolio Tracker

**Quick judgement** A solid, focused skill for live price updates and lightweight analysis of a single markdown-defined portfolio using Yahoo Finance. It is well-aligned with OpenClaw’s browser + files toolset but is opinionated toward Vish’s setup and somewhat brittle due to web-scraping and incomplete documentation. **Key strengths** - Automates the full loop: read holdings → fetch live prices via browser → compute values → update markdown report → add analysis. - Works with both stocks and major crypto tickers directly from Yahoo Finance (including indices for context). - Produces human-readable, versionable markdown output suitable for personal finance tracking. **Notable risks / limitations** - **Scraping fragility:** Relies on Yahoo Finance page structure/ARIA refs; layout or markup changes can silently break price extraction. - **Single-user bias:** Hard-coded around “Vish’s” holdings and files; requires editing references/portfolio-holdings.md and paths to reuse for someone else. - **Data freshness vs. holdings file:** Accuracy depends entirely on the user manually maintaining the holdings file when buying/selling. - **Partial/incomplete docs:** The presence of TODO/structuring guidance in the skill text may confuse users and hides some implementation detail. - **No trading or broker integration:** Purely informational; does not reconcile with broker statements or support complex metrics (tax lots, IRR, multi-currency). **Recommended scenarios** - A technically comfortable user with a small-to-medium portfolio wanting automated markdown snapshots and simple daily/weekly analysis. - Personal finance workflows where Git or a notes system is used to track portfolio evolution over time. - As a starting point or reference implementation for building a more general, multi-user or more robust portfolio tracker on OpenClaw.