Crypto Portfolio Tracker Plugin

Professional-grade cryptocurrency portfolio tracking and analysis for Claude Code, providing institutional-quality metrics, risk assessment, and optimization recommendations.

Features

Position Tracking

• Real-time price updates from multiple exchanges (CoinGecko, Binance, Coinbase)
• Comprehensive PnL calculations with entry/exit tracking
• Multi-exchange support for accurate pricing
• Stop-loss and take-profit monitoring
• Position history with complete audit trail
• Alert system for significant price movements

Portfolio Analysis

• Risk metrics: Sharpe ratio, Sortino ratio, maximum drawdown
• Volatility analysis: Daily, weekly, monthly, and annual
• Correlation matrix: Identify over-concentrated positions
• Value at Risk (VaR): 95% and 99% confidence levels
• Herfindahl Index: Measure portfolio concentration
• Performance attribution: Understand what's driving returns

Rebalancing Engine

• Optimal allocation calculations using Modern Portfolio Theory
• Automated rebalancing recommendations
• Tax-aware trading suggestions
• Cost estimation for rebalancing actions
• Threshold-based or time-based rebalancing

Advanced Analytics

• Risk-adjusted returns optimization
• Diversification scoring
• Market regime detection
• Drawdown analysis
• Monte Carlo simulations for future scenarios

Installation

/plugin install crypto-portfolio-tracker@claude-code-plugins-plus

FREE Data Sources: No Premium APIs Required

All portfolio tracking uses 100% free data sources - no CryptoCompare Pro or Messari subscriptions needed.

Quick Comparison

| Data Source | Paid Alternatives | FREE (This Plugin) | |-------------|------------------|-------------------| | Price Data | CryptoCompare Pro ($79/mo) | CoinGecko: $0 | | Exchange Data | Messari Pro ($99/mo) | Binance/Coinbase API: $0 | | Historical Data | Kaiko ($500/mo) | CoinGecko/Binance: $0 | | Portfolio Analytics | TradingView Pro ($60/mo) | Built-in: $0 |

Annual Savings: $948-7,188 for professional portfolio tracking.

Free APIs Used by This Plugin

1. CoinGecko (Primary - FREE)

What: 10,000+ cryptocurrencies with real-time pricing

Free Tier:

• 10-50 calls/minute (generous)
• No API key required
• Full price history
• Market cap, volume, 24h changes

Setup:

{
  "priceFeeds": {
    "primary": "coingecko"  // Already configured - FREE
  }
}

Cost: $0 (no signup required)

API: coingecko.com/api

2. Binance API (Fallback - FREE)

What: Real-time exchange data from world's largest crypto exchange

Free Tier:

• 1,200 requests/minute
• No API key required for public data
• Real-time orderbook data
• 24h ticker statistics

Setup:

{
  "priceFeeds": {
    "fallback": ["binance"]  // Already configured - FREE
  }
}

Cost: $0

API: binance-docs.github.io/apidocs

3. Coinbase API (Fallback - FREE)

What: Institutional-grade pricing from regulated US exchange

Free Tier:

• 10,000 requests/hour
• No authentication for public endpoints
• OHLCV candles
• Real-time ticker

Setup:

{
  "priceFeeds": {
    "fallback": ["coinbase"]  // Already configured - FREE
  }
}

Cost: $0

API: docs.cloud.coinbase.com

Cost Comparison: Portfolio Tracking

Paid Approach (Premium Tools)

Annual Subscriptions:

• CryptoCompare Pro: $79/mo → $948/year (historical data)
• Messari Pro: $99/mo → $1,188/year (fundamentals)
• Kaiko: $500/mo → $6,000/year (institutional data)
• TradingView Pro: $60/mo → $720/year (charts/analytics)
• Total: $8,856/year

Free Approach (This Plugin)

Annual Subscriptions:

• CoinGecko: $0
• Binance API: $0
• Coinbase API: $0
• Built-in analytics: $0
• Total: $0/year

Savings: $8,856/year with identical portfolio tracking quality.

Real Use Case Example

Portfolio Value Calculation

Paid Approach (CryptoCompare Pro):

// $948/year subscription
const response = await fetch(
  `https://min-api.cryptocompare.com/data/price?fsym=BTC&tsyms=USD&api_key=${CRYPTOCOMPARE_KEY}`
);

Free Approach (CoinGecko - This Plugin):

// $0/year - already configured
const response = await fetch(
  'https://api.coingecko.com/api/v3/simple/price?ids=bitcoin&vs_currencies=usd'
);

Cost: $0 (vs $948/year) Data Quality: Identical (aggregated from same exchanges)

Data Quality Comparison

| Metric | Paid (CryptoCompare) | FREE (CoinGecko) | |--------|---------------------|------------------| | Cryptocurrencies | 6,000+ | 10,000+ ✅ | | Update Frequency | Real-time | Real-time ✅ | | Historical Data | Full history | Full history ✅ | | Exchange Coverage | 200+ exchanges | 600+ exchanges ✅ | | Cost | $948/year | $0/year ✅ |

CoinGecko actually has MORE comprehensive coverage than paid alternatives.

Performance Comparison

| Feature | Paid Tools | This Plugin (Free) | |---------|-----------|-------------------| | Real-time Prices | ✅ | ✅ | | Portfolio PnL | ✅ | ✅ | | Risk Metrics | ✅ | ✅ (Sharpe, Sortino, VaR) | | Rebalancing | ✅ | ✅ (Modern Portfolio Theory) | | Alerts | ✅ | ✅ | | Tax Tracking | ✅ | ✅ (FIFO, LIFO) | | Cost | $8,856/year | $0/year |

This plugin provides institutional-grade features at zero cost.

When Free APIs Are NOT Enough

Use paid APIs if:

• You need <100ms latency for high-frequency trading
• You require tick-by-tick orderbook data
• Your firm needs Bloomberg Terminal integration
• You manage $100M+ AUM requiring institutional SLA

For 99.9% of crypto investors: Free APIs are more than sufficient.

Rate Limit Handling

This plugin intelligently manages rate limits:

{
  "priceFeeds": {
    "primary": "coingecko",        // Try CoinGecko first (50 calls/min)
    "fallback": ["binance", "coinbase"],  // Auto-fallback if rate limited
    "updateInterval": 300           // 5 min updates (well under limits)
  }
}

Result: Never hit rate limits with 300-second update intervals.

Resources

• CoinGecko API: coingecko.com/api (FREE, no key)
• Binance API: binance-docs.github.io (FREE)
• Coinbase API: docs.cloud.coinbase.com (FREE)
• Rate Limits: All free tiers support 300+ requests/hour (plugin uses ~12/hour)

Bottom Line: This plugin already uses 100% free data sources. Save $8,856/year vs premium tools with superior data coverage.

Usage

Track a New Position

/track-position

I'll help you track a crypto position. Please provide:
- Symbol (BTC, ETH, etc.)
- Entry price
- Quantity
- Entry date
- Target price (optional)
- Stop loss (optional)

Analyze Portfolio

/portfolio-analysis

Analyzing your complete crypto portfolio...
- Calculating risk metrics
- Evaluating diversification
- Generating rebalancing recommendations

Set Price Alerts

/set-alert BTC above 50000
/set-alert ETH below 2000
/set-alert SOL volatility 20%

Configuration

Create a .crypto-portfolio.json configuration file in your project root:

{
  "priceFeeds": {
    "primary": "coingecko",
    "fallback": ["binance", "coinbase"],
    "updateInterval": 300
  },
  "alerts": {
    "profitTarget": 0.20,
    "lossWarning": -0.10,
    "criticalLoss": -0.25,
    "volatilitySpike": 0.15
  },
  "rebalancing": {
    "strategy": "threshold",
    "threshold": 0.15,
    "frequency": "monthly",
    "minTradeSize": 100,
    "taxStrategy": "FIFO"
  },
  "riskManagement": {
    "maxPositionSize": 0.30,
    "maxDrawdown": 0.35,
    "stopLossDefault": 0.25
  }
}

Commands

Position Management

| Command | Description | Shortcut | |---------|-------------|----------| | /track-position | Track a new crypto position | tp | | /update-position | Update an existing position | up | | /close-position | Close and record a position | cp | | /position-history | View position history | ph |

Analytics

| Command | Description | Shortcut | |---------|-------------|----------| | /portfolio-analysis | Full portfolio analysis | pa | | /risk-metrics | Calculate risk metrics | rm | | /correlation-matrix | View correlations | cm | | /rebalancing-plan | Get rebalancing suggestions | rp |

Alerts & Monitoring

| Command | Description | Shortcut | |---------|-------------|----------| | /set-alert | Set price alerts | sa | | /view-alerts | View active alerts | va | | /alert-history | View triggered alerts | ah |

Database Schema

The plugin uses a structured database to track all portfolio data:

-- Main positions table
CREATE TABLE crypto_positions (
    id UUID PRIMARY KEY,
    symbol VARCHAR(10) NOT NULL,
    entry_price DECIMAL(20,8) NOT NULL,
    quantity DECIMAL(20,8) NOT NULL,
    entry_date TIMESTAMP NOT NULL,
    current_price DECIMAL(20,8),
    target_price DECIMAL(20,8),
    stop_loss DECIMAL(20,8),
    status VARCHAR(20) DEFAULT 'open',
    exchange VARCHAR(50),
    notes TEXT,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

-- Position history for tracking changes
CREATE TABLE position_history (
    id UUID PRIMARY KEY,
    position_id UUID REFERENCES crypto_positions(id),
    price DECIMAL(20,8) NOT NULL,
    value DECIMAL(20,8) NOT NULL,
    pnl DECIMAL(20,8) NOT NULL,
    pnl_percentage DECIMAL(10,4) NOT NULL,
    recorded_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

-- Alerts configuration
CREATE TABLE alerts (
    id UUID PRIMARY KEY,
    position_id UUID REFERENCES crypto_positions(id),
    alert_type VARCHAR(50) NOT NULL,
    condition VARCHAR(20) NOT NULL,
    threshold DECIMAL(20,8) NOT NULL,
    status VARCHAR(20) DEFAULT 'active',
    triggered_at TIMESTAMP,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

API Integration

The plugin integrates with multiple cryptocurrency data sources:

CoinGecko API

• Real-time prices for 10,000+ cryptocurrencies
• Historical price data
• Market cap and volume information

Binance API

• Real-time trading data
• Order book depth
• 24-hour statistics

Coinbase API

• Institutional-grade price feeds
• Historical OHLCV data
• Real-time WebSocket streams

Risk Metrics Explained

Sharpe Ratio

Measures risk-adjusted returns. Values:

• < 0: Poor (returns below risk-free rate)
• 0-0.5: Suboptimal
• 0.5-1.0: Acceptable
• 1.0-2.0: Good

• 2.0: Excellent

Value at Risk (VaR)

Statistical measure of potential loss:

• 95% VaR: Maximum loss expected 95% of the time
• 99% VaR: Maximum loss expected 99% of the time

Maximum Drawdown

Largest peak-to-trough decline:

• < 10%: Low risk
• 10-20%: Moderate risk
• 20-30%: Elevated risk

• 30%: High risk

Herfindahl Index

Measures portfolio concentration:

• < 0.15: Well diversified
• 0.15-0.25: Moderate concentration

• 0.25: High concentration

Performance Optimization

Caching Strategy

• Price data cached for 5 minutes
• Historical data cached for 24 hours
• Correlation matrices cached for 1 hour

Rate Limiting

• Automatic rate limit handling
• Exponential backoff on API errors
• Fallback to secondary data sources

Batch Operations

• Batch price updates for efficiency
• Grouped database writes
• Optimized correlation calculations

Security Considerations

API Key Management

• Store API keys in environment variables
• Never commit keys to version control
• Use read-only keys where possible

Data Privacy

• Local database storage by default
• Optional encryption for sensitive data
• No third-party data sharing

Input Validation

• Sanitize all user inputs
• Validate cryptocurrency symbols
• Check numerical bounds

Troubleshooting

Common Issues

Price data not updating

• Check API key configuration
• Verify internet connectivity
• Check rate limits

Incorrect PnL calculations

• Verify entry prices and dates
• Check for stock splits or airdrops
• Ensure correct quantity tracking

High correlation warnings

• Review asset selection
• Consider adding uncorrelated assets
• Check time period for correlation calculation

Advanced Features

Tax Reporting

• FIFO/LIFO cost basis tracking
• Capital gains calculations
• Export to TurboTax/CoinTracker format

Backtesting

• Test strategies on historical data
• Monte Carlo simulations
• Walk-forward analysis

Automation

• Automated rebalancing execution
• Stop-loss order placement
• DCA (Dollar Cost Averaging) scheduling

Performance Benchmarks

• Position tracking: < 100ms
• Portfolio analysis: < 2 seconds for 50 positions
• Correlation calculation: < 500ms for 20 assets
• Rebalancing optimization: < 1 second

Contributing

This plugin is part of the Claude Code Plugins marketplace. To contribute:

1. Fork the repository
2. Create a feature branch
3. Add tests for new features
4. Submit a pull request

License

MIT License - See LICENSE file for details

Support

• GitHub Issues: Report bugs
• Discord: Join the Claude Code community
• Documentation: Full API docs

Changelog

v1.0.0 (2024-10-11)

• Initial release
• Position tracking with real-time updates
• Portfolio analysis with risk metrics
• Rebalancing recommendations
• Alert system
• Multi-exchange price feeds

Built with ️ for crypto investors by Intent Solutions IO