Crypto Portfolio Tracker

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

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

CoinGecko actually has MORE comprehensive coverage than paid alternatives.

Performance Comparison

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)
  }
}