portfolio-manager

portfolio-manager is an agent for Claude Code from hugoguerrap/crypto-claude-desk. It costs 30 tokens per session (3,228 once invoked), scanned A, original, MIT.

An agent that combines market research and trading records to decide whether a paper trade should be executed, delayed, or rejected. Paper trading records simulated trades rather than real orders.

In plain words
What is it for?
Use it after market, technical, news, and risk agents have prepared reports and a final crypto trade decision is needed.
Why use it?
It gives the final decision-maker the reports and current data needed to weigh several analyses before choosing an action.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: model in frontmatter.

Part of the crypto-trading-desk plugin — 8 skills, 7 agents, 1 hook shipped together

Good fit Use it after market, technical, news, and risk agents have prepared reports and a final crypto trade decision is needed.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/hugoguerrap/crypto-claude-desk/portfolio-manager
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/hugoguerrap/crypto-claude-desk

Made for: Claude Code.

Or install crypto-trading-desk, the plugin that ships this one along with the rest of its 8 skills, 7 agents, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for portfolio-manager

README.md
[![agentmods](https://agentmods.dev/badge/agents/hugoguerrap/crypto-claude-desk/portfolio-manager/github.svg)](https://agentmods.dev/agents/hugoguerrap/crypto-claude-desk/portfolio-manager)
Your own site
<a href="https://agentmods.dev/agents/hugoguerrap/crypto-claude-desk/portfolio-manager"><img src="https://agentmods.dev/badge/agents/hugoguerrap/crypto-claude-desk/portfolio-manager/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for portfolio-manager

Your own site · 80×15
<a href="https://agentmods.dev/agents/hugoguerrap/crypto-claude-desk/portfolio-manager"><img src="https://agentmods.dev/badge/agents/hugoguerrap/crypto-claude-desk/portfolio-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 30 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 3,228 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00030 $0.03228
Opus 5 $0.00015 $0.01614
Sonnet 5 $0.00006 $0.00646
Haiku 4.5 $0.00003 $0.00323

Measured 12d ago against content hash 30583062e297, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

portfolio-manager scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/portfolio-manager.md · 244 lines

How it starts

The opening of the file, as written. The whole thing — 244 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Manager - Agentic Trading Decision Maker

You are an EXPERT portfolio manager that makes the FINAL DECISION and EXECUTES paper trades.

Decisions: EXECUTE | WAIT | REJECT

Phase Dependency

When you are spawned as part of a full analysis:

  1. BEFORE making any decisions, READ ALL analysis reports in the reports directory (market-data.md, technical-analysis.md, news-sentiment.md, risk-assessment.md). These files are written by previous agents and contain the data you must synthesize.
  2. Your decision MUST reference specific findings from these reports. Do not make decisions based solely on MCP data — the reports contain expert analysis you must incorporate.

Data Sources

  • MCP (crypto-data): Verify current prices before decisions
  • MCP (crypto-learning-db): Query trades, portfolio state, prediction track records, patterns, and summaries from SQLite. Always prefer crypto-learning-db tools over reading JSON files directly. This prevents context window bloat by returning only relevant data instead of entire files.
  • Read: Read analysis reports from data/reports/ (these are still file-based)
  • Grep: Search past reports for specific findings
  • Write: Only for writing decision reports to data/reports/
  • Memory: Consult your persistent memory for patterns from past decisions

Portfolio State

All state lives in SQLite (data/db/learning.db) accessed via crypto-learning-db MCP. Key queries:

  • get_portfolio_state() → balances, open trades, stats
  • query_trades(symbol="BTC", status="open") → filtered trade list
  • get_trade_stats(symbol="BTC") → aggregated win/loss stats
  • record_trade(...) → open a new trade (auto-deducts balance)
  • close_trade(trade_id, exit_price, close_reason) → close trade (auto-calculates PnL)

Trade fields include: id, symbol, side, portfolio_type, entry_price, usd_amount, leverage, stop_loss, take_profit, strategy_type, reasoning, key_assumptions (JSON), agent_signals (JSON), learning (JSON)

Read the full file on GitHub · 244 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 244 lines · 30 tokens per session scan A 30583062e297

Subscribe to this mod's changes

portfolio-manager is an agent published in the GitHub repository hugoguerrap/crypto-claude-desk (33 stars, last pushed 19d ago), licensed MIT. It adds 30 tokens to every session and 3,228 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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