portfolio-tracker

Portfolio Tracker

Track and analyze your crypto portfolio across all exchanges.

Overview

• Multi-Exchange Aggregation - Unified view of all holdings
• P&L Calculation - Realized and unrealized gains
• Asset Allocation - Distribution by coin and exchange
• Performance Reports - Daily, weekly, monthly summaries

Data Storage

Portfolio data in ~/.kit/portfolio/:

portfolio/
├── holdings.json       # Current positions
├── transactions.json   # Trade history
├── snapshots/          # Daily snapshots
│   └── 2026-02-09.json
└── reports/            # Generated reports

Commands

Fetch All Balances

python3 -c "
import ccxt
import json

exchanges_config = json.load(open('~/.kit/exchanges.json'))
total = {}

for name, config in exchanges_config.items():
    exchange = getattr(ccxt, name)(config)
    balance = exchange.fetch_balance()
    for coin, amount in balance['total'].items():
        if amount > 0:
            total[coin] = total.get(coin, 0) + amount
            print(f'{name}: {coin} = {amount}')

print('\\n=== TOTAL ===')
for coin, amount in total.items():
    print(f'{coin}: {amount}')
"

Calculate Portfolio Value

python3 -c "
import ccxt

exchange = ccxt.binance()
holdings = {'BTC': 0.5, 'ETH': 2.0, 'SOL': 10}
total_usd = 0

for coin, amount in holdings.items():
    if coin == 'USDT':
        total_usd += amount
    else:
        ticker = exchange.fetch_ticker(f'{coin}/USDT')
        value = amount * ticker['last']
        total_usd += value
        print(f'{coin}: {amount} = \${value:,.2f}')

print(f'\\nTotal: \${total_usd:,.2f}')
"

Asset Allocation

python3 -c "
import ccxt

holdings = {'BTC': 0.5, 'ETH': 2.0, 'SOL': 10, 'USDT': 1000}
exchange = ccxt.binance()
values = {}
total = 0

for coin, amount in holdings.items():
    if coin == 'USDT':
        values[coin] = amount
    else:
        ticker = exchange.fetch_ticker(f'{coin}/USDT')
        values[coin] = amount * ticker['last']
    total += values[coin]

print('Asset Allocation:')
print('=' * 40)
for coin, value in sorted(values.items(), key=lambda x: -x[1]):
    pct = (value / total) * 100
    bar = '█' * int(pct / 2)
    print(f'{coin:6} {pct:5.1f}% {bar} \${value:,.0f}')
"