Finance Tutorial25 min read

Investment Tracking with Moltbot

Build your personal investment command center. Monitor stocks and crypto, get real-time price alerts, track portfolio performance, and receive market updates—all through your messaging apps.

What You Can Track

Moltbot can monitor your investments across multiple platforms and deliver personalized insights. Here's what's possible:

Stock Monitoring

Real-time price tracking for stocks and ETFs

Crypto Tracking

Monitor Bitcoin, Ethereum, and altcoins

Portfolio Analysis

Aggregate holdings across multiple accounts

Smart Alerts

Price targets, percentage moves, volume spikes

Natural Language Queries

Ask about your investments in plain English. Moltbot understands context and can provide sophisticated analysis:

👤

You

How's my portfolio doing today?

🦞

Moltbot

📊 Portfolio Summary (Today)

Total Value: $124,532 (+1.2% / +$1,478)
Day's Gain: +$1,478
Top Performer: NVDA +3.8%
Biggest Drop: TSLA -1.2%
Crypto: BTC +2.1%, ETH +0.8%

👤

You

Alert me if Apple drops below $180

🦞

Moltbot

✅ Price alert set!

I'll notify you when AAPL drops below $180.00
Current price: $185.42

👤

You

What's the news on my holdings?

🦞

Moltbot

📰 News Summary for Your Holdings

NVDA: New AI chip announcement, stock up 3%
AAPL: iPhone sales beat expectations in Asia
BTC: ETF inflows continue, nearing ATH

Implementation Guide

1. Portfolio Tracker Skill

// skills/portfolio-tracker.js
module.exports = {
  name: 'portfolio-tracker',
  
  async run({ config, apis }) {
    // Fetch holdings from multiple sources
    const holdings = await Promise.all([
      apis.alpaca.getPositions(),
      apis.coinbase.getAccounts(),
      apis.plaid.getInvestments()
    ]);
    
    // Get current prices
    const symbols = holdings.flat().map(h => h.symbol);
    const prices = await apis.polygon.getPrices(symbols);
    
    // Calculate totals
    const portfolio = holdings.flat().map(position => {
      const currentPrice = prices[position.symbol];
      const value = position.quantity * currentPrice;
      const costBasis = position.quantity * position.avgEntryPrice;
      const pnl = value - costBasis;
      const pnlPercent = (pnl / costBasis) * 100;
      
      return {
        ...position,
        currentPrice,
        value,
        pnl,
        pnlPercent
      };
    });
    
    const totalValue = portfolio.reduce((sum, p) => sum + p.value, 0);
    const totalPnl = portfolio.reduce((sum, p) => sum + p.pnl, 0);
    
    return { portfolio, totalValue, totalPnl };
  }
};

2. Price Alert System

// skills/price-alerts.js
module.exports = {
  name: 'price-alerts',
  
  async run({ config, apis }) {
    const alerts = await apis.db.getAlerts();
    
    for (const alert of alerts) {
      const price = await apis.polygon.getPrice(alert.symbol);
      
      let triggered = false;
      let message = '';
      
      switch (alert.condition) {
        case 'above':
          if (price > alert.target) {
            triggered = true;
            message = `🚀 ${alert.symbol} is up! $${price} (target: >$${alert.target})`;
          }
          break;
        case 'below':
          if (price < alert.target) {
            triggered = true;
            message = `📉 ${alert.symbol} alert! $${price} (target: <$${alert.target})`;
          }
          break;
        case 'percent_change':
          const change = ((price - alert.referencePrice) / alert.referencePrice) * 100;
          if (Math.abs(change) >= alert.target) {
            triggered = true;
            message = `⚡ ${alert.symbol} moved ${change.toFixed(2)}%! Now $${price}`;
          }
          break;
      }
      
      if (triggered) {
        await apis.notify.sendWhatsApp({ message });
        await apis.db.markAlertTriggered(alert.id);
      }
    }
  }
};

3. Daily Portfolio Report

// skills/daily-portfolio-report.js
module.exports = {
  name: 'daily-portfolio-report',
  schedule: '0 16 * * 1-5', // 4 PM weekdays
  
  async run({ config, apis }) {
    // Get portfolio data
    const portfolio = await apis.skills.run('portfolio-tracker');
    
    // Get market summary
    const indices = await apis.polygon.getIndices(['SPY', 'QQQ', 'IWM']);
    
    // Generate AI commentary
    const commentary = await apis.ai.generate({
      prompt: `Analyze this portfolio performance:
        Total Value: $${portfolio.totalValue}
        Day P&L: $${portfolio.totalPnl}
        Top Holdings: ${JSON.stringify(portfolio.portfolio.slice(0, 5))}
        Market: S&P ${indices.SPY.change}%, Nasdaq ${indices.QQQ.change}%
        
        Write a brief, insightful summary.`
    });
    
    // Format report
    const report = formatReport(portfolio, indices, commentary);
    
    await apis.notify.sendWhatsApp({ message: report });
  }
};

function formatReport(portfolio, indices, commentary) {
  const emoji = portfolio.totalPnl >= 0 ? '📈' : '📉';
  return `${emoji} Daily Portfolio Report

💰 Total Value: $${portfolio.totalValue.toLocaleString()}
📊 Day's P&L: $${portfolio.totalPnl.toLocaleString()} (${(portfolio.totalPnl/portfolio.totalValue*100).toFixed(2)}%)

🏛️ Market:
• S&P 500: ${indices.SPY.change}%
• Nasdaq: ${indices.QQQ.change}%
• Russell 2000: ${indices.IWM.change}%

💭 Summary:
${commentary}

Reply 'details' for full holdings breakdown.`;
}