Portfolio Timeline

SkillCommerce & finance

Track your portfolio's complete history - every trade, transfer, and value change.

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Portfolio Timeline skill

About this capability

About AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-trading

What this skill tells your AI

The instructions your AI receives, as published by signal-execution-labs/forex-trading-ai-agent in skills/portfolio-timeline/SKILL.md and read by ahel’s review.

Track your portfolio's complete history - every trade, transfer, and value change.

Overview

Like DeBank's history view: see exactly how your portfolio evolved over time. Understand your journey from first deposit to current state.

Features

1. Transaction History

Timeline Entry:
├── 2026-02-12 14:30 | SWAP | 1 ETH → 2,800 USDT
├── 2026-02-11 09:15 | DEPOSIT | +0.5 BTC (from Ledger)
├── 2026-02-10 18:00 | YIELD | +45 USDT (Aave interest)
├── 2026-02-09 12:30 | AIRDROP | +1,200 ARB tokens
└── 2026-02-08 08:00 | TRADE | Buy 10 SOL @ $95

2. Value Snapshots

Daily snapshots:
- Total value at 00:00 UTC
- Peak/low of the day
- Net change (deposits adjusted)
- True performance vs HODL

3. Performance Attribution

What drove your gains?
├── Trading P&L: +$2,340 (45%)
├── HODL gains: +$1,800 (35%)
├── Yield/Staking: +$520 (10%)
├── Airdrops: +$450 (9%)
└── Fees paid: -$110 (-)

Visualization

Equity Curve

     $15k ┤                    ╭──────
          │                ╭───╯
     $12k ┤            ╭───╯
          │        ╭───╯
     $10k ┤────────╯
          └────────────────────────────
           Jan    Feb    Mar    Apr

Drawdown Chart

      0% ┤────╮      ╭────────╮
     -5% │    ╰──────╯        ╰───
    -10% │
    -15% ┤        ← Max DD: -8.3%

Data Sources

  • Exchange APIs (trades, deposits)
  • Wallet transactions (on-chain)
  • DeFi positions (DeBank API)
  • Manual entries (OTC, gifts)

Reports

Monthly Summary

## February 2026 Portfolio Report

Starting Value: $12,450
Ending Value: $15,230
Net Deposits: +$1,000
True Gain: +$1,780 (+14.3%)

Best Day: Feb 15 (+$890)
Worst Day: Feb 3 (-$340)
Win Rate: 67% (20/30 days)

Tax Export

Date,Type,Asset,Amount,Price,Total,Fee
2026-02-12,SELL,ETH,1,2800,2800,2.80
2026-02-08,BUY,SOL,10,95,950,0.95

Commands

kit timeline show --days 30
kit timeline export --format csv --year 2026
kit timeline snapshot  # Manual snapshot now
kit timeline performance --vs BTC  # Compare to benchmark
kit timeline report --month 2026-02

Privacy

  • Local storage by default
  • Optional encrypted cloud sync
  • No third-party data sharing
  • Export your data anytime

Signals

GitHub stars
136
Forks
870
Last commit
Sep 2026
Advanced
Catalog kind
skill
Gateway key
portfolio-timeline
Source
github.com/signal-execution-labs/forex-trading-ai-agent