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Holding Monitor - Claude Code Skill

A Claude Code skill that tracks your stock holdings and sends automated alerts at market open and close.

Features

  • Multi-market support: US (NYSE/NASDAQ), China (SSE/SZSE), Hong Kong (HKEX), Japan (TSE), UK (LSE)
  • Auto market detection: Automatically identifies the stock exchange from ticker format
  • Scheduled alerts: Get portfolio updates 10 minutes after market open and 10 minutes before market close
  • Simple data storage: Holdings stored in a human-readable Markdown table

Installation

  1. Clone this repository into your Claude Code skills directory:
git clone https://github.com/your-username/holding-monitor.git ~/.claude/skills/holding-monitor

Or copy the SKILL.md and holding.md files to any directory and update the file paths in SKILL.md accordingly.

  1. The skill will be automatically detected by Claude Code.

Usage

Add a stock

Simply tell Claude a stock ticker:

Add AAPL to my holdings
Add 600519 to my portfolio
Track 0700.HK

Claude will:

  • Detect the stock market automatically
  • Look up the company name
  • Add it to holding.md
  • Offer to set up open/close alerts

Remove a stock

Remove AAPL from my holdings

View holdings

Show my holdings

Set up alerts

Set up alerts for my US stocks

This creates two scheduled tasks per market:

  • Open alert: 10 minutes after market opens — shows overnight changes
  • Close alert: 10 minutes before market closes — shows end-of-day status

Supported Markets

Market Ticker Pattern Example Trading Hours (Local)
US (NYSE/NASDAQ) 1-5 uppercase letters AAPL, MSFT 09:30-16:00 ET
China Shanghai 6-digit starting with 6 600519 09:30-15:00 CST
China Shenzhen 6-digit starting with 0 or 3 000858, 300750 09:30-15:00 CST
Hong Kong 4-5 digits or xxxx.HK 0700.HK, 9988 09:30-16:00 HKT
Japan 4 digits + .T 9984.T, 7203.T 09:00-15:00 JST
UK Letters + .L VOD.L, SHEL.L 08:00-16:30 GMT

File Structure

holding-monitor/
├── SKILL.md      # Skill definition and instructions
├── holding.md    # Your holdings data (auto-created)
└── README.md     # This file

How It Works

holding.md

Your holdings are stored as a Markdown table:

# My Holdings

| Ticker | Name | Market | Currency | Added Date |
|--------|------|--------|----------|------------|
| AAPL | Apple Inc. | US | USD | 2026-03-27 |
| 600519 | Kweichow Moutai | CN_SSE | CNY | 2026-03-27 |

Scheduled Alerts

Alerts are created as Claude Code scheduled tasks. Each market gets two tasks:

  • holding-{market}-open — fires 10 min after market open
  • holding-{market}-close — fires 10 min before market close

Cron expressions are automatically converted to your local timezone.

Alert content includes:

  • Current price for each holding
  • Day change (absolute and percentage)
  • Brief market sentiment summary

Customization

Edit SKILL.md to:

  • Add new markets
  • Change alert timing (default: open+10min, close-10min)
  • Modify the alert report format
  • Add additional data columns to holdings

Requirements

  • Claude Code CLI
  • Internet access (for stock price lookups via web search)

License

MIT

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AI skill for monitoring stock holdings

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