Emblem Portfolio Tracker

1---2name: emblem-portfolio-tracker3description: >4  Track crypto portfolio across 7 blockchains via EmblemAI. Aggregated balances with USD values,5  conditional trade P&L, and DeFi position tracking via Nansen. Use when the user wants to check6  their portfolio, see balances across chains, or review trade positions.7license: MIT8compatibility: >9  Requires Node.js >= 18.0.0, @emblemvault/agentwallet CLI, and internet access.10  Works on Claude Code, Cursor, Codex, OpenClaw, and other agents following the Agent Skills spec.11metadata:12  author: EmblemAI13  version: "1.1.0"14  homepage: https://emblemvault.dev15---16 17# Emblem Portfolio Tracker18 19Cross-chain crypto portfolio monitoring powered by **EmblemAI**. Aggregated balances with USD values across Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin. Conditional trade P&L tracking and DeFi position viewing via Nansen.20 21**Requires**: `npm install -g @emblemvault/agentwallet`22 23---24 25## What This Skill Can Do26 27| Capability | Tools Used |28|-----------|------------|29| Wallet addresses (all chains) | `wallet` |30| Solana balances + USD values | `solanaBalances` |31| Ethereum balances + USD values | `ethGetBalances` |32| Base balances + USD values | `baseGetBalances` |33| BSC balances + USD values | `bscGetBalances` |34| Polygon balances + USD values | `polygonGetBalances` |35| Hedera balances | `hederaGetBalances` |36| Bitcoin balances | `getBTCBalances` |37| Crypto price lookup | `getCryptoPrice` |38| Conditional trade positions & P&L | `getAllPositions`, `listPositions` |39| DeFi positions (LP, staking, farming) | `nansen_defi_portfolio` |40 41### Not Supported42 43These features have no backing tools:44 45- Transaction history — no tool returns past wallet transactions on any chain46- Tax reporting / transaction exports — no historical transaction data available47- Unrealized P&L on held tokens — only realized P&L from conditional trade positions48- 24h portfolio change — no historical balance snapshots; only current balances49- Portfolio allocation percentages — agent must compute from individual chain balance calls50 51---52 53## Quick Start54 55```bash56npm install -g @emblemvault/agentwallet57 58# Check balances across all chains59emblemai --agent --profile default -m "Use wallet to show my addresses, then use solanaBalances, ethGetBalances, baseGetBalances, bscGetBalances, polygonGetBalances, hederaGetBalances, and getBTCBalances to show all my balances"60 61# Check trade positions62emblemai --agent --profile default -m "Use getAllPositions to show my open and closed trade positions with P&L"63```64 65**Trigger phrases:**66- "Check my portfolio"67- "Show balances across all chains"68- "What's my P&L?"69- "Show my trade positions"70 71---72 73## Workflow: Full Portfolio Review74 75### Step 1: Wallet Addresses76```bash77emblemai --agent --profile default -m "Use wallet to list all my wallet addresses across every chain"78```79 80### Step 2: Balance Snapshot81Check each chain. Name the tools explicitly for reliable execution.82```bash83emblemai --agent --profile default -m "Use solanaBalances to show my Solana tokens with USD values"84emblemai --agent --profile default -m "Use ethGetBalances to show my Ethereum tokens with USD values"85emblemai --agent --profile default -m "Use baseGetBalances to show my Base tokens"86emblemai --agent --profile default -m "Use bscGetBalances to show my BSC tokens"87emblemai --agent --profile default -m "Use polygonGetBalances to show my Polygon tokens"88emblemai --agent --profile default -m "Use hederaGetBalances to show my Hedera tokens"89emblemai --agent --profile default -m "Use getBTCBalances to show my Bitcoin balance"90```91 92Or ask for all at once:93```bash94emblemai --agent --profile default -m "Show my balances across all chains with USD values. Use the balance tools for each chain: solanaBalances, ethGetBalances, baseGetBalances, bscGetBalances, polygonGetBalances, hederaGetBalances, getBTCBalances"95```96 97### Step 3: Trade Positions & P&L98```bash99emblemai --agent --profile default -m "Use getAllPositions to show my conditional trade positions with realized P&L"100```101 102Note: P&L data only covers conditional trade positions (limit orders, stop-losses, take-profits) created through EmblemAI. General wallet holdings do not have cost basis tracking.103 104### Step 4: DeFi Positions (Optional)105For wallets indexed by Nansen (typically high-value wallets):106```bash107emblemai --agent --profile default -m "Use nansen_defi_portfolio to check DeFi positions for wallet [ADDRESS] on [CHAIN]"108```109 110---111 112## Use Cases113 114### Daily Check-In115```bash116emblemai --agent --profile default -m "Quick portfolio check — use solanaBalances, ethGetBalances, and getBTCBalances to show my main holdings"117```118 119### Chain-Specific Deep Dive120```bash121emblemai --agent --profile default -m "Use solanaBalances to show all my Solana token balances with current prices"122emblemai --agent --profile default -m "Use ethGetBalances to show my Ethereum positions"123```124 125### Trade Performance126```bash127emblemai --agent --profile default -m "Use getAllPositions to show my closed positions with realized P&L and win/loss rate"128```129 130### Price Check131```bash132emblemai --agent --profile default -m "Use getCryptoPrice to show current prices for BTC, ETH, SOL, and BNB"133```134 135---136 137## Communication Tips138 139Name the exact tools for reliable execution:140 141| Bad | Good |142|-----|------|143| `"balances"` | `"Use solanaBalances and ethGetBalances to show my balances"` |144| `"PnL"` | `"Use getAllPositions to show my trade positions with realized P&L"` |145| `"portfolio"` | `"Use wallet to show addresses, then check balances on each chain"` |146 147---148 149## Helper Script150 151```bash152bash scripts/portfolio-report.sh153```154 155See [scripts/portfolio-report.sh](scripts/portfolio-report.sh) for a ready-to-use portfolio report.156 157---158 159## Links160 161- [Agent Wallet CLI](https://www.npmjs.com/package/@emblemvault/agentwallet)162- [EmblemVault Docs](https://emblemvault.dev)