portfolio

Retrieve and aggregate on-chain wallet positions from multiple providers via REST endpoints.

187|24|Updated Jan 30, 2026
One-click install
npx skills add https://github.com/sd0xdev/sd0x-dev-flow --skill portfolio
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/sd0xdev/sd0x-dev-flow/tree/main/skills/portfolio
Command: npx skills add https://github.com/sd0xdev/sd0x-dev-flow --skill portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill enables teams to retrieve and summarize on-chain portfolio positions by orchestrating providers, normalizing data, and surfacing aggregated totals for quick decision making.

Core Features & Use Cases

  • Position retrieval: Fetch and normalize positions across supported chains from {PRIMARY_PROVIDER} with caching and fallback logic.
  • Aggregation and routing: Compute totals and protocol summaries, then route to appropriate providers for efficient data access.
  • Use Case: A fintech dashboard shows real-time portfolio exposure by chain and protocol, updated via a single API call.

Quick Start

Use the portfolio skill to query the positions for a user wallet and return a summarized portfolio view.

Frequently Asked Questions about portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I aggregate on-chain portfolio positions across multiple chains?

Multi-chain portfolio aggregation works by routing requests to multiple providers, normalizing the retrieved on-chain positions, and caching the results. This orchestration produces aggregated totals and detailed position data for dashboard reporting.

What is the best way to normalize on-chain wallet positions from different providers?

Normalizing on-chain wallet positions is handled by fetching data from a primary provider with caching and fallback logic, then standardizing the formats. This ensures consistent data structure for accurate portfolio summarization and exposure tracking.

Can I use a single API call to fetch real-time portfolio exposure by chain and protocol?

Yes, fetching real-time portfolio exposure by chain and protocol is possible through a single REST endpoint call. The routing orchestration and caching logic retrieve and summarize the detailed on-chain positions automatically for dashboard integration.

Does the portfolio aggregation logic support caching and fallback mechanisms?

The portfolio aggregation logic does support caching and fallback mechanisms during position retrieval. This ensures reliable data access by routing to appropriate providers and maintaining cached summaries for quick decision making.

When do I need to orchestrate routing for on-chain portfolio data retrieval?

You need to orchestrate routing for on-chain portfolio data retrieval when building multi-chain dashboards that require normalized positions and aggregated totals. This approach handles provider routing and summarization for real-time exposure tracking.