portfolio

Aggregates and analyzes financial positions and P&L across multiple trading platforms.

Updated Feb 5, 2026
One-click install
npx skills add https://github.com/shreed27/DAIN --skill portfolio-shreed27
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/shreed27/DAIN/tree/main/CloddsBot-main/src/skills/bundled/portfolio
Command: npx skills add https://github.com/shreed27/DAIN --skill portfolio-shreed27

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill centralizes and visualizes your financial positions and performance across various trading platforms, providing a clear overview of your investments and risk.

Core Features & Use Cases

  • Unified Portfolio View: See all your positions, P&L, and balances in one place.
  • Multi-Platform Support: Connects to prediction markets (Polymarket, Kalshi) and futures exchanges (Hyperliquid, Binance, Bybit, MEXC).
  • Risk Analysis: Provides insights into concentration, correlation, and exposure.
  • Use Case: A trader wants to quickly check their overall profit and loss for the day across all their connected trading accounts without logging into each one individually.

Quick Start

Ask for your portfolio summary by typing /portfolio.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I track positions and P&L across multiple futures exchanges?

To track futures positions and P&L across multiple exchanges, you can aggregate balances, entries, current prices, leverage, and liquidation prices into a unified portfolio view. This centralizes performance tracking across platforms like Hyperliquid, Binance, Bybit, and MEXC without manual logging.

Can I monitor prediction market positions alongside crypto futures?

You can monitor prediction market positions alongside crypto futures by integrating wallet addresses and API keys. This unifies tracking for platforms like Polymarket and Kalshi with futures exchanges, providing a single dashboard for all trading positions and P&L.

How do I analyze portfolio risk and exposure across different trading platforms?

To analyze portfolio risk and exposure across trading platforms, calculate advanced risk metrics including concentration and correlation. This evaluates your overall exposure by assessing the relationships and weightings between positions held in different prediction markets and futures exchanges.

What do I need to connect my trading accounts for automated portfolio tracking?

To connect trading accounts for automated portfolio tracking, you need API keys for futures exchanges and wallet addresses for prediction markets. These credentials allow the system to securely fetch your current entries, prices, leverage, and balances for aggregation.

Does unified portfolio tracking work for checking daily profit and loss across all accounts?

Unified portfolio tracking works efficiently for checking daily profit and loss across all accounts. It aggregates real-time P&L data from connected platforms, allowing you to view your overall performance quickly without logging into each exchange individually.