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emblem-portfolio-tracker

emblemcompany/agent-skills

Check crypto balances and trade P&L across 7 blockchains in one agent prompt.

What is emblem-portfolio-tracker?

This skill enables an AI agent to check a user's crypto portfolio across 7 blockchains (Solana, Ethereum, Base, BSC, Polygon, Hedera, Bitcoin) via EmblemAI, showing aggregated balances with USD values, conditional trade P&L, and DeFi positions via Nansen. Use it when a user asks to check balances, review holdings across chains, or see trade position performance.

  • Lists wallet addresses across all supported chains via the 'wallet' tool
  • Retrieves token balances with USD values for Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin
  • Looks up current crypto prices via getCryptoPrice
  • Tracks conditional trade positions and realized P&L via getAllPositions/listPositions
  • Surfaces DeFi positions (LP, staking, farming) for indexed wallets via Nansen's nansen_defi_portfolio
  • Includes a helper script (scripts/portfolio-report.sh) to generate a ready-to-use portfolio report

How to install emblem-portfolio-tracker

npx skills add https://github.com/emblemcompany/agent-skills --skill emblem-portfolio-tracker
Prerequisites
  • Node.js >= 18.0.0
  • @emblemvault/agentwallet CLI installed globally (npm install -g @emblemvault/agentwallet)
  • Internet access
  • An agent following the Agent Skills spec (e.g. Claude Code, Cursor, Codex, OpenClaw)
Claude Code
Cursor
Windsurf
Cline

How to use emblem-portfolio-tracker

  1. 1.Install the required CLI: npm install -g @emblemvault/agentwallet
  2. 2.Run emblemai with a prompt naming the 'wallet' tool to list your addresses across all chains
  3. 3.Run emblemai prompts naming each chain's balance tool (solanaBalances, ethGetBalances, baseGetBalances, bscGetBalances, polygonGetBalances, hederaGetBalances, getBTCBalances) to get balances with USD values
  4. 4.Run emblemai with a prompt naming getAllPositions or listPositions to review conditional trade positions and realized P&L
  5. 5.Optionally run emblemai with nansen_defi_portfolio for a specific wallet address and chain to check DeFi positions (LP, staking, farming)
  6. 6.Optionally run bash scripts/portfolio-report.sh for a ready-made portfolio report

Use cases

Good for
  • Daily check-in on main crypto holdings across Solana, Ethereum, and Bitcoin
  • Chain-specific deep dive into Solana or Ethereum token balances with current prices
  • Reviewing closed conditional trade positions with realized P&L and win/loss rate
  • Checking current prices for specific cryptocurrencies like BTC, ETH, SOL, BNB
  • Full cross-chain portfolio review combining wallet addresses, balances, and DeFi positions
Who it's for
  • Crypto traders and investors tracking holdings across multiple chains
  • Users of EmblemAI/agentwallet wanting consolidated balance views
  • Agent users who place conditional trades (limit/stop-loss/take-profit) and want P&L tracking
  • DeFi users wanting visibility into LP, staking, or farming positions

emblem-portfolio-tracker FAQ

Can I see transaction history or export taxes?

No. There is no tool that returns past transactions on any chain, so transaction history and tax reporting are not supported.

Does it show unrealized P&L on tokens I'm holding?

No. P&L is only available for conditional trade positions (limit orders, stop-losses, take-profits) created through EmblemAI, which have cost basis tracking. Regular held tokens do not have cost basis data.

Does it show 24h portfolio change or allocation percentages?

No 24h change is available since there are no historical balance snapshots. Allocation percentages aren't computed automatically either; the agent would need to calculate them from individual chain balance calls.

What chains are supported?

Solana, Ethereum, Base, BSC, Polygon, Hedera, and Bitcoin (7 chains total).

What is required to use this skill?

Node.js >= 18.0.0, internet access, and the @emblemvault/agentwallet CLI installed globally (npm install -g @emblemvault/agentwallet).

Full instructions (SKILL.md)

Source of truth, from emblemcompany/agent-skills.


name: emblem-portfolio-tracker description: > Track crypto portfolio across 7 blockchains via EmblemAI. Aggregated balances with USD values, conditional trade P&L, and DeFi position tracking via Nansen. Use when the user wants to check their portfolio, see balances across chains, or review trade positions. license: MIT compatibility: > Requires Node.js >= 18.0.0, @emblemvault/agentwallet CLI, and internet access. Works on Claude Code, Cursor, Codex, OpenClaw, and other agents following the Agent Skills spec. metadata: author: EmblemAI version: "1.1.0" homepage: https://emblemvault.ai docs: https://emblemvault.ai/docs docs-interactive: https://emblemvault.dev

Emblem Portfolio Tracker

Cross-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.

Requires: npm install -g @emblemvault/agentwallet


What This Skill Can Do

CapabilityTools Used
Wallet addresses (all chains)wallet
Solana balances + USD valuessolanaBalances
Ethereum balances + USD valuesethGetBalances
Base balances + USD valuesbaseGetBalances
BSC balances + USD valuesbscGetBalances
Polygon balances + USD valuespolygonGetBalances
Hedera balanceshederaGetBalances
Bitcoin balancesgetBTCBalances
Crypto price lookupgetCryptoPrice
Conditional trade positions & P&LgetAllPositions, listPositions
DeFi positions (LP, staking, farming)nansen_defi_portfolio

Not Supported

These features have no backing tools:

  • Transaction history — no tool returns past wallet transactions on any chain
  • Tax reporting / transaction exports — no historical transaction data available
  • Unrealized P&L on held tokens — only realized P&L from conditional trade positions
  • 24h portfolio change — no historical balance snapshots; only current balances
  • Portfolio allocation percentages — agent must compute from individual chain balance calls

Quick Start

npm install -g @emblemvault/agentwallet

# Check balances across all chains
emblemai --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"

# Check trade positions
emblemai --agent --profile default -m "Use getAllPositions to show my open and closed trade positions with P&L"

Trigger phrases:

  • "Check my portfolio"
  • "Show balances across all chains"
  • "What's my P&L?"
  • "Show my trade positions"

Workflow: Full Portfolio Review

Step 1: Wallet Addresses

emblemai --agent --profile default -m "Use wallet to list all my wallet addresses across every chain"

Step 2: Balance Snapshot

Check each chain. Name the tools explicitly for reliable execution.

emblemai --agent --profile default -m "Use solanaBalances to show my Solana tokens with USD values"
emblemai --agent --profile default -m "Use ethGetBalances to show my Ethereum tokens with USD values"
emblemai --agent --profile default -m "Use baseGetBalances to show my Base tokens"
emblemai --agent --profile default -m "Use bscGetBalances to show my BSC tokens"
emblemai --agent --profile default -m "Use polygonGetBalances to show my Polygon tokens"
emblemai --agent --profile default -m "Use hederaGetBalances to show my Hedera tokens"
emblemai --agent --profile default -m "Use getBTCBalances to show my Bitcoin balance"

Or ask for all at once:

emblemai --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"

Step 3: Trade Positions & P&L

emblemai --agent --profile default -m "Use getAllPositions to show my conditional trade positions with realized P&L"

Note: 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.

Step 4: DeFi Positions (Optional)

For wallets indexed by Nansen (typically high-value wallets):

emblemai --agent --profile default -m "Use nansen_defi_portfolio to check DeFi positions for wallet [ADDRESS] on [CHAIN]"

Use Cases

Daily Check-In

emblemai --agent --profile default -m "Quick portfolio check — use solanaBalances, ethGetBalances, and getBTCBalances to show my main holdings"

Chain-Specific Deep Dive

emblemai --agent --profile default -m "Use solanaBalances to show all my Solana token balances with current prices"
emblemai --agent --profile default -m "Use ethGetBalances to show my Ethereum positions"

Trade Performance

emblemai --agent --profile default -m "Use getAllPositions to show my closed positions with realized P&L and win/loss rate"

Price Check

emblemai --agent --profile default -m "Use getCryptoPrice to show current prices for BTC, ETH, SOL, and BNB"

Communication Tips

Name the exact tools for reliable execution:

BadGood
"balances""Use solanaBalances and ethGetBalances to show my balances"
"PnL""Use getAllPositions to show my trade positions with realized P&L"
"portfolio""Use wallet to show addresses, then check balances on each chain"

Helper Script

bash scripts/portfolio-report.sh

See scripts/portfolio-report.sh for a ready-to-use portfolio report.


Links