emblemcompany/emblem-portfolio-tracker

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

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What This Skill Can Do

| Capability | Tools Used | |-----------|------------| | Wallet addresses (all chains) | wallet | | Solana balances + USD values | solanaBalances | | Ethereum balances + USD values | ethGetBalances | | Base balances + USD values | baseGetBalances | | BSC balances + USD values | bscGetBalances | | Polygon balances + USD values | polygonGetBalances | | Hedera balances | hederaGetBalances | | Bitcoin balances | getBTCBalances | | Crypto price lookup | getCryptoPrice | | Conditional trade positions & P&L | getAllPositions, 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

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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"

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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]"

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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"

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Communication Tips

Name the exact tools for reliable execution:

| Bad | Good | |-----|------| | "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" |

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Helper Script

bash scripts/portfolio-report.sh

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

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Links

• Agent Wallet CLI
• EmblemVault Docs — canonical
• EmblemVault Docs — interactive