portfolio

name	portfolio
description	View a comprehensive DeFi portfolio dashboard and optimize portfolio allocation via automated rebalancing. Use this skill when the user wants an overview, summary, dashboard, total value, net worth, portfolio rebalancing, target allocation, or wants to see all their DeFi positions across Starknet at once. Also trigger when the user asks "what do I have", "show me everything", "how much am I worth", "my positions", "my investments", "rebalance my portfolio", "I want 50% ETH", "optimize my holdings", or any request for a holistic view of their Starknet holdings — even if they don't explicitly say "portfolio".
license	MIT
compatibility	Requires Node.js 18+ and npx.
metadata	{"version":"0.3.0","author":"ahmetenesdur","category":"wallet-data"}
allowed-tools	["Bash(npx starkfi@latest portfolio)","Bash(npx starkfi@latest portfolio *)","Bash(npx starkfi@latest portfolio-rebalance *)","Bash(npx starkfi@latest status)","Bash(npx starkfi@latest balance)","Bash(npx starkfi@latest balance *)","Bash(npx starkfi@latest tx-status *)"]

Portfolio Overview & Optimization

Display a comprehensive DeFi portfolio dashboard aggregating token balances, staking positions, Troves vault positions, Endur liquid staking (LST), lending positions, DCA orders, and confidential Tongo balances — all with USD valuations. Rebalance the portfolio to a target allocation via automated batch swaps.

Prerequisites

• Active session required.
• For rebalancing: sufficient token balances + gas for batch swap transactions.

Rules

1. Use portfolio as the FIRST command when the user asks "what do I have?" or wants an overall assessment.
2. The portfolio command is read-only — it never modifies any on-chain state.
3. USD prices are sourced from the StarkZap SDK and may have slight variations.
4. For portfolio-rebalance, ALWAYS use --simulate first to preview the plan before executing.
5. Target allocations must sum to 100%. If they don't, inform the user and ask them to adjust.
6. After rebalancing, run portfolio again to confirm the new allocation.

Commands

Portfolio Dashboard

npx starkfi@latest portfolio [--json]

Portfolio Rebalance

# Rebalance to target allocation
npx starkfi@latest portfolio-rebalance --target "<allocation>" [--slippage <n>] [--simulate] [--json]

Parameters

portfolio

Parameter	Type	Description	Required
--json	flag	Output as JSON	No

portfolio-rebalance

Parameter	Type	Description	Required
--target	string	Target allocation (e.g. "50 ETH, 30 USDC, 20 STRK")	Yes
--slippage	number	Slippage tolerance % (default: 1)	No
--simulate	flag	Preview plan without executing	No
--json	flag	Output as JSON	No

Target allocation format: Comma-separated <percentage> <token> pairs that sum to 100.

Dashboard Sections

The portfolio displays seven sections:

1. Token Balances — STRK, ETH, and all ERC-20 tokens with non-zero balances and their USD values.
2. Staking Positions — Active stakes across all validators/pools with pending rewards. Shows unpooling amounts and cooldown dates when exit intents are active.
3. Lending Positions — Active Vesu V2 positions: supplied and borrowed amounts with pool details.
4. DCA Orders — Active Dollar-Cost Averaging recurring swap orders.
5. Confidential Tongo Balance — Private active and pending balances under Tongo Cash.
6. Troves Vault Positions — Active deposits in Troves DeFi yield strategies with current value and APY.
7. LST Positions — xSTRK holdings from Endur liquid staking with current STRK value and yield accrued.

Examples

User: "Show me my portfolio"

npx starkfi@latest portfolio

User: "What's my total value on Starknet?"

npx starkfi@latest portfolio

User: "Get my portfolio as JSON for analysis"

npx starkfi@latest portfolio --json

User: "Rebalance to 50% ETH, 30% USDC, 20% STRK"

# 1. View current allocation
npx starkfi@latest portfolio

# 2. Preview the rebalance plan
npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK" --simulate

# 3. Execute after user confirms
npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK"
npx starkfi@latest tx-status <hash>

# 4. Verify new allocation
npx starkfi@latest portfolio

User: "I want 60% ETH and 40% STRK"

npx starkfi@latest portfolio-rebalance --target "60 ETH, 40 STRK" --simulate

User: "Optimize my portfolio with 2% slippage"

npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK" --slippage 2

Error Handling

Error	Action
Not authenticated	Run authenticate-wallet skill first.
Partial failure	Some sections may show errors while others succeed. The portfolio uses fault-tolerant aggregation.
Network error	Retry once. Use config to set custom RPC.
Invalid allocation	Ensure target percentages sum to 100 and token symbols are valid.
Rebalance failed	Check balances, ensure tokens have sufficient liquidity on supported providers.
Insufficient balance	Not enough tokens to execute swaps — check balance first.

Related Skills

• Use balance for a focused view of token balances only.
• Use staking stake-status for detailed staking positions.
• Use lending lend-status for detailed lending positions.
• Use lending lend-monitor to monitor health factors across lending positions.
• Use dca dca-list to view active DCA orders.
• Use troves troves-position for detailed vault positions.
• Use lst lst-position for detailed liquid staking positions.
• Use trade if you need to swap a single token pair (not full rebalance).