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Capture, query, and analyze portfolio snapshots over time for growth tracking and anomaly detection.
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Set up, manage, and automate Dollar Cost Averaging (DCA) plans. Supports buy (DCA-in) and sell (DCA-out) on any exchange, with optional indicator-gated triggers, per-plan lookback, and Settrade stock share ordering.
Fetch real-time and historical market data from configured exchanges — tickers, OHLCV candles, order books, and market catalogues.
Compute cost basis and profit/loss across exchange accounts — both unrealized (currently held) and realized (from closed trades). Use when the user asks about profit, loss, cost basis, ต้นทุน, กำไร/ขาดทุน, or returns on holdings across one or multiple portfolios.
Query exchange balances and portfolio values across configured exchange accounts — including crypto (Binance, Bitkub, OKX), Thai equities (Settrade/SET), and US equities (Webull).
Compute and interpret technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands, ATR, Stochastic, VWAP) from live OHLCV data.
Place, monitor, and cancel orders on configured exchanges. Includes safety-first order lifecycle, paper trading simulation, and emergency stop.
Based on SOC occupation classification
| name | snapshots |
| description | Capture, query, and analyze portfolio snapshots over time for growth tracking and anomaly detection. |
Use these tools to periodically capture portfolio state and analyze growth over time.
list_portfolios to discover available exchange accounts.take_snapshot to capture current balances and values.query_snapshots to browse historical snapshots.snapshot_summary to compute growth analytics (change, change%, min/max/avg).Capture current portfolio state from exchanges. Stores all positions with live prices. Automatically handles exchanges with different wallet type support — exchanges that support "all" use a single call, while others (e.g. bitkub, binanceth) have each wallet type queried individually and merged.
source: exchange name (omit for all configured sources)account: account name (omit for all)quote: quote currency (default: "USDT")label: tag like "daily", "heartbeat", "pre-rebalance"note: optional free-textBrowse historical snapshots with filters.
since / until: time range (ISO 8601 or relative: "24h", "7d", "30d")label, source, asset: filterslimit: max results (default 10)include_positions: include per-asset details (default false)Compute aggregate analytics over snapshots.
since / until: time rangelabel, source: filtersgroup_by: "day", "week", "month", or "source"Remove old snapshots. Always keeps N most recent as safety.
id: delete specific snapshotbefore: delete all before datelabel: delete by labelkeep_last: safety floor (default 5)confirm: required true for bulk deletesTo automatically take snapshots on a schedule, add a task to your HEARTBEAT.md:
## Portfolio Snapshot
Take a portfolio snapshot for tracking.
- Call `take_snapshot` with label "heartbeat"
- If total value changed more than 5% from last snapshot, note the change
snapshot_summary with since=7d and group_by=daysnapshot_summary with group_by=sourcequery_snapshots since=1h against snapshot_summary since=30d avg