portfolio-review

name	portfolio-review
description	Use when the user gives a list of 2-10 Bags.fm token addresses and asks for a basket review, portfolio analysis, "how is my Bags portfolio doing", or "should I rebalance". Combines portfolio_score, individual rug checks, and rebalancing suggestions.

Portfolio Review Flow

When the user wants a portfolio-level read on their Bags.fm basket:

Step 1 — Parse the input

User typically gives contract addresses. Could be:

• Comma-separated string
• Newline-separated list
• A paste from their wallet UI

Normalize to a clean array. Maximum 10 addresses — if more, ask the user to trim to their top 10 by current value.

Step 2 — Aggregate analysis

Run bags_portfolio_score with the array. This returns:

• Aggregate liquidity, market cap, volume
• Diversification status (WELL_DIVERSIFIED / MODERATELY_CONCENTRATED / HIGHLY_CONCENTRATED)
• Per-position breakdown (% of portfolio)
• 24h performance (green vs red count)

Step 3 — Per-position rug check

For each position with > 10% allocation, run bags_rug_check to flag any deteriorating positions.

For each position with > 25% allocation, also run bags_holder_distribution to check whale concentration on those large holdings.

Step 4 — Synthesis

Present the review in this format:

🎒 Bags.fm Portfolio Review (5 tokens)

📊 Aggregate
   Total liquidity:  $134k
   Total mcap:       $1.2M
   24h:              3 green, 2 red
   Performance:      60/100

📐 Diversification: MODERATELY_CONCENTRATED
   $TOKEN-A: 42%  🟠 over-concentrated
   $TOKEN-B: 23%
   $TOKEN-C: 18%
   $TOKEN-D: 12%
   $TOKEN-E: 5%

🛡 Risk flags
   $TOKEN-A: Top holder 35% 🟠 high
   $TOKEN-D: Mint authority active 🟠
   Others: 🟢 clean

💡 Suggestions
   - $TOKEN-A is 42% of your basket and has 35% top-holder concentration.
     Consider trimming to < 25%.
   - $TOKEN-D has active mint authority. Either rotate out or accept dilution risk.
   - Total liquidity $134k is healthy. Exit shouldn't be a problem.

Step 5 — Risk reminder

Always end with:

⚠️ This analysis uses public on-chain data only. Bags.fm tokens are high-risk. Not financial advice. DYOR before any rebalancing.

When to suggest rebalancing

Suggest reducing a position if any of these are true:

• Position > 40% of portfolio
• Top holder > 30% on that token
• Liquidity dropped > 30% in last 24h on that token
• Multiple risk flags on that single token

When NOT to suggest selling

• Don't suggest selling everything — that's not a "review", that's a panic
• Don't make absolute predictions about price direction
• Don't recommend specific new tokens to rotate into unless asked

Anti-patterns

• ❌ Don't run individual deep analysis on positions < 5% allocation (not worth the calls)
• ❌ Don't omit the diversification section — concentration is the #1 risk
• ❌ Don't show raw JSON dumps — synthesize into the readable format above
• ❌ Don't editorialize about whether they should be in memecoins at all