snapshots

name	snapshots
description	Capture, query, and analyze portfolio snapshots over time for growth tracking and anomaly detection.

Portfolio Snapshots

Use these tools to periodically capture portfolio state and analyze growth over time.

Workflow

1. Call list_portfolios to discover available exchange accounts.
2. Call take_snapshot to capture current balances and values.
3. Call query_snapshots to browse historical snapshots.
4. Call snapshot_summary to compute growth analytics (change, change%, min/max/avg).

Tools

take_snapshot

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-text

query_snapshots

Browse historical snapshots with filters.

• since / until: time range (ISO 8601 or relative: "24h", "7d", "30d")
• label, source, asset: filters
• limit: max results (default 10)
• include_positions: include per-asset details (default false)

snapshot_summary

Compute aggregate analytics over snapshots.

• since / until: time range
• label, source: filters
• group_by: "day", "week", "month", or "source"

delete_snapshots

Remove old snapshots. Always keeps N most recent as safety.

• id: delete specific snapshot
• before: delete all before date
• label: delete by label
• keep_last: safety floor (default 5)
• confirm: required true for bulk deletes

Heartbeat Pattern

To 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

Analysis Patterns

• Daily growth: snapshot_summary with since=7d and group_by=day
• Cross-source comparison: snapshot_summary with group_by=source
• Anomaly detection: Compare query_snapshots since=1h against snapshot_summary since=30d avg
• Pre/post rebalance: Take snapshot with label "pre-rebalance", rebalance, take "post-rebalance"