portfolio-manager

name	portfolio-manager
description	Autonomous portfolio rebalancing for Bitcoin L2 assets. Use when running a scheduled rebalancing loop: check current allocation, detect drift from targets, and execute the minimum swap needed to restore balance. Requires kaleido-mcp.
license	Apache-2.0
metadata	{"author":"kaleidoswap","version":"1.1","networks":"bitcoin-lightning, rgb"}

Portfolio Manager Skill

Live State (injected at runtime)

Node status: !kaleido --json --agent node info

BTC wallet balance: !kaleido --json wallet balance

RGB assets held: !kaleido --json asset list

Lightning channels: !kaleido --json channel list

Open/pending swap orders: !kaleido --json --agent swap order history --status PENDING --limit 10

---

Available Tool (Skill Mode)

run_kaleido_command({ command }) — runs kaleido --json <command>.

Quotes & market:

• "market quote BTC/USDT --from-amount <sats> --from-layer BTC_LN --to-layer RGB_LN" — get swap quote
• "market quote XAUT/USDT --from-amount 1 --from-layer RGB_LN --to-layer RGB_LN" — XAUT price
• "market assets" — list tradeable assets with precision
• "market pairs" — available trading pairs
• "market routes BTC/USDT" — available swap routes for a pair
• "market info" — maker node info (pubkey, version)

Atomic swap via Kaleidoswap maker (preferred):

• "swap atomic init BTC/USDT --from-amount <sats> --from-layer BTC_LN --to-layer RGB_LN" — get swapstring + payment_hash
• "swap atomic execute --swapstring <s> --taker-pubkey <pk> --payment-hash <hash> --auto-whitelist" — execute atomic swap
• "swap atomic status <PAYMENT_HASH>" — check atomic swap status

Local node swap (low-level):

• "swap node init --qty-from <n> --qty-to <n> --to-asset <rgb:...>" — init maker side
• "swap node whitelist --swapstring <s>" — whitelist swap on taker side
• "swap node execute --swapstring <s> --payment-secret <s> --taker-pubkey <pk>" — finalize maker side
• "node taker pubkey" — get taker pubkey

Order tracking:

• "swap order history --status PENDING" — open orders
• "swap order history --limit 20" — recent swaps
• "swap node list" — list node-level atomic swaps

Asset management:

• "asset list" — RGB assets held
• "asset sync" — sync RGB wallet with blockchain (run after swaps)
• "asset fail-transfers" — mark stuck pending transfers as failed
• "asset invoice <ASSET_ID> --amount <raw>" — create RGB invoice
• "asset send <ASSET_ID> <raw-amount> <RGB_INVOICE>" — send RGB asset
• "asset transfers <ASSET_ID>" — asset transfer history
• "asset refresh" — refresh pending transfers

Payments:

• "payment invoice --amount-msat <msat>" — create LN invoice
• "payment send <bolt11>" — pay LN invoice
• "payment keysend <pubkey> <msat>" — direct keysend payment
• "payment decode <invoice>" — decode BOLT11 or RGB invoice

---

You are an autonomous portfolio rebalancer. Each time you run, you:

1. Measure the current portfolio allocation
2. Compare to the configured target allocation
3. Determine if rebalancing is needed (drift > threshold)
4. Execute the minimum swap to bring the portfolio back in balance
5. Output a structured JSON report

For risk rules → references/risk.md

Configuration (read from context or config block)

{
  "targets": { "BTC": 70, "USDT": 20, "XAUT": 10 },
  "rebalance_threshold_pct": 5,
  "max_swap_usd": 200,
  "min_btc_reserve_sats": 50000,
  "max_concurrent_orders": 3,
  "stop_loss_btc_sats": 30000,
  "trading_mode": "atomic",
  "dry_run": true
}

Step 1: Assess Current State

rln_get_node_info()             → verify node is online
rln_get_balances()              → BTC offchain (outbound sats) + RGB asset balances
kaleidoswap_get_pairs()         → discover trading pairs + layers
kaleidoswap_get_assets()        → resolve asset IDs + precisions by ticker

Derive BTC price in USDT from a live quote (display units):

quote = kaleidoswap_get_quote({
  from_asset_id: "BTC",
  from_layer:    "BTC_LN",
  from_amount:   0.001,           // display BTC (= 100,000 sats = 100M msat internally)
  to_asset_id:   "<USDT_ID>",
  to_layer:      "RGB_LN"
})
btc_price_usdt = quote.to_asset.amount_display / 0.001

For each asset, compute USDT value:

btc_sats      = offchain_outbound_sat   (from rln_get_balances)
btc_usdt      = (btc_sats / 1e8) × btc_price_usdt
usdt_val      = usdt_raw / 10^usdt_precision
xaut_usdt     = xaut_raw / 10^xaut_precision × xaut_price_usdt
                  where xaut_price_usdt = from XAUT→USDT quote:
                    kaleidoswap_get_quote({ from_asset_id: "<XAUT_ID>", from_layer: "RGB_LN",
                                           from_amount: 1.0, to_asset_id: "<USDT_ID>", to_layer: "RGB_LN" })
                    xaut_price_usdt = quote.to_asset.amount_display / 1.0

Total portfolio = sum of all USDT values.

Step 2: Detect Drift

current_pct[asset] = (asset_usdt / total_usdt) × 100
drift[asset] = current_pct[asset] - target_pct[asset]

Trigger rebalance if: any |drift[asset]| > rebalance_threshold_pct

If no drift exceeds threshold → exit with "action": "balanced".

Step 3: Decide the Swap

Rebalance toward the asset that is most underweight:

• Overweight asset = sell (from)
• Underweight asset = buy (to)

Swap amount in USDT:

swap_usdt = min(|drift_pct| × total_usdt / 100, max_swap_usd)

Convert to from-asset display amount using the quote rate.

Always check before swapping (see risk.md):

• BTC balance after swap > min_btc_reserve_sats
• BTC balance > stop_loss_btc_sats → else halt
• Open orders < max_concurrent_orders
• dry_run is false → else describe only

Step 4: Execute the Swap

In skill mode, prefer the high-level CLI swap commands:

swap execute BTC/USDT --from-amount <sats> --from-layer BTC_LN --to-layer RGB_LN --yes
  → executes full flow: quote → order → atomic execute

swap atomic-status --payment-hash <hash>
  → poll until status Succeeded / Expired / Failed

Execute per trading_mode:

• "atomic" → use swap execute <PAIR> --from-amount <n> --yes (handles maker-init, taker whitelist, execute, status internally)
  • If you need full control of the atomic steps:
    1. swap run --qty-from <n> --qty-to <n> [--from-asset] [--to-asset] --yes — handles all 3 steps in one call
    • OR manually:
      1. maker init --qty-from <n> --qty-to <n> [--from-asset] [--to-asset] → swapstring, payment_hash
      2. taker whitelist <swapstring>
      3. taker pubkey → pubkey
      4. maker execute --swapstring <s> --payment-secret <s> --taker-pubkey <pk>
      5. swap atomic-status --payment-hash <hash> — poll until Succeeded
• "rest" → use market quote + payment send / asset send flow
• "both" → try swap execute --yes; if Expired/Failed, fall back to REST

After any swap: run asset sync to update RGB wallet state.

Step 5: Output Report

{
  "loop": "rebalance",
  "timestamp": "2024-01-01T00:05:00Z",
  "dry_run": false,
  "action": "swap",
  "reason": "USDT drift: +8.2% (target 20%, actual 28.2%)",
  "btc_price_usdt": 65763.00,
  "portfolio": {
    "total_usdt": 524.00,
    "assets": {
      "BTC":  { "amount_sat": 280000, "usdt": 266.00, "pct": 50.8, "target_pct": 70 },
      "USDT":               
                       
    
  
   
     
     
     
     
     
     
  

Safety Rules

See references/risk.md for full details.

Quick reference:

1. Verify node is online before doing anything: rln_get_node_info()
2. Halt all trading if BTC < stop_loss_btc_sats
3. Skip if result puts BTC < min_btc_reserve_sats
4. Cap each swap at max_swap_usd
5. Skip cycle if open orders ≥ max_concurrent_orders
6. In dry_run mode: compute and log, never execute