portfolio_snapshot
Full portfolio summary: positions, total value, allocation %, 24h change.
Persisted as a PortfolioSnapshot for historical tracking. detail="concise" (default) returns total_value_usd/change_24h_pct/snapshot_id + up to the top 10 positions (token/symbol/usd_value -- IDs for chaining); "full" returns every position with amount/price_usd and the complete allocation_pcts map, as before.
Workflow: ORIENT step -- the denominator for position sizing. Call before intelligence/risk so sizes are net of current holdings. See get_trading_workflow.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| detail | No | concise | |
| caller_id | No | ||
| wallet_address | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||