get_portfolio_overview
Get a unified overview of your cryptocurrency portfolio: token balances, perpetual positions, LP positions, and active orders across exchanges. Filter by account or connector, and include only the sections you need.
Instructions
Get a unified portfolio overview with balances, perpetual positions, LP positions, and active orders.
This tool provides a comprehensive view of your entire portfolio by fetching data from multiple sources
in parallel. By default, it returns all four types of data, but you can filter to only include
specific sections.
Data Sources (fetched in parallel using asyncio.gather):
1. Token Balances - Holdings across all connected CEX/DEX exchanges
2. Perpetual Positions - Open perpetual futures positions from CEX
3. LP Positions (CLMM) - Real-time concentrated liquidity positions from blockchain DEXs
- Queries database to find all pools user has interacted with
- Calls get_positions() for each pool to fetch real-time blockchain data
- Includes real-time fees and token amounts
4. Active Orders - Currently open orders across all exchanges
NOTE: This only shows ACTIVE/OPEN positions. For historical data, use search_history() instead.
Args:
account_names: List of account names to filter by (optional). If empty, returns all accounts.
connector_names: List of connector names to filter by (optional). If empty, returns all connectors.
include_balances: Include token balances in the overview (default: True)
include_perp_positions: Include perpetual positions in the overview (default: True)
include_lp_positions: Include LP (CLMM) positions in the overview (default: True)
include_active_orders: Include active (open) orders in the overview (default: True)
as_distribution: Show token balances as distribution percentages (default: False)
refresh: If True, refresh balances from exchanges before returning. If False, return cached state (default: True)Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_names | No | ||
| connector_names | No | ||
| include_balances | No | ||
| include_perp_positions | No | ||
| include_lp_positions | No | ||
| include_active_orders | No | ||
| as_distribution | No | ||
| refresh | No |