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get_portfolio_summary

Read-onlyIdempotent

Aggregate multi-chain portfolio value across EVM chains, TRON, Solana, Bitcoin, and Litecoin. Returns total USD with breakdowns by chain, protocol, and category for one or multiple wallets.

Instructions

One-shot cross-chain portfolio aggregation for one or more wallets. Fans out across Ethereum/Arbitrum/Polygon/Base/Optimism (unless chains narrows it) and assembles: native ETH/MATIC balances, top ERC-20 holdings, Aave V3 and Compound V3 lending positions, Uniswap V3 LP positions, and Lido/EigenLayer staking — each valued in USD via DefiLlama. Pass tronAddress (base58, prefix T) alongside a single wallet to fold TRX + TRC-20 balances plus TRON staking into the same totals; breakdown.tron holds the TRON slice, tronUsd the subtotal, and tronStakingUsd the staking portion. Pass solanaAddress (base58, 43-44 chars) to fold SOL + SPL token balances into the totals; breakdown.solana holds the Solana slice and solanaUsd the subtotal (Solana staking lands in a follow-up phase). Returns a totalUsd, a breakdown by category and by chain, and the raw per-protocol position arrays. Default tool for 'what's in my portfolio?' / 'total value' questions; prefer it over calling each per-protocol reader separately.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
walletNoSingle wallet address. Provide this OR `wallets` (not both). Use `wallets` for multi-wallet aggregated reports.
walletsNoMultiple wallet addresses to aggregate into one combined portfolio view. Mutually exclusive with `wallet`.
chainsNoSubset of supported chains to scan (ethereum, arbitrum, polygon, base). Omit to scan all supported chains.
tronAddressNoSingle TRON mainnet address. With a single `wallet`: TRX + TRC-20 + TRON staking are folded into the same per-wallet totals (`breakdown.tron`, `tronUsd`, `tronStakingUsd`). With multi-wallet `wallets[]`: surfaced as a parallel sibling slice on the response — see `nonEvm.tron` (issue #201). Mutually exclusive with `tronAddresses`.
tronAddressesNoMultiple TRON addresses (Ledger account 0, 1, 2, …). Each is fetched in parallel; the per-address slices are surfaced in `nonEvm.tron[]` with rolled-up `tronUsd` / `tronStakingUsd` totals. 1-10 entries. Mutually exclusive with `tronAddress`.
solanaAddressNoSingle Solana mainnet address (base58, 43-44 chars). With a single `wallet`: SOL + SPL + MarginFi + Kamino + Solana staking are folded into per-wallet totals. With multi-wallet `wallets[]`: surfaced as a parallel sibling slice (`nonEvm.solana`, issue #201). Mutually exclusive with `solanaAddresses`. Requires `SOLANA_RPC_URL` or `solanaRpcUrl` user config.
solanaAddressesNoMultiple Solana mainnet addresses. Each gets its own balances + MarginFi + Kamino + staking subreaders fanned out in parallel. Per-address slices in `nonEvm.solana[]` with rolled-up USD totals. 1-5 entries (Solana subreaders are RPC-heavy — keep this lean). Mutually exclusive with `solanaAddress`.
bitcoinAddressNoSingle Bitcoin mainnet address. With a single `wallet`: BTC balance × USD price is folded into per-wallet totals (`breakdown.bitcoin`, `bitcoinUsd`). With multi-wallet `wallets[]`: surfaced in `nonEvm.bitcoin` (issue #201). Mutually exclusive with `bitcoinAddresses`.
bitcoinAddressesNoMultiple Bitcoin addresses (e.g. legacy + segwit + taproot for the same Ledger account, or several account-level scans). 1-20 entries; per-address fetch errors degrade via `coverage.bitcoin`. Multi-wallet mode aggregates ALL passed addresses into a single `nonEvm.bitcoin` slice. Mutually exclusive with `bitcoinAddress`.
litecoinAddressNoSingle Litecoin mainnet address. Mirrors `bitcoinAddress`: with a single `wallet`, LTC balance × USD price folds into per-wallet totals (`breakdown.litecoin`, `litecoinUsd`); with `wallets[]`, surfaced in `nonEvm.litecoin`. Mutually exclusive with `litecoinAddresses`. Issue #274.
litecoinAddressesNoMultiple Litecoin addresses (e.g. legacy + segwit + taproot for the same Ledger account). 1-20 entries; per-address fetch errors degrade via `coverage.litecoin`. Multi-wallet mode aggregates ALL passed addresses into a single `nonEvm.litecoin` slice. Mutually exclusive with `litecoinAddress`.
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, non-destructive, idempotent, and open-world. The description adds rich behavior context: fan-out across chains, address folding for non-EVM ecosystems, response structure with totalUsd and breakdown, error degradation via coverage, and mention of follow-up phases (Solana staking). No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is long due to complexity but is efficiently structured: core purpose in first sentence, then ecosystem-specific details, then usage guidance. Every sentence provides unique value, no redundancy. Properly front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but the description adequately describes return fields: totalUsd, breakdown by category/chain, raw per-protocol arrays, specific fields like tronUsd, tronStakingUsd, coverage. Also handles edge cases (multi-wallet, single wallet, error degradation). Complete given the complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema covers all 11 parameters with detailed descriptions. The tool description adds value by explaining interdependencies (mutual exclusions between single/multi address params, behavior with single wallet vs wallets array, constraints like max items for tronAddresses (10) and solanaAddresses (5)). Slightly richer than baseline 3.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool does 'one-shot cross-chain portfolio aggregation' and lists the specific protocols and assets included. It distinguishes itself from sibling tools by being the default for portfolio value questions, contrasting with per-protocol readers.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says 'Default tool for 'what's in my portfolio?' / 'total value' questions; prefer it over calling each per-protocol reader separately.' This provides clear when-to-use guidance and warns against unnecessary multiple calls, fitting the usage guidelines dimension perfectly.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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