get_allocations
View your portfolio allocation breakdown by asset class, connector, account, chain, or symbol. Get current USD value and percent for each group.
Instructions
Returns portfolio allocation breakdown — current USD value grouped by a chosen dimension. Use this when the user asks: 'how is my portfolio split', 'allocation breakdown', 'what % is in crypto', 'chain breakdown', 'show my biggest position', 'concentration'. Groups available: - 'asset_class' (default): crypto / stock / prediction / cash - 'connector': bybit / metamask / polymarket - 'account': one row per configured account - 'chain': EVM chain (Ethereum / Polygon / etc.) — only meaningful for MetaMask holdings - 'symbol': BTC / ETH / individual market — best for top-N concentration analysis Each group row includes: label, currentValue (USD), percentOfTotal, holdingCount. Sorted descending by currentValue. Inputs: - by: which dimension to group by (see above). Default 'asset_class'. - top: limit to top N rows (e.g. top: 10 for biggest positions). Default no limit. Returns position data only. Not financial advice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| by | No | Dimension to group USD value by (default 'asset_class'). 'chain' is only meaningful for MetaMask holdings; 'symbol' is best for top-N concentration analysis. | |
| top | No | Limit to the top N rows by value (e.g. 10 for biggest positions). Omit for no limit. |