Portfolio Dashboard
render_dashboardRender an interactive portfolio tracker dashboard for crypto holdings, P&L, and prediction markets. View live portfolio, weekly review, and risk audit with currency switching.
Instructions
Render an interactive PORTFOLIO TRACKER dashboard as an MCP App (live UI panel) — for crypto holdings, P&L, prediction markets, on-chain wallets. Use this when the user asks: 'show my portfolio dashboard', 'open my dashboard', 'render the portfolio panel', or wants a live interactive view of holdings / weekly portfolio review / risk audit. Three tabs (Portfolio / Weekly / Risk) with currency switcher (USD/EUR/GBP/HUF) and refresh button. The iframe makes its own tool calls (get_holdings / get_pnl / get_allocations / get_transactions / get_polymarket_positions / refresh_data) as the user clicks tabs and refresh — no extra prompting from you needed once it's open. If the host doesn't render MCP Apps, the tool still returns a textual confirmation but the user won't get the live UI. DO NOT call this tool when the user means a different kind of dashboard (Vercel deploys, Sentry errors, Grafana metrics, GitHub activity, analytics events, etc.). It's specifically the headless-tracker portfolio dashboard. If the request is ambiguous, ask the user to clarify which dashboard they mean. Inputs (both optional): - currency: 'USD' | 'EUR' | 'GBP' | 'HUF'. Initial display currency. User can switch live. - tab: 'portfolio' | 'weekly' | 'risk'. Initial active tab. User can switch live.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| currency | No | Initial display currency for the dashboard (default 'USD'). The user can switch it live in the panel. | |
| tab | No | Initial active tab (default 'portfolio'). The user can switch tabs live in the panel. |