ahmetenesdurahmetenesdur/starkfi/skills/portfolio/SKILL.md

portfolio

Skill2 starsChanged 8 months agoMITView on GitHub

View a comprehensive DeFi portfolio dashboard and optimize portfolio allocation via automated rebalancing. Use this skill when the user wants an overview, summary, dashboard, total value, net worth, portfolio rebalancing, target allocation, or wants to see all their DeFi positions across Starknet at once. Also trigger when the user asks "what do I have", "show me everything", "how much am I worth", "my positions", "my investments", "rebalance my portfolio", "I want 50% ETH", "optimize my holdings", or any request for a holistic view of their Starknet holdings — even if they don't explicitly say "portfolio".

22 other projects use a version of this.

Adopted by

Most recently taken up by

markbaindesign/bain-studiotheir own version, first seen Nov 8, 2026
fainir/agent-harnesstheir own version, first seen Nov 1, 2026
Seth090502/osanwe-publictheir own version, first seen Oct 20, 2026
monellonasti/portfolio-pipelinetheir own version, first seen Oct 17, 2026
life-itself/skillstheir own version, first seen Oct 17, 2026
andreeeeaaaaas/skillstheir own version, first seen Oct 10, 2026

Used with

Projects with it also use risk, ask and 1 more.

Other files people use alongside this one.

OlayeeeyoSkill
risk
评估当前整体持仓的风险敞口。当用户输入 /risk 时触发。适用场景："我的持仓有什么风险？" "期权 assignment 风险大吗？" "持仓集中度怎样？
Also in 3 projects that use this
dubwoahSkill
ask
Answer questions about the codebase without generating or modifying any code. Use when the user wants to understand how something works, find where something is defined, or explore the project structure. Invoked with /ask.
Also in 3 projects that use this
AnthropicSkill
architecture
Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.
Also in 3 projects that use this

Other versions22 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 22
anthropics/claude-for-legal★ 9.5ksame name
gauss314/skills★ 242same name
sd0xdev/sd0x-dev-flow★ 192same name
sd0xdev/sd0x-harness★ 192same name
Kanevry/session-orchestrator★ 53same name
thesun4sky/jobstack★ 50same name
RaoHai/ClaudeQuant★ 8same name
ExarLabs/paros-advisor★ 4same name
davidromeo/tradeblocks-skills★ 3same name
tradeblocks-org/tradeblocks-skills★ 3same name
12 more not listed
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository13 other files it gives its agents.
- authenticate-walletSkill
- balanceSkill
- batchSkill
- confidentialSkill
- configSkill
- dcaSkill
- lendingSkill
- lstSkill
- multi-swapSkill
- sendSkill
- stakingSkill
- tradeSkill
- trovesSkill

The file

We split this skill into the rules it gives an agent

10 rules. 0 are common, 0 are distinctive, and 10 are very specific to this project.

0
Common
Most of the 17 edited versions we read keep these.
0
Distinctive
This author's own choices. Worth a look.
10
Very specific
Tied to their project's names, files or tools. Probably skip.

Common
Distinctive
Very specific

Very specific:
Use portfolio as the FIRST command when the user asks "what do I have?" or wants an overall assessment.
line 31
Very specific:
After rebalancing, run portfolio again to confirm the new allocation.
line 36
Very specific:
Use balance for a focused view of token balances only.
line 146
Very specific:
Use staking stake-status for detailed staking positions.
line 147
Very specific:
Use lending lend-status for detailed lending positions.
line 148
Very specific:
Use lending lend-monitor to monitor health factors across lending positions.
line 149
Very specific:
Use dca dca-list to view active DCA orders.
line 150
Very specific:
Use troves troves-position for detailed vault positions.
line 151
Very specific:
Use lst lst-position for detailed liquid staking positions.
line 152
Very specific:
Use trade if you need to swap a single token pair (not full rebalance).
line 153

“Common” is measured: kept by at least 6 in 10 of the 17 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.

Files

SKILL.md

Portfolio Overview & Optimization

Display a comprehensive DeFi portfolio dashboard aggregating token balances, staking positions, Troves vault positions, Endur liquid staking (LST), lending positions, DCA orders, and confidential Tongo balances — all with USD valuations. Rebalance the portfolio to a target allocation via automated batch swaps.

Prerequisites

Active session required.
For rebalancing: sufficient token balances + gas for batch swap transactions.

Rules

Use portfolio as the FIRST command when the user asks "what do I have?" or wants an overall assessment.
The portfolio command is read-only — it never modifies any on-chain state.
USD prices are sourced from the StarkZap SDK and may have slight variations.
For portfolio-rebalance, ALWAYS use --simulate first to preview the plan before executing.
Target allocations must sum to 100%. If they don't, inform the user and ask them to adjust.
After rebalancing, run portfolio again to confirm the new allocation.

Commands

Portfolio Dashboard

npx starkfi@latest portfolio [--json]

Portfolio Rebalance

# Rebalance to target allocation
npx starkfi@latest portfolio-rebalance --target "<allocation>" [--slippage <n>] [--simulate] [--json]

Parameters

portfolio

Parameter	Type	Description	Required
`--json`	flag	Output as JSON	No

portfolio-rebalance

Parameter	Type	Description	Required
`--target`	string	Target allocation (e.g. `"50 ETH, 30 USDC, 20 STRK"`)	Yes
`--slippage`	number	Slippage tolerance % (default: 1)	No
`--simulate`	flag	Preview plan without executing	No
`--json`	flag	Output as JSON	No

Target allocation format: Comma-separated <percentage> <token> pairs that sum to 100.

Dashboard Sections

The portfolio displays seven sections:

Token Balances — STRK, ETH, and all ERC-20 tokens with non-zero balances and their USD values.
Staking Positions — Active stakes across all validators/pools with pending rewards. Shows unpooling amounts and cooldown dates when exit intents are active.
Lending Positions — Active Vesu V2 positions: supplied and borrowed amounts with pool details.
DCA Orders — Active Dollar-Cost Averaging recurring swap orders.
Confidential Tongo Balance — Private active and pending balances under Tongo Cash.
Troves Vault Positions — Active deposits in Troves DeFi yield strategies with current value and APY.
LST Positions — xSTRK holdings from Endur liquid staking with current STRK value and yield accrued.

Examples

User: "Show me my portfolio"

npx starkfi@latest portfolio

User: "What's my total value on Starknet?"

npx starkfi@latest portfolio

User: "Get my portfolio as JSON for analysis"

npx starkfi@latest portfolio --json

User: "Rebalance to 50% ETH, 30% USDC, 20% STRK"

# 1. View current allocation
npx starkfi@latest portfolio

# 2. Preview the rebalance plan
npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK" --simulate

# 3. Execute after user confirms
npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK"
npx starkfi@latest tx-status <hash>

# 4. Verify new allocation
npx starkfi@latest portfolio

User: "I want 60% ETH and 40% STRK"

npx starkfi@latest portfolio-rebalance --target "60 ETH, 40 STRK" --simulate

User: "Optimize my portfolio with 2% slippage"

npx starkfi@latest portfolio-rebalance --target "50 ETH, 30 USDC, 20 STRK" --slippage 2

Error Handling

Error	Action
`Not authenticated`	Run `authenticate-wallet` skill first.
`Partial failure`	Some sections may show errors while others succeed. The portfolio uses fault-tolerant aggregation.
`Network error`	Retry once. Use `config` to set custom RPC.
`Invalid allocation`	Ensure target percentages sum to 100 and token symbols are valid.
`Rebalance failed`	Check balances, ensure tokens have sufficient liquidity on supported providers.
`Insufficient balance`	Not enough tokens to execute swaps — check `balance` first.

Related Skills

Use balance for a focused view of token balances only.
Use staking stake-status for detailed staking positions.
Use lending lend-status for detailed lending positions.
Use lending lend-monitor to monitor health factors across lending positions.
Use dca dca-list to view active DCA orders.
Use troves troves-position for detailed vault positions.
Use lst lst-position for detailed liquid staking positions.
Use trade if you need to swap a single token pair (not full rebalance).

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Adopted by

Most recently taken up by

Used with

risk

ask

architecture

Word for word · 0

Edited · 0

Wrote their own version · 22

The file

10 rules. 0 are common, 0 are distinctive, and 10 are very specific to this project.

Portfolio Overview & Optimization

Prerequisites

Rules

Commands

Portfolio Dashboard

Portfolio Rebalance

Parameters

portfolio

portfolio-rebalance

Dashboard Sections

Examples

Error Handling

Related Skills

Does it work?

No reviews yet

Your trail

Now do this for your own.