Opentrade Portfolio

OpenTrade Wallet Portfolio CLI

4 commands for supported chains, wallet total value, all token balances, and specific token balances.

Pre-flight Checks

Before running the first opentrade command in a session, follow these steps in order. Do not echo routine command output to the user; only provide a brief status update when installing, updating, or handling a failure.

1. Confirm installed: Run which opentrade. If not found, install it:

   curl -sSL https://raw.githubusercontent.com/6551Team/opentrade/main/install.sh | sh
   

   If the install script fails, ask the user to install manually following the instructions at: https://github.com/6551Team/opentrade/tree/main/cli

2. Check for updates: If the CLI was already installed, run the installer once at the start of the session:

   curl -sSL https://raw.githubusercontent.com/6551Team/opentrade/main/install.sh | sh
   

   If a newer version is installed, tell the user and suggest updating their opentrade skills from https://github.com/6551Team/opentrade to get the latest features.

3. If any opentrade command fails with an unexpected error during this session, try reinstalling before giving up:

   curl -sSL https://raw.githubusercontent.com/6551Team/opentrade/main/install.sh | sh
   

4. Find or create a .env file in the project root to override the default API credentials, Load it before performing opentrade operations.

OPENNEWS_TOKEN=your_token_here

Get your API token at: https://www.newsliquid.com/mcp

Security warning: Never commit .env to git (add it to .gitignore) and never expose credentials in logs, screenshots, or chat messages.

Router Discovery

IMPORTANT: If the user has not specified a trading router, you MUST first discover available routers:

opentrade trade routers

Response format:

{
  "ok": true,
  "data": [
    {
      "api": "v2",
      "created_at": "2026-03-10 01:15:42",
      "is_active": true,
      "name": "6551dex test",
      "quota_reward": 0,
      "trader": "6551dex",
      "updated_at": "2026-03-10 01:15:42"
    },
    {
      "api": "v1",
      "created_at": "2026-03-03 21:24:34",
      "is_active": true,
      "name": "okx test",
      "quota_reward": 0,
      "trader": "okx",
      "updated_at": "2026-03-03 21:24:34"
    }
  ]
}

Usage:

• Extract trader and api from the response
• MANDATORY: ALL subsequent opentrade commands in this session MUST include --trader <trader> and --api <api> flags
• Example: opentrade portfolio balance 0x... --chain ethereum --trader okx --api v1
• Default fallback: If the API returns no data or is empty, use --trader okx --api v1

Skill Routing

• For generic user-specific holdings/assets/positions, query opentrade-cex first. Use this skill only when CEX has no relevant records or the user explicitly asks for wallet/DEX/on-chain balances.
• For token prices / K-lines → use opentrade-market
• For token search / metadata → use opentrade-token
• For swap execution → use opentrade-dex-swap
• For transaction broadcasting → use opentrade-gateway

Quickstart

# Get supported chains for balance queries
opentrade portfolio chains

# Get total asset value on XLayer and Solana
opentrade portfolio total-value --address 0xYourWallet --chains "xlayer,solana"

# Get all token balances
opentrade portfolio all-balances --address 0xYourWallet --chains "xlayer,solana,ethereum"

# Check specific tokens (native OKB + USDC on XLayer)
opentrade portfolio token-balances --address 0xYourWallet --tokens "196:,196:0x74b7f16337b8972027f6196a17a631ac6de26d22"

Chain Name Support

The CLI accepts human-readable chain names and resolves them automatically.

Address format note: EVM addresses (0x...) work across Ethereum/BSC/Polygon/Arbitrum/Base etc. Solana addresses (Base58) and Bitcoin addresses (UTXO) have different formats. Do NOT mix formats across chain types.

Command Index

Cross-Skill Workflows

This skill is often used before swap (to verify sufficient balance) or as portfolio entry point.

Query Priority: CEX Before DEX/On-chain

For user questions about their own holdings, assets, positions, orders, or trade history, first use opentrade-cex:

1. opentrade-cex account/spot/positions/orders/trades endpoints.
2. If CEX returns no relevant records, use this skill for on-chain wallet balances.

Start directly with this skill only when the user explicitly says wallet/on-chain/DEX, provides a wallet address and chain, or asks for DeFi positions.

Workflow A: Pre-Swap Balance Check

User: "Swap 1 SOL for BONK"

1. opentrade-token    opentrade token search BONK --chains solana               → get tokenContractAddress
       ↓ tokenContractAddress
2. opentrade-portfolio  opentrade portfolio all-balances --address <addr> --chains solana
       → verify SOL balance >= 1
       ↓ balance field (UI units) → convert to minimal units for swap
3. opentrade-dex-swap     opentrade swap quote --from 11111111111111111111111111111111 --to <BONK_address> --amount 1000000000 --chain solana
4. opentrade-dex-swap     opentrade swap swap --from ... --to <BONK_address> --amount 1000000000 --chain solana --wallet <addr>

Data handoff:

• tokenContractAddress from token search → feeds into swap --from / --to
• balance from portfolio is UI units; swap needs minimal units → multiply by 10^decimal
• If balance < required amount → inform user, do NOT proceed to swap

Workflow B: Portfolio Overview + Analysis

User: "Show my portfolio"

1. opentrade-portfolio  opentrade portfolio total-value --address <addr> --chains "xlayer,solana,ethereum"
       → total USD value
2. opentrade-portfolio  opentrade portfolio all-balances --address <addr> --chains "xlayer,solana,ethereum"
       → per-token breakdown
       ↓ top holdings by USD value
3. opentrade-token    opentrade token price-info <address> --chain <chain>  → enrich with 24h change, market cap
4. opentrade-market   opentrade market kline <address> --chain <chain>      → price charts for tokens of interest

Workflow C: Sell Underperforming Tokens

1. opentrade-portfolio  opentrade portfolio all-balances --address <addr> --chains "xlayer,solana,ethereum"
       → list all holdings
       ↓ tokenContractAddress + chainIndex for each
2. opentrade-token    opentrade token price-info <address> --chain <chain>  → get priceChange24H per token
3. Filter by negative change → user confirms which to sell
4. opentrade-dex-swap     opentrade swap quote → opentrade swap swap → execute sell

Key conversion: balance (UI units) × 10^decimal = amount (minimal units) for swap.

Operation Flow

Step 1: Identify Intent

• Check total assets → opentrade portfolio total-value
• View all token holdings → opentrade portfolio all-balances
• Check specific token balance → opentrade portfolio token-balances
• Unsure which chains are supported → opentrade portfolio chains first

Step 2: Collect Parameters

• Missing wallet address → ask user
• Missing target chains → recommend XLayer (--chains xlayer, low gas, fast confirmation) as the default, then ask which chain the user prefers. Common set: "xlayer,solana,ethereum,base,bsc"
• Need to filter risky tokens → set --exclude-risk 0 (only works on ETH/BSC/SOL/BASE)

Step 3: Call and Display

• Total value: display USD amount
• Token balances: show token name, amount (UI units), USD value
• Sort by USD value descending

Step 4: Suggest Next Steps

After displaying results, suggest 2-3 relevant follow-up actions:

Present conversationally, e.g.: "Would you like to see the price chart for your top holding, or swap any of these tokens?" — never expose skill names or endpoint paths to the user.

CLI Command Reference

1. opentrade portfolio chains

Get supported chains for balance queries. No parameters required.

opentrade portfolio chains

Return fields:

2. opentrade portfolio total-value

Get total asset value for a wallet address.

opentrade portfolio total-value --address <address> --chains <chains> [--asset-type <type>] [--exclude-risk <bool>]

Return fields:

3. opentrade portfolio all-balances

Get all token balances for a wallet address.

opentrade portfolio all-balances --address <address> --chains <chains> [--exclude-risk <value>]

Return fields (per token in tokenAssets[]):

4. opentrade portfolio token-balances

Get specific token balances for a wallet address.

opentrade portfolio token-balances --address <address> --tokens <tokens> [--exclude-risk <value>]

Return fields: Same schema as all-balances (tokenAssets[]).

Input / Output Examples

User says: "Check my wallet total assets on XLayer and Solana"

opentrade portfolio total-value --address 0xYourWallet --chains "xlayer,solana"
# → Display: Total assets $12,345.67

User says: "Show all tokens in my wallet"

opentrade portfolio all-balances --address 0xYourWallet --chains "xlayer,solana,ethereum"
# → Display:
#   OKB:  10.5 ($509.25)
#   USDC: 2,000 ($2,000.00)
#   USDT: 1,500 ($1,500.00)
#   ...

User says: "Only check USDC and native OKB balances on XLayer"

opentrade portfolio token-balances --address 0xYourWallet --tokens "196:,196:0x74b7f16337b8972027f6196a17a631ac6de26d22"
# → Display: OKB: 10.5 ($509.25), USDC: 2,000 ($2,000.00)

Edge Cases

• Zero balance: valid state — display $0.00, not an error
• Unsupported chain: call opentrade portfolio chains first to confirm
• chains exceeds 50: split into batches, max 50 per request
• --exclude-risk not working: only supported on ETH/BSC/SOL/BASE
• DeFi positions: use --asset-type 2 to query DeFi holdings separately
• Address format mismatch: EVM address on Solana chain will return empty data — do NOT mix
• Network error: retry once, then prompt user to try again later
• Region restriction (error code 50125 or 80001): do NOT show the raw error code to the user. Instead, display a friendly message: ⚠️ Service is not available in your region. Please switch to a supported region and try again.

Amount Display Rules

• Token amounts in UI units (1.5 ETH), never base units (1500000000000000000)
• USD values with 2 decimal places
• Large amounts in shorthand ($1.2M)
• Sort by USD value descending

Global Notes

• --chains supports up to 50 chain IDs (comma-separated, names or numeric)
• --asset-type: 0=all 1=tokens only 2=DeFi only (only for total-value)
• --exclude-risk only works on ETH(1)/BSC(56)/SOL(501)/BASE(8453)
• token-balances supports max 20 token entries
• The CLI resolves chain names automatically (e.g., ethereum → 1, solana → 501)
• The CLI handles authentication internally via environment variables — see Prerequisites step 4 for default values