Sf Portfolio

One-screen account view across StrategyFactory — exchanges, cached USDT balances, bots (with status), and open positions per exchange. Use when the user asks "where do I stand / show my portfolio / what bots are running / what's my balance / what positions are open / portfolio snapshot". Read-only.

daviddme Updated

File contents

sf-portfolio

The dashboard. One command, four data sources merged:

  • GET /exchanges — what's connected
  • GET /exchanges/balances — USDT cached balances (10-min cache)
  • GET /bots — every bot with normalized status (ACTIVE/PAUSED/DRAFT/DISABLED)
  • GET /positions — live open positions per exchange

When to use

  • "Show my portfolio"
  • "What bots are running where?"
  • "Balance across all exchanges"
  • "Open positions snapshot"

How to run

python sf-portfolio/portfolio.py [--json]

Output

Three blocks: exchanges + balances, bots grouped by exchange, open positions grouped by exchange. Balances mark cached and checkedAt; positions are always live (not cached server-side).

Notes

  • Balances are cached 10 minutes server-side; force-refresh by calling POST /exchanges/balances/cache/clear (use --clear-cache).
  • This view never returns API keys, secrets, or passphrases.

daviddme/claude-skills/tree/main/SF-Skills/sf-portfolio commit aad020894f

Frequently asked questions

npx skillmds@latest add daviddme/sf-portfolio