File contents Portfolio Skill
Trigger
Keywords: Portfolio, portfolio, position, {PRIMARY_PROVIDER}, protocol, lending, staking, liquidity
When NOT to Use
General token queries (not Portfolio positions)
Transaction building (use corresponding provider)
Non-portfolio related API issues
Core Files
Type
File
Purpose
Controller
src/entity/portfolio/portfolio.controller.tsREST API
Router
src/service/portfolio/source-router/*.service.tsRouting orchestration
Client
src/service/portfolio/providers/{provider}/*.ts{PRIMARY_PROVIDER} integration
Aggregator
src/service/portfolio/aggregation/*.service.tsAggregation computation
DTO
src/dto/portfolio/position.types.tsPosition model
API Overview
Base : /onchain/v1/portfolio
Endpoint
Method
Purpose
/positionsPOST
Get portfolio positions
/chainsGET
Supported chains list
/protocolsGET
Supported protocols list
Output
Domain-specific query results with code references
Analysis and recommendations based on current architecture
Verification
Position data correctly normalized
Cache hit/miss working properly
Aggregation calculations accurate
Development Guide
Add Protocol Support
Check if {PRIMARY_PROVIDER} supports it
If custom build needed: implement PortfolioPositionExtractor + register + configure routing
Add Data Source
Implement ProviderClient + Adapter
Register with SourceRouter
Configure routing strategy
Debug
redis-cli keys "portfolio:{provider}:*"
redis-cli get "portfolio:{provider}:positions:0x...:v2:..."
curl -X POST /positions -d '{"isForceRefresh": true, ...}'
References
references/architecture.md - System architecture + cache strategyreferences/api.md - API reference + data models@docs/features/portfolio/ - Detailed documentation
Tests
Type
Location
Unit
test/unit/service/portfolio/
Integration
test/integration/portfolio/
Examples
Input: How to query portfolio positions?
Action: Explain POST /positions API + routing strategy
Input: How does {PRIMARY_PROVIDER} integration work?
Action: Explain {PRIMARY_PROVIDER}Client + {PRIMARY_PROVIDER}Adapter flow
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1 --- 2 name: sd0xdev-sd0x-dev-flow-portfolio 3 description: Portfolio Skill 4 --- 5 6 # Portfolio Skill 7 8 ## Trigger 9 10 - Keywords: Portfolio, portfolio, position, {PRIMARY_PROVIDER}, protocol, lending, staking, liquidity 11 12 ## When NOT to Use 13 14 - General token queries (not Portfolio positions) 15 - Transaction building (use corresponding provider) 16 - Non-portfolio related API issues 17 18 ## Core Files 19 20 | Type | File | Purpose | 21 | ---------- | -------------------------------------------------- | ----------------------- | 22 | Controller | `src/entity/portfolio/portfolio.controller.ts` | REST API | 23 | Router | `src/service/portfolio/source-router/*.service.ts` | Routing orchestration | 24 | Client | `src/service/portfolio/providers/{provider}/*.ts` | {PRIMARY_PROVIDER} integration | 25 | Aggregator | `src/service/portfolio/aggregation/*.service.ts` | Aggregation computation | 26 | DTO | `src/dto/portfolio/position.types.ts` | Position model | 27 28 ## API Overview 29 30 **Base**: `/onchain/v1/portfolio` 31 32 | Endpoint | Method | Purpose | 33 | ------------ | ------ | --------------------- | 34 | `/positions` | POST | Get portfolio positions | 35 | `/chains` | GET | Supported chains list | 36 | `/protocols` | GET | Supported protocols list | 37 38 ## Output 39 40 - Domain-specific query results with code references 41 - Analysis and recommendations based on current architecture 42 43 ## Verification 44 45 - Position data correctly normalized 46 - Cache hit/miss working properly 47 - Aggregation calculations accurate 48 49 ## Development Guide 50 51 ### Add Protocol Support 52 53 1. Check if {PRIMARY_PROVIDER} supports it 54 2. If custom build needed: implement `PortfolioPositionExtractor` + register + configure routing 55 56 ### Add Data Source 57 58 1. Implement `ProviderClient` + `Adapter` 59 2. Register with `SourceRouter` 60 3. Configure routing strategy 61 62 ### Debug 63 64 ```bash 65 redis-cli keys "portfolio:{provider}:*" 66 redis-cli get "portfolio:{provider}:positions:0x...:v2:..." 67 curl -X POST /positions -d '{"isForceRefresh": true, ...}' 68 ``` 69 70 ## References 71 72 - `references/architecture.md` - System architecture + cache strategy 73 - `references/api.md` - API reference + data models 74 - @docs/features/portfolio/ - Detailed documentation 75 76 ## Tests 77 78 | Type | Location | 79 | ----------- | ------------------------------ | 80 | Unit | `test/unit/service/portfolio/` | 81 | Integration | `test/integration/portfolio/` | 82 83 ## Examples 84 85 ``` 86 Input: How to query portfolio positions? 87 Action: Explain POST /positions API + routing strategy 88 ``` 89 90 ``` 91 Input: How does {PRIMARY_PROVIDER} integration work? 92 Action: Explain {PRIMARY_PROVIDER}Client + {PRIMARY_PROVIDER}Adapter flow 93 ``` 94 95 --- 96 > Converted and distributed by [TomeVault](https://tomevault.io/claim/sd0xdev) — claim your Tome and manage your conversions. 97 <!-- tomevault:4.0:skill_md:2026-04-11 -->
commit 2bc5aa849e
Frequently asked questions How do I install the Sd0xdev Sd0x Dev Flow Portfolio skill? Run npx skillmds@latest add tomevault-io/sd0xdev-sd0x-dev-flow-portfolio in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
What does the Sd0xdev Sd0x Dev Flow Portfolio skill do? Portfolio Skill It is listed under Coding & Dev Tools on SkillMD.
Is Sd0xdev Sd0x Dev Flow Portfolio safe to use? This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.
Which AI agents work with Sd0xdev Sd0x Dev Flow Portfolio? This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.
Is Sd0xdev Sd0x Dev Flow Portfolio free to use? Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
Who published Sd0xdev Sd0x Dev Flow Portfolio? tomevault-io (@tomevault-io) published this skill. Their other Agent Skills are listed on their SkillMD profile.
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