How do I install the Whitebit Portfolio skill?

Run npx skillmds@latest add whitebit-exchange/whitebit-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.

Is Whitebit Portfolio safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Whitebit 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 Whitebit Portfolio free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Whitebit Portfolio?

whitebit-exchange (@whitebit-exchange) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Whitebit Portfolio by whitebit-exchange

Name: Whitebit Portfolio
Author: whitebit-exchange

Whitebit Portfolio

Reads account balances, open orders, positions, and trade history from WhiteBit MCP. Use before any trade decision or when reporting current account state. Use when the user says "my balance", "what do I have", "show my portfolio", "open orders", "my positions", "P&L", "trade history", or "how much USDT do I have".

File contents

WhiteBit Portfolio

Read current account state from WhiteBit. All tools are read-only.

When This Skill Activates

User asks about balance, holdings, or available funds
User asks about open orders or current positions
User asks for P&L or trade history
Any other skill needs pre-trade state (balance, open positions)

Tools

Tool	Purpose
`account_trade__get_balance`	Spot wallet balances per asset
`main_account__get_balance`	Main (deposit) account balance
`account_trade__get_orders`	Open orders for a market
`account_trade__get_history`	Order history
`account_trade__get_executed_history`	Filled deal history
`account_collateral__get_balance`	Futures wallet balance
`account_collateral__get_open_positions`	Current open futures positions
`account_collateral__get_summary_balance`	Collateral account summary
`deals__get_trade_history`	Full trade history (one row per fill)

Instructions

Step 1 — Choose the right scope

User asks "my balance"?          → account_trade__get_balance
User asks about specific asset?  → account_trade__get_balance (ticker: "BTC")
User asks about futures balance?  → account_collateral__get_balance
User asks about open orders?     → account_trade__get_orders (per market)
User asks about open positions?  → account_collateral__get_open_positions
User asks for trade history?     → account_trade__get_executed_history
User asks for full portfolio?    → steps 2–4 below

Step 2 — Full portfolio snapshot

When user says "show my portfolio" with no filter:

account_trade__get_balance — all spot balances (skip assets with available = 0 and freeze = 0)
account_collateral__get_open_positions — futures positions + unrealized_pnl
account_trade__get_orders — open orders for each active market

Report non-zero balances, open positions with unrealized P&L, and open order count.

Step 3 — Balance fields

available = free to trade. freeze = locked in open orders. Always show both. Never conflate them.

Step 4 — Paginated history

account_trade__get_executed_history and deals__get_trade_history use limit/offset. Default limit=50. Fetch multiple pages if user asks for "all" trades or a long date range.

Step 5 — Handle errors

Error	Action
Empty balance response	Report "no assets found in spot wallet"
No open orders	Report count as 0, not an error
History empty for date range	State "no trades in this period"

Composability

Called by: whitebit-order-execution (balance check), whitebit-trade-review (raw history), whitebit-dca-bot (cycle balance check).

Definition of Done

Correct tool selected for the query scope
available and freeze reported separately
Unrealized P&L included for futures positions
Paginated history fetches all pages when "all" requested
Zero-balance assets filtered from full snapshot

---name: whitebit-portfoliodescription: Reads account balances, open orders, positions, and trade history from WhiteBit MCP. Use before any trade decision or when reporting current account state. Use when the user says "my balance", "what do I have", "show my portfolio", "open orders", "my positions", "P&L", "trade history", or "how much USDT do I have".---# WhiteBit PortfolioRead current account state from WhiteBit. All tools are read-only.## When This Skill Activates- User asks about balance, holdings, or available funds- User asks about open orders or current positions- User asks for P&L or trade history- Any other skill needs pre-trade state (balance, open positions)## Tools| Tool | Purpose ||------|---------|| `account_trade__get_balance` | Spot wallet balances per asset || `main_account__get_balance` | Main (deposit) account balance || `account_trade__get_orders` | Open orders for a market || `account_trade__get_history` | Order history || `account_trade__get_executed_history` | Filled deal history || `account_collateral__get_balance` | Futures wallet balance || `account_collateral__get_open_positions` | Current open futures positions || `account_collateral__get_summary_balance` | Collateral account summary || `deals__get_trade_history` | Full trade history (one row per fill) |## Instructions### Step 1 — Choose the right scope```User asks "my balance"? → account_trade__get_balanceUser asks about specific asset? → account_trade__get_balance (ticker: "BTC")User asks about futures balance? → account_collateral__get_balanceUser asks about open orders? → account_trade__get_orders (per market)User asks about open positions? → account_collateral__get_open_positionsUser asks for trade history? → account_trade__get_executed_historyUser asks for full portfolio? → steps 2–4 below```### Step 2 — Full portfolio snapshotWhen user says "show my portfolio" with no filter:1. `account_trade__get_balance` — all spot balances (skip assets with `available = 0` and `freeze = 0`)2. `account_collateral__get_open_positions` — futures positions + `unrealized_pnl`3. `account_trade__get_orders` — open orders for each active marketReport non-zero balances, open positions with unrealized P&L, and open order count.### Step 3 — Balance fields`available` = free to trade.`freeze` = locked in open orders.Always show both. Never conflate them.### Step 4 — Paginated history`account_trade__get_executed_history` and `deals__get_trade_history` use `limit`/`offset`.Default `limit=50`. Fetch multiple pages if user asks for "all" trades or a long date range.### Step 5 — Handle errors| Error | Action ||-------|--------|| Empty balance response | Report "no assets found in spot wallet" || No open orders | Report count as 0, not an error || History empty for date range | State "no trades in this period" |## ComposabilityCalled by: `whitebit-order-execution` (balance check), `whitebit-trade-review` (raw history), `whitebit-dca-bot` (cycle balance check).## Definition of Done- [ ] Correct tool selected for the query scope- [ ] `available` and `freeze` reported separately- [ ] Unrealized P&L included for futures positions- [ ] Paginated history fetches all pages when "all" requested- [ ] Zero-balance assets filtered from full snapshot

Frequently asked questions