Portfolio Status

Show current portfolio state and performance.

Workflow

1. Delegate using the Task tool with subagent_type: general-purpose and model: opus:

   "You are the portfolio-manager agent. Read agents/portfolio-manager.md for your full analysis framework. Call get_portfolio_state() from crypto-learning-db MCP to get balances and open trades. Call get_trade_stats() for closed trade summary. For each open trade, verify current price using get_exchange_prices(symbol=...) from crypto-exchange MCP. Present a clear portfolio status report showing:

   • Spot and futures balances (current vs initial $10,000 each)
   • All open trades with current P&L
   • Summary of closed trades (wins/losses/total PnL)
   • Overall portfolio performance percentage
   • Risk exposure: how much of portfolio is currently allocated
   • Any trades approaching stop-loss or take-profit levels Do NOT make any changes or decisions — this is a read-only status check. Do NOT use the Edit tool."

2. Present the result. If any open trades are near SL/TP levels, highlight them.