portfolio

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.ts | REST API | | Router | src/service/portfolio/source-router/.service.ts | Routing orchestration | | Client | src/service/portfolio/providers/{provider}/.ts | {PRIMARY_PROVIDER} integration | | Aggregator | src/service/portfolio/aggregation/*.service.ts | Aggregation computation | | DTO | src/dto/portfolio/position.types.ts | Position model |

API Overview

Base: /onchain/v1/portfolio

| Endpoint | Method | Purpose | | ------------ | ------ | --------------------- | | /positions | POST | Get portfolio positions | | /chains | GET | Supported chains list | | /protocols | GET | 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

1. Check if {PRIMARY_PROVIDER} supports it
2. If custom build needed: implement PortfolioPositionExtractor + register + configure routing

Add Data Source

1. Implement ProviderClient + Adapter
2. Register with SourceRouter
3. 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 strategy
• references/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