portfolio

This skill provides portfolio visibility across all connected exchanges and accounts.

Prerequisites

• Hummingbot API server must be running
• Exchange credentials configured via keys-manager skill

Quick Start

Get Current Portfolio State

./scripts/get_state.sh

Filter by specific connectors:

./scripts/get_state.sh --connector hyperliquid_perpetual

Force refresh balances from exchange:

./scripts/get_state.sh --refresh

Get Portfolio Distribution

See token allocation across accounts:

./scripts/get_distribution.sh

Get Portfolio History

View historical portfolio values:

./scripts/get_history.sh --days 7

With interval sampling:

./scripts/get_history.sh --days 30 --interval 1d

Get Full Portfolio Overview

Combined view with balances, positions, and orders:

./scripts/get_overview.sh

Scripts

get_state.sh

Fetches current portfolio state with token balances.

./scripts/get_state.sh [OPTIONS]

Options:
  --account ACCOUNT      Filter by account name (default: all)
  --connector CONNECTOR  Filter by connector name
  --refresh              Force refresh from exchange (slower but accurate)
  --skip-gateway         Skip Gateway wallets (faster for CEX-only)

get_distribution.sh

Shows portfolio distribution by token with percentages.

./scripts/get_distribution.sh [OPTIONS]

Options:
  --account ACCOUNT      Filter by account name
  --connector CONNECTOR  Filter by connector name

get_history.sh

Retrieves historical portfolio data with pagination.

./scripts/get_history.sh [OPTIONS]

Options:
  --days DAYS           Number of days of history (default: 7)
  --interval INTERVAL   Data granularity: 5m, 15m, 30m, 1h, 4h, 12h, 1d (default: 1h)
  --account ACCOUNT     Filter by account name
  --connector CONNECTOR Filter by connector name
  --limit LIMIT         Max records to return (default: 100)

get_overview.sh

Comprehensive portfolio view including:

• Token balances
• Perpetual positions
• Active orders

./scripts/get_overview.sh [OPTIONS]

Options:
  --account ACCOUNT      Filter by account name
  --connector CONNECTOR  Filter by connector name
  --no-balances          Skip token balances
  --no-positions         Skip perpetual positions
  --no-orders            Skip active orders

Output Examples

Portfolio State

{
  "accounts": {
    "master_account": {
      "hyperliquid_perpetual": {
        "balances": {
          "USDC": {"total": 1000.0, "available": 850.0}
        }
      }
    }
  },
  "total_value_usd": 1000.0
}

Portfolio Distribution

{
  "tokens": {
    "USDC": {
      "total_value": 1000.0,
      "percentage": 100.0,
      "accounts": ["master_account"]
    }
  }
}

Portfolio History

{
  "data": [
    {"timestamp": 1706400000, "total_value": 1000.0},
    {"timestamp": 1706486400, "total_value": 1050.0}
  ],
  "interval": "1d",
  "period": "7d"
}

API Endpoints Used

Endpoint	Method	Description
/portfolio/state	POST	Get current portfolio state
/portfolio/distribution	POST	Get token distribution
/portfolio/history	POST	Get historical data
/trading/{account}/{connector}/orders	GET	Get active orders
/trading/{account}/{connector}/positions	GET	Get perpetual positions

Environment Variables

Variable	Default	Description
API_URL	http://localhost:8000	API base URL
API_USER	admin	API username
API_PASS	admin	API password