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