Skill

portfolio

Provides analysis and recommendations for Portfolio system: position queries via POST /positions, routing strategies, provider integrations in TypeScript REST API with Redis caching.

Typescript

REST API

Redis

backend

api-development

npx claudepluginhub sd0xdev/sd0x-dev-flow --plugin sd0x-dev-flow

Tool Access

This skill is limited to using the following tools:

ReadGrepGlob

Preview

- Keywords: Portfolio, portfolio, position, {PRIMARY_PROVIDER}, protocol, lending, staking, liquidity

Supporting Assets

references/api.mdreferences/architecture.md

SKILL.md

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Retrieves DeFi positions, holdings, and portfolio overview across chains and protocols via onchainos CLI commands, including per-protocol details when no specific DApp named.

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Stats

Stars147

Forks20

Last CommitMar 5, 2026

Actions

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Share bugs, ideas, or general feedback.

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

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

Add Data Source

Implement ProviderClient + Adapter
Register with SourceRouter
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