Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.
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Ask the AI assistant, in natural language, about your real portfolio (analysis, context, risks). It never gives buy or sell orders. Daily limit per account.
The question about the portfolio or the market (max. 1000 characters).
This tool isn't marked read-only, so it may change something on the server or in an account you connected.
Ask the AI assistant, in natural language, about your real portfolio (analysis, context, risks). It never gives buy or sell orders. Daily limit per account.
| Argument | Type | Description |
|---|---|---|
| question* | string | The question about the portfolio or the market (max. 1000 characters). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"question"
],
"properties": {
"question": {
"type": "string",
"maxLength": 1000,
"description": "The question about the portfolio or the market (max. 1000 characters)."
}
},
"additionalProperties": false
}Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).
| Argument | Type | Description |
|---|---|---|
| symbol* | string | Asset symbol, e.g. btc |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"symbol"
],
"properties": {
"symbol": {
"type": "string",
"pattern": "^[a-zA-Z0-9]{1,20}$",
"description": "Asset symbol, e.g. btc"
}
},
"additionalProperties": false
}Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}The user's lending positions read from the contracts (Aave V3, Spark, Compound V3, Morpho, EigenLayer) on Ethereum, Arbitrum, Base, Optimism and Polygon: supplied, borrowed and net, with health factor. It queries the blockchain, so it takes a few seconds.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Derivatives data for a symbol on OKX: open interest, long/short ratio, funding, CVD, taker volume, 1 h candles, put/call and a composite sentiment score (0–100).
| Argument | Type | Description |
|---|---|---|
| symbol | string | Symbol, e.g. BTC (default) or ETH. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"symbol": {
"type": "string",
"maxLength": 10,
"description": "Symbol, e.g. BTC (default) or ETH."
}
},
"additionalProperties": false
}Crypto market Fear & Greed index (current value 0–100, classification and recent history).
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Calculates the years to financial independence (4% rule) from expenses, savings, return and age.
| Argument | Type | Description |
|---|---|---|
| inflation | number | Annual inflation in % (default 3) |
| currentAge | integer | Current age (default 30) |
| annualReturn | number | Expected annual return in % (default 7) |
| monthlyExpenses* | number | Monthly expenses |
| currentPortfolio | number | Current net worth (default 0) |
| monthlyInvestment* | number | Monthly savings/investment |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"monthlyExpenses",
"monthlyInvestment"
],
"properties": {
"inflation": {
"type": "number",
"maximum": 100,
"minimum": -20,
"description": "Annual inflation in % (default 3)"
},
"currentAge": {
"type": "integer",
"maximum": 120,
"minimum": 0,
"description": "Current age (default 30)"
},
"annualReturn": {
"type": "number",
"maximum": 100,
"minimum": -50,
"description": "Expected annual return in % (default 7)"
},
"monthlyExpenses": {
"type": "number",
"maximum": 10000000,
"minimum": 0,
"description": "Monthly expenses"
},
"currentPortfolio": {
"type": "number",
"maximum": 100000000000,
"minimum": 0,
"description": "Current net worth (default 0)"
},
"monthlyInvestment": {
"type": "number",
"maximum": 10000000,
"minimum": 0,
"description": "Monthly savings/investment"
}
},
"additionalProperties": false
}Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).
| Argument | Type | Description |
|---|---|---|
| limit | integer | How many assets to return (1–250, default 50). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"limit": {
"type": "integer",
"maximum": 250,
"minimum": 1,
"description": "How many assets to return (1–250, default 50)."
}
},
"additionalProperties": false
}Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.
| Argument | Type | Description |
|---|---|---|
| limit | integer | How many news items (default 15) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"limit": {
"type": "integer",
"maximum": 30,
"minimum": 1,
"description": "How many news items (default 15)"
}
},
"additionalProperties": false
}NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).
| Argument | Type | Description |
|---|---|---|
| chain | string | Network (default eth). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"chain": {
"enum": [
"eth",
"polygon",
"arbitrum",
"base",
"optimism"
],
"type": "string",
"description": "Network (default eth)."
}
},
"additionalProperties": false
}The user's portfolio performance in euros: current total and change over 24 h, 7 days, 30 days and since the start, from the saved snapshots.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}The user's portfolio score (0–100), as shown in the app: diversification, crypto/traditional mix, stablecoin reserve, performance and risk management. A reading aid, not a recommendation to buy or sell.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Closing price in US dollars of a crypto asset on a date (UTC), from OKX daily candles. Useful to value a past buy or sale.
| Argument | Type | Description |
|---|---|---|
| date* | string | Data em AAAA-MM-DD (UTC). |
| symbol* | string | Symbol, e.g. BTC. |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"symbol",
"date"
],
"properties": {
"date": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"description": "Data em AAAA-MM-DD (UTC)."
},
"symbol": {
"type": "string",
"maxLength": 10,
"description": "Symbol, e.g. BTC."
}
},
"additionalProperties": false
}The user's realised capital gains using FIFO, in euros, with fees and gas deducted: total, per asset and per year. Not a tax return.
| Argument | Type | Description |
|---|---|---|
| year | integer | Calendar year of the sales (optional; without it everything is returned). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"year": {
"type": "integer",
"maximum": 2100,
"minimum": 2009,
"description": "Calendar year of the sales (optional; without it everything is returned)."
}
},
"additionalProperties": false
}ESTIMATE of capital-gains tax in a country, in that country's currency: the country's cost method (FIFO, average cost, LIFO, UK pooling, annual sum), each trade converted at the ECB rate of its date, the rules of the year of sale, holding period, annual allowance and, where the law allows, losses carried from previous years. Not a tax return. Each country's options are in list_tax_countries (options field).
| Argument | Type | Description |
|---|---|---|
| year | integer | Tax year of the sales (optional). In the UK and Australia it is the year the tax year starts (2025 = 2025/26). |
| country* | string | Two-letter country code (e.g. PT, ES, US). See list_tax_countries. |
| alternative | boolean | BR, PT, AR and AT only: the alternative option for where the coins are held (BR foreign exchange; PT broker outside the EU/EEA with no tax treaty; AR sale in pesos; AT Austrian platform). |
| marginalRate | number | Only where the rate depends on income (DE, GB, US, CA, AU, LU, MX): the person's marginal rate as a fraction (0.35 = 35%). Without it the top rate is used. |
| marginalRateLong | number | US only: the person's long-term rate as a fraction (0, 0.15 or 0.20, plus 0.038 NIIT if applicable). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"country"
],
"properties": {
"year": {
"type": "integer",
"maximum": 2100,
"minimum": 2009,
"description": "Tax year of the sales (optional). In the UK and Australia it is the year the tax year starts (2025 = 2025/26)."
},
"country": {
"type": "string",
"maxLength": 2,
"minLength": 2,
"description": "Two-letter country code (e.g. PT, ES, US). See list_tax_countries."
},
"alternative": {
"type": "boolean",
"description": "BR, PT, AR and AT only: the alternative option for where the coins are held (BR foreign exchange; PT broker outside the EU/EEA with no tax treaty; AR sale in pesos; AT Austrian platform)."
},
"marginalRate": {
"type": "number",
"maximum": 0.6,
"minimum": 0,
"description": "Only where the rate depends on income (DE, GB, US, CA, AU, LU, MX): the person's marginal rate as a fraction (0.35 = 35%). Without it the top rate is used."
},
"marginalRateLong": {
"type": "number",
"maximum": 0.6,
"minimum": 0,
"description": "US only: the person's long-term rate as a fraction (0, 0.15 or 0.20, plus 0.038 NIIT if applicable)."
}
},
"additionalProperties": false
}Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.
| Argument | Type | Description |
|---|---|---|
| year | integer | Calendar year of the transaction. |
| asset | string | Asset symbol (e.g. BTC). |
| limit | integer | Maximum number of transactions to return (default 100). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"year": {
"type": "integer",
"maximum": 2100,
"minimum": 2009,
"description": "Calendar year of the transaction."
},
"asset": {
"type": "string",
"maxLength": 20,
"description": "Asset symbol (e.g. BTC)."
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"description": "Maximum number of transactions to return (default 100)."
}
},
"additionalProperties": false
}Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.
| Argument | Type | Description |
|---|---|---|
| watchlist* | array | Addresses to watch (max. 10). |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"watchlist"
],
"properties": {
"watchlist": {
"type": "array",
"items": {
"type": "object",
"required": [
"address",
"chain"
],
"properties": {
"chain": {
"enum": [
"eth",
"btc",
"sol"
],
"type": "string"
},
"label": {
"type": "string",
"maxLength": 60
},
"address": {
"type": "string",
"pattern": "^(0x[a-fA-F0-9]{40}|(1|3|bc1)[a-zA-HJ-NP-Z0-9]{25,62}|[1-9A-HJ-NP-Za-km-z]{32,44})$"
}
},
"additionalProperties": false
},
"maxItems": 10,
"description": "Addresses to watch (max. 10)."
}
},
"additionalProperties": false
}Lists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain. Use the addresses as input to get_whale_activity.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.
No arguments.
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {}
}