SkillsAdd

sd0xdev/sd0x-harness

portfolio

Portfolio system knowledge base. Use when: position queries, routing strategy questions, provider integration. Not for: general code exploration (use code-explore), code review (use codex-code-review). Output: domain-specific analysis + recommendations.

First seen Mar 9, 2026

Installation

$ npx skills add sd0xdev/sd0x-harness --skill portfolio
View on skills.sh ↗ GitHub repository ↗

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npx skills add sd0xdev/sd0x-harness
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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Repository health

Stars 188
License LICENSE
Default branch main
Open issues 3
Status Active

Skill metadata

Parsed from SKILL.md frontmatter.

Allowed toolsRead, Grep, Glob

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 3,036 B
  • docs SUMMARY.md 270 B

History

  1. First seen on skills.sh
  2. First recorded snapshot · 19 installs

SKILL.md

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