A command that displays balances, open trading positions, profit or loss, and session trading statistics in a fixed compact format.

Use it to review account balances, current positions, entry and market prices, stop-loss and take-profit levels, and trading results.

It puts the main portfolio figures in one short report instead of requiring several separate checks.

How visusnet/coinbase-mcp-server configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to visusnet/coinbase-mcp-server. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/visusnet/coinbase-mcp-server/main/.claude/commands/portfolio.md

Clone the repo

git clone --depth 1 https://github.com/visusnet/coinbase-mcp-server

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/commands/visusnet/coinbase-mcp-server/portfolio/github.svg)](https://agentmods.dev/commands/visusnet/coinbase-mcp-server/portfolio)

Your own site

<a href="https://agentmods.dev/commands/visusnet/coinbase-mcp-server/portfolio"><img src="https://agentmods.dev/badge/commands/visusnet/coinbase-mcp-server/portfolio/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/commands/visusnet/coinbase-mcp-server/portfolio"><img src="https://agentmods.dev/badge/commands/visusnet/coinbase-mcp-server/portfolio.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 597 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00000	$0.00597
Opus 5.5	$0.00000	$0.00239
Sonnet 5.5	$0.00000	$0.00119
Haiku 4.5	$0.00000	$0.00060

Measured 2mo ago against content hash d5eb1ca6a46d, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

portfolio scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/commands/portfolio.md · 73 lines

How it starts

The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Status

Display a compact portfolio status report with minimal token overhead.

Output Format

Use this EXACT format template (no deviation, no explanatory text before/after):

═══════════════════════════════════════════════════════════
                    PORTFOLIO STATUS
═══════════════════════════════════════════════════════════

💰 BALANCES
───────────────────────────────────────────────────────────
  EUR:    €{balance}
  {COIN}:  {amount} (~€{value})
  ─────────────────────────────
  TOTAL:  ~€{total}

📊 OPEN POSITIONS
───────────────────────────────────────────────────────────
  {PAIR} │ LONG │ Entry: €{entry} │ Current: €{current}
         │ Size: {size} │ P/L: {pnl} ({pnl_pct}%)
         │ SL: €{sl} │ TP: €{tp} │ Trail: {trail_status}

📈 SESSION STATS
───────────────────────────────────────────────────────────
  Started:     {start_time} UTC
  Trades:      {total} ({wins}W / {losses}L)
  Win Rate:    {win_rate}%
  Net P/L:     {net_pnl} ({net_pnl_pct}%)
  Fees Paid:   €{fees}

⏰ Updated: {timestamp} UTC
═══════════════════════════════════════════════════════════

Required Steps

Get Balances: Call mcp_coinbase_list_accounts
Get Prices: Call mcp_coinbase_get_best_bid_ask for held assets
Read State: Per state-schema.md:
- Session stats: session.stats.*
- Budget: session.budget.*
- Open positions: openPositions[]
- Exit levels: openPositions[].riskManagement.*
Format Output: Use template above

Output Rules

Round EUR to 2 decimals
Round crypto to 8 decimals
Show P/L in both absolute (€) and percentage
Show all exit levels (SL, TP, Trail status)
Trail status: Show price if active, "inactive" if not
If no positions: Show "None"
If no session: Show "No active trading session"
If state file is >24 hours old: Add warning "⚠️ State file is {age} old - may be outdated"

Error Handling

If API calls fail, show:

═══════════════════════════════════════════════════════════
                    PORTFOLIO STATUS
═══════════════════════════════════════════════════════════
⚠️  Error fetching data: {error_message}
    Last known state from: {last_update} UTC
═══════════════════════════════════════════════════════════

Read the full file on GitHub · 73 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2mo ago First seen · 73 lines · 0 tokens per session scan A d5eb1ca6a46d

Subscribe to this mod's changes

portfolio is a command published in the GitHub repository visusnet/coinbase-mcp-server (7 stars, last pushed 6mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 597 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Finance and fintech

portfolio next to 6 commands from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
portfoliovisusnet/coinbase-mcp-server	Command	7	6mo ago	MIT	A	0	Claude Code
valuation-methodsagentii-ai/agentii-investment-intelligence	Command	210	3d ago	Apache-2.0	A	17	Claude Code
merit-reconcileElnora-AI/elnora-merit-aktiva	Command	10	3d ago	Apache-2.0	A	20	Claude Code
audit-checklistGAJETOso/financeskills	Command	47	10d ago	MIT	A	15	Claude Code
cost-per-taskalexclowe/awesome-claude-cowork-plugins	Command	31	1mo ago	MIT	A	22	Claude Code
scanprajapatimehul/claude-aws-cost-saver	Command	24	4mo ago	MIT	A	6	Claude Code
auditeternal-roman/ledger	Command	1	10d ago	MIT	A	0	Claude Code

coinbase-mcp-server: Command for Claude Code