cdcx-portfolio-intel

cdcx-portfolio-intel is a skill for Claude Code, Codex from crypto-com/cdcx-cli. It costs 29 tokens per session (899 once invoked), scanned A, original, Apache-2.0.

A read-only tool for examining a CDCX trading account, including balances, investments, profit and loss (P&L), fees, orders, trades, and transactions. P&L means the money gained or lost on positions, including gains that have not yet been realized.

In plain words
What is it for?
Use it to review holdings, wallet balances, sub-accounts, fee rates, historical orders and trades, transactions, and portfolio summaries.
Why use it?
It gathers account information without placing trades or changing the portfolio. It avoids checking several account views separately when preparing a portfolio report.

Skill for Claude CodeCodex

Part of the cdcx-cli plugin — 13 skills, 1 MCP server shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/crypto-com/cdcx-cli/cdcx-portfolio-intel
Any agent
npx skills add crypto-com/cdcx-cli --skill cdcx-portfolio-intel
Clone the repo
git clone --depth 1 https://github.com/crypto-com/cdcx-cli

Made for: Claude Code, Codex.

Or install cdcx-cli, the plugin that ships this one along with the rest of its 13 skills, 1 MCP server.

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.

agentmods badge for cdcx-portfolio-intel

README.md
[![agentmods](https://agentmods.dev/badge/skills/crypto-com/cdcx-cli/cdcx-portfolio-intel.svg)](https://agentmods.dev/skills/crypto-com/cdcx-cli/cdcx-portfolio-intel)
Your own site
<a href="https://agentmods.dev/skills/crypto-com/cdcx-cli/cdcx-portfolio-intel"><img src="https://agentmods.dev/badge/skills/crypto-com/cdcx-cli/cdcx-portfolio-intel.svg" alt="Measured on agentmods" height="20"></a>
Per session 29 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 899 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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.

ModelPer sessionOnce invoked
Fable 5 $0.00029 $0.00899
Opus 5 $0.00015 $0.00449
Sonnet 5 $0.00006 $0.00180
Haiku 4.5 $0.00003 $0.00090

Measured 3d ago against content hash 59c055d98dc3, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

cdcx-portfolio-intel 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 3d 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.

plugins/cdcx-cli/skills/cdcx-portfolio-intel/SKILL.md · 111 lines

How it starts

The opening of the file, as written. The whole thing — 111 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Intelligence

When to Use

  • User asks "what's my balance" / "what do I hold" / "how much PnL"
  • Portfolio report or daily wrap-up
  • Sub-account overview
  • Fee tier or transaction history lookup

Requires authentication (CDCX_API_KEY/CDCX_API_SECRET or a configured profile).

Tools Used

Tool Purpose Tier
cdcx_account_summary Wallet balances (cash per currency) sensitive_read
cdcx_account_balance_history Historical balance snapshots sensitive_read
cdcx_account_positions Open positions with unrealized P&L sensitive_read
cdcx_account_info Master account + sub-accounts sensitive_read
cdcx_account_subaccount_balances Per-sub-account balances sensitive_read
cdcx_trade_fee_rate Account fee tier sensitive_read
cdcx_trade_instrument_fee_rate Instrument-specific fee rate sensitive_read
cdcx_account_orders Historical orders sensitive_read
cdcx_account_trades Historical fills sensitive_read
cdcx_account_transactions All transactions (fills, funding, etc) sensitive_read
cdcx_market_ticker Mark prices for P&L valuation read

Note: MCP tool names beginning with cdcx_account_orders/cdcx_account_trades/cdcx_account_transactions correspond to the history schema group which the account MCP service group also exposes.

Workflow

Quick Balance Check

cdcx account summary -o json

Returns per-currency balance with balance, available, reserved_qty, collateral_amount.

Full Portfolio Report

# 1. Cash
cdcx account summary -o json

# 2. Open positions (derivatives + margin)
cdcx account positions -o json

# 3. Mark prices for valuation
cdcx market ticker -o json

Read the full file on GitHub · 111 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.

  1. 3d ago First seen · 111 lines · 29 tokens per session scan A 59c055d98dc3

Subscribe to this mod's changes

cdcx-portfolio-intel is a skill published in the GitHub repository crypto-com/cdcx-cli (25 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 29 tokens to every session and 899 once invoked, about $0.0001 per session on Opus 5. 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 2026-08-30.

Related

Other skills, from other repositories

convex-add

Add a capability to the CURRENT Convex app — consults the served Convex capability catalog for always-current procedures (billing, crons, auth, agent, search, …); falls back to built-in hosting or @convex-dev component search. TRIGGER when the user runs /add, or asks to add hosting/publishing or any backend capability…

openclaw/clawhub · 81 tokens

twitter-reader

Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…

himself65/finance-skills · 161 tokens

chenhao-limit-up

Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.

questflowai/investorskills · 44 tokens

southwest

Search Southwest Airlines fares and points pricing via Patchright browser automation. SW is not in any GDS or API. Covers all fare classes, Companion Pass value, and fare drop monitoring.

borski/travel-hacking-toolkit · 40 tokens

trading-risk-gate

Unified pre-trade safety gate: Ruin check (Law #1), ergodicity audit, and win-rate dominance validation. Absorbs: ergodicity-check, law-of-ruin, win-rate-dominance.

winstonkoh87/Athena-Public · 53 tokens

multi-expert-analyzer

针对通用问题进行多领域专家联合分析, 综合稿产生前必经 fact-checker 与 red-team 两道独立校验。适用场景: 用户提出跨领域或不确定领域的复杂问题, 需要从多个专家角度分别搜证并相互校验后综合成文, 例如该不该买房、该不该跳槽、是否进入某个赛道等。触发关键词: 多角度分析、专家分析、综合分析、多视角、跨领域分析、从不同角度看、深度分析。问题只属于单一明确领域时, 优先使用该领域的专门 skill, 例如纯财务用 finance-core-analysis、纯技术用 software-architect。输出 (全部 markdown 保存到当前项目 markdown/ 目录): (1) 每位专家的中间分析稿…

digoal/blog · 292 tokens