crypto portfolio health checker
Institutional-grade crypto portfolio auditor that provides risk grading, stress testing, and rebalancing plans.
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See it in action
You say
Review this portfolio: 50% SOL, 30% JUP, 10% PYTH, 10% USDC. Objective is long-term growth but I am worried about being too heavy on one chain.
Your agent does
Executive Verdict: Aggressive risk profile with severe ecosystem concentration. Scorecard: - Diversification: D (90% Solana ecosystem) - Fundamentals: B+ - Cycle Positioning: C Action Plan: CRITICAL: Cap Solana ecosystem exposure at 50%. Move 20% to BTC/ETH to reduce correlated beta.
What you get
About this skill
The problem
Pasting a list of crypto holdings into a generic LLM often results in vague "moon" predictions or shallow advice. Developers and investors need a structured, institutional-grade audit that identifies concentration risks, liquidity traps, and systemic vulnerabilities without the hype.
What it does
- Analyzes crypto holdings by weight, category, and risk profile to build a comprehensive exposure map.
- Assigns letter grades (A-F) across diversification, fundamentals, cycle positioning, and strategy based on objective criteria.
- Identifies hidden correlations, ecosystem overexposure, and counterparty risks in DeFi or stablecoin positions.
- Generates a prioritized rebalancing action plan categorized by urgency (Critical, High, Medium).
- Performs qualitative stress tests for market drawdowns, liquidity shocks, and custody failures.
Why this beats prompting it yourself
Standard prompts fail to account for technical nuances like vesting schedules, impermanent loss, or correlated beta across different chains. This skill enforces a rigorous grading rubric and executive reporting structure that treats crypto as a professional asset class rather than a speculative gamble.
Use cases
- Auditing a personal or client portfolio for excessive concentration in a single ecosystem.
- Evaluating the risk profile of a set of DeFi LP positions and wrapped assets.
- Creating a 30-day rebalancing roadmap for an aggressive portfolio shifting to a moderate stance.
- Identifying systemic "stress points" where a portfolio would break during a liquidity crunch.
Known limitations
Does not fetch live market prices automatically; requires user-provided values or weights for precision. It cannot provide tax or legal advice.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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