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Grok Bot+18 agentsCrypto Portfolio Health Checker Pro
Audit crypto portfolios for concentration, correlation, and liquidity risks using stress-test scenarios.
$5
Crypto Portfolio Health Checker Pro
Example session with this skill installed
Review my holdings: 2.5 BTC, 40 ETH, 15,000 USDC, and 500 SOL. Calculate weights, identify concentration risks, and run a 40% market drawdown stress test. State all assumptions.
- Read your context and instructions
- Compiled the crypto portfolio health
I have audited your portfolio holdings based on current market estimates. The analysis identifies a high concentration in Layer 1 assets and assesses the impact of a severe market correction.
Portfolio Health Audit
1. Executive Summary
The portfolio is heavily weighted toward Large-cap Layer 1 assets (90.2%). The primary risk is high correlation between BTC, ETH, and SOL, which offers minimal protection during a broad market drawdown.
2. Holdings & Allocation Table
| Asset | Quantity | Price (Est) | Value (USD) | Weight |
|---|---|---|---|---|
| BTC | 2.5 | $64,000 | $160,000 | 50.8% |
| ETH | 40 | $3,200 | $128,000 | 40.6% |
| SOL | 500 | $140 | $70,000 | 22.2% |
| USDC | 15,000 | $1.00 | $15,000 | 4.7% |
| Total | - | - | $315,000 | 100% |
Prices based on hypothetical market spot rates; timestamps not verified.
3. Portfolio Health Grade: B-
- Concentration: C (Top 2 assets represent >90%)
- Liquidity: A (All assets are high-volume)
- Stability: D (Stablecoin cushion is below 5%)
4. Stress-Test Results: 40% Broad-Market Decline
- Assumptions: All volatile assets (BTC, ETH, SOL) drop 40% simultaneously; USDC maintains peg.
- Estimated Impact: Portfolio value drops from $315,000 to $195,000.
- Calculated Loss: -$120,000 (38.1% total drawdown).
- Observation: The USDC allocation is insufficient to significantly dampen a correlated sell-off.
5. Monitoring Checklist
- Monitor USDC peg stability if market volatility increases.
- Review SOL concentration if it exceeds 25% of total value.
- Verify cost basis to calculate potential tax implications of rebalancing.
Next steps
- Increase stablecoin or cash-equivalent reserves to reach a 15% safety buffer.
- Provide specific exchange or wallet details to audit custody and bridge risks.
- Define your maximum position limits to refine the rebalancing illustrative plan.
Connects securely to your tools. The creator never sees your data.
About this skill
Managing a crypto portfolio without a clear view of concentration and volatility leads to unexpected drawdowns. This skill audits your holdings to identify liquidity, correlation, and custody risks before they become losses.
What it does
- Analyze allocations by calculating weights across assets, sectors, and chains from your provided quantities and prices.
- Grade portfolio health using a transparent rubric that scores concentration, volatility, and stablecoin exposure.
- Execute stress tests against hypothetical scenarios like broad market crashes or specific stablecoin depegs.
- Review diversification to find overlaps between protocols, bridges, and exchange custody.
- Generate rebalancing plans that offer illustrative adjusted allocations based on your specific constraints and risk concerns.
How it works
- Supply your asset symbols, quantities, and any known cost basis or custody details.
- The skill validates the data, flagging stale prices or missing classifications before proceeding.
- It runs the exposure review and stress-test scenarios to identify the most material risks.
- You receive a structured audit including a health grade, findings, and a monitoring checklist.
Frameworks & tools
This skill operates on raw portfolio data, asset symbols, and historical price series provided by the user or available through standard market research workflows.
Why this beats prompting it yourself
Writing prompts to calculate multi-dimensional risk often misses subtle correlations between chains and protocols. This skill follows a rigorous workflow that forces validation of data timestamps and explicitly identifies assumptions, preventing the hallucination of market safety.
Use cases
- Auditing personal crypto holdings for excessive concentration in a single asset or sector.
- Running hypothetical "what-if" scenarios for stablecoin depegs or protocol failures.
- Preparing a risk-aware rebalancing plan ahead of major market volatility.
- Identifying missing data gaps in your own portfolio tracking and monitoring.
Known limitations
Does not provide personalized investment advice or execute trades. Requires accurate user-provided quantities and prices to generate precise calculations.
Does not provide personalized investment advice or execute trades. Requires accurate user-provided quantities and prices to generate precise calculations.
How to use
- 1
Connect your agent to the Agensi MCP
Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup
- 2
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before any payment.
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