Tutorial · 5 Steps

Portfolio Monitoring

Track your crypto portfolio across multiple exchanges in real time using AI. Get balance summaries, position updates, and performance metrics through natural language.

The Problem

Managing positions across multiple exchanges means constantly switching between tabs, dashboards, and apps. You lose time and miss critical changes when your attention is split.

Workflow

1

Check overall portfolio

get_portfolio

Get a unified view of your holdings across all connected exchanges, including total balance, allocation breakdown, and 24-hour change.

“Show me my portfolio across all exchanges”
2

Review open positions

get_positions

See every open position with entry price, unrealized P&L, leverage, and liquidation price. Spot risk before it becomes a problem.

“What positions do I have open right now?”
3

Analyze performance

get_performance_metrics

Pull aggregated metrics for any time window: total return, win rate, Sharpe ratio, and max drawdown.

“How have I performed over the last 30 days?”
4

Check current prices

get_price

Quickly verify prices on specific pairs to decide whether to adjust positions.

“What is the current price of BTC and ETH?”
5

Get market context

get_market_context

Understand the broader market conditions: trend direction, volatility, and key levels that might affect your positions.

“What is the market context for BTC/USDT right now?”

Example Prompts

Try asking your AI assistant any of these:

“Show me my portfolio”
“Am I in profit this week?”
“What is my largest position?”
“How much do I have on Binance vs Bybit?”
“Should I be worried about any of my open positions?”

Tools Used in This Workflow

get_portfolio

View your complete portfolio across all connected exchanges. Shows total balance, individual holding

get_positions

List all your open trading positions across connected exchanges. Shows entry price, current P&L, lev

get_performance_metrics

Get aggregated performance metrics across your trading activity: total P&L, win rate, average return

get_price

Get the current real-time price for any trading pair on any supported exchange. Returns bid, ask, la

get_market_context

Get a real-time market analysis snapshot including trend direction, volatility level, key support/re

Other Use Cases

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AI Strategy Creation

Generate complete trading strategies from natural language descriptions using FORGE AI. Describe your idea, let AI write the code, then backtest and deploy.

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Bot Deployment

Deploy, monitor, and manage automated trading bots across multiple exchanges using natural language commands.

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Start Portfolio Monitoring with AI

Set up the TradeStaq MCP server and try this workflow in under a minute.

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