setup_connector writes read-only credentials to the OS keychain and instructs the model to confirm only the account label and id afterwards rather than echoing what it was given. remove_account is described as one-way, deleting both the account and its keychain entry, with the settings UI requiring explicit confirmation before it is called. The read side separates cache from source on purpose: the holdings and transaction tools serve cached data, and refresh_data is the explicit invalidation for when balances look stale.
A portfolio tracker with 15 tools that read holdings, transactions, P&L and allocation across connected exchange accounts and on-chain wallets, manage those connections and their credentials, and render two live UI panels.
- get_holdings returns current positions across all connected accounts, filterable by account, asset class and reporting currency.
- get_pnl returns profit and loss per account and in total, reporting currentValue and costBasis where the connector tracks it, with a method, timeframe and optional history.
- get_allocations groups current value by asset class, connector or another dimension, where cash covers stablecoins such as USDC and USDT plus fiat.
- get_transactions returns trades, buys, sells, deposits, withdrawals, fees and ERC-20 transfers across accounts since a date you set.
- get_polymarket_positions returns prediction-market positions grouped by event, with a resolved-only filter.
- Connection management: list_accounts without exposing credentials, setup_connector, which writes read-only credentials into the OS keychain, add_wallet_address for an extra address on an existing MetaMask or Solana account, and remove_account, a one-way delete of both the account and its keychain entry.
- Custom ERC-20 tracking on top of the bundled USDC, USDT, WETH, WBTC, LINK and DAI: add_custom_token by chain id and contract, remove_custom_token and list_custom_tokens, all of it public on-chain data.
- refresh_data invalidates the cache and forces a fresh fetch from the upstream APIs on the next call.
- render_dashboard and render_settings open live UI panels — a dashboard across Portfolio, Weekly and Risk tabs with a currency switch, and a settings panel as the GUI alternative to the CLI setup flow.
Read-only credentials for whichever venues you connect, written into the OS keychain by setup_connector. Wallet addresses and custom token contracts are public on-chain identifiers and add no secrets.
One command — npm install -g headless-tracker