Skip to content

Cross-Chain Portfolio Tracker

Tutorial: Build an AI-powered portfolio tracker that monitors your assets across 15+ blockchains simultaneously.

The Problem

Managing crypto across multiple chains is painful: - Checking 10 different block explorers - Manually calculating total portfolio value - Missing price movements on lesser-used chains - No unified view of DeFi positions

The Solution

With Universal Crypto MCP, you can ask Claude:

"Show me all my assets across every chain"

And get a complete portfolio breakdown in seconds.

Setup

Follow the basic setup guide first.

Usage Examples

1. Full Portfolio Scan

Scan my wallet across all supported chains and show me:
1. Token balances on each chain
2. Total USD value per chain
3. Overall portfolio value

Wallet: 0x742d35Cc6634C0532925a3b844Bc9e7595f12345

Claude will: - Query balances on Ethereum, Arbitrum, Base, Polygon, Optimism, etc. - Fetch current prices for each token - Calculate and display totals

2. Track Specific Tokens

Where do I hold USDC across all my chains? Show amounts and USD values.

3. Monitor DeFi Positions

Show me all my active DeFi positions:
- Aave deposits and borrows
- Uniswap LP positions
- Staking positions

Include health factors and APYs.

4. Daily Portfolio Summary

Give me a daily portfolio summary:
- Total value vs yesterday
- Biggest gainers/losers
- Any positions needing attention (low health factor, expiring farms)

Example Output

📊 PORTFOLIO SUMMARY
━━━━━━━━━━━━━━━━━━━━

Chain Breakdown:
┌─────────────┬────────────┬──────────┐
│ Chain       │ Assets     │ Value    │
├─────────────┼────────────┼──────────┤
│ Ethereum    │ ETH, USDC  │ $12,450  │
│ Arbitrum    │ ETH, ARB   │ $3,200   │
│ Base        │ ETH, USDC  │ $1,850   │
│ Polygon     │ MATIC, USD │ $890     │
│ Optimism    │ ETH, OP    │ $2,100   │
└─────────────┴────────────┴──────────┘

Total Portfolio: $20,490

DeFi Positions:
• Aave (Ethereum): $5,000 supplied, $2,000 borrowed
  Health Factor: 1.82 ✅
• Uniswap V3 (Arbitrum): ETH/USDC LP
  Value: $1,200 | Fees earned: $45

24h Change: +$342 (+1.7%) 📈

Pro Tips

Set Up Aliases

Create a text file with your common queries:

# portfolio-queries.txt

## Quick balance check
Check ETH and USDC balance on Arbitrum for 0x...

## Full scan
Full portfolio scan across all chains for 0x...

## DeFi health check
Check health factor on all my Aave positions

Multi-Wallet Tracking

Compare portfolios for these wallets:
- Main: 0x742d35...
- Trading: 0x1234...
- Cold storage: 0x5678...

Show combined total and breakdown by wallet.

Price Alerts (Manual)

Alert me if any of these conditions are true for my portfolio:
- ETH drops below $3,000
- Any Aave health factor below 1.5
- Gas on Ethereum above 50 gwei

Supported Assets

The portfolio tracker supports:

  • Native tokens: ETH, MATIC, AVAX, BNB, FTM, etc.
  • ERC-20 tokens: All tokens with CoinGecko listings
  • LP tokens: Uniswap V2/V3, SushiSwap, Curve
  • Lending positions: Aave, Compound
  • Staking: Lido, Rocket Pool

Limitations

  • NFTs are not yet tracked (coming soon)
  • Some newer DeFi protocols may not be supported
  • Historical portfolio value requires external data source

Next Steps


Built by NichGitHub