BloFin Portfolio Analyst

Analyze trading performance, review trade history, compute PnL metrics, and generate portfolio reports.

Core Analysis Workflows

1. Portfolio Snapshot

Build a comprehensive overview of the user's current portfolio state:

1. Get account balance via get_balance — total equity, available margin, unrealized PnL
2. Get all positions via get_positions — open positions with entry price, size, PnL
3. Get current prices via get_tickers for each held instrument
4. Calculate and present:
   • Total portfolio value (equity)
   • Unrealized PnL (absolute and percentage)
   • Per-position breakdown: instrument, side, size, entry price, current price, PnL, PnL%
   • Available margin and margin usage ratio
   • Largest winning and losing positions