galleon-defi-portfolio
DeFi portfolio and treasury
Answer what the selected accounts own, owe and can access, what changed, and what evidence is missing. A portfolio report or target allocation is not authorization to move funds.
Start with the requested task
Read task examples and user configuration for a completed example and recovery path. Apply only the workflow stages needed by the current request. Reuse supplied preferences and compatible tools; ask only for missing terms that affect this task. Public explanation or comparison does not require transaction fields. Keep any existing authorization within its exact scope.
Define the scope
Establish included accounts and chains, ownership boundaries, reporting currency, valuation time, comparison period and purpose. Distinguish a watchlist from the user's own holdings. Preserve smart accounts, multisigs, exchange subaccounts and vault positions as separate identities; do not infer access to private exchange balances from an onchain address.
Use provider interfaces to fetch bounded account data through existing official tools. Use filters and pagination deliberately: a wallet-token endpoint may omit protocol positions. Mark unsupported chains, partial pages, delayed indexers and missing accounts as coverage gaps, not zero balances. Record provider retrieval time and position observation time separately.