Generate a comprehensive portfolio report for a wallet's Uniswap positions across all chains — covering total value, PnL, fee earnings, impermanent loss, and composition. Use when the user asks about their positions, earnings, or portfolio overview.
---
name: portfolio-report
description: Generate a comprehensive portfolio report for a wallet's Uniswap positions across all chains — covering total value, PnL, fee earnings, impermanent loss, and composition. Use when the user asks about their positions, earnings, or portfolio overview.
model: opus
allowed-tools: [Task(subagent_type:portfolio-analyst)]
---
# Portfolio Report
## Overview
Generates a comprehensive portfolio report for a wallet's Uniswap positions across all supported chains. Delegates to the `portfolio-analyst` agent to discover positions, calculate PnL, track fee earnings, and analyze composition.
## When to Use
Activate when the user asks:
- "Show me my positions"
- "Portfolio report"
- "What's my Uniswap PnL?"
- "How much have I earned in fees?"
- "Which positions are out of range?"
- "What's my portfolio worth?"
- "Summarize my LP positions"
## Parameters
| Parameter | Required | Default | Description |
| --------- | -------- | -------------------- | ------------------------------------------ |
| wallet | No | Configured agent wallet | Wallet address to analyze |
| chains | No | All chains | Specific chains or "all" |
| focus | No | full | "positions", "pnl", "fees", or "full" |
## Workflow
1. **Extract parameters** from the user's request: identify wallet address, chain filter, and focus area.
2. **Delegate to portfolio-analyst**: Invoke `Task(subagent_type:portfolio-analyst)` with the parameters. The agent discovers all positions across chains, values them, calculates PnL, and analyzes composition.
3. **Present results**: Format the portfolio report as a user-friendly summary.
## Output Format
```text
Portfolio Report: 0xf39F...2266
Total Value: $125,000
LP Positions: $95,000
Idle Tokens: $28,000
Uncollected: $2,000
PnL Summary:
Realized: +$5,200
Unrealized: +$3,800
Gas Costs: -$450
Net PnL: +$8,550 (+7.3%)
Positions (2):
1. USDC/WETH 0.05% (V3, Ethereum) — IN RANGE
Value: $50,000 | PnL: +$2,000 | Fees: $800 uncollected
2. UNI/WETH 0.30% (V3, Ethereum) — OUT OF RANGE
Value: $45,000 | PnL: +$2,000 | Fees: $1,200 uncollected
Recommendations:
- Collect $1,200 in fees from UNI/WETH position
- Rebalance UNI/WETH position (currently out of range)
```
## Important Notes
- Delegates entirely to `portfolio-analyst` — no direct MCP tool calls.
- PnL includes gas costs. A position may be profitable before gas but unprofitable after.
- IL is reported as both absolute dollar value and percentage.
- Data may be slightly delayed due to RPC/subgraph sync.
## Error Handling
| Error | User-Facing Message | Suggested Action |
| -------------------- | ------------------------------------------------ | ----------------------------- |
| Wallet not configured | "No wallet configured." | Set WALLET_TYPE + PRIVATE_KEY |
| No positions found | "No Uniswap positions found for this wallet." | Wallet may not have LP'd |
| Chain unreachable | "Could not connect to X chain." | Try again later |
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