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openmm-portfolio

OpenMM Portfolio Management provides a unified CLI for tracking crypto balances, reviewing open orders, and monitoring market data across multiple centralized exchanges. Configure exchanges via environment variables (MEXC, Gate.

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Overview

OpenMM Portfolio Management provides a unified CLI for tracking crypto balances, reviewing open orders, and monitoring market data across multiple centralized exchanges.

OpenMM Portfolio Management provides a unified CLI for tracking crypto balances, reviewing open orders, and monitoring market data across multiple centralized exchanges. Configure exchanges via environment variables (MEXC, Gate.io, Bitget with passphrase, Kraken) and use the openmm-exchange-setup skill for detailed instructions. Key features include per-exchange and asset-level balance queries (with JSON output for automation), open orders listing with symbol filters and limits, real-time tickers, order book depth, and recent trades. A price-comparison command aggregates DEX/CEX quotes for arbitrage scouting and cross-market analysis. Typical use cases include portfolio reconciliation, risk and liquidity monitoring, trade surveillance, scriptable reporting, and automated workflows. Core advantages are a consistent CLI interface across exchanges, programmatic JSON output, and secure credential handling via environment variables for safe automation.

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How this skill works

OpenMM Portfolio Management provides a unified CLI for tracking crypto balances, reviewing open orders, and monitoring market data across multiple centralized exchanges. Configure exchanges via environment variables (MEXC, Gate.

SKILL.mdALPHIO / VERIFIED

OpenMM Portfolio Management

Track balances, review open orders, and monitor market data across exchanges.

Required Credentials

At least one exchange must be configured via environment variables. Set the credentials for each exchange you want to query:

# MEXC
MEXC_API_KEY=your-mexc-api-key
MEXC_SECRET=your-mexc-secret
MEXC_UID=your-mexc-uid-for-whitelisted-access

# Gate.io
GATEIO_API_KEY=your-gateio-api-key
GATEIO_SECRET=your-gateio-secret

# Bitget (requires passphrase)
BITGET_API_KEY=your-bitget-api-key
BITGET_SECRET=your-bitget-secret
BITGET_PASSPHRASE=your-bitget-passphrase

# Kraken
KRAKEN_API_KEY=your-kraken-api-key
KRAKEN_SECRET=your-kraken-secret

See the openmm-exchange-setup skill for detailed configuration instructions.

View Balances

# All assets on an exchange
openmm balance --exchange mexc
openmm balance --exchange kraken

# Specific asset
openmm balance --exchange mexc --asset BTC
openmm balance --exchange kraken --asset ADA
openmm balance --exchange bitget --asset USDT

# JSON output
openmm balance --exchange mexc --json

To see balances across all exchanges, query each one:

openmm balance --exchange mexc
openmm balance --exchange gateio
openmm balance --exchange bitget
openmm balance --exchange kraken

Review Open Orders

# All open orders on an exchange
openmm orders list --exchange mexc

# Filter by trading pair
openmm orders list --exchange bitget --symbol SNEK/USDT

# Limit results
openmm orders list --exchange kraken --limit 5

Check Market Prices

# Current price
openmm ticker --exchange mexc --symbol BTC/USDT
openmm ticker --exchange kraken --symbol ADA/EUR

# Order book depth
openmm orderbook --exchange bitget --symbol SNEK/USDT --limit 10

# Recent trades
openmm trades --exchange mexc --symbol ETH/USDT --limit 50

Compare Prices Across Exchanges

# Compare DEX and CEX prices for Cardano tokens
openmm price-comparison --symbol SNEK
openmm price-comparison --symbol INDY

Cardano Token Prices

# Aggregated price from DEX pools
openmm pool-discovery prices NIGHT
openmm pool-discovery prices SNEK

# Discover liquidity pools
openmm pool-discovery discover INDY
openmm pool-discovery discover SNEK --min-liquidity 50000

MCP Tools for Portfolio Overview

When using the MCP server, these tools are relevant for portfolio management:

ToolDescription
get_balanceGet balances for an exchange (all or specific asset)
list_ordersList open orders on an exchange
get_tickerCurrent price for a trading pair
get_orderbookOrder book depth (bids/asks)
get_tradesRecent trades with buy/sell summary
get_cardano_priceAggregated Cardano token price
discover_poolsDiscover Cardano DEX liquidity pools

Tips for Agents

  1. Check balances before trading — always verify available funds
  2. Query each exchange separately — there is no cross-exchange aggregate command
  3. Use --json for parsing — structured output for programmatic use
  4. Use BASE/QUOTE format — e.g. BTC/USDT, ADA/EUR, SNEK/USDT
  5. Respect minimum order values — MEXC/Gate.io/Bitget: 1 USDT, Kraken: 5 EUR/USD

Best used for

When to use it

OpenMM Portfolio Management provides a unified CLI for tracking crypto balances, reviewing open orders, and monitoring market data across multiple centralized exchanges. Configure exchanges via environment variables (MEXC, Gate.

01 · PRE-MEETING

Prepare a decision brief

Turn scattered evidence into a structured case before an investment committee meeting.

02 · TEAM WORKFLOW

Standardize handoffs

Create consistent research outputs across analysts, portfolio managers, and agents.

03 · LIVE UPDATE

Refresh the thesis

Update scenarios after a new catalyst, KPI release, or earnings result.

Community notes

Built to improve with use.

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