get_portfolio_diff

Decompose what changed in the user's portfolio over a time window — the AI version of an account statement. Returns the top-level USD change, broken down by chain and per-asset into: price moves (USD impact of price change on what was held the entire window), net deposits / withdrawals (sum of pr...

Server VaultPilot MCP vaultpilot-mcp
Category Read
Risk class Low
Parameters 60 required

What get_portfolio_diff does on VaultPilot MCP

AI agents call get_portfolio_diff to retrieve information from VaultPilot MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
format string "structured" returns the JSON envelope only. "narrative" returns only the pre-rendered string. "both" (default) returns both — agents typically use the narrativ
wallet string EVM wallet (Ethereum / Arbitrum / Polygon / Base / Optimism). Used to fetch current balances and walk EVM tx history for the window.
window string Time window for the diff. "24h" / "7d" / "30d" are rolling; "ytd" is calendar-year-to-date (UTC). For periods longer than 30d the underlying history fetcher's p
tronAddress string TRON mainnet base58 address (T-prefix). Folds TRX + TRC-20 balances and TRON history into the diff.
solanaAddress string Solana mainnet base58 pubkey. Folds SOL + SPL balances and Solana history into the diff.
bitcoinAddress string Bitcoin address (any type). Folds BTC balance + history. Only one BTC address per call in v1.

Parameters from the server's own tool schema.

Why get_portfolio_diff needs a policy

Even though get_portfolio_diff only reads data, uncontrolled read access leaks sensitive information and racks up API costs — an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.

Risk signalsBulk/mass operation — affects multiple targets

Questions about get_portfolio_diff

What does the get_portfolio_diff tool do? +

Decompose what changed in the user's portfolio over a time window — the AI version of an account statement. Returns the top-level USD change, broken down by chain and per-asset into: price moves (USD impact of price change on what was held the entire window), net deposits / withdrawals (sum of priced external transfers), and 'other' (the residual — interest accrual, swap legs, MEV, anything not cleanly attributable to price or external flow). Supports wallet (EVM), tronAddress, solanaAddress, bitcoinAddress — at least one required. Window: 24h / 7d / 30d / ytd. Returns BOTH a structured envelope AND a pre-rendered narrative string suitable for verbatim relay (control via format). Distinct from get_portfolio_summary (which gives current state) and get_pnl_summary (which gives the single net-PnL number) — this tool gives narrative decomposition. v1 caveats: history fetcher caps at ~50 items per chain, so very active wallets may under-count flows (response surfaces truncated: true); DeFi-position interest accrual collapses into the otherEffectUsd residual rather than its own bucket; Solana program-interaction txs (Jupiter swaps, MarginFi actions, etc.) are skipped from net-flow accounting (their balance deltas mix swap legs); Bitcoin shows current balance only (no in-window flow accounting yet). It is categorised as a Read tool in the VaultPilot MCP MCP Server, which means it retrieves data without modifying state.

What parameters does get_portfolio_diff accept? +

get_portfolio_diff accepts 6 parameters: format, wallet, window, tronAddress, solanaAddress, bitcoinAddress. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on get_portfolio_diff? +

Register the VaultPilot MCP server in PolicyLayer and add a rule for get_portfolio_diff: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches VaultPilot MCP. Nothing to install.

What risk level is get_portfolio_diff? +

get_portfolio_diff is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_portfolio_diff? +

Yes. Add a rate_limit block to the get_portfolio_diff rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block get_portfolio_diff completely? +

Set action: deny in the PolicyLayer policy for get_portfolio_diff. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides get_portfolio_diff? +

get_portfolio_diff is provided by the VaultPilot MCP server (vaultpilot-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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