# get_portfolio_summary One-shot cross-chain portfolio aggregation for one or more wallets. Fans out across Ethereum/Arbitrum/Polygon/Base/Optimism (unless chains narrows it) and assembles: native ETH/MATIC balances, top ERC-20 holdings, Aave V3 and Compound V3 lending positions, Uniswap V3 LP positions, and Lido/EigenLayer staking — each valued in USD via DefiLlama. Pass tronAddress (base58, prefix T) alongside a single wallet to fold TRX + TRC-20 balances plus TRON staking into the same totals; breakdown.tron holds the TRON slice, tronUsd the subtotal, and tronStakingUsd the staking portion. Pass solanaAddress (base58, 43-44 chars) to fold SOL + SPL token balances into the totals; breakdown.solana holds the Solana slice and solanaUsd the subtotal (Solana staking lands in a follow-up phase). Returns a totalUsd, a breakdown by category and by chain, and the raw per-protocol position arrays. Default tool for 'what's in my portfolio?' / 'total value' questions; prefer it over calling each per-protocol reader separately. Agent View of the PolicyLayer registry record for `get_portfolio_summary`. HTML page: https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/get-portfolio-summary ## Facts - Tool: `get_portfolio_summary` - Server: VaultPilot MCP (`vaultpilot-mcp`) — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp.md - Install: `npx -y vaultpilot-mcp` - Homepage: https://github.com/szhygulin/vaultpilot-mcp - Risk category: Read (Low risk) - Registry record: grade F, identity unverified - Server rate-limited: no - Parameters: 11 - Recommended policy verdict: Allowed ## Parameters | Parameter | Type | Required | Description | | --- | --- | --- | --- | | `chains` | array | no | Subset of supported chains to scan (ethereum, arbitrum, polygon, base). Omit to scan all supported chains. | | `wallet` | string | no | Single wallet address. Provide this OR `wallets` (not both). Use `wallets` for multi-wallet aggregated reports. | | `wallets` | array | no | Multiple wallet addresses to aggregate into one combined portfolio view. Mutually exclusive with `wallet`. | | `tronAddress` | string | no | Single TRON mainnet address. With a single `wallet`: TRX + TRC-20 + TRON staking are folded into the same per-wallet totals (`breakdown.tron`, `tronUsd`, `tronS | | `solanaAddress` | string | no | Single Solana mainnet address (base58, 43-44 chars). With a single `wallet`: SOL + SPL + MarginFi + Kamino + Solana staking are folded into per-wallet totals. W | | `tronAddresses` | array | no | Multiple TRON addresses (Ledger account 0, 1, 2, …). Each is fetched in parallel; the per-address slices are surfaced in `nonEvm.tron[]` with rolled-up `tronUsd | | `bitcoinAddress` | string | no | Single Bitcoin mainnet address. With a single `wallet`: BTC balance × USD price is folded into per-wallet totals (`breakdown.bitcoin`, `bitcoinUsd`). With multi | | `litecoinAddress` | string | no | Single Litecoin mainnet address. Mirrors `bitcoinAddress`: with a single `wallet`, LTC balance × USD price folds into per-wallet totals (`breakdown.litecoin`, ` | | `solanaAddresses` | array | no | Multiple Solana mainnet addresses. Each gets its own balances + MarginFi + Kamino + staking subreaders fanned out in parallel. Per-address slices in `nonEvm.sol | | `bitcoinAddresses` | array | no | Multiple Bitcoin addresses (e.g. legacy + segwit + taproot for the same Ledger account, or several account-level scans). 1-20 entries; per-address fetch errors | | `litecoinAddresses` | array | no | Multiple Litecoin addresses (e.g. legacy + segwit + taproot for the same Ledger account). 1-20 entries; per-address fetch errors degrade via `coverage.litecoin` | Parameters from the server's own tool schema. ## Example call (MCP tools/call, JSON-RPC 2.0) ```json { "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "get_portfolio_summary", "arguments": {} } } ``` ## Why get_portfolio_summary is rated Low This is purely a data retrieval and aggregation tool. It queries blockchain state (balances, positions) across multiple chains and computes USD valuations, but performs no writes, executions, or financial operations. The user gains read-only visibility into their portfolio composition. From the tool's own definition: "Tool performs 'cross-chain portfolio aggregation' and 'assembles' balances and positions; it 'retrieves' native balances, holdings, lending positions, LP positions, and staking data, then 'values' them in USD via DefiLlama." Risk signals: High parameter count (11 properties) ## Use case AI agents call get_portfolio_summary to retrieve information from VaultPilot MCP without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere. ## Recommended policy (PolicyLayer) Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches VaultPilot MCP: ```json { "version": "1", "default": "deny", "tools": { "get_portfolio_summary": {} } } ``` ## Other tools on VaultPilot MCP (188) - `prepare_btc_lifi_swap` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-btc-lifi-swap.md - `prepare_btc_rbf_bump` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-btc-rbf-bump.md - `prepare_jito_stake` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-jito-stake.md - `prepare_marginfi_init` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-marginfi-init.md - `prepare_solana_nonce_close` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-solana-nonce-close.md - `prepare_sunswap_swap` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-sunswap-swap.md - `prepare_uniswap_v3_burn` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-uniswap-v3-burn.md - `prepare_uniswap_v3_mint` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-uniswap-v3-mint.md - `remove_contact` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/remove-contact.md - `unregister_btc_multisig_wallet` — Destructive — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/unregister-btc-multisig-wallet.md - `combine_btc_psbts` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/combine-btc-psbts.md - `pair_ledger_btc` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/pair-ledger-btc.md - `prepare_aave_repay` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-aave-repay.md - `prepare_btc_multisig_send` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-btc-multisig-send.md - `prepare_compound_repay` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-compound-repay.md - `prepare_compound_supply` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-compound-supply.md - `prepare_curve_swap` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-curve-swap.md - `prepare_custom_call` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-custom-call.md - `prepare_kamino_init_user` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-kamino-init-user.md - `prepare_kamino_supply` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-kamino-supply.md - `prepare_lido_unstake` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-lido-unstake.md - `prepare_lido_unwrap` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-lido-unwrap.md - `prepare_lido_wrap` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-lido-wrap.md - `prepare_native_stake_deactivate` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-native-stake-deactivate.md - `prepare_native_stake_delegate` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-native-stake-delegate.md - `prepare_rocketpool_unstake` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-rocketpool-unstake.md - `prepare_safe_tx_execute` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-safe-tx-execute.md - `prepare_solana_lifi_swap` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-solana-lifi-swap.md - `prepare_solana_nonce_init` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-solana-nonce-init.md - `prepare_solana_swap` — Execute — https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp/prepare-solana-swap.md - …and 158 more: https://policylayer.com/tools/io-github-szhygulin-vaultpilot-mcp.md ## For agents This record is a snapshot. Live verdicts and the full registry: - Check every server in your MCP config at once: `npx -y policylayer stack` - Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md) - Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events` --- Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=io-github-szhygulin-vaultpilot-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/io-github-szhygulin-vaultpilot-mcp