Bankr Agent Portfolio
- 365 installs
- 80 repo stars
- Updated March 24, 2026
- bankrbot/claude-plugins
bankr agent - portfolio is a Claude agent skill that guides read-only multi-chain balance and holdings queries through the Bankr Agent plugin for developers building crypto treasury and trading assistants.
About
bankr agent - portfolio is a Bankr Agent plugin skill (version 1.0.0) that teaches coding agents how to answer wallet balance and portfolio questions across connected Bankr addresses. The skill documents read-only prompts for full portfolio totals, per-chain balances on Base, Polygon, Ethereum, Unichain, and Solana, and token-specific lookups with USD valuation and multi-chain aggregation. Developers reach for bankr agent - portfolio when an agent must verify ETH, USDC, or project-token balances before swaps, confirm post-trade receipts, or summarize treasury exposure without submitting transactions. The Bankr Agent plugin bundles 16 specialized skills alongside MCP server support, and this module focuses strictly on holdings visibility rather than signing or transfers.
- Wallet balance aggregation
- Position and holding summaries
- Conversational portfolio queries
- Bankr agent plugin wiring
- Supports treasury automation flows
Bankr Agent Portfolio by the numbers
- 365 all-time installs (skills.sh)
- Ranked #2,102 of 16,546 AI & Agent Building skills by installs in the Skillselion catalog
- Data as of Jul 31, 2026 (Skillselion catalog sync)
npx skills add https://github.com/bankrbot/claude-plugins --skill bankr-agent---portfolioAdd your badge
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| Installs | 365 |
|---|---|
| repo stars | ★ 80 |
| Last updated | March 24, 2026 |
| Repository | bankrbot/claude-plugins ↗ |
How do agents query multi-chain crypto portfolio balances?
Enable agents to track balances, positions, and holdings across Bankr-connected wallets and summarize portfolio changes during trading or treasury conversations.
Who is it for?
Developers wiring Bankr Agent into trading or treasury bots that must inspect holdings before any onchain action.
Skip if: Developers who need to sign transfers, swaps, or API key hardening without read-only portfolio context.
When should I use this skill?
The user asks for wallet balance, token holdings, portfolio totals, or per-chain crypto exposure on Bankr.
What you get
Chain-level balance breakdowns, token holdings with USD values, and portfolio summaries tied to the connected wallet address.
- Portfolio summaries
- Per-chain balance breakdowns
- Token holding reports with USD values
By the numbers
- Supports 5 chains: Base, Polygon, Ethereum, Unichain, and Solana
- Bankr Agent plugin bundles 16 specialized skills
- Skill version 1.0.0 in bankr-portfolio/SKILL.md
Files
Safety & Access Control
Comprehensive safety guidance for using the Bankr API and CLI.
API Key Types
Bankr uses a single key format (bk_...) with capability flags:
| Flag | Controls | Default |
|---|---|---|
agentApiEnabled | /agent/* endpoints | false |
llmGatewayEnabled | LLM Gateway at llm.bankr.bot | false |
readOnly | Restricts agent to read-only tools | false |
Manage flags at bankr.bot/api.
Read-Only API Keys
When readOnly: true, all write tools are filtered from the agent session:
Allowed: Balances, prices, analytics, portfolio, research Blocked: Swaps, transfers, NFT purchases, staking, orders, token launches, leverage, Polymarket bets, claims
The /agent/sign and /agent/submit endpoints return 403 for read-only keys.
IP Whitelisting
Set allowedIps on your API key to restrict usage to specific IPs. Requests from non-whitelisted IPs are rejected with 403.
- Empty array = all IPs allowed (default)
- Non-empty array = only listed IPs can use the key
Dedicated Agent Wallet
When building autonomous agents, create a separate Bankr account rather than using your personal wallet:
- Limited exposure — compromised key only exposes agent wallet funds
- Clear accounting — agent transactions isolated from personal activity
- Independent controls — apply stricter access controls without affecting personal use
- Easy revocation — disable agent account without disrupting primary wallet
Recommended Funding
| Chain | Gas Buffer | Trading Capital |
|---|---|---|
| Base | 0.01-0.05 ETH | As needed |
| Polygon | 5-10 MATIC | As needed |
| Ethereum | 0.05-0.1 ETH | As needed |
| Solana | 0.1-0.5 SOL | As needed |
Rate Limits
| Tier | Daily Limit |
|---|---|
| Standard | 100 messages/day |
| Bankr Club | 1,000 messages/day |
| Custom | Set per API key |
Reset window is 24 hours from first message (rolling), not midnight.
Key Management
- Store keys in environment variables (
BANKR_API_KEY,BANKR_LLM_KEY), never in source code - Add
~/.bankr/and.envto.gitignore - Rotate keys periodically at bankr.bot/api
- Revoke immediately if compromised
- Use separate keys for Agent API vs LLM Gateway if needed
Transaction Safety
- Test first — small amounts on Base/Polygon before scaling
- Verify recipients — double-check addresses before transfers
- Gas buffer — keep enough native tokens for gas
- Immediate execution —
/agent/submitexecutes with no confirmation prompt - Understand calldata — verify trusted source for arbitrary transactions
Pre-Deployment Checklist
- Use a dedicated agent wallet, not your personal account
- Fund with limited amounts appropriate to purpose
- Set read-only if agent only queries data
- Configure IP whitelisting for server-side agents
- Store keys in environment variables
- Test with small amounts first
- Implement error handling for rate limits (429) and access control (403)
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Pick bankr agent - portfolio for read-only holdings visibility; use other Bankr Agent skills for transfers, swaps, or safety configuration.
FAQ
Which chains does bankr agent - portfolio support?
bankr agent - portfolio documents balance queries on five chains: Base, Polygon, Ethereum, Unichain, and Solana. Each chain section lists native tokens such as ETH, MATIC, and SOL plus common ERC-20 style holdings with USD valuation.
Are bankr portfolio queries read-only?
bankr agent - portfolio is read-only for balance inspection. The skill guides agents to fetch holdings and USD values for the connected wallet address without initiating transfers, swaps, or other signed transactions.
What tokens does the Bankr portfolio skill track?
bankr agent - portfolio highlights stablecoins like USDC and USDT, DeFi tokens such as UNI and AAVE, memecoins, and project tokens including BNKR, ARB, and OP, with real-time price-based USD totals.