📈 Crypto Portfolio MCP

A Claude-native portfolio tracker that lives in your chat.

✨ What it does

• 🗂️ Records holdings across exchanges and wallets (Coinbase, Binance, Kraken, MetaMask, Ledger, anything)
• 💹 Calculates real P&L — current value, cost basis, unrealized gain/loss in USD and %, allocation breakdown
• 🔴 Streams live prices from CoinGecko (Demo tier, free)
• 🕰️ Reconstructs historical value — what was your portfolio worth on March 14, 2024? Now you can ask
• 🌐 Surveys the market — BTC dominance, trending coins, top-10 movers — without leaving the chat

It's the data layer for the companion Crypto Tax MCP, but works fully standalone.

💬 Example conversations

These are the real prompts users say to Claude — what happens behind the scenes is shown in the tool calls.

1. 🆕 First-time setup: record a holding

You: "I bought 0.5 BTC on Coinbase on Jan 15, 2024 at $42,000."

Claude calls:

search_coin("BTC") // → finds "bitcoin"
add_holding({ coin_id: "bitcoin", symbol: "BTC", quantity: 0.5, purchase_price_usd: 42000, purchase_date: "2024-01-15", exchange: "Coinbase" })

Claude:

Done. Tracking 0.5 BTC purchased Jan 15, 2024 at $42,000 on Coinbase ($21,000 cost basis).

2. 💰 Check what you're worth right now

You: "What's my portfolio worth?"

Claude calls:

get_portfolio_summary({ currency: "usd" })

Claude:

Your portfolio is worth $73,420 across 5 assets, up +$18,920 (+34.7%) vs cost basis.

Asset	Value	Allocation	P&L
BTC	$48,200	65.6%	+$27,200 / +129% ↑
ETH	$15,100	20.6%	−$2,100 / −12% ↓
SOL	$6,800	9.3%	+$3,800 / +127% ↑
USDT	$2,500	3.4%	flat
MATIC	$820	1.1%	−$180 / −18% ↓

{
  "total_value": 73420.00,
  "total_cost_basis": 54500.00,
  "total_unrealized_pnl_usd": 18920.00,
  "total_unrealized_pnl_pct": 34.72,
  "currency": "usd",
  "asset_count": 5,
  "holdings": [
    {
      "coin_id": "bitcoin",
      "symbol": "BTC",
      "quantity": 0.5,
      "current_price": 96400,
      "value": 48200,
      "exchange": "Coinbase",
      "purchase_price_usd": 42000,
      "cost_basis": 21000,
      "unrealized_pnl_usd": 27200,
      "unrealized_pnl_pct": 129.52,
      "price_change_24h_pct": 2.4,
      "allocation_pct": 65.65
    }
  ]
}

3. 🔎 Quick price check (no holding needed)

You: "What's the price of SOL and AVAX right now?"

Claude calls:

get_asset_price({ coins: ["solana", "avalanche-2"] })

Claude:

SOL is at $185.40 (+3.2% 24h, $84B mcap). AVAX is at $42.10 (−1.8% 24h, $17B mcap).

4. 🆔 Find the right coin ID

You: "I want to add my Polygon holdings. What's the CoinGecko ID?"

Claude calls:

search_coin({ query: "polygon" })

Claude:

Polygon is now branded as POL with ID polygon-ecosystem-token. The old MATIC token is matic-network. Which one do you hold?

5. 🔐 Add a wallet holding (no price/date)

You: "Add 12 ETH in my Ledger cold storage. I don't remember the buy price."

Claude calls:

add_holding({ coin_id: "ethereum", symbol: "ETH", quantity: 12, exchange: "Ledger" })

Claude:

Added 12 ETH on Ledger. No cost basis recorded — current value will show, but unrealized P&L will be null. Add a purchase price later with add_holding if you want gain tracking.

6. 📊 Visualize the portfolio over time

You: "Show me how my portfolio performed over the last 90 days."

Claude calls:

get_portfolio_history({ days: 90 })

Claude:

Your portfolio over 90 days:

• Day 1 (Mar 10): $58,200
• Peak (Apr 22): $81,400
• Trough (May 15): $52,100
• Today (Jun 8): $73,420

Net change: +$15,220 (+26.2%). You weathered the May correction and have recovered ~89% of the peak.

{
  "currency": "usd",
  "days": 90,
  "data_points": 90,
  "history": [
    {"date": "2026-03-10", "value": 58200.00},
    {"date": "2026-03-11", "value": 59100.00},
    "...",
    {"date": "2026-06-08", "value": 73420.00}
  ]
}

7. 🔥 "What's everyone talking about?"

You: "Give me a market snapshot — what's hot right now?"

Claude calls:

get_market_overview()

Claude:

Total crypto mcap: $3.2T (−1.2% 24h). BTC dominance: 56.8%. ETH: 14.2%.

Trending now: Hyperliquid (HYPE), Bittensor (TAO), Ondo (ONDO), Sui (SUI), Toncoin (TON).

Top 10: BTC $96.4K, ETH $3.4K, USDT (stable), BNB $710, SOL $185, USDC (stable), XRP $2.40, DOGE $0.42, ADA $1.10, AVAX $42.

8. 🗑️ Remove a holding

You: "I sold all my MATIC on Coinbase, remove it."

Claude calls:

remove_holding({ coin_id: "matic-network", exchange: "Coinbase" })

Claude:

Removed MATIC on Coinbase from your portfolio.

9. 🏦 Multi-exchange same coin

You: "I have 0.3 BTC on Kraken and 0.2 BTC on Binance. Add both."

Claude calls:

add_holding({ coin_id: "bitcoin", symbol: "BTC", quantity: 0.3, exchange: "Kraken" })
add_holding({ coin_id: "bitcoin", symbol: "BTC", quantity: 0.2, exchange: "Binance" })

Claude:

Tracking 0.5 BTC total across two exchanges (0.3 Kraken, 0.2 Binance). get_portfolio_summary will show them as separate rows so you can see exchange-level exposure.

10. ✏️ Cost basis correction

You: "I made a typo earlier — my SOL buy price was $95, not $195. Fix it."

Claude calls:

add_holding({ coin_id: "solana", symbol: "SOL", quantity: <same>, purchase_price_usd: 95, /* ... */ })
// upsert merges by (user, coin, exchange)

Claude:

Updated. Your SOL cost basis is now $95/coin. Recalculated unrealized P&L: +$4,500 (was −$5,500 with the wrong price).