okx-defi-portfolio
2 commands for viewing DeFi positions and holdings across protocols and chains.
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Installation Guide
How to use okx-defi-portfolio on Cursor
AI-first code editor with Composer
Prerequisites
Before installing skills in Cursor, ensure your development environment meets these requirements:
- ›Cursor installed and configured on your machine
- ›Node.js 16+ with npm — verify with
node --version - ›Active project directory where you want to add
okx-defi-portfolio
Run the install command
Execute the skills CLI command in your project's root directory to begin installation:
Fetches okx-defi-portfolio from okx/onchainos-skills and configures it for Cursor.
Select Cursor when prompted
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Verify installation
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate okx-defi-portfolio. Access via /okx-defi-portfolio in your agent's command palette.
Security Notice
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
Documentation
OKX DeFi Portfolio
2 commands for viewing DeFi positions and holdings across protocols and chains.
Skill Routing
- For DeFi deposit/redeem/claim → use
okx-defi-invest - For token price/chart → use
okx-dex-market - For wallet token balances → use
okx-wallet-portfolio - For DEX spot swap → use
okx-dex-swap
Quickstart
# Get DeFi holdings overview across chains
onchainos defi positions \
--address 0xYourWallet \
--chains ethereum,bsc,solana
# Get detailed holdings for a specific protocol (analysisPlatformId from positions output)
onchainos defi position-detail \
--address 0xYourWallet \
--chain ethereum \
--platform-id 67890
Command Index
| # | Command | Description |
|---|---|---|
| 1 | onchainos defi support-chains |
Get supported chains for DeFi |
| 2 | onchainos defi support-platforms |
Get supported platforms for DeFi |
| 3 | onchainos defi positions --address <addr> --chains <chains> |
Get user DeFi holdings overview |
| 4 | onchainos defi position-detail --address <addr> --chain <chain> --platform-id <id> |
Get detailed holdings for a protocol |
Chain Support
| Chain | Name / Aliases | chainIndex |
|---|---|---|
| Ethereum | ethereum, eth |
1 |
| BSC | bsc, bnb |
56 |
| Polygon | polygon, matic |
137 |
| Arbitrum | arbitrum, arb |
42161 |
| Base | base |
8453 |
| X Layer | xlayer, okb |
196 |
| Avalanche | avalanche, avax |
43114 |
| Optimism | optimism, op |
10 |
| Fantom | fantom, ftm |
250 |
| Sui | sui |
784 |
| Tron | tron, trx |
195 |
| TON | ton |
607 |
| Linea | linea |
59144 |
| Scroll | scroll |
534352 |
| zkSync | zksync |
324 |
| Solana | solana, sol |
501 |
Operation Flow
Step 0: Address Resolution
When the user does NOT provide a wallet address, resolve it automatically from the Agentic Wallet before running any defi command:
1. onchainos wallet status → check if logged in, get active account
2. onchainos wallet addresses → get addresses grouped by chain category:
- XLayer addresses
- EVM addresses (Ethereum, BSC, Polygon, etc.)
- Solana addresses
3. Match address to target chain:
- EVM chains → use EVM address
- Solana → use Solana address
- XLayer → use XLayer address
Rules:
- If the user provides an explicit address, use it directly — skip this step
- If wallet is not logged in, ask the user to log in first (→
okx-agentic-wallet) or provide an address manually - If the user says "check all accounts" or "all wallets", use
wallet balance --allto get all account IDs, thenwallet switch <id>+wallet addressesfor each account, and query positions for each - Always confirm the resolved address with the user before proceeding if the account has multiple addresses of the same type
Step 1: Identify Intent
| User says | Action |
|---|---|
| View positions / portfolio / holdings | onchainos defi positions |
| View detail for a protocol | onchainos defi position-detail |
| Redeem / claim after viewing | Suggest → use okx-defi-invest |
Step 2: Collect Parameters
- Missing wallet address → resolve via Step 0 (wallet status → wallet addresses), or ask user if not logged in
- Missing chains → ask user which chains to query, or suggest common ones (ethereum, bsc, solana)
- Missing platform-id → run
defi positionsfirst to getanalysisPlatformId
Step 3: Display Results
Displaying Positions Results
When displaying defi positions output, you MUST use exactly these columns in this order — no substitutions, no omissions:
| # | Platform | analysisPlatformId | Chains | Positions | Value(USD) |
|---|---|---|---|---|---|
| 1 | Aave V3 | 12345 | ETH,BSC | 2 | $120.00 |
Rules:
analysisPlatformIdis MANDATORY in every row — users must copy this value to runposition-detail- Never omit, hide, or replace
analysisPlatformIdwith any other field - Never group platforms — show every platform as its own row regardless of value size
- Raw JSON path:
walletIdPlatformList[*].platformList[*]— each element is one platform rowplatformName→ PlatformanalysisPlatformId→ analysisPlatformIdnetworkBalanceList[*].network→ Chains (join with comma)investmentCount→ PositionscurrencyAmount→ Value(USD)
Displaying Position Detail Results
Output shape: { "ok": true, "data": [ { "walletIdPlatformDetailList": [...] }, ... ] } — data is an array. Never call .get() on data directly; iterate over it as a list.
When displaying defi position-detail output, render all tokens in a single flat table with these exact columns:
| Type | Asset | Amount | Value(USD) | investmentId | aggregateProductId | Token Contract | Rewards |
|---|---|---|---|---|---|---|---|
| Supply | USDT | 1.002285 | $1.0025 | 127 | 71931 | 0x970223...7 | 0.000080 AVAX |
| Pending | sAVAX | 0.00000091 | $0.000012 | – | – | – | Platform reward |
Rules:
- Each token row is one row; merge in
investmentIdandaggregateProductIdfrom its parent investment entry investmentIdis MANDATORY in every row — users need it forredeem/claim(viaokx-defi-invest)aggregateProductId— show if present, otherwise–- Token Contract: show the full contract address without truncation; show
–if native/empty - Rewards: show pending reward amount + symbol if present,
–if none; for platform rewards showPlatform reward - Type: map investType → Supply/Borrow/Stake/Farm/Pool etc; pending rewards row uses
Pending - Health rate: show separately below the table with warning if
healthRate < 1.5
investType Reference
| investType | Description |
|---|---|
| 1 | Save (savings/yield) |
| 2 | Pool (liquidity pool) |
| 3 | Farm (yield farming) |
| 4 | Vaults |
| 5 | Stake |
| 6 | Borrow |
| 7 | Staking |
| 8 | Locked |
| 9 | Deposit |
| 10 | Vesting |
Post-execution Suggestions
| Just completed | Suggest |
|---|---|
defi positions |
1. View detail → defi position-detail 2. Redeem → okx-defi-invest 3. Claim rewards → okx-defi-invest |
defi position-detail |
1. Redeem position → use okx-defi-invest with investmentId from table 2. Claim rewards → use okx-defi-invest 3. Add more → use okx-defi-invest |
Global Notes
- CRITICAL — Address-chain compatibility: The
--addressand--chainsparameters must be compatible. EVM addresses (0x…) can only query EVM chains; Solana addresses (base58) can only querysolana. Never mix them in a single call — the API will return error 84019 (Address format error).0x…address → only pass EVM chains:ethereum,bsc,polygon,arbitrum,base,xlayer,avalanche,optimism,fantom,linea,scroll,zksync- base58 address → only pass
solana - Sui address → only pass
sui - Tron address (
T…) → only passtron - TON address → only pass
ton - If the user wants positions across both EVM and Solana, make two separate calls with the respective addresses
defi positionsuses--chains(plural, comma-separated, e.g.--chains ethereum,bsc) — do NOT use--chaindefi position-detailuses--chain(singular) — do NOT use--chains- The wallet address parameter is
--addressfor both commands position-detailrequiresanalysisPlatformIdfrompositionsoutput as--platform-id- The CLI resolves chain names automatically (
ethereum→1,bsc→56,solana→501)
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Use Cases
User Story & Requirements Generation
Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Competitive Analysis
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Roadmap Prioritization
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
Make data-driven prioritization decisions faster
Stakeholder Communication
Draft PRDs, status updates, and stakeholder presentations
Example
Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement
Save 3-5 hours/week on communication overhead
Implementation Guide
Prerequisites
- ›Claude Desktop or compatible AI client
- ›Access to product documentation and roadmap tools (Jira, Notion, etc.)
- ›Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
- ›Stakeholder contact information and communication channels
Time Estimate
30-60 minutes to see productivity improvements
Steps
- 1Install product management skill
- 2Start with user story generation for known feature
- 3Progress to competitive analysis: research 2-3 competitors
- 4Use for roadmap prioritization: apply RICE/ICE scoring
- 5Draft stakeholder communications and refine based on feedback
- 6Build template library for recurring PM tasks
- 7Share effective prompts with product team
Common Pitfalls
- ⚠Not validating competitive research—verify facts before sharing
- ⚠Accepting user stories without involving engineering team
- ⚠Over-relying on frameworks without qualitative judgment
- ⚠Not customizing outputs to company culture and communication style
- ⚠Skipping stakeholder validation of generated requirements
Best Practices
✓ Do
- +Validate research and competitive analysis with real data
- +Collaborate with engineering when generating technical requirements
- +Customize frameworks and templates to your company context
- +Use skill for first drafts, refine with stakeholder input
- +Document successful prompt patterns for PM tasks
- +Combine AI efficiency with human judgment and intuition
✗ Don't
- −Don't publish competitive analysis without fact-checking
- −Don't finalize user stories without engineering review
- −Don't make prioritization decisions solely on AI scoring
- −Don't skip customer validation of generated requirements
- −Don't ignore company-specific context and culture
💡 Pro Tips
- ★Provide context: company goals, constraints, customer feedback
- ★Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
- ★Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
- ★Use skill for 70% generation + 30% customization to company needs
When to Use This
✓ Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
✗ Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
Learning Path
- 1Basic: user stories, feature specs, status updates
- 2Intermediate: competitive analysis, prioritization frameworks, PRDs
- 3Advanced: product strategy, go-to-market planning, OKR setting
- 4Expert: product vision, market positioning, business model innovation
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Reviews
- AAva Thompson★★★★★Dec 28, 2024
Useful defaults in okx-defi-portfolio — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- LLucas Dixit★★★★★Dec 24, 2024
I recommend okx-defi-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
- AAma Shah★★★★★Dec 8, 2024
okx-defi-portfolio fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
- LLi Kapoor★★★★★Dec 8, 2024
okx-defi-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- MMeera Abebe★★★★★Nov 27, 2024
okx-defi-portfolio is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
- MMeera Okafor★★★★★Nov 27, 2024
okx-defi-portfolio fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.
- YYash Thakker★★★★★Nov 23, 2024
okx-defi-portfolio reduced setup friction for our internal harness; good balance of opinion and flexibility.
- WWilliam Chen★★★★★Nov 19, 2024
I recommend okx-defi-portfolio for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
- LLucas Kapoor★★★★★Nov 15, 2024
Useful defaults in okx-defi-portfolio — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
- NNaina Sharma★★★★★Oct 18, 2024
Solid pick for teams standardizing on skills: okx-defi-portfolio is focused, and the summary matches what you get after install.
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