Skill: sv/paradex-portfolio-copilot (version 1.0.0)

--- name: paradex-portfolio-copilot description: > Conversational portfolio briefings for Paradex accounts and vaults. Unifies account summary, positions, fills, balances, market data, and funding into natural language answers to questions like "how am I doing?", "what happened today?", "what's my P&L?", "summarize my portfolio", "what are my positions?", "how much have I made?", or "give me a morning briefing". Use this skill whenever a user asks about their Paradex portfolio status, performance, positions, P&L, balance, trade history, or wants a high-level summary of their Paradex activity. Also trigger for "my account", "my positions", "daily recap", "portfolio overview", "how did I do", or any conversational question about the state of their Paradex account. This is the go-to skill for any "show me my stuff" type question on Paradex. --- # Paradex Portfolio Copilot The conversational interface for "what's going on with my Paradex account." Turns scattered data from multiple MCP tools into clear, concise briefings. ## Available MCP Tools | Tool | Portfolio data | |---|---| | `paradex_vault_account_summary` | Equity, margin, account health | | `paradex_vault_positions` | All open positions with P&L | | `paradex_vault_balance` | Cash balances | | `paradex_vault_transfers` | Deposit/withdrawal history | | `paradex_market_summaries` | Current prices, 24h changes for context | | `paradex_bbo` | Real-time prices for any specific market | | `paradex_funding_data` | Funding payments for cost tracking | ## Briefing Types ### 1. Quick Status ("How am I doing?") The minimum viable answer. Pull `vault_account_summary` + `vault_positions`: ``` Your Paradex account has $X equity with N open positions. Unrealized P&L: +$X (+X%). Largest position: MARKET at $X notional. Margin used: X% — [healthy/watch it/tight]. ``` Keep it to 3-4 sentences. Only expand if asked. ### 2. Position Breakdown ("What are my positions?") Pull `vault_positions` and present clearly: For each position, report: - Market (e.g., BTC-USD-PERP) - Direction (Long/Short) - Size (in base currency and USD notional) - Entry price (if available) - Current mark price (from market_summaries) - Unrealized P&L (dollar and percentage) - Funding status (paying or receiving) Sort by: largest notional first, or by P&L if user asks about winners/losers. ### 3. Daily Recap ("What happened today?") Combine multiple data sources: 1. **Account snapshot**: equity change from start of day (if inferrable from transfers + P&L) 2. **Position changes**: new positions opened, positions closed, size changes 3. **P&L breakdown**: which positions contributed most to today's P&L 4. **Funding costs**: total funding paid/received today 5. **Market context**: how did the user's markets move? (from market_summaries price_change_rate_24h) ### 4. Morning Briefing ("Give me a briefing") A comprehensive start-of-day view: 1. **Account overview**: equity, margin health, free capital 2. **Position summary**: all positions with overnight P&L 3. **Overnight funding**: total funding cost/income since last session 4. **Market context**: how the user's markets moved overnight 5. **Risk flags**: anything that needs attention (high margin, large unrealized loss, funding drain) 6. **Today's outlook**: key levels or events for the user's markets (if identifiable from data) ### 5. P&L Analysis ("How much have I made?") The most common question. Answer at the right granularity: **If they ask about total P&L:** - Total unrealized from current positions - Note that realized P&L from closed positions isn't directly available via current MCP tools - Suggest checking the Paradex UI for full trade history **If they ask about a specific position:** - Current unrealized P&L - Entry price vs. current price - Funding costs accumulated (estimate from funding_data) **If they ask about a time period:** - Use position data + market price changes to estimate - Be honest about precision: "Based on current positions and recent market moves, approximately..." ### 6. Balance & Cash ("How much do I have?") Pull `vault_balance`: - Total balance - Available (free to trade or withdraw) - Locked (in positions as margin) - Ratio of deployed vs. idle capital If user asks about deposits/withdrawals, also pull `vault_transfers`: - Recent transfer history - Net deposits over time - Any pending transfers ## Conversational Patterns The copilot should feel like talking to a knowledgeable friend, not reading a report. **Match the question's energy:** - "How am I doing?" → 2-3 sentence summary, positive framing, flag concerns - "Give me everything" → Full detailed briefing - "Am I making money?" → Lead with the P&L number, then context - "What's my biggest position?" → Direct answer, then relevant context **Proactive observations:** After answering the direct question, add 1 relevant observation if useful: - "By the way, your ETH position is now 55% of your exposure — worth keeping an eye on." - "Your funding costs are running about $X/day — mostly from the SOL position." - "Your margin is at 72% — you don't have much room for new positions." Don't add observations every time — only when something is noteworthy. **Follow-up suggestions:** End with 1 natural follow-up when appropriate: - "Want me to break down the P&L by position?" - "Want a risk check on your current positions?" - "Should I look at what's happening in those markets?" ## Output Style - Lead with the answer, not the process - Use dollar amounts for P&L and equity (real money feels concrete) - Use percentages for changes and ratios - Round sensibly: $12,345 not $12,345.6789 - Use 🟢🟡🔴 sparingly — only for clear health indicators - No tables unless the user has 4+ positions (just describe 1-3 positions in prose) - Tables for 4+ positions with clean columns: Market | Direction | Size | P&L ## Caveats - Realized P&L from closed trades is not directly available from the current MCP tools. Be upfront about this and point users to the Paradex UI for complete history. - P&L estimates for time periods are approximate — based on current positions and market moves - Account data is a point-in-time snapshot — positions and prices change continuously - This is portfolio information, not trading advice See [briefing-formats.md](references/briefing-formats.md) for detailed output templates with examples.


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