portfolio-review

Portfolio review

Uses the hyperliquid-trading-agent MCP server. Read-only — does not place or close anything unless the user explicitly asks.

Steps

1. trading_mode() — confirm DRY-RUN vs LIVE in one line at the top.
2. get_account_state() — balance, total_value, positions with PnL.
3. get_open_orders() — any resting limit or trigger orders (TP/SL).
4. get_recent_fills(limit=20) — last 20 fills for context.
5. get_risk_limits() — current caps and whether the daily circuit breaker is active.

Output format

Lead with the headline numbers:

• Equity: $X (balance $Y + unrealized $Z)
• Daily: ±Z% vs daily high
• Exposure: X% of cap used

Then a compact table of open positions:

| Asset | Side | Size | Entry | Mark | PnL | PnL % | SL | TP |

Then any open orders. Then recent fills if interesting.

Close with one line on risk posture: are any positions close to the loss-cap? Is exposure near the limit?

When to suggest action

• If any position has loss_pct >= 0.8 * max_loss_per_position_pct, flag it and ask if the user wants to close.
• If circuit_breaker_active, surface that prominently.
• If positions exist without stop-loss orders (no SL in open_orders for that asset), offer to set them via set_stop_loss.