Reading Your Portfolio¶
The get_portfolio_status tool gives you a complete view of your holdings across all connected exchanges, enriched with CFO Anny Line indicator states.
What You Get¶
When you ask "How is my portfolio doing?", Anny returns a table like this:
| Asset | CFO Line | Price | 24h | Qty | P&L |
|---|---|---|---|---|---|
| BTC | Accumulate | $68,500 | +2.30% | 0.5 | $1,250 |
| ETH | Wait | $3,850 | -0.80% | 10 | -$320 |
| SOL | Distribute | $145 | -3.20% | 100 | -$890 |
Summary: 1 Accumulate, 1 Wait, 1 Distribute | Total P&L: $40
Understanding the Columns¶
| Column | Description |
|---|---|
| Asset | The crypto symbol |
| CFO Line | Current Anny Line state — Accumulate (strength), Wait (neutral), Distribute (weakness) |
| Price | Current market price |
| 24h | Price change in the last 24 hours |
| Qty | Your position size |
| P&L | Unrealised profit or loss |
Filtering by Exchange¶
If you have positions on multiple exchanges, you can filter:
Show me just my Binance positions
This passes the exchange parameter to only show positions from that exchange.
Using the Summary¶
The summary line gives you a quick health check:
- Mostly Accumulate — Your portfolio is in structurally strong assets
- Mostly Wait — Neutral phase, no strong directional bias
- Mostly Distribute — Your portfolio is in structurally weak assets
This is not advice on what to do — it's a snapshot of where your holdings sit relative to the CFO Line indicator.
Prerequisites¶
To see portfolio data, you need:
- An Anny Trade account (signed in via the MCP connector)
- At least one exchange connected in your Anny Trade settings
- Active positions on the connected exchange
If you see "I don't see any positions", check that your exchange API keys are connected and that you have open positions.