ChainFolioAI

com.chainfolioai由 chainfolioai.com 发布官方发布者v1.0.0更新于 Oct 27, 2026

Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

只读的加密资产投资组合 MCP 服务器：让助手查看持仓、盈亏、FIFO 收益、税务估算、DeFi 仓位与市场数据。

可以做什么
  • 读取投资组合持仓、钱包（地址以化名显示）、盈亏与 FIFO 已实现收益
  • 查看进阶指标、组合评分、交易记录与 NFT 持仓
  • 按国家估算资本利得税，并列出已发布的税务规则
  • 查询 Aave、Spark、Compound、Morpho、EigenLayer 上的 DeFi 借贷仓位
  • 获取市场数据：市值排行、单币行情、全球市场、恐惧贪婪指数、衍生品、历史价格、比特币区块与新闻
  • 追踪巨鲸地址动态，并向内置 AI 助手询问组合分析
适用场景
适合让助手回答关于自己加密与传统资产组合、绩效、税务估算或 DeFi 敞口的问题，并结合市场背景做解读。它只读，定位于个人组合复盘而非交易。
运行要求
远程 streamable HTTP 端点 chainfolioai.com。需要 ChainFolioAI 账户（Premium 套餐），并在账户的 API & MCP 页面生成 API 密钥，通过 Authorization bearer 头传递。需要能访问该服务的网络。
安装前请注意
API 密钥是敏感凭据，通过 Authorization 头发送，请妥善保管并可随时撤销。组合、钱包与税务数据会发送给 ChainFolioAI，DeFi 与巨鲸查询会访问公开区块链。税务数字仅为估算，不是报税表；评分与 AI 回答不构成投资建议。ask_ai 每账户有每日次数限制。

安装

在 SourceWeft 中

  1. 打开 控制台中的 ChainFolioAI，将其添加到工作区。
  2. 连接 Authorization token 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.chainfolioai%2Fchainfolioai/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "chainfolioai": {
      "type": "http",
      "url": "https://chainfolioai.com/api/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

工具

23

get_portfolio

Returns the user's latest portfolio snapshot: balances per network (ETH, SOL, BTC, ADA), exchanges (CEX), DeFi and manual assets.

无需输入参数。

get_wallets

Returns the wallets of each portfolio, with addresses as pseudonyms (wallet_…), never in clear.

无需输入参数。

get_pnl

The user's portfolio performance in euros: current total and change over 24 h, 7 days, 30 days and since the start, from the saved snapshots.

无需输入参数。

get_realized_gains

The user's realised capital gains using FIFO, in euros, with fees and gas deducted: total, per asset and per year. Not a tax return.

输入参数year

get_metrics

Advanced portfolio metrics from the saved history: ROI, CAGR, Sharpe, Sortino, Calmar, volatility, maximum and current drawdown, win rate and 95% VaR.

无需输入参数。

get_trades

Transactions recorded by the user (buys, sells and fees), in euros, newest first. Optional filters by asset and year.

输入参数yearassetlimit

get_tax_estimate

ESTIMATE of capital-gains tax in a country, in that country's currency: the country's cost method (FIFO, average cost, LIFO, UK pooling, annual sum), each trade converted at the ECB rate of its date, the rules of the year of sale, holding period, annual allowance and, where the law allows, losses carried from previous years. Not a tax return. Each country's options are in list_tax_countries (options field).

输入参数yearcountry必填alternativemarginalRatemarginalRateLong

list_tax_countries

Crypto tax regimes published by ChainFolioAI: short- and long-term rate, holding period, annual allowance and legal reference, per country.

无需输入参数。

get_global_market

Global crypto market state: total market cap, 24 h change and Bitcoin and Ethereum dominance.

无需输入参数。

get_derivatives

Derivatives data for a symbol on OKX: open interest, long/short ratio, funding, CVD, taker volume, 1 h candles, put/call and a composite sentiment score (0–100).

输入参数symbol

get_price_on

Closing price in US dollars of a crypto asset on a date (UTC), from OKX daily candles. Useful to value a past buy or sale.

输入参数date必填symbol必填

get_defi_positions

The user's lending positions read from the contracts (Aave V3, Spark, Compound V3, Morpho, EigenLayer) on Ethereum, Arbitrum, Base, Optimism and Polygon: supplied, borrowed and net, with health factor. It queries the blockchain, so it takes a few seconds.

无需输入参数。

get_nfts

NFTs in the user's EVM wallets on one network. They are not included in the portfolio total (no reliable price).

输入参数chain

get_portfolio_score

The user's portfolio score (0–100), as shown in the app: diversification, crypto/traditional mix, stablecoin reserve, performance and risk management. A reading aid, not a recommendation to buy or sell.

无需输入参数。

get_whale_activity

Scans the given addresses and returns recent on-chain movements (large transfers, accumulation). Supports ETH, BTC and SOL.

输入参数watchlist必填

get_market

Returns the top crypto assets by market cap (price, market cap, volume, 24h and 7d change).

输入参数limit

list_known_whales

Lists the preloaded known whales (exchanges, funds, public figures, governments) with address and chain. Use the addresses as input to get_whale_activity.

无需输入参数。

get_fear_greed

Crypto market Fear & Greed index (current value 0–100, classification and recent history).

无需输入参数。

get_asset

Price, market cap, volume and change (24h/7d) of a crypto asset by symbol (e.g. btc, eth, sol).

输入参数symbol必填

get_fire

Calculates the years to financial independence (4% rule) from expenses, savings, return and age.

输入参数inflationcurrentAgeannualReturnmonthlyExpenses必填currentPortfoliomonthlyInvestment必填

get_news

Latest crypto news (CoinDesk, CoinTelegraph): title, source, link and date.

输入参数limit

get_btc_blocks

Recent Bitcoin blocks (height, number of transactions, median fee, pool) and recommended mempool fees.

无需输入参数。

ask_ai

Ask the AI assistant, in natural language, about your real portfolio (analysis, context, risks). It never gives buy or sell orders. Daily limit per account.

输入参数question必填

版本历史

1
  1. v1.0.0最新Sep 21, 2026

评分

已满足适用检查项的 83%

该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

    请声明包含 README 的 GitHub 仓库，或在 OAuth 受保护资源元数据中提供 resource_documentation。

  • 许可证不适用

    托管服务按其提供方的条款使用，因此这里不要求许可证。此检查项不计入百分比。