ChainFolioAI

com.chainfolioai由 chainfolioai.com 發布官方發布者v1.0.0更新於 Oct 27, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

唯讀的加密資產投資組合 MCP 伺服器：讓助理查看持倉、損益、FIFO 收益、稅務估算、DeFi 部位與市場資料。

可以做什麼
  • 讀取投資組合持倉、錢包（地址以化名呈現）、損益與 FIFO 已實現收益
  • 檢視進階指標、組合評分、交易紀錄與 NFT 持倉
  • 依國家估算資本利得稅，並列出已公布的稅務規則
  • 查詢 Aave、Spark、Compound、Morpho、EigenLayer 上的 DeFi 借貸部位
  • 取得市場資料：市值排行、單一幣種行情、全球市場、恐懼貪婪指數、衍生品、歷史價格、比特幣區塊與新聞
  • 追蹤巨鯨地址動態，並向內建 AI 助理詢問組合分析
適用情境
適合讓助理回答關於自身加密與傳統資產組合、績效、稅務估算或 DeFi 曝險的問題，並結合市場背景解讀。它為唯讀，定位在個人組合檢視而非交易。
執行需求
遠端 streamable HTTP 端點 chainfolioai.com。需要 ChainFolioAI 帳號（Premium 方案），並在帳號的 API & MCP 頁面產生 API 金鑰，透過 Authorization bearer 標頭傳送。需要能連線至該服務的網路。
安裝前請注意
API 金鑰是敏感憑證，透過 Authorization 標頭傳送，請妥善保管並可隨時撤銷。組合、錢包與稅務資料會傳送給 ChainFolioAI，DeFi 與巨鯨查詢會存取公開區塊鏈。稅務數字僅為估算，不是報稅表；評分與 AI 回答不構成投資建議。ask_ai 每帳號有每日次數限制。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 ChainFolioAI，將其新增到工作區。
  2. 連接 Authorization token 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/com.chainfolioai%2Fchainfolioai/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

無需輸入參數。

get_wallets

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

無需輸入參數。

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.

無需輸入參數。

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.

輸入參數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.

無需輸入參數。

get_trades

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

輸入參數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).

輸入參數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.

無需輸入參數。

get_global_market

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

無需輸入參數。

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).

輸入參數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.

輸入參數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.

無需輸入參數。

get_nfts

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

輸入參數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.

無需輸入參數。

get_whale_activity

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

輸入參數watchlist必填

get_market

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

輸入參數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.

無需輸入參數。

get_fear_greed

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

無需輸入參數。

get_asset

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

輸入參數symbol必填

get_fire

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

輸入參數inflationcurrentAgeannualReturnmonthlyExpenses必填currentPortfoliomonthlyInvestment必填

get_news

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

輸入參數limit

get_btc_blocks

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

無需輸入參數。

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.

輸入參數question必填

版本歷史

1
  1. v1.0.0最新Sep 21, 2026

評分

已滿足適用檢查項的 83%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分

    請宣告包含 README 的 GitHub 儲存庫，或在 OAuth 受保護資源後設資料中提供 resource_documentation。

  • 授權條款不適用

    託管服務按其提供方的條款使用，因此這裡不要求授權條款。此檢查項不計入百分比。