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Portfolio

Address-centric mini-app that unifies an address's presence across Circles, Gnosis Pay, Safe, DeFi, and yields.

What it is

Portfolio gives a single address a five-section profile:

  • Overview — summary card with role flags (is_safe, is_gpay_wallet, is_circles_avatar, …).
  • Relationships — graph-like neighborhood (Safe owners, GPay owner events, trust relations).
  • Yields — active LP and lending positions.
  • GPay — Gnosis Pay Safe events, modules, spender history.
  • Circles — avatar profile, trust relations, CRC balances, wrappers.

Resource URI: ui://cerebro/portfolio. Built on int_execution_address_roles_current (the same auto-detection Graph Explorer uses).

When to use it

  • Investigating a specific address: "who is 0xabc… and what do they do on-chain?"
  • Verifying multisig ownership before a security review.
  • Triaging a customer support ticket where the user supplied an address.
  • Composing reports about specific accounts (validators, treasury, partner addresses).

Step-by-step tutorial

1. Open with an address

open_portfolio(address="0xabc…")

The auto-detector classifies the address (Safe / GPay / Circles avatar / EOA / …) and seeds the relevant tabs.

2. Lazy-load a specific section

Sections load on demand to keep the initial render fast:

load_portfolio_section(section="circles")
load_portfolio_section(section="yields")

navigate_portfolio_relation(target_address="0xdef…", relation="safe_owner")
# Reseeds the panel on the new address, preserving the active tab.

4. Update focus

update_portfolio_focus(active_tab="yields", window_days=180)

Worked example

# A customer reported a missing GPay payment.
> open_portfolio(address="0xabc…")
< INITIAL_LOAD: roles=[gpay_wallet], gpay events: 142

> load_portfolio_section(section="gpay")
< [GPay events table renders]

# Their controlling EOA via the GA Delay Module
> navigate_portfolio_relation(target_address="0xeoa…", relation="ga_user_controls_gpay")
< [Panel reseeds on the EOA]

> load_portfolio_section(section="circles")
< [Circles trust relations + CRC balances]

Tool reference

Tool Purpose
open_portfolio(address) Open the panel; auto-detect roles
load_portfolio_address(address) Reseed the open panel on a new address
load_portfolio_section(section) Lazy-load Overview / Relationships / Yields / GPay / Circles
update_portfolio_focus(...) Change tab, window, threshold
navigate_portfolio_relation(target_address, relation) Follow a graph edge to another address

Best practices

  • Always resolve labels first with resolve_address(...) if the user gave you a name (ENS, Safe, label).
  • Use navigate_portfolio_relation, not load_portfolio_address, when following a relationship — it preserves audit trail in the resume hint.
  • Pair with Graph Explorer for visual context — Portfolio shows the address; Graph Explorer shows its network.

Pitfalls

  • Querying safes_current_owners.owner for GPay control. Returns the sentinel 0x…0002. Use ga_user_controls_gpay (Delay Module-based) instead — Graph Explorer encodes this canonically.
  • Treating the Yields tab as historical. It shows current open positions only. For history, query fct_execution_yields_user_lending_positions directly.

See also