• PROFIT
  • HOLDINGS
  • POSITIONS
  • HUMAN

How to analyze wallet performance with your AI

Connect Zerion to your AI client to get instant portfolio insights. Once linked, your agent can pull real-time data for any address you provide.

Ask AI about this page

Short answer

How can I check my wallet's PnL and token balances with AI?

Your agent uses Zerion to pull data for any specific wallet address. It calculates realized and unrealized gains and lists your current token holdings. You get a clear breakdown of your portfolio's performance.

The outcomes

What your agent delivers

The Zerion MCP provides the raw data your agent needs to answer these questions.

PROFIT

Realized and unrealized gains

The AI calculates exactly how much you've made or lost on positions. You get a clear view of your profit performance.

HOLDINGS

Current token balances

Your agent pulls a list of every token held in a specific address. You can ask for totals or specific asset counts.

POSITIONS

Active DeFi positions

The AI identifies your current stakes and liquidity positions. This shows you where your capital is currently deployed.

HUMAN

Manual trade execution

The AI only reads and calculates data. You still need to use your own wallet to actually execute trades or move funds.

The workflow

What your AI does when the request arrives.

Your agent acts as a bridge between your chat interface and the Zerion protocol.

  1. Fetch positions

    The agent identifies the target address and pulls the current token holdings from Zerion.

    get_wallet_positions

  2. Calculate PnL

    The AI processes the transaction history to determine your profit and loss metrics.

    get_wallet_pnl

  3. Audit balances

    Your agent looks at the specific tokens and amounts sitting in the wallet.

    get_wallet_positions

  4. Summarize gains

    The AI translates the raw numbers into a readable summary of your performance.

    get_wallet_pnl

Try it

Copy these to start.

Use these prompts to trigger the Zerion tools immediately.

Starting points

Replace the placeholder address with the actual wallet address you want to check.

Zerion Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_0YfJCwR3MbD9WTjQj8fGtDJEoyahI2jKg1Cqm9te/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Zerion capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zerion-defi-portfolio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0YfJCwR3MbD9WTjQj8fGtDJEoyahI2jKg1Cqm9te/mcp"
    }
  }
}
Copy into chat04

  • What is the total realized PnL for address 0x123...?

  • Show me all current token positions for 0xabc...?

  • Calculate my unrealized gains for the wallet 0x789...?

  • How many tokens does address 0xdef... currently hold?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Zerion once, then ask.

Click the link to connect your Zerion account. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Zerion to your AI

FAQ

How this task behaves

  • 01

    Can my AI execute trades for me?

    No. The AI only reads data from Zerion to calculate gains and balances. You must use your own wallet to perform any transactions.

  • 02

    Can the AI move funds between wallets?

    No. This MCP is read-only for portfolio analysis. It cannot initiate transfers or change any wallet settings.

  • 03

    Do I need to provide my private keys?

    No. You connect via Zerion, and your sensitive credentials remain encrypted and out of reach of the AI.

  • 04

    Can it analyze any wallet address?

    Yes, as long as the address has data available on Zerion, your AI can pull its positions and PnL.

  • 05

    Can the AI delete my wallet history?

    No. The AI has no permission to modify, delete, or change any data on the blockchain or within Zerion.

  • More questions about Zerion? The Connector page answers them. See everything the Zerion Connector can do

Connect Zerion to Claude, Cursor, ChatGPT & more