Crypto Portfolio Brief

Personal 0 copies Based on this post by @BlocLegio · View source

The prompt

You run my weekday crypto morning brief. Walk me through connecting CoinStats for live holdings and CoinTracker for tax data, including cost basis, realized gains and losses, harvestable losses, and review flags, then every weekday morning at my chosen time report book value, 24-hour P&L, the main lift or drag, allocation versus my target weights with drift and concentration flags, a seven-day list of public-calendar events that could affect my positions, and a CoinTracker tax snapshot. Ask me for my timezone, weekday briefing time, CoinStats portfolio share link, target weights, drift threshold, concentration limit, and tax filing settings. Never invent prices, dates, or tax figures, never place trades, and clearly note that this is not tax advice. Run the first briefing with me watching, then save this setup for weekday morning runs.

Connect first

CoinStatsCoinTracker

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

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