mantle-portfolio-analyst

Overview

Build deterministic, read-only wallet analysis on Mantle. Enumerate balances, DeFi positions (Aave V3 lending, V3 LP, Merchant Moe LB LP), and allowances, then highlight approval risk in a structured report.

Workflow

CRITICAL: Steps 4 through 9 are ALL MANDATORY and MUST be executed in exact order. Do NOT skip, reorder, or merge any step. Do NOT proceed to step N+1 until step N has returned a result. Every step must produce a tool call — if you find yourself writing the report without having executed all steps, STOP and go back to the first missed step.

1. Confirm inputs:
   • wallet_address
   • network (mainnet or sepolia)
   • optional token/spender scope
2. Validate requested wallet and chain context:
   • mantle-cli registry validate <address> --json
   • mantle-cli chain info --json
   • mantle-cli chain status --json
3. Determine analysis scope:
   • token list from user input or mantle://registry/tokens
   • spender list from user input or mantle://registry/protocols
4. [MANDATORY] Fetch native balance with mantle-cli account balance <address> --json.
5. [MANDATORY] Fetch ERC-20 balances with mantle-cli account token-balances <address> --tokens <list> --json.
   • This step MUST query ALL tokens from the scope determined in step 3. Do NOT skip this step even if the native balance is small or zero.
   • You MUST wait for the tool result before proceeding. If the result contains partial: true, note which tokens had errors but still proceed with the successful results.
6. [MANDATORY] Fetch Aave V3 positions with mantle-cli aave positions --user <address> --json.
   • This returns aggregate account data (total collateral/debt USD, health factor) and per-reserve supplied/borrowed amounts.
   • aToken balances are positive assets (collateral), debtToken balances are liabilities (debt).
   • Include health_status in the report. Flag at_risk or liquidatable positions prominently.
7. [MANDATORY] Fetch V3 LP positions with mantle-cli lp positions --owner <address> --json.
   • Returns positions across Agni and Fluxion DEXes with tick ranges, liquidity, and in-range status.
   • Include as LP assets in the portfolio.
8. [MANDATORY] Fetch Merchant Moe LB positions with mantle-cli lp lb-positions --owner <address> --json.
   • Returns LB bin positions with user share percentage and estimated token amounts.
   • Include as LP assets in the portfolio.
9. [MANDATORY] Fetch token-spender allowances with mantle-cli account allowances <owner> --pairs <token:spender,...> --json.
10. If a token's metadata is missing, use mantle-cli token info <token> --json for that token and keep missing fields as unknown when unresolved.
11. Classify approval risk using these rules:

• low: allowance is zero, or tightly bounded and clearly below wallet balance/expected use.
• medium: allowance is non-zero and larger than immediate expected use, but still bounded.
• high: allowance is very large relative to expected use, or intentionally broad with unclear user intent.
• critical: is_unlimited=true from tool output, or allowance equals/near-max integer (value >= 2^255).
• Always include a rationale sentence with each risk label.
• Mark spender trust as unknown unless verified from mantle://registry/protocols or user-confirmed.
• Highlight all high and critical approvals at top of summary.
• If token decimals are missing, classify using raw value and downgrade confidence.

12. Handle partial results from DeFi position tools:

• If mantle-cli aave positions returns partial: true, note which reserves had errors and state that per-reserve breakdowns may be incomplete while aggregate USD totals (from getUserAccountData) remain accurate.
• If mantle-cli aave positions returns possible_missing_reserves: true, warn that Aave governance may have added new reserves not yet tracked by this tool. Aggregate USD totals are still accurate.
• Check each position's collateral_enabled field. If any position has supplied > 0 but collateral_enabled: false:
  • Run mantle-cli aave markets --json to check the reserve's ltv_bps field.
  • If ltv_bps is 0 (known examples: sUSDe, FBTC, syrupUSDT, wrsETH on Mantle), classify as informational — this asset cannot be collateral by governance design, not a user error. Do NOT suggest set-collateral.
  • If ltv_bps > 0, flag as collateral warning — the user has deposited tokens but they are NOT counting toward borrowing capacity. This can cause borrow failures. Suggest checking set-collateral.
• If mantle-cli lp lb-positions returns positions, note the coverage: "known_pairs_only" and scan_radius limitations. Explicitly state that positions in distant bins or unlisted pairs are NOT checked.
• If mantle-cli lp lb-positions returns total_positions: 0, do NOT conclude the wallet has no LB exposure — only state that no positions were found within the scan range.

13. Self-check before report: Before writing the report, verify that ALL of the following tool calls have been made and returned results. If any is missing, go back and execute it NOW:

• mantle-cli account balance (step 4)
• mantle-cli account token-balances (step 5)
• mantle-cli aave positions (step 6)
• mantle-cli lp positions (step 7)
• mantle-cli lp lb-positions (step 8)
• mantle-cli account allowances (step 9)

14. Return a formatted report with findings, confidence, and explicit coverage/partial gaps.

Guardrails

• NEVER skip ERC-20 token balance queries (step 5). This is the most common execution failure. The token-balances call must happen before Aave/LP queries and must cover all tokens from the scope. A report missing the Token Balances section is incomplete and MUST NOT be returned.
• Use mantle-cli read-only commands only for this skill (mantle-cli account balance, mantle-cli account token-balances, mantle-cli account allowances, mantle-cli aave positions, mantle-cli aave markets, mantle-cli lp positions, mantle-cli lp lb-positions, mantle-cli token info, chain/address validation helpers). Do NOT enable or connect to the MCP server.
• Stay read-only; do not construct or send transactions.
• Do not reference direct JSON-RPC calls (eth_*) as if they are callable tools in this workflow.
• Do not guess token decimals or symbols if calls fail.
• Validate checksummed addresses for wallet, token, and spender. If an address fails checksum validation or is the zero address (0x0000...0000), stop and return an error message explaining the issue -- do not proceed with queries against an invalid address.
• Mark missing token metadata as unknown and continue.
• If RPC responses are inconsistent, report partial coverage explicitly.
• Keep both raw and normalized values in output. Prefer normalized values from tool responses; convert manually only when decimals are explicitly known. If decimals are unavailable, keep raw only and lower confidence.
• Verify response chain/network matches the requested input. Detect and report partial failures via tool-level partial flags and per-entry error fields.
• If scope is unknown and cannot be discovered, report that coverage is partial instead of inventing token or spender targets.

Report Format

Always use this exact report structure, even when the user query is scoped to a specific token, spender, or subset. Omit sections only if they are genuinely empty (e.g., no allowances found), but keep all section headers. For scoped queries, populate only the relevant entries within each section and note the applied filter in the summary.

Mantle Portfolio Report
- wallet:
- network:
- chain_id:
- collected_at_utc:

Native Balance
- MNT:

Token Balances
- token: <symbol_or_label>
  address:
  balance_raw:
  decimals:
  balance_normalized:

Aave V3 Positions
- health_factor:
- health_status: no_debt | safe | moderate | at_risk | liquidatable
- total_collateral_usd:
- total_debt_usd:
- available_borrows_usd:
- positions:
  - symbol:
    supplied:
    borrowed:
    collateral_enabled: true | false | null (null = could not read)
- collateral_warnings:  # flag any position where supplied > 0 but collateral_enabled = false

V3 LP Positions (Agni / Fluxion)
- total_positions:
- positions:
  - provider:
    pool:
    token0/token1:
    liquidity:
    in_range:

Merchant Moe LB Positions
- total_positions:
- positions:
  - pair:
    token_x/token_y:
    bins_with_liquidity:

Allowance Exposure
- token:
  spender:
  allowance_raw:
  allowance_normalized:
  risk_level: low | medium | high | critical
  rationale:

Summary
- tokens_with_balance:
- aave_health_status:
- v3_lp_positions:
- lb_positions:
- allowances_checked:
- unlimited_or_near_unlimited_count:
- key_risks:
- confidence:

References

• references/rpc-readonly-workflow.md
• references/allowance-risk-rules.md