Start with an accurate snapshot
List each asset, quantity, account and current valuation timestamp. Include collateral and open positions separately from idle token balances. A portfolio view is only as useful as the balances it actually includes.
TRUE MCP can query connected balances and perpetual positions. For holdings outside that account, provide the relevant information explicitly rather than assuming every wallet and exchange is already connected.
Look through the labels
Ten tokens can still represent one bet on crypto liquidity. Group holdings by market driver, liquidity and use of leverage. Review the size of the largest positions and the effect of a simultaneous decline.
For a simple scenario, a $5,000 portfolio with $2,000 in one asset loses $400 if that asset falls 20% and everything else is unchanged. That is an 8% portfolio loss before other effects. State the assumptions when asking AI to extend the scenario.
Separate analysis from rebalancing
Ask TRUE to explain concentration and propose alternatives under a budget you specify. Then compare the proposed trades with current quotes, fees and liquidity. Moving many small positions can cost more than the allocation change is worth.
If you automate a recurring purchase or an agent strategy, define its budget and review schedule. Do not assume analysis alone changes holdings: an execution workflow and the relevant authorization are separate steps.
Measure the result consistently
Track deposits and withdrawals apart from trading returns. Include fees, funding and open profit or loss when reviewing performance. Compare the same dates and valuation method each time.
AI can help organize the reasoning and arithmetic, while the wallet and transaction records establish what you actually hold. Use both when deciding whether the portfolio still matches your plan.