Aggregate Portfolio Flow

caution

Use of the Foretale Platform is done so at user’s own risk. Flow’s and node functionalities are experimental and may not perform as described.

The Aggregate Portfolio Starter Flow can be viewed as an analytical flow that helps keep an overview of their crypto exchanges.

The Aggregate Portfolio Flow

When manually triggered this flow uses the get portfolio node to look up the amount of a specified cryptocurrency in a given user exchange account.

By deploying this node multiple times it is possible to get all information for different user exchange accounts. This can of course be modified to have only a single get portfolio Node if a user only has one account.

The information from the multiple get portfolio look ups is merged via the merger node. The value of the given cryptocurrency to a base value—in this case USDT is the given cryptocurrency and EURO is the base currency—is found out by the fetch tickers node. This is handy if an exchange doesn’t support your desired target currency.

In this way the Aggregate Portfolio starter flow calculates the total base currency value of a given cryptocurrency in multiple exchange accounts! The results are published within the FlowStudio debug window.

This flow is intended to be manually run intermittently but could of course be edited to run in an automated fashion.

We could extend this flow to automatically update all portfolios at specified intervals and do more sophisticated actions, such as sending as a notification once the portfolios reach a certain threshold of say -10%. More updates to that approach soon, but feel free to try it out yourself right away.

important

The starter flow provides the basic structure for a finance app. The user however must configure each node in the flow in turn to make it work for their specifications.

Last updated on Sep 15, 2022

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