Portfolio Guardian · Finance
Autonomous portfolio monitoring
The Finance application on AgentVault — reads live on-chain balances, simulates rebalance strategies, and surfaces risk signals before capital moves.
Overview
Yield strategies fail quietly. Positions drift, concentration builds, and by the time a human checks a dashboard the damage is done. Portfolio Guardian treats your Casper holdings as a live system: always scanning, always reasoning, always ready to act when you approve.
Guardian combines live RPC balance queries with agent-guided simulations. The module is designed to extend into automated rebalancing as oracle feeds and DEX integrations are added.
Dashboard actions
| Action | Type | What happens |
|---|---|---|
| Scan positions | Live RPC | Queries your CSPR balance from casper-test and displays it in the stats panel |
| Run rebalance sim | Advisory | Guardian agent returns allocation analysis and simulated trade plan |
| View risk log | Advisory | Surfaces concentration, volatility, and policy flags from agent reasoning |
Key capabilities
- Scan positions reads live balance data from the Casper network
- Agent reasoning appears in the transaction feedback panel before actions complete
- Activity timeline records each action with timestamp and status
Try it now
Connect your wallet on the dashboard, open the Guardian tab, and run Scan positions to verify your balance.