Creating Portfolios

The SDK supports two portfolio types: manual portfolios where you specify holdings directly, and automatic portfolios that track a wallet address on-chain. Both return a Portfolio object on creation.

createManual(params)

Create a portfolio with manually specified holdings. Each holding requires a symbol, quantity, and purchaseDate (Unix timestamp in seconds). Optionally include purchasePrice and asset_type.

Signature:

createManual(params: CreateManualPortfolioParams): Promise<Portfolio>

create-manual.ts

import { Chaos } from '@chaoslabs/ai-sdk';
 
const chaos = new Chaos({ apiKey: process.env.CHAOS_API_KEY! });
 
const portfolio = await chaos.portfolios.createManual({
  name: 'DeFi Blue Chips',
  holdings: [
    { symbol: 'ETH', quantity: 10, purchaseDate: 1704067200 },
    { symbol: 'AAVE', quantity: 50, purchaseDate: 1706745600, purchasePrice: 95 },
    { symbol: 'UNI', quantity: 200, purchaseDate: 1709251200, asset_type: 'crypto' },
    { symbol: 'SOL', quantity: 25, purchaseDate: 1711929600, purchasePrice: 145.50 },
  ],
});
 
console.log(`Created: ${portfolio.id}`);
console.log(`Name: ${portfolio.name}`);
console.log(`Type: ${portfolio.portfolioType}`);  // 'manual'
console.log(`Holdings: ${portfolio.holdings?.length ?? 0} assets`);

createAutomatic(params)

Create a wallet-tracked portfolio that automatically discovers and tracks holdings. Provide the wallet_address and optionally a chain to scope the tracking.

Signature:

createAutomatic(params: CreateAutomaticPortfolioParams): Promise<Portfolio>

create-automatic.ts

import { Chaos } from '@chaoslabs/ai-sdk';
 
const chaos = new Chaos({ apiKey: process.env.CHAOS_API_KEY! });
 
const portfolio = await chaos.portfolios.createAutomatic({
  name: 'My Ethereum Wallet',
  wallet_address: '0xd8dA6BF26964aF9D7eEd9e03E53415D37aA96045',
  chain: 'ethereum',
});
 
console.log(`Created: ${portfolio.id}`);
console.log(`Type: ${portfolio.portfolioType}`);  // 'automatic'
console.log(`Wallets: ${portfolio.wallets?.length ?? 0}`);

Manual vs Automatic

Feature	Manual	Automatic
Holdings source	User-provided array	Discovered from wallet on-chain
Requires wallet	No	Yes (`wallet_address`)
Holdings update	User must update manually	Synced automatically
Chain scoping	N/A	Optional `chain` parameter
Use case	Model portfolios, watchlists, hypothetical allocations	Track real wallet positions

Parameter Types

CreateManualPortfolioParams

Field	Type	Required	Description
`name`	`string`	Yes	Display name for the portfolio
`holdings`	`PortfolioHolding[]`	Yes	Array of holdings

CreateAutomaticPortfolioParams

Field	Type	Required	Description
`name`	`string`	Yes	Display name for the portfolio
`wallet_address`	`string`	No	Wallet address to track
`chain`	`string`	No	Chain to scope tracking (e.g., `'ethereum'`, `'polygon'`)

PortfolioHolding

Field	Type	Required	Description
`symbol`	`string`	Yes	Asset ticker symbol (e.g., `'ETH'`, `'BTC'`)
`quantity`	`number`	Yes	Number of units held
`purchaseDate`	`number`	Yes	Unix timestamp in seconds
`purchasePrice`	`number \| null`	No	Price per unit at purchase
`asset_type`	`string \| null`	No	Asset classification (e.g., `'crypto'`)

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