Everything your agent needs to work on your portfolio
Bring Claude, Cursor, or your own LLM agent. MyHold gives it structured portfolio state, market context, alerts, staged commits, and rationales through MCP and the API, while you define the strategy and review every change.
API & MCP
Problem: Your agent can reason about a portfolio, but it has nowhere reliable to read holdings, record decisions, or apply changes.
Solution: One MCP server and REST API that give your agent structured portfolio state, market context, alerts, staged commits, and rationales.
Connect Claude, Cursor, or your own LLM agent through MCP or the REST API. MyHold is the state and execution layer your agent works on.
- MCP server for Claude, Cursor, and custom agents
- Structured portfolio, wallet, and rebalance state
- Market insights and technical indicators as tools
- Staged commits with rationales for every change
- Revocable personal API tokens on every plan
{
"totalValue": 81536,
"takeProfitOpportunities": [
{
"coinSymbol": "ETH",
"percentageDifference": 5
}
],
"investmentOpportunities": [
{
"coinSymbol": "BTC",
"percentageDifference": -5
}
]
}MCP tools return structured JSON your agent can act on
Portfolio Management
Problem: Multiple exchanges and years of DCA make it impossible to know your true break-even.
Solution: Automatic calculation of weighted average buy price across all your wallets.
Know your true break-even point instantly. Aggregate buys across time and exchanges into one clear number.
- Unlimited portfolios and wallets on Premium
- Track purchase price and quantity
- Automatic average cost basis calculation
- Real-time valuations and performance metrics
- Granular control over specific tranches
My Crypto Portfolio
3 wallets · 8 coins
Total Value
$65,650.00
24h
+2.40%7d
+12.80%Actual component from the app
Portfolio Rebalancing
Problem: Emotions make it hard to sell winners or buy dips when you should.
Solution: Data-driven logic. See exactly which coins are overweight and get precise buy/sell amounts.
Remove emotion from selling winners. Get clear, actionable buy/sell instructions to maintain your target weights.
- Target weight allocation per coin
- Current vs. ideal percentage analysis
- Buy/sell recommendations with exact amounts
- Portfolio and wallet-level rebalancing
- Visual allocation comparison
Rebalance Summary
Current Value
$100,000.00
Target Value
$100,000.00
Coins to Sell
1
$5,000.00
Coins to Buy
1
$5,000.00
Profit Opportunities
Total: $5,000.00These coins are overweight and can be sold for profit
Investment Opportunities
Total: $5,000.00These coins are underweight and good opportunities to buy
Actual component from the app
Portfolio History
Problem: You can't remember what your portfolio looked like 6 months ago or why you made changes.
Solution: Git-like commits that capture wallets, coins, prices, and weights at any point in time.
Commit snapshots of your portfolio state over time. Track how your holdings evolve with a version-controlled history.
- Snapshot your portfolio at any time
- Staged mode for atomic agent commits
- Track wallets, coins, prices & weights
- Compare historical vs. current state
- Attach rationales to explain changes
- Build a complete investment timeline
Portfolio Value: $76,775.00
Snapshot
Rationale
Rebalanced: BTC was at 55% (target 50%). Trimmed 0.08 BTC, increased ETH to restore 30% target.
Portfolio Value: $78,580.00
Snapshot
Rationale
Agent added SOL position to DeFi wallet at $142. Part of altcoin rotation strategy.
Actual component from the app
Dashboard
Problem: Switching between multiple views and pages to understand your overall position.
Solution: One dashboard that shows total value, performance, portfolio count, recent wallets, and notification usage.
A unified overview of all your portfolios, wallets, performance metrics, and recent activity in one place.
- Total portfolio value at a glance
- Aggregate performance metrics
- Portfolio & coin counts
- Recently viewed wallets
- Notification usage summary
My Crypto Portfolio
3 wallets · 8 coins
Total Value
$65,650.00
24h
+2.40%7d
+12.80%Recent Wallets
Based on your activityActual components from the app
Notifications & Alerts
Problem: Validating your thesis requires constant chart watching.
Solution: Alerts that only trigger when your specific position hits profit targets relative to your entry.
Alerts measured against your actual entry price tell you when you are making money. Set them yourself or let your agent create them through MCP.
- Dollar-based deviation alerts
- Percentage-based deviation alerts
- Alerts relative to your average cost
- Portfolio, wallet, or coin-level scope
- Delivery via in-app, push, and email
- Created and read by your agent through MCP
Alert when Bitcoin is $5,000 above my average cost
Alert when Ethereum drops 10% below my average cost
Actual components from the app
Investment Rationales
Problem: You can't remember why you made specific portfolio changes months later.
Solution: Attach markdown-formatted rationales to portfolios, wallets, and commits.
Document your investment reasoning with markdown notes. Track why you made each decision over time.
- Portfolio & wallet investment thesis
- Commit decision log entries
- Full markdown formatting support
- Strategy your agent reads before it acts
- Private and secure by default
Portfolio Rationale
Long-Term HODL Strategy
Investment Thesis: Focus on established cryptocurrencies with strong fundamentals and proven track records.
Allocation:
- 60% Bitcoin (digital gold, store of value)
- 30% Ethereum (smart contracts, DeFi backbone)
- 10% Stablecoins (liquidity reserve)
Time Horizon: 5+ years. Holding through market cycles.
Actual component from the app
Market Insights
Problem: Making investment decisions without knowing overall market conditions.
Solution: Live global market data and sentiment indicators updated every hour.
Real-time Fear & Greed Index, global market cap, BTC dominance, and more. Understand the macro picture.
- Fear & Greed Index with visual gauge
- Total crypto market capitalization
- BTC & ETH dominance tracking
- DeFi & stablecoin market metrics
- Hourly automatic updates
Fear & Greed Index
Market sentiment indicator
Global Market Metrics
$3.42T
$142.50B
54.32%
17.85%
Actual components from the app
How It Works
Get started in minutes with three simple steps
Set up your portfolio
Create portfolios and wallets, then add your coins with their purchase prices and quantities.
Connect your agent
Create an API token and connect Claude, Cursor, or your own agent through MCP or the API. Set target weights, alerts, and rationales as guardrails.
Supervise & act
Review rebalancing suggestions, alerts, and the commits your agent makes. Every change is recorded in history with its rationale.
Multi-Channel Alerts
Receive notifications through your preferred channels
In-App
Push
Webhook
And Much More
Built with precision and simplicity in mind
Allocation Insights
Visualize how your portfolio is distributed across coins and compare against your target allocation.
Performance Metrics
Track how each position performs against your entry price over time.
Precision Alerts
Your average buy price is the hero metric. Know exactly where you stand at all times.
Multi-Level Organization
Organize by portfolio, wallet, or individual coin. Set alerts at any level.
Auto-Sync
Prices update automatically. Your average cost calculations stay current.
Secure & Private
Your portfolio data is encrypted and private. Holdings are entered manually, so wallets and exchange accounts stay with you.
Ready to connect your agent?
Start free with 2 wallets, 3 alert rules, and 1,000 MCP and API calls a month with full read and write access. No credit card required.