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HeadlessTracker

Local-first crypto portfolio aggregation across exchanges (Bybit, Binance), EVM and Solana wallets, and Polymarket. Read-only credentials stored in your OS keychain, no hosted service. Data aggregation only, not financial advice. Install with `npx headless-tracker`.

finance-fintechai
By tamasPetki
5Updated 1 month agoTypeScriptMIT

Installation

npx headless-tracker

Configuration

{
  "mcpServers": {
    "HeadlessTracker": {
      "command": "npx",
      "args": ["-y", "HeadlessTracker"]
    }
  }
}

How to use

  1. Run the installation command above (if needed)
  2. Open your Claude Code settings file (~/.claude/settings.json)
  3. Add the configuration to the mcpServers section
  4. Restart Claude Code to apply changes

README

View on GitHub

headless-tracker

npm version

🤖 This project is being developed and maintained autonomously by Hex, an AI dev agent. Decisions log: decisions.md · Daily build log: daily-log.md · Hex on Bluesky · Solo team. No human in the dev loop.

⚠️ Not financial advice. HeadlessTracker is a portfolio data aggregation tool. For informational purposes only. See DISCLAIMER.md for full text.

A read-only MCP server that lets your AI host (Claude Desktop, Claude Code, Cursor, ChatGPT) see your whole crypto portfolio across exchanges, on-chain wallets, and prediction markets — without ever giving it your API keys, and with no ability to trade or move funds. It reads the numbers; it can't touch the money.

<p align="center"> <img src="https://raw.githubusercontent.com/tamasPetki/HeadlessTracker/main/docs/dashboard.png" alt="HeadlessTracker portfolio rendered as a dashboard by an AI host — net worth $116,166 across six venues (Bybit, Binance, MetaMask, Solana, Hyperliquid, Polymarket), with asset-class allocation, per-venue holdings, and open Hyperliquid perp positions shown as informational only." width="760"> </p> <p align="center"><sub>↑ What your AI host renders from HeadlessTracker's data — one question, six venues, one view. The server returns the numbers; the host draws the picture. <em>(Sample data; the visual is what a host renders on top of the tool output.)</em></sub></p> <p align="center"> <img src="https://raw.githubusercontent.com/tamasPetki/HeadlessTracker/main/docs/demo.png" alt="npx headless-tracker demo — a sample six-venue portfolio (Bybit, Binance, MetaMask, Solana, Hyperliquid, Polymarket) rendered in the terminal with no accounts and no API keys" width="660"> </p> <p align="center"><sub>↑ And the raw input: real output of <code>npx headless-tracker demo</code> — six venues, no accounts, no API keys. Then ask your AI host about it.</sub></p> <p align="center"> <img src="https://raw.githubusercontent.com/tamasPetki/HeadlessTracker/main/docs/dashboard-trader.png" alt="The same sample portfolio rendered as a trader view by an AI host — a 30-day P&L headline with a sparkline, today's movers, and an open-leverage table of Hyperliquid perp positions (long/short) with entry, mark, liquidation price and unrealized PnL." width="720"> </p> <p align="center"><sub>↑ <b>Same data, a different question.</b> Ask &ldquo;how are my positions doing?&rdquo; and your AI renders a <em>trader</em> view instead. There is no single dashboard — the host draws the one you ask for. <em>(Templates coming: contribute a view, not a connector.)</em></sub></p>

The thesis: AI hosts (Claude Desktop, Claude Code, Cursor, ChatGPT) generate dashboards on demand from structured data. Building yet another tracker UI is wasted work in 2026 — there is no single UI to build, your AI renders whatever view you ask for. Build the data layer; let the AI host be the renderer.

Status: Production-ready and live on npm (version badge above). Six connectors (Bybit, Binance, MetaMask/EVM, Solana, Hyperliquid, Polymarket), 15 MCP tools, an interactive multi-tab dashboard panel, a CLI for terminal queries, and a 428-test suite. Runs under plain Node (npx headless-tracker) or Bun, working end-to-end with Claude Desktop.

<details> <summary><b>Full feature list</b></summary>
  • 6 connectors: Bybit, Binance Spot+Futures, MetaMask multi-chain + multi-wallet, Solana multi-wallet, Hyperliquid (perp + spot, address-only), Polymarket
  • 15 MCP tools: 6 data + 7 account/token management + 2 MCP App panels
  • 3 MCP prompts (views): portfolio-dashboard, weekly-review, risk-check — see TEMPLATES.md, and contribute a view
  • Interactive dashboard MCP App: 3 tabs (Portfolio / Weekly / Risk) with donut + bar charts, currency switcher, refresh button
  • Live Settings MCP App for setup and admin
  • CLI portfolio queries: show holdings / pnl / transactions (no Claude required)
  • Custom ERC-20 token lists; FIFO + Average Cost on transaction history
  • Multi-currency display (USD/EUR/GBP/HUF); CoinGecko + Jupiter spot and historical prices
  • Time-windowed PnL (--timeframe=24h|7d|30d|ytd)
  • 428-test suite; runs under plain Node or Bun
  • Read-only & local-first: no orders/withdrawals/transfers; 4 of 6 connectors need only a public address; secrets live in your OS keychain and never enter the model's context — see SECURITY.md

See ROADMAP.md for what's done, what's next, and what's intentionally out of scope.

</details>

What it does

Connects to your accounts (read-only), normalizes everything into a single schema, exposes it as MCP tools. Then you ask Claude (or any MCP host):

  • "What do I own?"
  • "How is my portfolio split between crypto and prediction markets?"
  • "Show my Polymarket positions grouped by event."
  • "Refresh Bybit and tell me my BTC P&L."

The AI host generates the chart, the table, the breakdown. You don't build a UI.

Try it in 60 seconds (no API keys)

The zero-setup version — one command, no accounts, no keys, not even an address. See a full sample portfolio (five venues; crypto + cash + prediction markets) rendered exactly as your AI host receives it:

npx headless-tracker demo
account                 symbol               class       qty       value    price
──────────────────────  ───────────────────  ──────────  ────────  ───────  ───────
bybit:UNIFIED           BTC                  crypto      0.420000  $25704   $61200
binance:spot            SOL                  crypto      95.0000   $14440   $152.00
metamask:0xd8d2…f1a3    WBTC                 crypto      0.150000  $9150    $61000
solana:7vfC…Wd9k        JUP                  crypto      1800.00   $1656    $0.9200
polymarket:0x9c1a…7b20  RATE-CUT-2026 (YES)  prediction  1500.00   $930.00  $0.6200
…
Total: $104126  (15 positions across 5 venues)

Allocation by asset class:
  crypto         $88024   84.5%  ████████████████████
  cash           $14900   14.3%  ███
  prediction      $1202    1.2%  █

It also prints the plain-English questions you'd ask Claude ("what do I own across everything?", "how is it split?") mapped to the MCP tool that answers each. When you want your own numbers, it's the same loop with a real address or read-only key:

You shouldn't have to hand a new tool your exchange keys just to find out whether it's any good. Solana, Hyperliquid, and Polymarket read public on-chain addresses, so you can point HeadlessTracker at any wallet you can see (your own included) with zero credentials. (Hyperliquid is fully keyless — perp positions, account equity, and spot balances all read from just the address you trade from.)

# install (or prefix any command with `npx`)
npm install -g headless-tracker

# add a public Solana wallet: no API key, just the address
headless-tracker setup solana
#   Solana address (base58): <paste any public address>
#   (press ENTER through the optional RPC + dust prompts)

# print the holdings right in your terminal, no Claude required
headless-tracker show holdings
account            symbol  class   qty       value    price
─────────────────  ──────  ──────  ────────  ───────  ────────
solana:7Xk2…q9Fa   SOL     crypto  12.4081   $2604    $209.88
solana:7Xk2…q9Fa   USDC    crypto  540.0000  $540.00  $1.00
solana:7Xk2…q9Fa   JUP     crypto  1200.00   $612.00  $0.5100

Total: $3756  (3 positions across 1 accounts)

(Example output; the account id is shortened here for width. Your numbers come from the live chain.)

That is the whole loop: install, point at a public address, see normalized holdings. When you want your private accounts (Bybit, Binance), setup those too. Every connector uses read-only credentials, kept in your OS keychain, never written to disk and never sent anywhere except the exchange's own API. Then wire it into Claude and ask "what do I own?" to get the same data as a chat-native dashboard.

Non-interactive setup (scripts, Docker, CI)

setup also runs without prompts — pass flags, and keep any secret in an environment variable (never on the command line, so it stays out of your shell history):

# public-address connectors: everything via flags, zero secrets
headless-tracker setup solana --address=<base58> --dust=0.5
headless-tracker setup hyperliquid --address=0x...   # perp + spot, no key
headless-tracker setup polymarket --proxy-wallet=0x... 

# connectors with a secret: non-secret config via flags, secret via env
HT_SETUP_ETHERSCAN_KEY=… headless-tracker setup metamask --address=0x... --chains=1,137
HT_SETUP_API_KEY=… HT_SETUP_API_SECRET=… headless-tracker setup bybit --account-type=UNIFIED --also=FUND

Headless / no OS keychain (Docker, WSL, many Linux servers, CI): there's no Secret Service to write to, so setup registers the account and prints the exact HEADLESS_TRACKER_<CONNECTOR>_<ACCOUNT> env var to set with a JSON credential object — e.g. HEADLESS_TRACKER_SOLANA_<ADDR>='{"address":"…","dustThresholdUsd":0.5}'. Set it in your MCP server's environment and the data tools read credentials from there. Nothing is ever written to disk.

Interactive dashboard (live UI panel)

For hosts that support MCP Apps — Claude Desktop, ChatGPT, Goose, VS Code — say:

Show my dashboard

The host renders a sandboxed iframe in the chat panel with three live tabs:

  • Portfolio — total value KPIs, top positions table, allocation-by-symbol donut (top 7 + "Other" tail), warnings + failures
  • Weekly — 7-day window delta KPIs, recent trades table, skipped-symbols disclosure (with reasons)
  • Risk — concentration audit (single-position, venue, stablecoin reserve, prediction-market overweight) scored PASS / WARN / ALERT, by-venue donut

Plus a currency switcher (USD / EUR / GBP / HUF) and a refresh button. The iframe makes its own follow-up tool calls as the user clicks tabs — no extra prompting needed once it's open. Optional args:

Open the dashboard in HUF, weekly tab

Implementation: src/mcp/apps/dashboard/ (browser-side TS bundled into a single dist/mcp-apps/dashboard.html via bun run build:apps, ships with the package). The bundled artifact ships inside the npm package so users running npx headless-tracker don't need a build step.

If your host doesn't render MCP Apps yet, the render_dashboard tool still returns a textual confirmation. Use the prompt cookbook below as a fallback — same workflows, same data, just no live UI panel.

Settings panel (live UI for setup + admin)

For setup that doesn't drop you into a terminal, ask:

Open settings

The Settings MCP App opens with four tabs:

  • Accounts — list of configured accounts with a Remove button (one-way confirm dialog; deletes from both the OS keychain and the registry).
  • Add Account — forms for Bybit / Binance / MetaMask / Solana / Hyperliquid / Polymarket. Each form validates against the upstream API before persisting credentials. Explicit security disclosure at the top: credentials submitted via the form transit Claude Desktop's process en route to the keychain. All six connectors use READ-ONLY credentials by design (Bybit "Read" only, no Withdraw; Binance "Enable Reading" only, no Trade or Withdraw; Etherscan is a public-data rate-limit token; Polymarket proxy wallet is already public; Solana and Hyperliquid addresses are public on-chain identifiers — Hyperliquid needs no key or signature at all). Worst-case leak = portfolio-read, never fund movement. For zero-trust, the CLI flow (bun run setup <connector>

…

View source on GitHub

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