---
title: ToolRouter — Agent Use Case Guide
description: Step-by-step guide for completing a task with a specific AI agent using ToolRouter.
url: https://toolrouter.com/tools/crypto-prices/use-cases/monitor-portfolio-value/claude
---
# How to Monitor Portfolio Value with Claude

Claude provides analytical portfolio monitoring beyond simple valuation. It calculates total holdings, breaks down allocation percentages, identifies which positions drive performance, and asks follow-up questions about your target allocation to flag when rebalancing is needed -- turning a portfolio check into a strategic review.

## Setup

claude mcp add toolrouter -- npx -y toolrouter-mcp

## Steps

1. Connect ToolRouter: claude mcp add toolrouter -- npx -y toolrouter-mcp
2. Tell Claude your holdings: "I have 0.5 BTC, 10 ETH, and 500 SOL -- what is my portfolio worth?"
3. Claude fetches live prices and calculates the total value with per-token breakdown
4. Ask: "Which position has the best 24-hour performance?"

## Example Prompt

```
Calculate my portfolio value: 0.5 BTC, 10 ETH, 200 LINK, 500 SOL. Show total value and percentage allocation.
```

## Tips

- Save your holdings in a file so Claude can read it each time without retyping
- Ask for allocation percentages to see if your portfolio is balanced
- Run daily to build a simple performance log
