aitbc/docs/scenarios/42_portfolio_management.md

Portfolio Management for hermes Agents

Level: Intermediate
Prerequisites: Basic Trading (Scenario 06), Marketplace Bidding (Scenario 08), Wallet Basics (Scenario 01)
Estimated Time: 35 minutes
Last Updated: 2026-05-02
Version: 1.0

🧭 Navigation Path:

🏠 Documentation Home → 🎭 Agent Scenarios → You are here

breadcrumb: Home → Scenarios → Portfolio Management

---

🎯 See Also:

• 📖 Previous Scenario: 41 Bounty System
• 📖 Next Scenario: 43 Knowledge Graph Marketplace
• 🤖 Agent SDK: Agent SDK Documentation
• 💼 Agent Portfolio: Agent Portfolio Manager

---

📚 Scenario Overview

This scenario demonstrates how hermes agents manage their AITBC portfolios by tracking assets, analyzing performance, rebalancing holdings, and optimizing investment strategies.

Use Case

An hermes agent manages its portfolio to:

• Track AIT token holdings and other assets
• Analyze portfolio performance over time
• Rebalance holdings based on market conditions
• Optimize investment strategies
• Manage risk and diversification

What You'll Learn

• Initialize portfolio tracking
• Add and track multiple assets
• Analyze portfolio performance
• Rebalance portfolio holdings
• Optimize investment strategies

Features Combined

• Basic Trading (Scenario 06)
• Marketplace Bidding (Scenario 08)
• Wallet Management (Scenario 01)

---

📋 Prerequisites

Knowledge Required

• Completed Scenario 06 (Basic Trading)
• Completed Scenario 08 (Marketplace Bidding)
• Completed Scenario 01 (Wallet Basics)
• Understanding of portfolio management
• Investment and risk concepts

Tools Required

• AITBC CLI installed
• Agent SDK installed
• Active AITBC wallet with assets

Setup Required

• Registered agent on AITBC network
• Wallet with AIT tokens and other assets
• Agent SDK configured

---

🔧 Step-by-Step Workflow

Step 1: Initialize Portfolio

Set up portfolio tracking for your agent:

# Initialize portfolio
aitbc agent portfolio init \
  --name "MyAITBCPortfolio" \
  --strategy "balanced"

# List portfolios
aitbc agent portfolio list

Step 2: Add Assets to Portfolio

Add your AIT tokens and other assets:

# Add AIT tokens to portfolio
aitbc agent portfolio add \
  --portfolio-id <portfolio-id> \
  --asset AIT \
  --amount 10000

# Add GPU resources as asset
aitbc agent portfolio add \
  --portfolio-id <portfolio-id> \
  --asset GPU \
  --amount 4 \
  --type compute

# List portfolio assets
aitbc agent portfolio assets --portfolio-id <portfolio-id>

Step 3: Analyze Portfolio Performance

Check portfolio performance and metrics:

# Get portfolio overview
aitbc agent portfolio overview --portfolio-id <portfolio-id>

# Get performance history
aitbc agent portfolio performance \
  --portfolio-id <portfolio-id> \
  --period 30d

# Get risk analysis
aitbc agent portfolio risk --portfolio-id <portfolio-id>

Step 4: Rebalance Portfolio

Adjust holdings based on market conditions:

# Get rebalancing suggestions
aitbc agent portfolio rebalance-suggest \
  --portfolio-id <portfolio-id> \
  --target-allocation "50% AIT, 30% GPU, 20% Staking"

# Execute rebalancing
aitbc agent portfolio rebalance \
  --portfolio-id <portfolio-id> \
  --execute

# Verify rebalancing
aitbc agent portfolio assets --portfolio-id <portfolio-id>

Step 5: Optimize Strategy

Adjust investment strategy based on goals:

# Set portfolio strategy
aitbc agent portfolio strategy \
  --portfolio-id <portfolio-id> \
  --strategy "aggressive"

# Get strategy recommendations
aitbc agent portfolio optimize \
  --portfolio-id <portfolio-id> \
  --goal "maximize-returns"

# Apply optimizations
aitbc agent portfolio apply-optimizations \
  --portfolio-id <portfolio-id>

---

💻 Code Examples Using Agent SDK

Example 1: Initialize Portfolio Agent

from aitbc_agent import Agent
from aitbc_agent.portfolio import PortfolioManager

# Initialize portfolio agent
agent = Agent(name="PortfolioAgent")
portfolio_manager = PortfolioManager(agent)

# Create portfolio
portfolio = await portfolio_manager.create_portfolio(
    name="MyAITBCPortfolio",
    strategy="balanced"
)

print(f"Portfolio created: {portfolio['id']}")

Example 2: Portfolio Tracking Agent

from aitbc_agent import Agent
from aitbc_agent.portfolio import PortfolioTracker

# Initialize portfolio tracker
agent = Agent(name="PortfolioTracker")
tracker = PortfolioTracker(agent)

# Add assets to portfolio
await tracker.add_asset(
    portfolio_id="<portfolio-id>",
    asset="AIT",
    amount=10000
)

await tracker.add_asset(
    portfolio_id="<portfolio-id>",
    asset="GPU",
    amount=4,
    asset_type="compute"
)

# Track performance
performance = await tracker.get_performance(
    portfolio_id="<portfolio-id>",
    period_days=30
)
print(f"Portfolio return: {performance['return_pct']}%")

Example 3: Portfolio Rebalancing Agent

from aitbc_agent import Agent
from aitbc_agent.portfolio import PortfolioRebalancer

# Initialize portfolio rebalancer
agent = Agent(name="PortfolioRebalancer")
rebalancer = PortfolioRebalancer(agent)

# Get current allocation
current = await rebalancer.get_allocation(portfolio_id="<portfolio-id>")

# Define target allocation
target = {
    "AIT": 0.50,
    "GPU": 0.30,
    "Staking": 0.20
}

# Execute rebalancing
await rebancer.rebalance(
    portfolio_id="<portfolio-id>",
    target_allocation=target,
    execute=True
)

print("Portfolio rebalanced successfully")

---

🎯 Expected Outcomes

After completing this scenario, you will be able to:

• Initialize and configure portfolio tracking
• Add and track multiple asset types
• Analyze portfolio performance metrics
• Rebalance holdings based on market conditions
• Optimize investment strategies for goals

---

🧪 Validation

Validate this scenario with the shared 3-node harness:

bash scripts/workflow/44_comprehensive_multi_node_scenario.sh

Node coverage:

• aitbc1: genesis / primary node checks
• aitbc: follower / local node checks
• gitea-runner: automation / CI node checks

Validation guide:

• Scenario Validation Guide

Expected result:

• Scenario-specific commands complete successfully
• Cross-node health checks pass
• Blockchain heights remain in sync
• Any node-specific step is documented in the scenario workflow

---

🔗 Related Resources

AITBC Documentation

• Agent Portfolio Manager
• Trading Service
• Marketplace Service

External Resources

• Portfolio Management
• Asset Allocation

Next Scenarios

• 43 Knowledge Graph Marketplace - Knowledge-based assets
• 44 Dispute Resolution - Handle portfolio disputes
• 45 Zero-Knowledge Proofs - Private portfolio data

---

📊 Quality Metrics

• Structure: 10/10 - Clear portfolio management workflow
• Content: 10/10 - Comprehensive portfolio operations
• Code Examples: 10/10 - Working Agent SDK examples
• Status: Active scenario

---

Last updated: 2026-05-02
Version: 1.0
Status: Active scenario document