DAX Ledger Skills

Use the DAX Ledger API to authenticate, list portfolios, retrieve portfolio KPIs, list findings, retrieve position snapshots, and list/filter transactions wi...

Security Scan

The skill's documentation expects DAXLEDGER_API_KEY and DAXLEDGER_API_SECRET, but the registry metadata does not declare any required credentials—this mismatch is suspicious and should be clarified before installing.

Purpose & Capability

The SKILL.md describes a DAX Ledger API integration (auth, portfolios, KPIs, transactions)—that purpose matches the endpoints documented. However, the registry metadata lists no required environment variables or primary credential while the instructions clearly require an API key and secret. That mismatch is disproportionate to the stated purpose and could cause unexpected behavior or hidden access attempts.

Instruction Scope

Runtime instructions are limited to calling the documented DAX Ledger endpoints and using an auth token obtained from DAXLEDGER_API_KEY/DAXLEDGER_API_SECRET. The instructions do not ask for unrelated files, system paths, or additional credentials. The main issue is that the instructions reference environment variables that the registry did not declare.

Install Mechanism

This is an instruction-only skill with no install spec and no code files; nothing is written to disk by an installer, which minimizes installation risk.

Credentials

The only secrets the skill needs (API key and secret) are proportionate to the described API integration. However, those env vars are not declared in the skill's metadata (Required env vars: none). That inconsistency is a red flag: the agent may attempt to read environment variables that were not advertised, and a user cannot review or control requested secrets from the registry view.

Persistence & Privilege

The skill does not request persistent presence (always:false) and does not modify other skills or system-wide settings per the provided files.

What to consider before installing

Do not install or provide credentials yet. The SKILL.md expects two environment variables (DAXLEDGER_API_KEY and DAXLEDGER_API_SECRET) but the registry metadata lists none—ask the publisher to correct the metadata and explain how those secrets will be used and stored. Confirm the skill's source and homepage (both are unknown). If you proceed, create a least-privilege test API key on DAX Ledger, verify calls are only made to https://app.daxledger.io, and never reuse production credentials until the metadata and owner identity are validated.

DAX Ledger API

Base URL
https://app.daxledger.io

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Environment Variables

Variable	Description
DAXLEDGER_API_KEY	API key used to authenticate
DAXLEDGER_API_SECRET	API secret used to authenticate

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TL;DR — Best Practice

To get the aggregated portfolio valuation in a fast and canonical way, use:

• GET /api/portfolio/{portfolioId}/position_snapshot/graph?span={n} Example: span=7 for 7 days.
  To get historical data for a specific token when asset-level detail is needed, use:
• GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span={n}
• Practical rule: by default, automations/agents should use the aggregated endpoint. Only use per-ticker aggregation when it is explicitly requested (force_by_ticker=true) or when granular asset-level analysis is required.

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Authentication

POST /api/auth/external_api

Body:

{ "APIKey": "{{DAXLEDGER_API_KEY}}", "APISecret": "{{DAXLEDGER_API_SECRET}}" }

Response:

{ "token": "your_access_token_here" }

Header for authenticated calls:

Authorization: Bearer {{token}}

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Pick Your Endpoint

You need	Endpoint	Ref
Authenticate	POST /api/auth/external_api	references/apis.md
List portfolios	GET /api/portfolios	references/apis.md
Get KPIs	GET /api/portfolio/{portfolioId}/kpis/portfolio	references/apis.md
Get findings (problems in portfolio)	GET /api/portfolio/{portfolioId}/findings?page=1&pageSize=20	references/apis.md
Get finding by rule id	GET /api/portfolio/{portfolioId}/finding/{ruleId}	references/apis.md
Get position snapshot (balances and values)	GET /api/portfolio/{portfolioId}/position_snapshot?page=1&pageSize=20	references/apis.md
Get portfolio position (variation) graph	GET /api/portfolio/{portfolioId}/position_snapshot/graph?span=30	references/apis.md
Get token position graph (variation)	GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span=30	references/apis.md
Get DeFi positions	GET /api/portfolio/{portfolioId}/positions_report/defi	references/apis.md
Get capital gains report	GET /api/portfolio/{portfolioId}/capital_gains_report?page=1&pageSize=20	references/apis.md
Get capital gains available filters	GET /api/portfolio/{portfolioId}/capital_gains_report/filters	references/apis.md
Get sanity check report	GET /api/portfolio/{portfolioId}/sanity_check_report?page=1&pageSize=20	references/apis.md
Get calculation summary report	GET /api/portfolio/{portfolioId}/calculation_summary_report?page=1&pageSize=20	references/apis.md
Get fiscal report	GET /api/portfolio/{portfolioId}/fiscal_report?page=1&pageSize=20	references/apis.md
List transactions	GET /api/portfolio/{portfolioId}/transactions?page=1&pageSize=20	references/apis.md
Filter transactions	GET /api/portfolio/{portfolioId}/transactions?filter=<BASE64>	references/apis.md
Get compliance report	GET /api/portfolio/{portfolioId}/compliance?page=1&pageSize=20	references/apis.md

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Transactions

Endpoint

GET /api/portfolio/{portfolioId}/transactions

Query params

page
pageSize
filter

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Findings

List Findings

Endpoint

GET /api/portfolio/{portfolioId}/findings

Query params

page
pageSize

Use this endpoint when the user asks for problems or findings in a portfolio.

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Finding By Rule Id

Endpoint

GET /api/portfolio/{portfolioId}/finding/{ruleId}

Use this endpoint when the user asks for findings tied to a specific rule/identifier returned in findings.

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Position Snapshot

Positions Snapshot (balances and values)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks about token balance or token value.

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Position Snapshot Graph (Overall)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about variation in balance over time or on a specific date range.

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Position Snapshot Graph By Ticker

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about a specific token holding over time or on a specific date range.

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DeFi Positions

Endpoint

GET /api/portfolio/{portfolioId}/positions_report/defi

Use this endpoint when the user asks to retrieve all DeFi positions.

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Compliance

Portfolio Compliance

Endpoint

GET /api/portfolio/{portfolioId}/compliance

Query params

page
pageSize
filter

Use this endpoint when the user asks about:

• classified addresses
• unclassified addresses
• compliance issues
• compliance status of addresses
• blockchain address compliance

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Reports

Capital Gains Report

Endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report

Available filters endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report/filters

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for gains/losses by asset and realized/unrealized values.

Capital gains filters:

• digitalAssetTicker (operator: contains_in)
• report_year (operator: =)
• portfolioConnection (operator: =)

If isSeparateSetting=true in capital gains response, run the endpoint with several filters using the values from /capital_gains_report/filters to retrieve separate results.

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Sanity Check Report

Endpoint

GET /api/portfolio/{portfolioId}/sanity_check_report

Query params

page
pageSize

Use this endpoint when the user asks for balance mismatches between calculated and reported balances.

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Calculation Summary Report

Endpoint

GET /api/portfolio/{portfolioId}/calculation_summary_report

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for high-level calculated totals and summary metrics.

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Fiscal Report

Endpoint

GET /api/portfolio/{portfolioId}/fiscal_report

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for fiscal/tax line items with acquisition, sale, and holding details.

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Transaction Filters

Filters must be encoded with Base64 before sending.

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Transaction Hash

Operator: contains

{"transactionHash":{"operator":"contains","value":"123456789"}}

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Transaction Date

Operator: between

{"transactionDate":{"operator":"between","value":{"startDate":"2026-03-01","endDate":"2026-03-02"}}}

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Transaction Type

Operator: contains_in

{"transactionType":{"operator":"contains_in","value":["computed-reward"]}}

Available transaction types:

• airdrop
• bonus
• computed-deposit
• computed-reward
• deposit
• other
• reward
• staking
• trade
• unknown
• unstaking
• withdrawal

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Combining Multiple Filters

Multiple filters can be applied in the same JSON object.

Example combining:

• transaction hash
• transaction type
• transaction date

Example JSON:

{ "transactionHash": { "operator": "contains", "value": "123456" }, "transactionType": { "operator": "contains_in", "value": ["trade","deposit"] }, "transactionDate": { "operator": "between", "value": { "startDate": "2026-03-01", "endDate": "2026-03-31" } } }

Encode this JSON to Base64 and pass it as:

GET /api/portfolio/{portfolioId}/transactions?filter=<BASE64>&page=1&pageSize=20

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Encoding Filters

Browser

btoa(JSON.stringify(filter))

Node

Buffer.from(JSON.stringify(filter)).toString("base64")

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Epoch Fields

If an API field is an epoch timestamp, convert it to ISO date before returning it to the user.

Rule:

• 10 digits -> seconds
• 13 digits -> milliseconds

Example (Node):

new Date(Number(epoch) < 1e12 ? Number(epoch) * 1000 : Number(epoch)).toISOString()

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Pagination

page starts at 1

pageSize default = 20

Continue requesting pages while:

items.length < total

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References

references/apis.md