Nodes/Portfolio data

This node retrieves positions, balances, P&L, and trade history from connected exchanges.

The Start node is the entry point of every workflow. It controls when execution runs — manually or on a schedule.

Purpose

Retrieve balances, positions, P&L, and history.

Configuration

Configuration

Parameters required to access and filter portfolio data from connected exchanges.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Type
Description
Description
Exchange

Alpaca, Coinbase, Hyperliquid

Alpaca, Coinbase, Hyperliquid

Credential
Credential

Select your exchange API credential

Select your exchange API credential

Data Type

All Portfolio Data, Positions, Balance, Net Worth, P&L, Trades, Orders

All Portfolio Data, Positions, Balance, Net Worth, P&L, Trades, Orders

Output

Output

Fields produced by this node during execution.

Click the + button or right-click the canvas to open the Add Node panel. Nodes are grouped by type:

Path
Description
Description
{portfolio.positions}
{portfolio.positions}
{portfolio.positions}

Array of positions

Array of positions

{portfolio.cashBalance}
{portfolio.cashBalance}
{portfolio.cashBalance}

Available cash

Available cash

{portfolio.netWorth}
{portfolio.netWorth}
{portfolio.netWorth}

Total portfolio value

Total portfolio value

{portfolio.pnl}
{portfolio.pnl}
{portfolio.pnl}

Profit/Loss summary

Profit/Loss summary

{portfolio.trades}
{portfolio.trades}
{portfolio.trades}

Trade history (if selected)

Trade history (if selected)

{portfolio.orders}
{portfolio.orders}
{portfolio.orders}

Open/closed orders (if selected)

Open/closed orders (if selected)

NickAI is the agentic operating system for autonomous trading. Build, deploy, and orchestrate agents across every venue — without writing code.

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.

NickAI is the agentic operating system for autonomous trading. Build, deploy, and orchestrate agents across every venue — without writing code.

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.

NickAI is the agentic operating system for autonomous trading. Build, deploy, and orchestrate agents across every venue — without writing code.

© 2026 NickAI - All rights reserved.

Backed by Galaxy

NickAI Inc. is a Delaware-registered company headquartered in New York, NY.

NickAI provides an automated trading platform that enables users to design, test, and deploy algorithmic trading strategies across multiple cryptocurrency exchanges. The platform operates as a
workflow automation tool and does not act as a broker, exchange, or financial advisor.

NickAI does not custody, hold, or have access to user funds. All trading executions occur directly between users and their connected exchange accounts via secure API integration. Users maintain full control of their exchange API keys and trading capital at all times.

All data is encrypted in transit and at rest, with servers hosted in SOC 2 compliant infrastructure. NickAI is committed to maintaining the highest standards of security and user privacy.

Trading cryptocurrencies involves substantial risk of loss. NickAI provides tools for automation but does not guarantee profits or provide financial advice. Users trade at their own risk.