What is Constance?

Constance is the read-only portfolio assistant built into Renesis. It answers questions about the accounts, wallets and portfolios you already see in the dashboard: NAV, PnL, holdings, risk metrics, DeFi positions, funding, trades, transfers, and how any of those developed over time. It can also keep watch for you with alerts that fire when a metric crosses a line or a transfer lands. It reaches you on three surfaces, all running the same tool catalogue and the same guards:

Terminal chat. A full page at /constance in the dashboard, plus a drawer on every other page.
Telegram. Connect a DM or a group chat to your accounts and ask there.
MCP server. Bring your own agent and model. Claude Code, Cursor, Claude Desktop or any Model Context Protocol client can call the same tools against your data. See Connecting over MCP.

Numbers come from the same portfolio ledger that drives the dashboard and the LP Report Studio. If the dashboard NAV is wrong, Constance is wrong too. Fix the ledger first (re-reconcile the affected wallet or account), then ask again.

What it can and cannot do

Constance cannot trade, transfer, or change your accounts. Every tool is a read over an endpoint the dashboard already calls. The one exception is deliberate and narrow: it can create, update and delete alert rules on your own data. Every call carries your own credential, and the owning service re-checks access on each one. You see exactly what you see when signed in, nothing more. A guessed account id answers with “that data is not available”, never with data.

What you can ask

Topic	Examples
Accounts and NAV	Which accounts do I have? What is my NAV on Kraken? Total NAV across everything? What were my balances on 31 March?
PnL and history	How did NAV develop this year? Show me realized PnL per month. NAV in BTC terms over 6 months.
Risk	Volatility, max drawdown, Sharpe, Sortino, VaR, how risk changed over the last 12 months, alpha and beta against BTC or the S&P 500.
Positions	Open perps with side, size and entry. Spot holdings and cost basis. What the exchange shows right now.
DeFi	Value and PnL per protocol, strategy or position. Staking, LP and vault positions and their yield curves. Impermanent loss. On-chain transactions.
Perps and funding	Funding paid and received, perps realized PnL, rebates. Market funding rates and spot-perp carry across exchanges.
Attribution and strategies	Exposure by category (majors, stablecoins, DeFi, meme). Strategy groups and their legs. Which positions are ungrouped.
Activity	A dated journal of trades, transfers, rewards, funding and fees. Orders and fills. Deposits and withdrawals.
Market data	FX rates, spot prices, price history, an exchange’s spot markets, Bluechip stablecoin grades.
Alerts	Tell me when NAV drops below 1M. Ping me on any USDT withdrawal. Send me NAV and PnL every morning at 9.

The full list, with parameters, is in the Tool reference.

Connecting over MCP

Mint a scoped key and point your MCP client at Constance.

Tool reference

Every tool, what it returns, and the parameters it takes.

Getting Started

MCP Server

Constance

What is Constance?

What it can and cannot do

What you can ask

Connecting over MCP

Tool reference

​What is Constance?

​What it can and cannot do

​What you can ask

Connecting over MCP

Tool reference

What is Constance?

What it can and cannot do

What you can ask