Exchange balance report

What it does

Reads an exchange's portfolio page in this profile's session and files the balances.

It runs against one profile, through that profile's own proxy and with its own cookies — so the pages load the way that account's owner would see them. It navigates, so give it a profile whose session you are happy to have in use.

The 5 steps

The real tree, read out of the pack the launcher ships. Indentation is nesting: the steps under a loop run once per row, and the ones under a branch run only when the condition above them holds. Every {{…}} is a value filled in at run time — from the row being walked, from a setting on the run, or from the profile itself.

Each of those is one of the step types on the automation reference, with the same fields the editor shows and the same fields an agent is handed over the local API.

The tables it uses

These load with the recipe. A dataset is a typed table your workspace owns — the columns are named and typed up front so the steps can address them, and every one of them is yours to rename, extend or fill from a file afterwards.

Re-running updates the row it already wrote rather than adding a second one. That is what the match column in the save step is for, and it is the difference between a status check and a table that doubles in size every pass.

What it asks you for

Settings are filled in when the run starts, and every profile can hold its own values — which is how one workflow serves a whole folder of accounts.

account

Account name · text · required

How this account should be named in the Balances table. It becomes half of the row key, so two exchanges never overwrite each other's ETH row.

portfolio_url

Portfolio page · text · required

The exchange's own balances page, as you reach it while signed in. Nothing is stored: the run uses the session already in this profile.

row_selector

Row selector · text

A CSS selector matching one asset row. The default fits an ordinary table; a virtualised list needs its own. Open the page and check before trusting a run.

Loading it

In the launcher, open Automations, choose Load a starter pack, and pick Crypto, bounties and airdrops. Untick anything you do not want. The tables land first, then the workflows, then a project called Crypto Ops that links them together.

What arrives is an ordinary automation row. Open it in the editor, change a step, rename it, delete it — nothing in the app treats it as special afterwards, and loading the pack a second time makes a fresh copy rather than overwriting the one you edited. Tables are the opposite: an existing table of the same name is reused and keeps its rows.