Folio

A folio is a real-time snapshot of a sub-account’s portfolio — wallet balances, DeFi positions, market data, and operational state — represented as flat key/value string pairs.

When to use it

Display a user’s balances and DeFi positions in your UI
Check positions and available collateral before creating a plan
Monitor yield rates, borrow rates, and bridge costs
Verify that a transaction has settled (balance changed)
Stream live portfolio updates via SSE

Folio structure overview

Every piece of folio data is a key → value string pair. Keys are slash-delimited paths where the first segment is the category. There are 10 categories:

Category	Description
`balances`	Token balances and DeFi position amounts
`prices`	USD prices and operation cost quotes
`yield_markets`	Supply rates, caps, and rewards for yield positions
`borrow_markets`	Borrow rates, caps, collateral data
`rewards`	Claimable reward proof data
`swap_hints`	Token wrapper exchange rates
`bridge_hints`	Cross-chain bridge costs and limits
`hex_data`	Raw hex data (nonce secrets)
`completion_statuses`	On-chain event confirmation flags
`patches`	Optimistic balance deltas for in-flight operations

The GET /folio endpoint returns these grouped by category as a JSON object. The GET /folio/stream SSE endpoint returns them as flat [[key, value], ...] arrays.

Value encoding

Values are always strings (or JSON-encoded strings). The encoding depends on the category:

Encoding	Format	Example	Used by
Scientific amount	`"{integer}e{decimals}"`	`"100e6"` = 100 USDC	balances, market caps/totals
Decimal price	`"{number}"`	`"3391.3"`	prices
Decimal rate	`"0.{digits}"`	`"0.032335770872448"` = ~3.2%	APRs, exchange rates
JSON object/array	Serialized JSON	`{"supply_apr": "0.03", ...}`	markets, hints, rewards, patches
Boolean string	`"true"` / `"false"`	`"true"`	completion_statuses
Hex string	`"0x{hex}"`	`"0xab12..."`	hex_data

Scientific notation amounts

Amounts use the format "{coefficient}e{exponent}" where the exponent matches the token’s decimal count. For example:

"100e6" = 100 USDC (6 decimals) → 100,000,000 raw units
"1e18" = 1 ETH (18 decimals) → 1,000,000,000,000,000,000 raw units
"0.5e18" = 0.5 ETH

To get the human-readable amount, the value is already in the right form — "100e6" means 100 tokens. To get the raw on-chain integer, evaluate the expression: 100e6 = 100_000_000.

Key/value reference

balances

Token balances and DeFi position amounts. Value is always a scientific notation amount string.

Type	Key pattern
Token	`balances/token/{network}/{symbol}/{wallet}`
Yield market	`balances/yield_market/{ym_sub_key}/{wallet}`
Borrow market	`balances/borrow_market/{bm_sub_key}/{wallet}`
Borrow collateral	`balances/borrow_market_collateral/{bm_sub_key}/{symbol}/{wallet}`
Reward	`balances/reward/{reward_sub_key}`
Locked reward	`balances/locked_reward/{reward_sub_key}`

Example:

"balances/token/base/USDC/0xaded3444a2bdfb9422d406b786f6d8b9b1eb78ef" → "100e6"

This is 100 USDC on Base in wallet 0xaded...78ef.

prices

USD prices for tokens and cost quotes for plan operations. Value is a decimal string.

Type	Key pattern
Token price	`prices/token/{symbol}`
Asset quote	`prices/asset_quote/{quote_id}/{symbol}`
Network op quote	`prices/network_operation_quote/{quote_id}/{network}/{op_type}`

Examples:

"prices/token/WETH"   → "3391.3"
"prices/token/cbBTC"  → "100000"
"prices/token/USDC"   → "1"

Asset quotes are prices for a specific plan quote context:

"prices/asset_quote/0x0a4f...f184/eth"  → "1600"
"prices/asset_quote/0x0a4f...f184/usdc" → "1"

Network operation quotes estimate gas costs in USD:

"prices/network_operation_quote/0x0a4f...f184/ethereum/baseline" → "4"
"prices/network_operation_quote/0x0a4f...f184/base/baseline"     → "0.1"
"prices/network_operation_quote/0x0a4f...f184/arbitrum/baseline"  → "0.04"

yield_markets

Supply market data for yield positions. The sub-key identifies the protocol and market. Value is a JSON object. Sub-key patterns:

Protocol	Sub-key pattern
Aave	`aave/{network}/{pool_address}/{symbol}`
Comet	`comet/{network}/{comet_address}/{symbol}`
Morpho Vault	`morpho_vault/{network}/{vault_address}/{symbol}`
Staking Token	`staking_token/{network}/{symbol}`

Full key: yield_markets/{sub_key} Example — yield_markets/comet/ethereum/0xc3d688b66703497daa19211eedff47f25384cdc3/USDC:

{
  "supply_apr": "0.032335770872448",
  "supply_cap": null,
  "supply_rewards_apr": "0.001320942912072407",
  "total_supply": "415912669.524557e6"
}

Field	Type	Description
`supply_apr`	string	Annual supply rate as a decimal (0.032 ≈ 3.2%)
`supply_cap`	string \| null	Maximum supply in scientific notation, null if uncapped
`supply_rewards_apr`	string	Additional reward APR as a decimal
`total_supply`	string	Total supplied in scientific notation

borrow_markets

Borrow market data with nested collateral information. Value is a JSON object. Sub-key patterns:

Protocol	Sub-key pattern
Aave	`aave/{network}/{pool_address}/{symbol}`
Comet	`comet/{network}/{comet_address}/{symbol}`
Morpho	`morpho/{network}/{collateral_symbol}/{borrow_symbol}`

Full key: borrow_markets/{sub_key} Example — borrow_markets/comet/arbitrum/0x9c4ec768c28520b50860ea7a15bd7213a9ff58bf/USDC:

{
  "borrow_apr": "0.037779988043232",
  "borrow_cap": null,
  "borrow_rewards_apr": "0.003814290905460415",
  "total_borrow": "26133596.344005e6",
  "collaterals": {
    "WETH": {
      "borrow_collateral_factor": "0.83",
      "liquidate_collateral_factor": "0.88",
      "liquidation_factor": "0.93",
      "supply_cap": "40000e18",
      "total_supply": "3134.681608547642505126e18",
      "usd_price": "3313.4485"
    }
  }
}

Top-level fields:

Field	Type	Description
`borrow_apr`	string	Annual borrow rate as a decimal
`borrow_cap`	string \| null	Maximum borrow amount, null if uncapped
`borrow_rewards_apr`	string	Reward APR for borrowing
`total_borrow`	string	Total borrowed in scientific notation
`collaterals`	object	Map of token symbol → collateral data

Collateral fields:

Field	Type	Description
`borrow_collateral_factor`	string \| null	LTV ratio for borrowing (0.83 = 83%)
`liquidate_collateral_factor`	string \| null	LTV at which liquidation can begin
`liquidation_factor`	string \| null	Liquidation penalty factor
`supply_cap`	string \| null	Maximum collateral supply
`total_supply`	string \| null	Total collateral deposited
`usd_price`	string	USD price of the collateral token

rewards

Reward proof metadata for claimable positions. The claimable amount is stored separately at balances/reward/{sub_key}. Sub-key patterns:

Type	Sub-key pattern
Comet reward	`comet_reward/{network}/{comet}/{symbol}/{rewards_contract}/{wallet}`
Morpho reward	`morpho_reward/{network}/{symbol}/{distributor}/{wallet}`

Full key: rewards/{sub_key} Value is a JSON object with a proof field. Two variants: No proof available:

{ "proof": { "proof_type": "none" } }

Morpho reward proof:

{
  "proof": {
    "proof_type": "morpho_reward",
    "proof": ["0x1234...", "0xabcd..."],
    "proof_amount": "1000e18"
  }
}

swap_hints

Exchange rate data for token wrapper pairs (e.g. ETH↔WETH, stETH↔wstETH). Key: swap_hints/wrapper/{underlying_network}/{underlying_symbol}/{wrapped_network}/{wrapped_symbol} Example — swap_hints/wrapper/ethereum/stETH/ethereum/wstETH:

{
  "exchange_rate": "1.22443661",
  "min_amount": null,
  "max_amount": null
}

Field	Type	Description
`exchange_rate`	string	How many wrapped tokens per underlying token
`min_amount`	string \| null	Minimum swap amount
`max_amount`	string \| null	Maximum swap amount

bridge_hints

Cost and limit data for cross-chain bridge routes. Key: bridge_hints/{type}/{network_in}/{symbol_in}/{network_out}/{symbol_out} Bridge types: across, cctp_v2 Example — bridge_hints/across/hyper_evm/USDC/base/USDC:

{
  "estimated_fill_time_sec": 5,
  "fixed_cost": "0e6",
  "max_amount": "10000000e6",
  "max_amount_instant": "5000000e6",
  "min_amount": "0.000001e6",
  "rate": "1"
}

Field	Type	Description
`min_amount`	string	Minimum bridge amount (scientific)
`max_amount`	string	Maximum bridge amount
`max_amount_instant`	string	Max that can be filled instantly
`estimated_fill_time_sec`	integer	Expected fill time in seconds
`fixed_cost`	string	Fixed fee amount (scientific)
`rate`	string	Exchange rate (1 = no slippage)

hex_data

Raw hex data values. Key: hex_data/nonce_secret/{network}/{wallet} Value: 0x-prefixed hex string (e.g. "0xab12cd34...")

completion_statuses

Tracks whether on-chain events (quark execution, bridge fills) have been confirmed. Key: completion_statuses/{type}/{wallet}/{id} Trigger types: quark_nonce, across_fill, cctp_v2_fill Value: "true" or "false" Example:

"completion_statuses/quark_nonce/0x1234.../0x05" → "true"

patches

Optimistic balance deltas applied while operations are in-flight. Keyed by the same trigger paths as completion_statuses. Key: patches/{type}/{wallet}/{id} Trigger types: quark_nonce, across_fill, cctp_v2_fill Value: JSON array of patch objects:

[{
  "target": "token/base/USDC/0x1234...",
  "delta": "-50e6",
  "operation_id": "0xabcd...",
  "metadata": { "operation_type": "slow_refund", "estimated_eta": 1234567890 },
  "expires_at": 1234567890
}]

Field	Type	Description
`target`	string	Balance type path (without `balances/` prefix)
`delta`	string	Signed scientific amount (+credit, -debit)
`operation_id`	string \| null	Associated operation hex ID
`metadata`	object \| null	Optional metadata (e.g. `operation_type`, `estimated_eta`)
`expires_at`	integer \| null	Unix timestamp when patch expires

Network identifiers

Keys use these string identifiers for networks:

Network	Identifier
Ethereum	`ethereum`
Base	`base`
Arbitrum	`arbitrum`
Optimism	`optimism`
Polygon	`polygon`
Unichain	`unichain`
HyperEVM	`hyper_evm`
World Chain	`world_chain`

Streaming

The GET /folio/stream endpoint returns a Server-Sent Events (SSE) stream with two event types:

event: snapshot — Full folio as [[key, value], ...] sent on connect
event: update — Delta batch of changed key/value pairs

A keepalive comment (: keepalive) is sent every 30 seconds to keep the connection alive. See the Stream Folio API reference for details.

Zero-value handling

Balances matching /^0e\d+$/ (e.g. "0e6", "0e18") are removed from the store but still broadcast on the stream so clients can delete them locally.
Patches with value "[]" (empty array) are similarly removed from the store but broadcast on the stream.

How plans use the folio

When you create a plan, Legend automatically computes a fresh folio to determine what operations are possible. The folio is stored with the plan and validated again at execution time to prevent stale transactions.

Getting Started

Guides

Concepts

Accounts

Portfolio

Plans

Activities & Events

Reference Data

SDKs

Agent Integration

MCP Server

Agent Guides

Folio (Portfolio)

Folio

When to use it

Folio structure overview

Value encoding

Scientific notation amounts

Key/value reference

balances

prices

yield_markets

borrow_markets

rewards

swap_hints

bridge_hints

hex_data

completion_statuses

patches

Network identifiers

Streaming

Zero-value handling

How plans use the folio

Getting Started

Guides

Concepts

Accounts

Portfolio

Plans

Activities & Events

Reference Data

SDKs

Agent Integration

MCP Server

Agent Guides

​Folio

​When to use it

​Folio structure overview

​Value encoding

​Scientific notation amounts

​Key/value reference

​balances

​prices

​yield_markets

​borrow_markets

​rewards

​swap_hints

​bridge_hints

​hex_data

​completion_statuses

​patches

​Network identifiers

​Streaming

​Zero-value handling

​How plans use the folio

Folio

When to use it

Folio structure overview

Value encoding

Scientific notation amounts

Key/value reference

balances

prices

yield_markets

borrow_markets

rewards

swap_hints

bridge_hints

hex_data

completion_statuses

patches

Network identifiers

Streaming

Zero-value handling

How plans use the folio