eth-portfolio 0.5.4__cp310-cp310-macosx_11_0_arm64.whl

eth_portfolio/typing/__init__.py

@@ -0,0 +1,1419 @@
+"""
+This module defines a set of classes to represent and manipulate various levels of balance structures
+within an Ethereum portfolio. The focus of these classes is on reading, aggregating, and summarizing
+balances, including the value in both tokens and their equivalent in USD.
+
+The main classes and their purposes are as follows:
+
+- :class:`~eth_portfolio.typing.Balance`: Represents the balance of a single token, including its token amount and equivalent USD value.
+- :class:`~eth_portfolio.typing.TokenBalances`: Manages a collection of :class:`~eth_portfolio.typing.Balance` objects for multiple tokens, providing operations
+  such as summing balances across tokens.
+- :class:`~eth_portfolio.typing.RemoteTokenBalances`: Extends :class:`~eth_portfolio.typing.TokenBalances` to manage balances across different protocols, enabling
+  aggregation and analysis of balances by protocol.
+- :class:`~eth_portfolio.typing.WalletBalances`: Organizes token balances into categories such as assets, debts, and external balances
+  for a single wallet. It combines :class:`~eth_portfolio.typing.TokenBalances` and :class:`~eth_portfolio.typing.RemoteTokenBalances` to provide a complete view
+  of a wallet's balances.
+- :class:`~eth_portfolio.typing.PortfolioBalances`: Aggregates :class:`~eth_portfolio.typing.WalletBalances` for multiple wallets, providing operations to sum
+  balances across an entire portfolio.
+- :class:`~eth_portfolio.typing.WalletBalancesRaw`: Similar to :class:`~eth_portfolio.typing.WalletBalances`, but with a key structure optimized for accessing
+  balances directly by wallet and token.
+- :class:`~eth_portfolio.typing.PortfolioBalancesByCategory`: Provides an inverted view of :class:`~eth_portfolio.typing.PortfolioBalances`, allowing access
+  by category first, then by wallet and token.
+
+These classes are designed for efficient parsing, manipulation, and summarization of portfolio data,
+without managing or altering any underlying assets.
+"""
+
+from functools import cached_property
+from typing import Any, DefaultDict, Final, Literal, TypedDict, TypeVar, Union, final
+from collections.abc import Callable, Iterable
+
+from checksum_dict import DefaultChecksumDict
+from eth_typing import BlockNumber, HexAddress
+from pandas import DataFrame, concat
+from typing_extensions import ParamSpec, Self
+from y import Contract, ERC20
+from y.datatypes import Address
+
+from eth_portfolio._decimal import Decimal
+from eth_portfolio.typing.balance.single import Balance
+
+
+_T = TypeVar("_T")
+_I = TypeVar("_I")
+_P = ParamSpec("_P")
+
+Fn = Callable[_P, _T]
+
+
+ProtocolLabel = str
+
+Addresses = Union[Address, Iterable[Address]]
+TokenAddress = TypeVar("TokenAddress", bound=Address)
+
+
+class _SummableNonNumericMixin:
+    """
+    Mixin class for non-numeric summable objects.
+
+    This class provides an interface for objects that can be used with `sum` but are not necessarily numeric.
+    """
+
+    def __add__(self, other: Self) -> Self:
+        """
+        Abstract method for adding two objects of the same type.
+
+        Args:
+            other: Another object of the same type.
+
+        Raises:
+            NotImplementedError: If no `__add__` method was defined on the subclass.
+
+        Returns:
+            A new object representing the sum.
+        """
+        raise NotImplementedError
+
+    def __radd__(self, other: Self | Literal[0]) -> Self:
+        """
+        Supports the addition operation from the right side to enable use of `sum`.
+
+        Args:
+            other: Another object of the same type or zero.
+
+        Returns:
+            A new object representing the sum.
+
+        Example:
+            >>> class Summable(_SummableNonNumeric):
+            ...     def __init__(self, value: int):
+            ...         self.value = value
+            ...     def __add__(self, other):
+            ...         return Summable(self.value + other.value)
+            ...     def __radd__(self, other):
+            ...         return self.__add__(other)
+            >>> a = Summable(10)
+            >>> b = Summable(20)
+            >>> sum_result = a + b
+            >>> sum_result.value
+            30
+        """
+        return self if other == 0 else self.__add__(other)  # type: ignore
+
+
+_TBSeed = Union[dict[Address, Balance], Iterable[tuple[Address, Balance]]]
+
+
+@final
+class TokenBalances(DefaultChecksumDict[Balance], _SummableNonNumericMixin):  # type: ignore [misc]
+    """
+    A specialized defaultdict subclass made for holding a mapping of ``token -> balance``.
+
+    Manages a collection of :class:`~eth_portfolio.typing.Balance` objects for multiple tokens, allowing for operations
+    such as summing balances across tokens.
+
+    The class uses token addresses as keys and :class:`~eth_portfolio.typing.Balance` objects as values. It supports
+    arithmetic operations like addition and subtraction of token balances.
+
+    Token addresses are checksummed automatically when adding items to the dict, and the default value for a token not present is an empty :class:`~eth_portfolio.typing.Balance` object.
+
+    Args:
+        seed: An initial seed of token balances, either as a dictionary or an iterable of tuples.
+
+    Example:
+        >>> token_balances = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+        >>> token_balances['0x123'].balance
+        Decimal('100')
+    """
+
+    def __init__(self, seed: _TBSeed | None = None, *, block: BlockNumber | None = None) -> None:
+        super().__init__(Balance)
+        self.block: Final = block
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for TokenBalances")
+        for token, balance in seed:  # type: ignore [misc]
+            try:
+                self[token] += balance
+            except AttributeError:
+                if not isinstance(token, (ERC20, Contract)):
+                    raise
+                self[token.address] += balance
+
+    def __getitem__(self, key: HexAddress) -> Balance:
+        return super().__getitem__(key) if key in self else Balance(token=key, block=self.block)
+
+    def __setitem__(self, key: HexAddress, value: Balance) -> None:
+        """
+        Sets the balance for a given token address.
+
+        Args:
+            key: The token address.
+            value: The balance to set for the token.
+
+        Raises:
+            TypeError: If the value is not a :class:`~eth_portfolio.typing.Balance` object.
+
+        Example:
+            >>> token_balances = TokenBalances()
+            >>> token_balances['0x123'] = Balance(Decimal('100'), Decimal('2000'))
+            >>> token_balances['0x123'].balance
+            Decimal('100')
+        """
+        if not isinstance(value, Balance):
+            raise TypeError(f"value must be a `Balance` object. You passed {value}") from None
+        return super().__setitem__(key, value)
+
+    @property
+    def dataframe(self) -> DataFrame:
+        """
+        Converts the token balances into a pandas DataFrame.
+
+        Returns:
+            A DataFrame representation of the token balances.
+        """
+        df = DataFrame(
+            {
+                token: {"balance": balance.balance, "usd_value": balance.usd_value}
+                for token, balance in dict.items(self)
+            }
+        ).T
+        df.reset_index(inplace=True)
+        df.rename(columns={"index": "token"}, inplace=True)
+        return df
+
+    def sum_usd(self) -> Decimal:
+        """
+        Sums the USD values of all token balances.
+
+        Returns:
+            The total USD value of all token balances.
+
+        Example:
+            >>> token_balances = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+            >>> total_usd = token_balances.sum_usd()
+            >>> total_usd
+            Decimal('2000')
+        """
+        return Decimal(sum(balance.usd for balance in dict.values(self)))
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.TokenBalances` object.
+
+        Returns:
+            True if any token has a non-zero balance, otherwise False.
+
+        Example:
+            >>> token_balances = TokenBalances()
+            >>> bool(token_balances)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.TokenBalances` object.
+
+        Returns:
+            The string representation of the token balances.
+        """
+        return f"TokenBalances{dict(self)}"
+
+    def __add__(self, other: "TokenBalances") -> "TokenBalances":
+        """
+        Adds another :class:`~eth_portfolio.typing.TokenBalances` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.TokenBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.TokenBalances` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.TokenBalances`.
+
+        Example:
+            >>> tb1 = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+            >>> tb2 = TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})
+            >>> combined_tb = tb1 + tb2
+            >>> combined_tb['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, TokenBalances):
+            raise TypeError(f"{other} is not a TokenBalances object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These TokenBalances objects are not from the same block ({block} and {other.block})"
+            )
+
+        combined: TokenBalances = TokenBalances(block=block)
+        for token, balance in dict.items(self):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    combined,
+                    token,
+                    Balance(balance.balance, balance.usd_value, token=token, block=block),
+                )
+        for token, balance in dict.items(other):
+            if balance:
+                if token in combined:
+                    DefaultChecksumDict._setitem_nochecksum(
+                        combined, token, combined._getitem_nochecksum(token) + balance
+                    )
+                else:
+                    DefaultChecksumDict._setitem_nochecksum(
+                        combined,
+                        token,
+                        Balance(balance.balance, balance.usd_value, token=token, block=block),
+                    )
+        return combined
+
+    def __iadd__(self, other: "TokenBalances") -> "TokenBalances":
+        if not isinstance(other, TokenBalances):
+            raise TypeError(f"{other} is not a TokenBalances object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These TokenBalances objects are not from the same block ({block} and {other.block})"
+            )
+
+        for token, balance in dict.items(other):
+            if not balance:
+                continue
+            if token in self:
+                DefaultChecksumDict._setitem_nochecksum(
+                    self,
+                    token,
+                    self._getitem_nochecksum(token) + balance,
+                )
+            else:
+                balance = Balance(balance.balance, balance.usd_value, token=token, block=block)
+                DefaultChecksumDict._setitem_nochecksum(self, token, balance)
+        return self
+
+    def __sub__(self, other: "TokenBalances") -> "TokenBalances":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.TokenBalances` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.TokenBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.TokenBalances` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.TokenBalances`.
+
+        Example:
+            >>> tb1 = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+            >>> tb2 = TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})
+            >>> result_tb = tb1 - tb2
+            >>> result_tb['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, TokenBalances):
+            raise TypeError(f"{other} is not a TokenBalances object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These TokenBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+        # NOTE We need a new object to avoid mutating the inputs
+        subtracted: TokenBalances = TokenBalances(self, block=self.block)
+        for token, balance in dict.items(other):
+            subtracted[token] -= balance
+        for token, balance in dict(subtracted).items():
+            if not balance:
+                del subtracted[token]
+        return subtracted
+
+    __slots__ = ("block",)
+
+
+_RTBSeed = dict[ProtocolLabel, TokenBalances]
+
+
+@final
+class RemoteTokenBalances(DefaultDict[ProtocolLabel, TokenBalances], _SummableNonNumericMixin):
+    """
+    Manages token balances across different protocols, extending the :class:`~eth_portfolio.typing.TokenBalances` functionality
+    to multiple protocols.
+
+    The class uses protocol labels as keys and :class:`~eth_portfolio.typing.TokenBalances` objects as values.
+
+    Args:
+        seed: An initial seed of remote token balances, either as a dictionary
+            or an iterable of tuples.
+
+    Example:
+        >>> remote_balances = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+        >>> remote_balances['protocol1']['0x123'].balance
+        Decimal('100')
+    """
+
+    __slots__ = ("block",)
+
+    def __init__(self, seed: _RTBSeed | None = None, *, block: BlockNumber | None = None) -> None:
+        super().__init__(lambda: TokenBalances(block=block))
+        self.block: Final = block
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()  # type: ignore [assignment]
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for TokenBalances")
+        for remote, token_balances in seed:  # type: ignore [misc]
+            if self.block != token_balances.block:
+                raise ValueError(
+                    f"These objects are not from the same block ({self.block} and {token_balances.block})"
+                )
+            self[remote] += token_balances  # type: ignore [has-type]
+
+    def __setitem__(self, protocol: str, value: TokenBalances) -> None:
+        """
+        Sets the token balances for a given protocol.
+
+        Args:
+            key: The protocol label.
+            value: The token balances to set for the protocol.
+
+        Raises:
+            TypeError: If the value is not a :class:`~eth_portfolio.typing.TokenBalances` object.
+
+        Example:
+            >>> remote_balances = RemoteTokenBalances()
+            >>> remote_balances['protocol1'] = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+            >>> remote_balances['protocol1']['0x123'].balance
+            Decimal('100')
+        """
+        if not isinstance(value, TokenBalances):
+            raise TypeError(f"value must be a `TokenBalances` object. You passed {value}") from None
+        return super().__setitem__(protocol, value)
+
+    @property
+    def dataframe(self) -> DataFrame:
+        """
+        Converts the remote token balances into a pandas DataFrame.
+
+        Returns:
+            A DataFrame representation of the remote token balances.
+        """
+        dfs: list[DataFrame] = []
+        for protocol, balances in dict.items(self):
+            df = balances.dataframe
+            df["protocol"] = protocol
+            dfs.append(df)
+        return concat(dfs).reset_index(drop=True) if dfs else DataFrame()
+
+    def sum_usd(self) -> Decimal:
+        """
+        Sums the USD values of all token balances across all protocols.
+
+        Returns:
+            The total USD value of all remote token balances.
+
+        Example:
+            >>> remote_balances = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> total_usd = remote_balances.sum_usd()
+            >>> total_usd
+            Decimal('2000')
+        """
+        return Decimal(sum(balance.sum_usd() for balance in dict.values(self)))
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.RemoteTokenBalances` object.
+
+        Returns:
+            True if any protocol has a non-zero balance, otherwise False.
+
+        Example:
+            >>> remote_balances = RemoteTokenBalances()
+            >>> bool(remote_balances)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.RemoteTokenBalances` object.
+
+        Returns:
+            The string representation of the remote token balances.
+        """
+        return f"RemoteTokenBalances{dict(self)}"
+
+    def __add__(self, other: "RemoteTokenBalances") -> "RemoteTokenBalances":
+        """
+        Adds another :class:`~eth_portfolio.typing.RemoteTokenBalances` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.RemoteTokenBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.RemoteTokenBalances` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.RemoteTokenBalances`.
+
+        Example:
+            >>> rb1 = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> rb2 = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> combined_rb = rb1 + rb2
+            >>> combined_rb['protocol1']['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, RemoteTokenBalances):
+            raise TypeError(f"{other} is not a RemoteTokenBalances object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These RemoteTokenBalances objects are not from the same block ({block} and {other.block})"
+            )
+
+        combined: RemoteTokenBalances = RemoteTokenBalances(block=block)
+        for protocol, token_balances in dict.items(self):
+            if token_balances:
+                combined[protocol] += token_balances
+        for protocol, token_balances in dict.items(other):
+            if token_balances:
+                combined[protocol] += token_balances
+        return combined
+
+    def __iadd__(self, other: "RemoteTokenBalances") -> "RemoteTokenBalances":
+        if not isinstance(other, RemoteTokenBalances):
+            raise TypeError(f"{other} is not a RemoteTokenBalances object")
+
+        if self.block != other.block:
+            raise ValueError(
+                f"These RemoteTokenBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+
+        for protocol, token_balances in dict.items(other):
+            if token_balances:
+                self[protocol] += token_balances
+        return self
+
+    def __sub__(self, other: "RemoteTokenBalances") -> "RemoteTokenBalances":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.RemoteTokenBalances` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.RemoteTokenBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.RemoteTokenBalances` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.RemoteTokenBalances`.
+
+        Example:
+            >>> rb1 = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> rb2 = RemoteTokenBalances({'protocol1': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> result_rb = rb1 - rb2
+            >>> result_rb['protocol1']['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, RemoteTokenBalances):
+            raise TypeError(f"{other} is not a RemoteTokenBalances object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These RemoteTokenBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+        # NOTE We need a new object to avoid mutating the inputs
+        subtracted: RemoteTokenBalances = RemoteTokenBalances(self, block=self.block)
+        for protocol, token_balances in dict.items(other):
+            subtracted[protocol] -= token_balances
+        for protocol, token_balances in dict(subtracted).items():
+            if not token_balances:
+                del subtracted[protocol]
+        return subtracted
+
+
+CategoryLabel = Literal["assets", "debt", "external"]
+
+
+class _WalletBalancesTD(TypedDict):
+    assets: TokenBalances
+    debt: TokenBalances
+    external: RemoteTokenBalances
+
+
+_WBSeed = Union[_WalletBalancesTD, Iterable[tuple[CategoryLabel, TokenBalances]]]
+
+
+@final
+class WalletBalances(
+    dict[CategoryLabel, Union[TokenBalances, RemoteTokenBalances]], _SummableNonNumericMixin
+):
+    """
+    Organizes token balances into categories such as assets, debts, and external balances for a single wallet.
+
+    The class uses categories as keys (`assets`, `debt`, `external`) and :class:`~eth_portfolio.typing.TokenBalances` or :class:`~eth_portfolio.typing.RemoteTokenBalances`
+    objects as values.
+
+    Args:
+        seed: An initial seed of wallet balances, either as a dictionary or an iterable of tuples.
+
+    Example:
+        >>> wallet_balances = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+        >>> wallet_balances['assets']['0x123'].balance
+        Decimal('100')
+    """
+
+    def __init__(
+        self,
+        seed: Union["WalletBalances", _WBSeed] | None = None,
+        *,
+        block: BlockNumber | None = None,
+    ) -> None:
+        self.block: Final = block
+        self._keys = "assets", "debt", "external"
+        self["assets"] = TokenBalances(block=block)
+        self["debt"] = RemoteTokenBalances(block=block)
+        self["external"] = RemoteTokenBalances(block=block)
+
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()  # type: ignore
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for WalletBalances")
+        for key, balances in seed:  # type: ignore
+            if self.block != balances.block:
+                raise ValueError(
+                    f"These objects are not from the same block ({self.block} and {balances.block})"
+                )
+            self.__validateitem(key, balances)
+            self[key] += balances  # type: ignore [operator]
+
+    @property
+    def assets(self) -> TokenBalances:
+        """
+        Returns the assets held by the wallet.
+
+        Returns:
+            :class:`~eth_portfolio.typing.TokenBalances`: The :class:`~eth_portfolio.typing.TokenBalances` object representing the wallet's assets.
+        """
+        return self["assets"]  # type: ignore
+
+    @property
+    def debt(self) -> RemoteTokenBalances:
+        """
+        Returns the debts associated with the wallet.
+
+        Returns:
+            :class:`~eth_portfolio.typing.RemoteTokenBalances`: The :class:`~eth_portfolio.typing.RemoteTokenBalances` object representing the wallet's debts.
+        """
+        return self["debt"]
+
+    @property
+    def external(self) -> RemoteTokenBalances:
+        """
+        Returns the external balances associated with the wallet.
+
+        Returns:
+            :class:`~eth_portfolio.typing.RemoteTokenBalances`: The :class:`~eth_portfolio.typing.RemoteTokenBalances` object representing the wallet's external balances.
+        """
+        return self["external"]
+
+    @property
+    def dataframe(self) -> DataFrame:
+        """
+        Converts the wallet balances into a pandas DataFrame.
+
+        Returns:
+            A DataFrame representation of the wallet balances.
+        """
+        dfs: list[DataFrame] = []
+        for category, category_bals in dict.items(self):
+            df = category_bals.dataframe
+            df["category"] = category
+            dfs.append(df)
+        return concat(dfs).reset_index(drop=True) if dfs else DataFrame()
+
+    def sum_usd(self) -> Decimal:
+        """
+        Sums the USD values of the wallet's assets, debts, and external balances.
+
+        Returns:
+            The total USD value of the wallet's net assets (assets - debt + external).
+
+        Example:
+            >>> wallet_balances = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> total_usd = wallet_balances.sum_usd()
+            >>> total_usd
+            Decimal('2000')
+        """
+        return self.assets.sum_usd() - self.debt.sum_usd() + self.external.sum_usd()
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.WalletBalances` object.
+
+        Returns:
+            True if any category has a non-zero balance, otherwise False.
+
+        Example:
+            >>> wallet_balances = WalletBalances()
+            >>> bool(wallet_balances)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.WalletBalances` object.
+
+        Returns:
+            The string representation of the wallet balances.
+        """
+        return f"WalletBalances {dict(self)}"
+
+    def __add__(self, other: "WalletBalances") -> "WalletBalances":
+        """
+        Adds another :class:`~eth_portfolio.typing.WalletBalances` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.WalletBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.WalletBalances` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.WalletBalances`.
+
+        Example:
+            >>> wb1 = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> wb2 = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> combined_wb = wb1 + wb2
+            >>> combined_wb['assets']['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, WalletBalances):
+            raise TypeError(f"{other} is not a WalletBalances object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These WalletBalances objects are not from the same block ({block} and {other.block})"
+            )
+
+        combined: WalletBalances = WalletBalances(block=block)
+        for category, balances in dict.items(self):
+            if balances:
+                combined[category] += balances  # type: ignore [operator]
+        for category, balances in dict.items(other):
+            if balances:
+                combined[category] += balances  # type: ignore [operator]
+        return combined
+
+    def __iadd__(self, other: "WalletBalances") -> "WalletBalances":
+        if not isinstance(other, WalletBalances):
+            raise TypeError(f"{other} is not a WalletBalances object")
+
+        if self.block != other.block:
+            raise ValueError(
+                f"These WalletBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+
+        for category, balances in dict.items(other):
+            if balances:
+                self[category] += balances  # type: ignore [operator]
+        return self
+
+    def __sub__(self, other: "WalletBalances") -> "WalletBalances":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.WalletBalances` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.WalletBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.WalletBalances` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.WalletBalances`.
+
+        Example:
+            >>> wb1 = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> wb2 = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> result_wb = wb1 - wb2
+            >>> result_wb['assets']['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, WalletBalances):
+            raise TypeError(f"{other} is not a WalletBalances object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These WalletBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+        # We need a new object to avoid mutating the inputs
+        subtracted: WalletBalances = WalletBalances(self, block=self.block)
+        for category, balances in dict.items(other):
+            subtracted[category] -= balances  # type: ignore
+        for category, balances in dict(subtracted).items():
+            if not balances:
+                del subtracted[category]
+        return subtracted
+
+    def __getitem__(self, key: CategoryLabel) -> TokenBalances | RemoteTokenBalances:
+        """
+        Retrieves the balance associated with the given category key.
+
+        Args:
+            key: The category label (`assets`, `debt`, or `external`).
+
+        Returns:
+            The balances associated with the category.
+
+        Raises:
+            KeyError: If the key is not a valid category.
+
+        Example:
+            >>> wallet_balances = WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> assets_balances = wallet_balances['assets']
+            >>> assets_balances['0x123'].balance
+            Decimal('100')
+        """
+        self.__validatekey(key)
+        return super().__getitem__(key)
+
+    def __setitem__(self, key: CategoryLabel, value: TokenBalances | RemoteTokenBalances) -> None:
+        """
+        Sets the balance associated with the given category key.
+
+        Args:
+            key: The category label (`assets`, `debt`, or `external`).
+            value: The balance to associate with the category.
+
+        Raises:
+            KeyError: If the key is not a valid category.
+            TypeError: If the value is not a valid balance type for the category.
+
+        Example:
+            >>> wallet_balances = WalletBalances()
+            >>> wallet_balances['assets'] = TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})
+            >>> wallet_balances['assets']['0x123'].balance
+            Decimal('100')
+        """
+        self.__validateitem(key, value)
+        return super().__setitem__(key, value)
+
+    def __validatekey(self, key: CategoryLabel) -> None:
+        """
+        Validates that the given key is a valid category.
+
+        Valid keys: "assets", "debt", "external"
+
+        Args:
+            key: The category label to validate.
+
+        Raises:
+            KeyError: If the key is not a valid category.
+        """
+        if key not in self._keys:
+            raise KeyError(
+                f"{key} is not a valid key for WalletBalances. Valid keys are: {self._keys}"
+            )
+
+    def __validateitem(self, key: CategoryLabel, item: Any) -> None:
+        """
+        Validates that the given item is a valid balance type for the category.
+
+        Args:
+            key: The category label.
+            item: The balance item to validate.
+
+        Raises:
+            KeyError: If the key is not a valid category.
+            TypeError: If the item is not a valid balance type for the category.
+        """
+        self.__validatekey(key)
+        if key == "assets":
+            if not isinstance(item, TokenBalances):
+                raise TypeError(
+                    f'{item} is not a valid value for "{key}". Must be a TokenBalances object.'
+                )
+        elif key in {"debt", "external"}:
+            if not isinstance(item, RemoteTokenBalances):
+                raise TypeError(
+                    f'{item} is not a valid value for "{key}". Must be a RemoteTokenBalances object.'
+                )
+        else:
+            raise NotImplementedError(f"key {key} is not yet implemented.")
+
+
+_PBSeed = Union[dict[Address, WalletBalances], Iterable[tuple[Address, WalletBalances]]]
+
+
+@final
+class PortfolioBalances(DefaultChecksumDict[WalletBalances], _SummableNonNumericMixin):  # type: ignore [misc]
+    """
+    Aggregates :class:`~eth_portfolio.typing.WalletBalances` for multiple wallets, providing operations to sum
+    balances across an entire portfolio.
+
+    The class uses wallet addresses as keys and :class:`~eth_portfolio.typing.WalletBalances` objects as values.
+
+    Args:
+        seed: An initial seed of portfolio balances, either as a dictionary or an iterable of tuples.
+
+    Example:
+        >>> portfolio_balances = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x456': Balance(Decimal('100'), Decimal('2000'))})})})
+        >>> portfolio_balances['0x123']['assets']['0x456'].balance
+        Decimal('100')
+    """
+
+    def __init__(self, seed: _PBSeed | None = None, *, block: BlockNumber | None = None) -> None:
+        super().__init__(lambda: WalletBalances(block=block))
+        self.block: Final = block
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for PortfolioBalances")
+        for wallet, balances in seed:
+            if self.block != balances.block:
+                raise ValueError(
+                    f"These objects are not from the same block ({self.block} and {balances.block})"
+                )
+            self[wallet] += balances
+
+    def __setitem__(self, key: HexAddress, value: WalletBalances) -> None:
+        if not isinstance(value, WalletBalances):
+            raise TypeError(
+                f"value must be a `WalletBalances` object. You passed {value}"
+            ) from None
+        return super().__setitem__(key, value)
+
+    @property
+    def dataframe(self) -> DataFrame:
+        """
+        Converts the portfolio balances into a pandas DataFrame.
+
+        Returns:
+            A DataFrame representation of the portfolio balances.
+        """
+        dfs: list[DataFrame] = []
+        for wallet, balances in dict.items(self):
+            df = balances.dataframe
+            df["wallet"] = wallet
+            dfs.append(df)
+        return concat(dfs).reset_index(drop=True) if dfs else DataFrame()
+
+    def sum_usd(self) -> Decimal:
+        """
+        Sums the USD values of all wallet balances in the portfolio.
+
+        Returns:
+            The total USD value of all wallet balances in the portfolio.
+
+        Example:
+            >>> portfolio_balances = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> total_usd = portfolio_balances.sum_usd()
+            >>> total_usd
+            Decimal('2000')
+        """
+        return sum(balances.sum_usd() for balances in dict.values(self))  # type: ignore
+
+    @cached_property
+    def inverted(self) -> "PortfolioBalancesByCategory":
+        """
+        Returns an inverted view of the portfolio balances, grouped by category first.
+
+        Returns:
+            :class:`~eth_portfolio.typing.PortfolioBalancesByCategory`: The inverted portfolio balances, grouped by category.
+
+        Example:
+            >>> portfolio_balances = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> inverted_pb = portfolio_balances.inverted
+            >>> inverted_pb['assets']['0x123'].balance
+            Decimal('100')
+        """
+        inverted = PortfolioBalancesByCategory()
+        for wallet, wbalances in dict.items(self):
+            for label, tbalances in wbalances.items():
+                if tbalances:
+                    inverted[label][wallet] += tbalances  # type: ignore [operator]
+        return inverted
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.PortfolioBalances` object.
+
+        Returns:
+            True if any wallet has a non-zero balance of any token, otherwise False.
+
+        Example:
+            >>> portfolio_balances = PortfolioBalances()
+            >>> bool(portfolio_balances)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.PortfolioBalances` object.
+
+        Returns:
+            The string representation of the portfolio balances.
+        """
+        return f"WalletBalances{dict(self)}"
+
+    def __add__(self, other: "PortfolioBalances") -> "PortfolioBalances":
+        """
+        Adds another :class:`~eth_portfolio.typing.PortfolioBalances` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.PortfolioBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.PortfolioBalances` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.PortfolioBalances`.
+
+        Example:
+            >>> pb1 = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> pb2 = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})})
+            >>> combined_pb = pb1 + pb2
+            >>> combined_pb['0x123']['assets']['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, PortfolioBalances):
+            raise TypeError(f"{other} is not a PortfolioBalances object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These PortfolioBalances objects are not from the same block ({block} and {other.block})"
+            )
+        # NOTE We need a new object to avoid mutating the inputs
+        combined: PortfolioBalances = PortfolioBalances(block=block)
+        for wallet, balance in dict.items(self):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    combined, wallet, combined._getitem_nochecksum(wallet) + balance
+                )
+        for wallet, balance in dict.items(other):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    combined, wallet, combined._getitem_nochecksum(wallet) + balance
+                )
+        return combined
+
+    def __iadd__(self, other: "PortfolioBalances") -> "PortfolioBalances":
+        if not isinstance(other, PortfolioBalances):
+            raise TypeError(f"{other} is not a PortfolioBalances object")
+
+        if self.block != other.block:
+            raise ValueError(
+                f"These PortfolioBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+
+        for wallet, balance in dict.items(other):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    self, wallet, self._getitem_nochecksum(wallet) + balance
+                )
+        return self
+
+    def __sub__(self, other: "PortfolioBalances") -> "PortfolioBalances":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.PortfolioBalances` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.PortfolioBalances` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.PortfolioBalances` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.PortfolioBalances`.
+
+        Example:
+            >>> pb1 = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> pb2 = PortfolioBalances({'0x123': WalletBalances({'assets': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})})
+            >>> result_pb = pb1 - pb2
+            >>> result_pb['0x123']['assets']['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, PortfolioBalances):
+            raise TypeError(f"{other} is not a PortfolioBalances object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These PortfolioBalances objects are not from the same block ({self.block} and {other.block})"
+            )
+        # We need a new object to avoid mutating the inputs
+        subtracted: PortfolioBalances = PortfolioBalances(self, block=self.block)
+        for protocol, balances in dict.items(other):
+            subtracted[protocol] -= balances
+        for protocol, balances in subtracted.items():
+            if not balances:
+                del subtracted[protocol]
+        return subtracted
+
+    __slots__ = ("block",)
+
+
+_WTBInput = Union[dict[Address, TokenBalances], Iterable[tuple[Address, TokenBalances]]]
+
+
+@final
+class WalletBalancesRaw(DefaultChecksumDict[TokenBalances], _SummableNonNumericMixin):  # type: ignore [misc]
+    # Since PortfolioBalances key lookup is:    ``wallet   -> category -> token    -> balance``
+    # We need a new structure for key pattern:  ``wallet   -> token    -> balance``
+
+    # WalletBalancesRaw fills this role.
+    """
+    A structure for key pattern `wallet -> token -> balance`.
+
+    This class is similar to :class:`~eth_portfolio.typing.WalletBalances` but optimized for key lookups by wallet and token directly.
+    It manages :class:`~eth_portfolio.typing.TokenBalances` objects for multiple wallets.
+
+    Args:
+        seed: An initial seed of wallet balances, either as a dictionary or an iterable of tuples.
+
+    Example:
+        >>> raw_balances = WalletBalancesRaw({'0x123': TokenBalances({'0x456': Balance(Decimal('100'), Decimal('2000'))})})
+        >>> raw_balances['0x123']['0x456'].balance
+        Decimal('100')
+    """
+
+    def __init__(self, seed: _WTBInput | None = None, *, block: BlockNumber | None = None) -> None:
+        super().__init__(lambda: TokenBalances(block=block))
+        self.block: Final = block
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for WalletBalancesRaw")
+        for wallet, balances in seed:
+            if self.block != balances.block:
+                raise ValueError(
+                    f"These objects are not from the same block ({self.block} and {balances.block})"
+                )
+            self[wallet] += balances
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.WalletBalancesRaw` object.
+
+        Returns:
+            True if any wallet has a non-zero balance, otherwise False.
+
+        Example:
+            >>> raw_balances = WalletBalancesRaw()
+            >>> bool(raw_balances)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.WalletBalancesRaw` object.
+
+        Returns:
+            The string representation of the raw wallet balances.
+        """
+        return f"WalletBalances{dict(self)}"
+
+    def __add__(self, other: "WalletBalancesRaw") -> "WalletBalancesRaw":
+        """
+        Adds another :class:`~eth_portfolio.typing.WalletBalancesRaw` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.WalletBalancesRaw` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.WalletBalancesRaw` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.WalletBalancesRaw`.
+
+        Example:
+            >>> raw_balances1 = WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> raw_balances2 = WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> combined_raw = raw_balances1 + raw_balances2
+            >>> combined_raw['0x123']['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, WalletBalancesRaw):
+            raise TypeError(f"{other} is not a WalletBalancesRaw object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These WalletBalancesRaw objects are not from the same block ({block} and {other.block})"
+            )
+
+        combined: WalletBalancesRaw = WalletBalancesRaw(block=block)
+        for wallet, balance in dict.items(self):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    combined, wallet, combined._getitem_nochecksum(wallet) + balance
+                )
+        for wallet, balance in dict.items(other):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    combined, wallet, combined._getitem_nochecksum(wallet) + balance
+                )
+        return combined
+
+    def __iadd__(self, other: "WalletBalancesRaw") -> "WalletBalancesRaw":
+        if not isinstance(other, WalletBalancesRaw):
+            raise TypeError(f"{other} is not a WalletBalancesRaw object")
+
+        if self.block != other.block:
+            raise ValueError(
+                f"These WalletBalancesRaw objects are not from the same block ({self.block} and {other.block})"
+            )
+
+        for wallet, balance in dict.items(other):
+            if balance:
+                DefaultChecksumDict._setitem_nochecksum(
+                    self, wallet, self._getitem_nochecksum(wallet) + balance
+                )
+        return self
+
+    def __sub__(self, other: "WalletBalancesRaw") -> "WalletBalancesRaw":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.WalletBalancesRaw` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.WalletBalancesRaw` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.WalletBalancesRaw` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.WalletBalancesRaw`.
+
+        Example:
+            >>> raw_balances1 = WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})
+            >>> raw_balances2 = WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})
+            >>> result_raw = raw_balances1 - raw_balances2
+            >>> result_raw['0x123']['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, WalletBalancesRaw):
+            raise TypeError(f"{other} is not a WalletBalancesRaw object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These WalletBalancesRaw objects are not from the same block ({self.block} and {other.block})"
+            )
+        # NOTE We need a new object to avoid mutating the inputs
+        subtracted: WalletBalancesRaw = WalletBalancesRaw(self, block=other.block)
+        for wallet, balances in dict.items(other):
+            if balances:
+                subtracted[wallet] -= balances
+        for wallet, balances in subtracted.items():
+            if not balances:
+                del subtracted[wallet]
+        return subtracted
+
+    __slots__ = ("block",)
+
+
+_CBInput = Union[
+    dict[CategoryLabel, WalletBalancesRaw], Iterable[tuple[CategoryLabel, WalletBalancesRaw]]
+]
+
+
+@final
+class PortfolioBalancesByCategory(
+    DefaultDict[CategoryLabel, WalletBalancesRaw], _SummableNonNumericMixin
+):
+    """
+    Provides an inverted view of :class:`~eth_portfolio.typing.PortfolioBalances`, allowing access by category first,
+    then by wallet and token.
+
+    The class uses category labels as keys (`assets`, `debt`, `external`) and :class:`~eth_portfolio.typing.WalletBalancesRaw`
+    objects as values.
+
+    Args:
+        seed: An initial seed of portfolio balances by category, either as a dictionary or an iterable of tuples.
+
+    Example:
+        >>> pb_by_category = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x456': Balance(Decimal('100'), Decimal('2000'))})})})
+        >>> pb_by_category['assets']['0x123']['0x456'].balance
+        Decimal('100')
+    """
+
+    def __init__(self, seed: _CBInput | None = None, *, block: BlockNumber | None = None) -> None:
+        super().__init__(lambda: WalletBalancesRaw(block=block))
+        self.block: Final = block
+        if seed is None:
+            return
+        if isinstance(seed, dict):
+            seed = seed.items()
+        if not isinstance(seed, Iterable):
+            raise TypeError(f"{seed} is not a valid input for PortfolioBalancesByCategory")
+        for label, balances in seed:  # type: ignore
+            if self.block != balances.block:
+                raise ValueError(
+                    f"These objects are not from the same block ({self.block} and {balances.block})"
+                )
+            self[label] += balances
+
+    @property
+    def assets(self) -> WalletBalancesRaw:
+        """
+        Returns the asset balances across all wallets.
+
+        Returns:
+            :class:`~eth_portfolio.typing.WalletBalancesRaw`: The :class:`~eth_portfolio.typing.WalletBalancesRaw` object representing the asset balances.
+        """
+        return self["assets"]
+
+    @property
+    def debt(self) -> WalletBalancesRaw:
+        """
+        Returns the debt balances across all wallets.
+
+        Returns:
+            :class:`~eth_portfolio.typing.WalletBalancesRaw`: The :class:`~eth_portfolio.typing.WalletBalancesRaw` object representing the debt balances.
+        """
+        return self["debt"]
+
+    def invert(self) -> "PortfolioBalances":
+        """
+        Inverts the portfolio balances by category to group by wallet first.
+
+        Returns:
+            :class:`~eth_portfolio.typing.PortfolioBalances`: The inverted portfolio balances, grouped by wallet first.
+
+        Example:
+            >>> pb_by_category = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> inverted_pb = pb_by_category.invert()
+            >>> inverted_pb['0x123']['assets']['0x123'].balance
+            Decimal('100')
+        """
+        inverted = PortfolioBalances()
+        for label, wtbalances in dict.items(self):
+            for wallet, tbalances in wtbalances.items():
+                if tbalances:
+                    inverted[wallet][label] += tbalances  # type: ignore [operator]
+        return inverted
+
+    def __bool__(self) -> bool:
+        """
+        Evaluates the truth value of the :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object.
+
+        Returns:
+            True if any category has a non-zero balance, otherwise False.
+
+        Example:
+            >>> pb_by_category = PortfolioBalancesByCategory()
+            >>> bool(pb_by_category)
+            False
+        """
+        return any(dict.values(self))
+
+    def __repr__(self) -> str:
+        """
+        Returns a string representation of the :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object.
+
+        Returns:
+            The string representation of the portfolio balances by category.
+        """
+        return f"PortfolioBalancesByCategory{dict(self)}"
+
+    def __add__(self, other: "PortfolioBalancesByCategory") -> "PortfolioBalancesByCategory":
+        """
+        Adds another :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object to this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object with the combined balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.PortfolioBalancesByCategory`.
+
+        Example:
+            >>> pb_by_category1 = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> pb_by_category2 = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})})
+            >>> combined_pb_by_category = pb_by_category1 + pb_by_category2
+            >>> combined_pb_by_category['assets']['0x123']['0x123'].balance
+            Decimal('150')
+        """
+        if not isinstance(other, PortfolioBalancesByCategory):
+            raise TypeError(f"{other} is not a PortfolioBalancesByCategory object")
+
+        block = self.block
+        if block != other.block:
+            raise ValueError(
+                f"These PortfolioBalancesByCategory objects are not from the same block ({block} and {other.block})"
+            )
+
+        combined: PortfolioBalancesByCategory = PortfolioBalancesByCategory(block=block)
+        for protocol, balances in dict.items(self):
+            if balances:
+                combined[protocol] += balances
+        for protocol, balances in dict.items(other):
+            if balances:
+                combined[protocol] += balances
+        return combined
+
+    def __iadd__(self, other: "PortfolioBalancesByCategory") -> "PortfolioBalancesByCategory":
+
+        if not isinstance(other, PortfolioBalancesByCategory):
+            raise TypeError(f"{other} is not a PortfolioBalancesByCategory object")
+
+        if self.block != other.block:
+            raise ValueError(
+                f"These PortfolioBalancesByCategory objects are not from the same block ({self.block} and {other.block})"
+            )
+
+        for protocol, balances in dict.items(other):
+            if balances:
+                self[protocol] += balances
+        return self
+
+    def __sub__(self, other: "PortfolioBalancesByCategory") -> "PortfolioBalancesByCategory":
+        """
+        Subtracts another :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object from this one.
+
+        Args:
+            other: Another :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object.
+
+        Returns:
+            A new :class:`~eth_portfolio.typing.PortfolioBalancesByCategory` object with the subtracted balances.
+
+        Raises:
+            TypeError: If the other object is not a :class:`~eth_portfolio.typing.PortfolioBalancesByCategory`.
+
+        Example:
+            >>> pb_by_category1 = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('100'), Decimal('2000'))})})})
+            >>> pb_by_category2 = PortfolioBalancesByCategory({'assets': WalletBalancesRaw({'0x123': TokenBalances({'0x123': Balance(Decimal('50'), Decimal('1000'))})})})
+            >>> result_pb_by_category = pb_by_category1 - pb_by_category2
+            >>> result_pb_by_category['assets']['0x123']['0x123'].balance
+            Decimal('50')
+        """
+        if not isinstance(other, PortfolioBalancesByCategory):
+            raise TypeError(f"{other} is not a PortfolioBalancesByCategory object")
+        if self.block != other.block:
+            raise ValueError(
+                f"These PortfolioBalancesByCategory objects are not from the same block ({self.block} and {other.block})"
+            )
+        # NOTE We need a new object to avoid mutating the inputs
+        subtracted: PortfolioBalancesByCategory = PortfolioBalancesByCategory(
+            self, block=self.block
+        )
+        for protocol, balances in dict.items(other):
+            subtracted[protocol] -= balances
+        for protocol, balances in subtracted.items():
+            if not balances:
+                del subtracted[protocol]
+        return subtracted