Portfolio book
portfolio_bookThe monitored book itself: one row per exposure with the team whose book holds it (team_id, team_name), its label, register identifier, entity class (corporate, sovereign_or_public_body, bank, spv or fund, derived from register stated facts and null when none has been derived yet), desk, current status band, score, completeness, seen_share (the weight share of applicable signals actually observed), explained_share and reachable_share (the observed share of what a connected source can serve, the figure the insufficient floor reads), the top contributing signals with their citation ids, the most recent status change, and the standing credit review (disposition, note, next review date, and whether that date has passed). A sole trader (a natural person's business by its register's evidence) has status sole_trader and no score, coverage, signals or status change: it is never scored. Ordered most severe first (red, amber, then insufficient, not_assessed and sole_trader, then green). Paged with limit and offset; the response carries the exact total. Set include_inactive true to include exposures no longer actively monitored.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "portfolio_book"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Page size, default 50, maximum 100. | |
| offset | No | Rows to skip, default 0. | |
| include_inactive | No | Include exposures no longer actively monitored. |