track_trade
Save a trade to YOUR portfolio, real (the user says they bought it) or paper. Sends review reminders by email at 45 and 90 days, and when it is up 10%. Requires an InsideREU API key.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| isin | No | ISIN, if known | |
| kind | No | 'real' if the user actually bought it, 'paper' for a hypothetical trade. Default paper. | |
| amount | No | Total money invested, in `currency` (e.g. 10 for 'I put in 10 GBP'). | |
| ticker | No | Local ticker symbol (e.g. EVD). Strongly recommended: needed for price tracking. | |
| currency | No | ISO currency of entry_price and amount (EUR, GBP, SEK...). Default EUR. | |
| exchange | No | Exchange symbol | |
| entry_price | No | Price per share you paid, in `currency`. If omitted, the latest known EUR price is used when available. | |
| company_name | Yes | Name of the company |