list_companies
List the companies in the authenticated user's portfolio, alphabetically, with per-company position aggregates (invested, current value, realized, MOIC, DPI, implied runway). Filter by status, investment type, entity, custodian, and/or tag; filters combine. Amounts are in the user's home currency, given as currency.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tag | No | Only companies carrying this tag, by name (see list_tags). | |
| page | No | 1-indexed page number (default 1). | |
| entity | No | Only companies with a transaction made through this investing entity, by id (from list_entities). | |
| status | No | Only positions with this status (active, at_risk, dissolved, exited, awaiting_wire). | |
| per_page | No | Results per page (default 30, max 100). | |
| custodian | No | Only companies with shares held at this custodian: carta, angellist, pulley, or other. | |
| investment_type | No | Only positions of this type: equity (direct), fund_lp (an LP stake in a fund), or spv. |