Investment holdings
get_holdingsRead-onlyIdempotent
Positions in investment accounts: security (ticker and name), quantity, price, value and cost basis where reported, on a day: the latest snapshot on or before as_of (default today). Values are per currency, with totals per account. Quantities are decimal strings (fractional shares). Account balances themselves are in list_accounts.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | YYYY-MM-DD; the latest holdings on or before this day. | |
| company | No | Company name or id, "Personal", or "all". Omit for every company this connection can see. | |
| account_id | No | One investment account (from list_accounts). |