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My Portfolio

GetMyPortfolio
Read-only

Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. Pass its name to select one; a shared portfolio whose name is also taken is named "Name (Creator)" in the list. Quantities are signed; costs are the owner's per-share inputs and are never split-restated. Each position is in its listing's currency; totals are in the portfolio's currency at the official rates named in the answer. Every mark names its session. Unpriceable and expired positions have unknown value, never zero. Watched instruments are not positions and must not be counted as exposure. Returned lot ids address the update, close and remove tools. Use GetInstitutionPortfolio for 13F holdings.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolioNoOptional. The portfolio's name, as listed. Omit to list the portfolios.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / portfolio / description
      Previous value: -"Optional. The portfolio's name. Omit to list the account's portfolios."New value: +"Optional. The portfolio's name, as listed. Omit to list the portfolios."
  2. Added

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