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Equibles

by io.github.daniel3303
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Watch Instrument

WatchInstrument

Put a stock or an option contract on one of the USER's portfolio watchlists, without recording any position. A watched instrument shows up in GetMyPortfolio's 'Watching (not held)' section with a current mark and nothing else - no quantity, no cost, no value.

For a stock, pass its ticker, or MIC:TICKER for another exchange (e.g. XPAR:AIR). For an option, pass BOTH the underlying ticker and the OCC symbol in optionContract, exactly as AddPortfolioLot takes them; the contract is verified against the live options data before anything is stored.

Watching something the portfolio already holds is allowed - the page shows one row, and selling out later keeps the instrument on the list.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker, or MIC:TICKER for a listing on another exchange, e.g. XPAR:AIR. For an option, the UNDERLYING U.S. ticker, e.g. AAPL.
portfolioYesThe portfolio whose watchlist to add to, by name.
optionContractNoOptional. The OCC option symbol, e.g. O:AAPL260724C00110000. Provide it to watch an option contract; omit it for the stock itself.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedInput schema / properties / ticker / description
      Previous value: -"Stock ticker. For an option, the UNDERLYING ticker, e.g. AAPL."New value: +"Stock ticker, or MIC:TICKER for a listing on another exchange, e.g. XPAR:AIR. For an option, the UNDERLYING U.S. ticker, e.g. AAPL."
  2. Added

TDQS

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