Get broker positions
get_broker_positionsRead-only: fetches current positions directly from saved broker credentials, not from deployment telemetry or snapshot automation. For current performance of a named bot or a follow-up about its holdings, use show_bot_activity first; it performs its own exact-linked broker read. Use this tool after that report for a failed or stale current read, not as a preflight before the report. For general standalone holdings or allocation questions, use show_holdings first; it fetches and separates the accounts itself. Use this raw reader for specifically requested raw position details or a missing/failed report read. When the user asks what they own across one broker provider, omit brokerCredentialId, pass brokerProvider using the exact provider returned by list_broker_credentials, and call this tool once. For all connected accounts, omit both fields. The tool safely aggregates matching active saved accounts and returns per-account partial failures without discarding successful holdings. Every successful account, flattened position, and partial failure includes accountDisplay when saved account metadata is available. Use that safe label (for example, 'Account ending in 4821') in user-facing account breakdowns; never infer an account suffix from brokerCredentialId. Full account numbers are never returned. Pass brokerCredentialId only when the user explicitly identifies one saved account. Present current values and quantities as plain numbers/tables; gain/loss bars belong only to profits or returns. A single position needs metrics, not a market-value-versus-P&L bar chart. Complete positive holdings allocation can use a labeled pie/donut; missing or negative data cannot establish a pie. Keep account modes and currencies separate. For expiration option payoff, require verified entry premium, contract inputs and explicit fee assumptions, not current market value. External MCP clients should use readable Markdown tables and exact returned clickable action URLs rather than claim BotSpot cards are visible. Use symbol to narrow to one asset. includeCashPositions defaults to false. Never pass raw broker credentials.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | No | ||
| assetType | No | ||
| brokerProvider | No | ||
| brokerCredentialId | No | ||
| includeCashPositions | No |