Show holdings
show_holdingsAnswers "What do I hold?" and "Which positions are winning?" with a holdings table per account (value, unrealized P&L in dollars and percent, weight) and an allocation donut when the total is complete. Fetches the holdings itself; use this first for a general holdings or allocation question across connected accounts, without prefetching get_broker_positions or get_broker_account_snapshot. Paper and live accounts remain separate. Sort by value or pnl. Read-only. Shows an interactive panel in apps that support MCP Apps; always returns a text summary and a botspot.trade link.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| mode | No | all | |
| sortBy | No | value | |
| brokerCredentialId | No |