Record a manual portfolio transaction
record_my_portfolio_transactionRecord a historical or current manual BUY or SELL in the signed-in user's ValuEdge portfolio, without placing an actual trade. Creating a new portfolio through its first transaction consumes a portfolio slot. Enforce current plan limits. Never write to broker-synced portfolios.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"portfolio_name": "<portfolio_name>",
"ticker": "<ticker>",
"type": "<type>",
"quantity": "<quantity>",
"price_per_share": "<price_per_share>",
"transaction_date": "<transaction_date>"
},
"name": "record_my_portfolio_transaction"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | ||
| ticker | Yes | ||
| exchange | No | ||
| quantity | Yes | ||
| operation_id | No | ||
| portfolio_name | Yes | ||
| price_per_share | Yes | ||
| transaction_date | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| error | No | ||
| metadata | Yes |