Remove one manual holding
remove_my_portfolio_holdingPermanently remove all manual transaction records for one holding in one portfolio. Ask for explicit user confirmation and list the affected history first. Mixed-source, legacy, CSV and synced broker holdings are blocked. This does not execute any sale or modify a broker.
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>",
"expected_transaction_count": "<expected_transaction_count>",
"confirm": "<confirm>"
},
"name": "remove_my_portfolio_holding"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| confirm | Yes | ||
| operation_id | No | ||
| portfolio_name | Yes | ||
| expected_transaction_count | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| error | No | ||
| metadata | Yes |