search_securities
Search for securities (stocks, ETFs, crypto, etc.) by ticker symbol or company name. Call this before create_investment_transaction to resolve a human-readable ticker (e.g. "AAPL") into a securityId. If portfolioId is provided, each result includes isInPortfolio to indicate whether the security is already tracked in that portfolio.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum number of results to return (default: 20) | |
| query | Yes | Ticker symbol or company name to search for (e.g. "AAPL", "Apple") | |
| portfolioId | No | Portfolio ID to annotate results with isInPortfolio flag (from get_portfolios) |