List holdings
list_holdingsList the investment and crypto positions held in the user's brokerage and crypto-exchange accounts: symbol, asset class, quantity, latest price, market value and currency. Bank accounts have no holdings. Optionally restrict to one account.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "list_holdings"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | No | Optional. Restrict to a single account (id from list_accounts). Omit to span all of the user's investment/crypto accounts. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | Current position snapshot per holding; empty when the user has no investment/crypto positions. |