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Glama
Haizzz

Sharesight MCP Server

by Haizzz

get_holding

Retrieve detailed information about a specific investment holding, including purchase prices, cost basis, and historical values for portfolio analysis.

Instructions

Retrieves details of a specific holding

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
holding_idYesThe holding ID
average_purchase_priceNoInclude average purchase price in response
cost_baseNoInclude cost base in response
values_over_timeNoSet to 'true' for values from inception, or a date (YYYY-MM-DD) for start date

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