get_performance_report
Retrieve portfolio performance reports with gains analysis, holdings breakdown, and benchmark comparisons for investment tracking and analysis.
Instructions
Retrieves the performance report for a portfolio with gains, holdings breakdown, and benchmarks
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolio_id | Yes | The portfolio ID | |
| start_date | No | Start date YYYY-MM-DD (defaults to portfolio inception) | |
| end_date | No | End date YYYY-MM-DD (defaults to today) | |
| consolidated | No | Set to true for consolidated portfolio views | |
| include_sales | No | Include or exclude sales | |
| report_combined | No | Receive combined totals for same instruments across portfolios | |
| grouping | No | Group by: country, currency, custom_group, industry_classification, investment_type, market, portfolio, sector_classification, ungrouped | |
| custom_group_id | No | Custom group ID (requires grouping=custom_group) | |
| include_limited | No | Include holdings limited by user plan | |
| benchmark_code | No | Benchmark code and market (e.g., SPY.NYSE) |