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Haizzz

Sharesight MCP Server

by Haizzz

get_portfolio_user_setting

Retrieve user settings for a Sharesight portfolio, including chart type and grouping preferences, to customize investment tracking views.

Instructions

Retrieves user settings for a portfolio (chart type, grouping, etc.)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio ID
consolidatedNoSet to true for consolidated portfolio views

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