list_portfolios
Retrieve investment portfolios from Sharesight with optional filtering by consolidated view or specific instruments for portfolio management and analysis.
Instructions
Retrieves a list of the user's portfolios. Optionally filter by consolidated view or instrument.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| consolidated | No | Set to true to see consolidated portfolio views | |
| instrument_id | No | Filter by instrument ID. When set, consolidated defaults to false |