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Haizzz

Sharesight MCP Server

by Haizzz

update_holding

Modify DRP settings for investment holdings in Sharesight portfolios to control dividend reinvestment preferences.

Instructions

Updates a holding (currently supports DRP settings)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
holding_idYesThe holding ID
enable_drpNoSet to true to enable DRP, false to disable
drp_mode_settingNoDRP mode: up, down, half, or down_track

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