create_portfolio
Generate a new portfolio on Paper's trading platform by specifying account ID, portfolio name, and type (e.g., INDIVIDUAL, IRA). Integrates with AI assistants via the Paper MCP Server for streamlined portfolio management.
Instructions
Create a new portfolio
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes | Account ID | |
| name | Yes | Portfolio name | |
| type | Yes | Portfolio type (e.g., INDIVIDUAL, IRA) |
Input Schema (JSON Schema)
{
"properties": {
"accountId": {
"description": "Account ID",
"type": "string"
},
"name": {
"description": "Portfolio name",
"type": "string"
},
"type": {
"description": "Portfolio type (e.g., INDIVIDUAL, IRA)",
"type": "string"
}
},
"required": [
"accountId",
"name",
"type"
],
"type": "object"
}