get_account_holdings
Retrieve detailed investment holdings for a specific account using the account ID. Ideal for tracking and analyzing portfolio data within the Monarch Money ecosystem.
Instructions
Get investment holdings for a specific account.
Args:
account_id: The ID of the investment account
Input Schema
Name | Required | Description | Default |
---|---|---|---|
account_id | Yes |
Input Schema (JSON Schema)
{
"properties": {
"account_id": {
"title": "Account Id",
"type": "string"
}
},
"required": [
"account_id"
],
"title": "get_account_holdingsArguments",
"type": "object"
}