get_positions
Fetches holdings for brokerage accounts, including quantity, average cost, market value, unrealized and daily P/L, and portfolio weight. Sorted by market value; optionally add live quotes.
Instructions
Holdings per account: quantity, average cost, market value, unrealized and today's P/L, and weight in the account. Sorted by market value. Set include_quotes=true for live last/mark prices.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | No | Only return positions in this symbol. | |
| account | No | Account label (e.g. ****1234), last digits or nickname. Omit for all. | |
| include_quotes | No | Also fetch a real-time quote for every holding (adds a `live` block). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||