fetch_portfolio_performance
Compute per-position total returns including dividends and price P/L, identify best and worst performers, and generate a detailed performance report beyond basic portfolio summary.
Instructions
Build a detailed performance report across all positions by combining
current holdings, recent order history, and dividend payouts.
Calculates per-position total returns (price P/L + dividends) and identifies
best and worst performers. Use this for deeper analysis than fetch_portfolio_summary
provides, especially when dividend income matters.
Returns:
dict with currency, total_price_ppl, total_dividends, total_return,
best_performer, worst_performer, positions (each with invested, current_value,
price_ppl, dividends, total_return, return_pct, held_since), recent_filled_ordersInput Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||