fetch_portfolio_summary
Aggregate account info, cash balance, and all open positions into a single portfolio summary. Calculates total value, profit/loss, and ranks top holdings.
Instructions
Produce a complete portfolio snapshot in one call by combining account info,
cash balance, and all open positions into a single aggregated response.
This is the recommended starting point for portfolio analysis. It calculates
total value, P/L percentages, and ranks holdings by current value. For
per-position performance with dividends, use fetch_portfolio_performance instead.
Returns:
dict with currency, total_value, cash_available, invested, profit_loss,
profit_loss_pct, position_count, positions (sorted by value descending),
and top_holdings (top 5)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||