MonteWalk

Instructions

Retrieves the current state of all held positions and cash balance.

Returns:
    Dict with 'cash' and 'positions' keys

Implementation Reference

• tools/execution.py:18-54 (handler)

  The primary handler function for the 'get_positions' tool. It fetches the current portfolio positions, cash balance, equity, and buying power from the Alpaca trading broker, handling errors gracefully.

  def get_positions() -> Dict[str, Any]:
      """
      Retrieves the current state of all held positions and cash balance.
      
      Returns:
          Dict with 'cash' and 'positions' keys
      """
      if broker is None:
          return {
              "error": "Alpaca broker not initialized. Check your API credentials.",
              "cash": 0,
              "positions": {}
          }
      
      try:
          account = broker.get_account()
          positions_raw = broker.get_all_positions()
          
          # Convert to simple format: {symbol: qty}
          positions = {
              symbol: details['qty'] 
              for symbol, details in positions_raw.items()
          }
          
          return {
              "cash": account['cash'],
              "equity": account['equity'],
              "buying_power": account['buying_power'],
              "positions": positions
          }
      except Exception as e:
          logger.error(f"Failed to get positions: {e}")
          return {
              "error": str(e),
              "cash": 0,
              "positions": {}
          }

• server.py:375-378 (registration)

  Registration of the 'get_positions' tool (along with other execution tools) in the MCP server using the register_tools helper, which applies the @mcp.tool() decorator.

  register_tools(
      [place_order, cancel_order, get_positions, flatten, get_order_history],
      "Execution"
  )

• app.py:288-288 (registration)

  Inclusion of 'get_positions' in the tools_map for the Gradio UI which also supports MCP server mode.

  "Execution": [place_order, cancel_order, get_positions, flatten, get_order_history],