get_account_history
Retrieve brokerage transaction history including fills, dividends, interest, and transfers. Filter by preset or custom date ranges and get results organized by account.
Instructions
Get transaction history (fills, dividends, interest, transfers).
Args: date_range: today|1w|1m|2m|mtd|ytd|ly|cust. Use "ly" for the trailing year, or "cust" with custom_from/custom_to for an explicit window. custom_from: Window start, "YYYY-MM-DD". Required when date_range="cust"; supplying it also implies "cust" so the range arg can be left alone. custom_to: Window end, "YYYY-MM-DD". Defaults to custom_from when omitted.
Returns JSON keyed by account number.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| custom_to | No | ||
| date_range | No | 1m | |
| custom_from | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |