HTX Get Portfolio Snapshot
htx_get_portfolio_snapshotReview spot and USDT-swap balances, positions, and open orders in one compact snapshot. Use it before a trading session to assess portfolio exposure across accounts without fetching market data.
Instructions
Return one compact cross-product portfolio snapshot for account review.
It concurrently reads spot and USDT-swap balances and positions. V5 swap accounts also return open orders across every contract, so this is the preferred pre-session portfolio check; no market data is fetched.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| verbose | No | Return unfiltered per-record balance details for diagnostics. Defaults to false for a compact valued asset view. | |
| margin_mode | No | Swap margin mode: isolated or cross. | isolated |
| include_open_orders | No | Include active orders. For legacy swaps this requires a per-contract account snapshot, so the result reports that limitation as a warning. | |
| include_zero_balances | No | Include zero-valued spot balance records for diagnostics. Defaults to false to keep the compact snapshot bounded. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||