finary_portfolio
Read portfolio data by asset type (investments, securities, cryptos, real estate, etc.) with optional org ID.
Instructions
Read a portfolio class: investments, securities, cryptos, fonds_euro, scpis, real_estates, or holdings_accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| org_id | No | ||
| asset_type | No | investments |