Indexa portfolio overview (all accounts)
indexa_portfolio_summaryGet a one-shot overview of all Indexa Capital accounts: total wealth, per-account value, cash, unrealized P&L, and cumulative return. Returns summary in markdown or JSON.
Instructions
Convenience tool that returns a one-shot overview of ALL the user's Indexa Capital accounts: total wealth, per-account value, cash, unrealized P/L and cumulative return. Calls /users/me then /portfolio and /performance for each active account in parallel.
Use this as the FIRST tool for open-ended questions like "how are my Indexa investments doing?" or "give me an overview of my Indexa". Only use account-specific tools when the user specifies one account or aspect (composition, transactions, fees).
Args:
response_format ('markdown' | 'json'): Output format (default: 'markdown')
Returns JSON: { "user": { email, name, surname }, "accounts": [{ account_number, type, status, total_value, cash, unrealized_pl, cumulative_return, plan_expected_return, error? }], "totals": { total_value, unrealized_pl, account_count } }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| response_format | No | Output format: 'markdown' for human-readable summary or 'json' for full structured data. | markdown |