securities_facts
Get fund facts for each holding: type, expense ratio, AUM, average volume, age, category. Answers questions about costs, size, liquidity, and age from a 7-day cache.
Instructions
Published fund facts for each of the user's holdings (offline, read-only): type (ETF vs stock), expense ratio, AUM, average volume, age, category. Use to answer 'what am I paying / how big / how liquid / how old are my funds'. Reads the 7-day metadata cache; uncached holdings appear under 'missing'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asof | Yes | ||
| note | No | ||
| missing | Yes | held tickers with no cached facts (warm via `--metadata` online) | |
| securities | Yes |