Investments Get Portfolio
investments_get_portfolioRetrieve your investment portfolio summary with optional filters for accounts, date range, and hidden holdings. Get detailed holdings and top movers.
Instructions
Get portfolio.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Optional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name']. | |
| end_date | No | ||
| start_date | No | ||
| account_ids | No | ||
| output_mode | No | Output shape to return. Use summary for compact CLI-style defaults, full for complete structured data without raw, and raw for complete structured data including raw payloads. | summary |
| session_path | No | ||
| top_movers_limit | No | ||
| include_hidden_holdings | No |