Investments Update Manual Holding
investments_update_manual_holdingUpdate a manual investment holding's quantity, cost basis, or security type in Monarch Money. Correct inaccurate holdings or add missing data to keep investment records accurate.
Instructions
Update manual holding. This may create or update Monarch data.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fields | No | Optional dotted output field paths to return, such as ['id', 'merchant.name', 'category.name']. | |
| quantity | No | ||
| cost_basis | No | ||
| holding_id | Yes | ||
| 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 | ||
| security_type | No |