edit_snapshot
Update shares, average price, or current price for any holding in a snapshot by specifying the date and asset details. Works for stocks and non-stock assets.
Instructions
Update shares, avg_price, or current_price for a holding in a snapshot. Identified by date + the asset (asset_type + market + ticker). Works for non-stock assets too — pass their asset_type; market is ignored for non-stock.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Snapshot date (YYYY-MM-DD) | |
| asset_type | No | Asset class of the holding | stock |
| market | No | Stock market — required for stock assets, ignored otherwise | |
| ticker | Yes | Ticker symbol (stock) or asset name (non-stock) | |
| shares | No | ||
| avg_price | No | ||
| current_price | No |