show_balance
Retrieve balance sheet entries (assets and liabilities) by period. Use without period for trend analysis across all periods, or specify a month for a snapshot.
Instructions
Stored balance sheet entries (assets + liabilities) by period. Each entry has type (asset|liability), sub_type (cash|investment|other|short_term|long_term), category, amount in USD, and the entry date. Without period, returns ALL periods — use this for trends; with period (YYYY-MM), returns one month's snapshot.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | Period filter e.g. "2025-03" |