show_portfolio
Show current holdings with ticker, shares, cost, price, market value, and P&L. Includes risk summary and FX decomposition for non-USD display currencies.
Instructions
Current holdings derived from the user's transaction log: ticker, shares, avg cost, current price, market value, P&L (absolute and %), plus an optional risk summary (Sharpe, volatility, drawdown) from snapshot history and FX return decomposition when a non-USD display currency is requested. All monetary values are returned in display_currency (default USD). Each holding carries asset_type (stock for listed equities; crypto/commodity/real_estate/other for manually-valued assets) and syncedAt — the price as-of date. For non-stock holdings syncedAt reflects the last add_price entry; a null syncedAt (or currentPrice) means the asset has never been priced. This is a drill-down tool: for any check-in or portfolio question, call get_market_brief first — it already includes this data plus weights, news, earnings, and macro context. Use show_portfolio only when the holdings table itself is the sole thing asked for, or to inspect FX decomposition.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| display_currency | No | Display currency for monetary fields and FX return decomposition (USD/KRW/EUR/JPY/CNY/GBP/HKD/INR/TWD). Defaults to USD. When non-USD, returns fx_decomposition per holding showing how much of P&L came from price vs exchange rate movement. | USD |