show_portfolio
Display current stock portfolio holdings including ticker, shares, average cost, current price, market value, and profit/loss. Optionally add risk summary and FX return breakdown for non-USD 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. For the daily check-in, prefer get_brief which already includes this data plus weights, news, earnings, and macro context in one call.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| currency | No | Display currency for FX return decomposition (e.g. KRW, JPY). When provided and not USD, returns fx_decomposition per holding showing how much of P&L came from price vs exchange rate movement. |