show_snapshot
Retrieve historical portfolio snapshot data: daily total market value or per-holding time series.
Instructions
Query portfolio snapshot history. Without ticker, returns daily total market value. With ticker, returns per-holding time series. IMPORTANT: For any projection, goal-timeline, or "when will I reach X" question, this tool alone is insufficient — it only provides historical trajectory. You must also call get_brief (for current macro regime, stress score, and signals) and use risk_summary.annualized_vol + signals.regime to build bear/base/bull scenarios rather than extrapolating linearly from past returns. Linear extrapolation from snapshot history is a category error for forward-looking questions.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | No | Filter by ticker symbol | |
| from | No | Start date (YYYY-MM-DD, inclusive) | |
| to | No | End date (YYYY-MM-DD, inclusive) |