Returns the account's cash breakdown: free cash available to invest, total account value, amount currently invested, unrealised profit or loss, cash held inside pies, and cash blocked by pending orders. Use this for any question about how much money is in the account or how it is performing overall. Figures are in the account's own currency — call t212_get_account_info if you need to know which currency that is.

Returns the account identifier and the currency every monetary figure from this server is reported in. Call this once when you need to label amounts correctly; the other tools return bare numbers in this currency.

Returns every open position in the account: ticker, quantity, average buy price, current price, and unrealised profit or loss (including the portion caused by currency movement). This is the tool for 'what do I hold', 'how is my portfolio doing', or any question about a specific holding when you do not already know its exact Trading 212 ticker. Returns the whole portfolio in one call, so prefer it over repeated single-position lookups.

Returns one open position by its exact Trading 212 ticker (for example AAPL_US_EQ, not AAPL). Only use this when you already know the exact ticker — otherwise call t212_list_positions, which returns everything in a single request, or t212_search_instruments to resolve a name to a ticker. Fails if the account holds no such position.

Finds instruments in the Trading 212 catalogue by company name, symbol or ISIN, returning the exact tickers other tools need (for example AAPL_US_EQ). Use this first whenever you have a company name but not a ticker. Results are ranked, with exact symbol and ISIN matches first. Note this searches everything Trading 212 offers, not the account's holdings — use t212_list_positions for what is actually owned.

Returns the exchanges Trading 212 supports and their working schedules, including the time events that mark when each session opens and closes. Use this to answer whether a market is open, or to explain why an instrument cannot be traded right now. Schedules are verbose, so they are omitted unless explicitly requested.

Returns orders that are placed but not yet executed, with their type, limit or stop price, and how much has filled so far. Use this for 'what orders do I have open'. This server is read-only: it can show pending orders but cannot place, amend or cancel them.

Returns past, already-executed orders newest first: what was bought or sold, at what price, and any taxes charged. Use this for questions about trading activity or realised results. Results are paginated — pass the returned nextCursor to continue. Optionally filter to a single ticker.

Returns dividends paid into the account, newest first, with the instrument, amount, and amount per share. Use this for dividend income questions. Results are paginated — pass the returned nextCursor to continue. Note this reports what was actually paid, not forecast yield.

Returns cash movements — deposits, withdrawals, fees and interest — newest first. Use this for 'how much have I deposited' or to explain a change in cash that positions do not account for. Results are paginated; pass the returned nextCursor to continue.

Returns the account's pies — Trading 212's named baskets of instruments with target allocations — including each pie's invested value, current value, result, and progress towards its goal. Use t212_get_pie for the instruments inside a specific pie. This server is read-only and cannot create or change a pie.

Returns one pie's contents: every instrument in it with its current share of the pie, its target share, the quantity owned, and its result. Use this to explain how a pie is allocated or which of its holdings are drifting from target. Get the pie's id from t212_list_pies first.