get_holdings
Retrieve the stocks and ETFs held in an Easy Equities investment account using session and account ID, with optional share quantities.
Instructions
Get holdings (stocks/ETFs) for an account.
Args: session: The session name (from list_sessions). account_id: The account ID (from list_accounts). include_shares: If true, fetch number of shares per holding (slower).
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"session": "<session>",
"account_id": "<account_id>"
},
"name": "get_holdings"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| session | Yes | ||
| account_id | Yes | ||
| include_shares | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |