Lightyear Portfolio Summary
lightyear_portfolio_summaryCompute current holdings and cost basis from a Lightyear CSV statement to verify investment account balance.
Instructions
Compute current holdings and cost basis from a Lightyear account statement. Useful for verifying investment account balance.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Absolute path to Lightyear AccountStatement CSV file. |