Lightyear Portfolio Summary
lightyear_portfolio_summaryCompute current holdings and cost basis from a Lightyear account statement to verify your 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_ref | No | Opaque Lightyear AccountStatement file reference. | |
| file_path | No | AccountStatement path/base64 input. Provide exactly one of file_path or file_ref. |