get_portfolio_summary
Read-only
Analyze your portfolio's total valuation, profit/loss, and return rate to monitor overall investment performance.
Instructions
총평가금액, 총손익, 수익률 등 포트폴리오 전체 현황을 분석합니다
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_no | No | 계좌번호 (미입력시 기본 계좌 사용) |
Implementation Reference
- src/index.ts:529-542 (handler)Handler implementation for 'get_portfolio_summary' tool, which fetches account evaluation data using the client and formats it.
server.tool( "get_portfolio_summary", "총평가금액, 총손익, 수익률 등 포트폴리오 전체 현황을 분석합니다", { account_no: accountNoSchema }, { readOnlyHint: true }, async ({ account_no }) => { try { const acct = resolveAccountNo(account_no); const data = await client.getAccountEvaluation(acct); return textContent(formatPortfolioSummary(data)); } catch (error) { return errorContent(formatError(error)); } }