DCA Statistics
dca_statsRetrieve dollar-cost averaging investment statistics including total invested, value, return rate, and per-symbol breakdown. Filter by symbol or get all plans.
Instructions
Get DCA investment statistics. Returns {total_invested, total_value, total_return, return_rate, plan_count, items[]{symbol, invested, value, return_rate}}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | No | Filter by symbol, e.g. "AAPL.US". Omit to return stats for all plans. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| total_invested | No | Total amount invested across plans (decimal string). | |
| total_value | No | Current total market value (decimal string). | |
| total_return | No | Total return (decimal string). | |
| return_rate | No | Overall return rate (decimal string). | |
| plan_count | No | Number of plans included. | |
| items | No | Per-symbol breakdown. |