IPO Profit / Loss
ipo_profit_lossRetrieve IPO profit/loss summary with total cost, value, return, and per-stock breakdown including symbol, cost, current value, and return rate. Filterable by period: all, YTD, 1Y, 3Y.
Instructions
Show IPO profit/loss summary and per-stock breakdown. Returns {total_cost, total_value, total_return, items[]{symbol, cost, current_value, return_rate}}. period: all/ytd/1y/3y.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | Period filter: "all", "ytd", "1y", "3y" (default: "all") | |
| page | No | Page number (default: 1) | |
| size | No | Page size (default: 20) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| summary | Yes | Aggregate cost/value/return totals. | |
| items | Yes | Per-stock breakdown items. |