Profit Analysis (Realized, US)
profit_analysis_realizedGet realized P&L for US accounts, broken down by stock, option, or crypto categories and reporting currency.
Instructions
Get realized P&L for a US account, broken down by category (stock/option/crypto) and period. US accounts only; errors with DcRegionRestricted for AP accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| _jq | No | Optional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response. | |
| category | No | Filter by category: "STOCK", "OPTION", "CRYPTO", or omit for all. | |
| currency | No | Currency to report in, e.g. "USD" (default: "USD"). US accounts only. |