Profit Analysis (Realized, US)
profit_analysis_realizedRetrieve realized profit and loss data for a US account, broken down by stock, option, and crypto categories for specified periods.
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 HK/CN/SG accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| 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. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| realized_pl_list | No |