status
Get a full portfolio snapshot: cash per currency, holdings with average cost and live price, and unrealized P&L per position and total.
Instructions
Get a full snapshot of the user's portfolio: cash balances per currency, every holding with units / average cost / live price, and unrealized P&L per position and in total.
Use when the user asks "show my portfolio", "how is my P&L", or before proposing any trade. Read-only; fetches live quotes, so values change between calls.
Returns:
Object with cash (currency → amount), holdings (list of positions
with symbol, units, avg_cost, live price, market value, pnl_pct), and
portfolio-level totals.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |