Create Account
create_accountCreate a portfolio account with name, currency, and optional starting balance. Organize investments by account type or platform.
Instructions
Create a new account in your portfolio.
Creates a new account with the specified name, currency, and optional balance. This is useful for organizing your investments across different account types or platforms.
Note: current Ghostfolio versions have no boolean "excluded" flag on an account - exclusion from analysis is done by tagging the account, which is outside this tool's scope.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Name of the account (e.g., 'My Brokerage Account', 'Retirement Fund') | |
| balance | No | Initial balance for the account (defaults to 0) | |
| comment | No | Optional comment or note for the account | |
| currency | Yes | Currency code for the account (e.g., 'USD', 'EUR', 'GBP') | |
| platform_id | No | Optional platform ID for the account (e.g., broker or exchange identifier) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||