export_portfolio
Export portfolio activities and transactions as JSON with optional filters for accounts, activity types, symbols, asset classes, data sources, and tags.
Instructions
Export portfolio activities/transactions data as JSON.
Retrieves portfolio transactions with optional query filters.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Optional comma-separated list of tags to filter by | |
| symbol | No | Optional symbol/ticker to filter by | |
| accounts | No | Optional comma-separated list of account IDs to filter by | |
| data_source | No | Optional data source to filter by (e.g. 'YAHOO', 'COINGECKO') | |
| activity_ids | No | Optional comma-separated list of activity IDs to filter by | |
| asset_classes | No | Optional comma-separated list of asset classes to filter by | |
| activity_types | No | Optional comma-separated list of activity types to filter by (e.g., BUY, SELL, DIVIDEND) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||