get_benchmark_performance
Compare your portfolio's performance against a benchmark symbol from a specific start date, with optional filters for accounts, asset classes, and tags.
Instructions
Compare portfolio performance against a benchmark symbol starting from a specific date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Optional comma-separated list of tags to filter by | |
| symbol | Yes | Symbol/ticker of the benchmark (e.g. 'URTH', 'AAPL') | |
| accounts | No | Optional comma-separated list of account IDs to filter by | |
| date_range | No | Time range. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, max | max |
| start_date | Yes | Start date in YYYY-MM-DD format for comparison | |
| data_source | Yes | Data source for the benchmark (e.g. 'YAHOO', 'COINGECKO') | |
| asset_classes | No | Optional comma-separated list of asset classes to filter by | |
| filter_symbol | No | Optional symbol/ticker to filter by | |
| filter_data_source | No | Optional data source to filter by | |
| with_excluded_accounts | No | Whether to include excluded accounts in the calculations |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||