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t2000_portfolio

Display investment portfolio details including positions, cost basis, current value, and P&L metrics to monitor performance and strategy groupings.

Instructions

Show investment portfolio — positions, cost basis, current value, unrealized/realized P&L, strategy groupings. For a full account snapshot, prefer t2000_overview instead.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The handler implementation for the `t2000_portfolio` tool which fetches the agent's portfolio, performs some minor enrichment on position data, and returns it as a stringified JSON object.
    server.tool(
      't2000_portfolio',
      'Show investment portfolio — positions, cost basis, current value, unrealized/realized P&L, strategy groupings. For a full account snapshot, prefer t2000_overview instead.',
      {},
      async () => {
        try {
          const result = await agent.getPortfolio();
          const enriched = {
            ...result,
            positions: result.positions.map(p => ({
              ...p,
              ...(p.currentPrice === 0 && p.totalAmount > 0 ? { note: 'price unavailable' } : {}),
            })),
          };
          return { content: [{ type: 'text', text: JSON.stringify(enriched) }] };
        } catch (err) {

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