list_lots
Retrieve all lots for an investment account with pagination, including closed lots optionally. Choose compact text for readability or structured JSON for automated processing.
Instructions
List all lots for an investment account.
Leads with a Showing X-Y of Z lots line, then a compact
one-line-per-lot format by default. Page with offset;
limit=0 returns the count only. Use verbose=true for full
JSON with guid, title, notes, etc.
Args: account: Account ref (full path, %short GUID, or full 32-char GUID). include_closed: If True, include fully-sold lots. Default False. verbose: If false (default), compact text output — optimized for reading and token efficiency. If true, structured JSON, for when you need machine-readable fields rather than a report. limit: Page size (default 50, max 250). 0 = count only. offset: 0-indexed first row to return (default 0).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| offset | No | ||
| account | Yes | ||
| verbose | No | ||
| include_closed | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |