portfolio_add_manual_holding
Add a manual holding to a crypto portfolio by specifying asset symbol, amount, and source (e.g., exchange or cold storage), so all holdings are tracked in one place.
Instructions
Add a manual holding (for CEX accounts, cold storage, etc.)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| amount | Yes | Amount held | |
| source | Yes | Source description (e.g., 'Coinbase', 'Cold Storage') | |
| symbol | Yes | Asset symbol (e.g., BTC, ETH) | |
| portfolioId | Yes | Portfolio ID |