get_portfolio_equities
Retrieve all equity positions in a specific portfolio by providing the portfolio ID. Use this tool on the Paper MCP Server to manage and analyze portfolio holdings effectively.
Instructions
Get all equity positions in a portfolio
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolioId | Yes | Portfolio ID |
Implementation Reference
- src/index.ts:439-441 (handler)Handler implementation for the 'get_portfolio_equities' tool. Makes an authenticated API GET request to retrieve all equity positions in the specified portfolio.
case 'get_portfolio_equities': response = await api.get(`/accounts/portfolios/${args.portfolioId}/equities`); break; - src/index.ts:156-166 (schema)Tool definition including name, description, and input schema for 'get_portfolio_equities'. This is used for both registration (listing tools) and input validation.
{ name: 'get_portfolio_equities', description: 'Get all equity positions in a portfolio', inputSchema: { type: 'object', properties: { portfolioId: { type: 'string', description: 'Portfolio ID' } }, required: ['portfolioId'] } }, - src/index.ts:388-392 (registration)Registration of all tools list handler, which includes 'get_portfolio_equities' via the 'tools' array.
server.setRequestHandler(ListToolsRequestSchema, async () => { return { tools }; });