Get holding analysis
get_holding_analysisAnalyze a single holding's true return, income, costs, and estimated CGT if sold today to understand investment performance and tax impact.
Instructions
Deep analysis of a single holding: true return (income + growth − costs), annualised return, income totals (dividends, distributions, interest, rent, franking credits), costs to date, CGT discount eligibility, estimated CGT and net proceeds if sold today. Use when asked how a specific investment has really performed, or about the tax impact of selling. All amounts AUD.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| holding_id | Yes | Holding ID (find via list_holdings) |