Search transactions
search_transactionsSearch a fund's transaction ledger to confirm if a dividend was recorded or find past trades. Filter by type, financial year, date range, and ticker.
Instructions
Search the fund's transaction ledger across all holdings — this is the 'memory recall' tool for your SMSF record-keeping. Use to answer 'did we already record this dividend?', 'what did we buy in FY 2025-26?', or to check for duplicates before proposing a new record. Filter by type, financial year, date range and ticker. Results are newest-first and paginated.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | Latest transaction date (inclusive) as an ISO date, e.g. "2026-05-30" | |
| from | No | Earliest transaction date (inclusive) as an ISO date, e.g. "2026-05-30" | |
| page | No | Page number (default 1) | |
| ticker | No | Exact ticker symbol (case-insensitive), e.g. "BHP" | |
| fund_id | Yes | Fund ID (discover via whoami or list_funds) | |
| per_page | No | Results per page (default 25, max 100) | |
| financial_year | No | Australian financial year label, e.g. "2025-26" (July–June) | |
| transaction_type | No | Filter by type, e.g. "buy", "sell", "dividend", "distribution", "interest", "rental_income" |