get_portfolio_yield
Calculate your portfolio's dividend yield per year on current value and invested capital, plus dividend CAGR. Specify account IDs to see the breakdown.
Instructions
Get the portfolio's dividend yield per year (on current value and on invested capital) plus the dividend CAGR. Use this for 'what's my dividend yield?'.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"accountIds": "<accountIds>"
},
"name": "get_portfolio_yield"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cagrYears | No | Window for dividend CAGR | |
| accountIds | Yes | Depot ID(s) to include | |
| calculationType | No | 'predicted' includes current-year predictions | actual |