add_portfolio_position
Record a stock purchase with automatic cost basis averaging by providing ticker, shares, and purchase price.
Instructions
Add a position to your portfolio with automatic cost basis averaging.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol | |
| shares | Yes | Number of shares purchased | |
| purchase_price | Yes | Price per share at purchase | |
| purchase_date | No | Date of purchase (YYYY-MM-DD format, optional) | |
| notes | No | Optional notes about the position |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||