portfolio_add_position
Add a stock position to your portfolio, averaging cost basis if the ticker already exists. Supports fractional shares and optional purchase date and notes.
Instructions
Add a stock position to your portfolio.
This tool adds a new position or increases an existing position in your portfolio. If the ticker already exists, it will average the cost basis automatically.
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": {
"ticker": "<ticker>",
"shares": "<shares>",
"purchase_price": "<purchase_price>"
},
"name": "portfolio_add_position"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Stock ticker symbol (e.g., "AAPL", "MSFT") | |
| shares | Yes | Number of shares (supports fractional shares) | |
| purchase_price | Yes | Price per share at purchase | |
| purchase_date | No | Purchase date in YYYY-MM-DD format (defaults to today) | |
| notes | No | Optional notes about this position | |
| user_id | No | User identifier (defaults to "default") | default |
| portfolio_name | No | Portfolio name (defaults to "My Portfolio") | My Portfolio |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||