portfolio_get_my_portfolio
Retrieve your complete stock portfolio with positions, cost basis, current market values, and profit/loss metrics for comprehensive performance tracking.
Instructions
Get your complete portfolio with all positions and performance metrics.
This tool retrieves your entire portfolio including:
All stock positions with cost basis
Current market values (if prices available)
Profit/loss for each position
Portfolio-wide performance metrics
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| user_id | No | User identifier (defaults to "default") | default |
| portfolio_name | No | Portfolio name (defaults to "My Portfolio") | My Portfolio |
| include_current_prices | No | Whether to fetch live prices for P&L (default: True) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||