Get the live holdings/positions (what's currently held and its value) for a connected Plaid investment account — brokerage, IRA, 401k, etc.
WORKFLOW:
1. well_query_records({ root: "workspace_connectors", fields: [["workspace_connectors","workspace_connector_id"], ["workspace_connectors","connector","name"], ["workspace_connectors","status"]] }) → pick the ENABLED Plaid connector and its workspace_connector_id.
2. well_get_investment_holdings({ workspace_connector_id }) → the current holdings, fetched fresh from Plaid on every call (never stored/stale data).
Only works on Plaid connectors that support the investments product — not the MCP-transport connector-tool-passthrough tools (well_list_connector_tools / well_invoke_connector_tool), and not for investment transactions (buy/sell/dividend/fee), which are queryable as ordinary rows via well_query_records on the transactions root instead.