Portfolio Detail
Fetch full portfolio detail from a selected broker account.
Configuration
Broker*
Select broker
Broker Account*
Select broker account
Broker account used to fetch portfolio detail.
Tools
trading_get_portfolio_detail
Fetch account summary, cash, positions, and orders from Alpaca or Tradier.
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
portfolioIdentity | json | Yes | Canonical portfolioIdentity selected by the broker account field. |
Output
| Parameter | Type | Description |
|---|---|---|
summary | string | Status message for portfolio detail retrieval. |
provider | string | Broker/provider used for the request. |
portfolioDetail | json | Canonical portfolio detail with cash, positions, and summary. |
Usage Instructions
Portfolio detail block that returns account summary, cash, positions, and orders from Alpaca or Tradier.
Notes
- Category:
tools - Type:
portfolio_detail