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Available as MCP tool: personal_holdings — call directly from Claude / Cursor / any MCP client. See MCP Server for the 60-second setup.
Live   free · 0 credits

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What it does for your agent

personal_holdings returns the positions you saved in Dashboard → Profile. Use it when an agent needs your portfolio context before calling market, filing, or research tools: concentration checks, “what do I own?”, asset-class filters, or portfolio-aware research. The tool is read-only. It does not place trades, connect to a brokerage account, or fetch live balances. Values are what you saved in Profile; combine this with price tools when the answer needs current market data. Only your own account’s Profile data is returned.

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Response

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data
object
required
Saved holdings envelope for the caller’s own account.
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data.holdings[]
PersonalHolding
required
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meta.creditsUsed
number
Always 0 — this read is free.
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meta.remainingCredits
number
Account credits remaining.
200 OK · personal_holdings
{
  "data": {
    "total_count": 2,
    "holdings": [
      {
        "symbol": "AAPL",
        "name": "Apple Inc.",
        "asset_class": "equity",
        "quantity": 10,
        "market_value": 2120.5,
        "cost_basis": 1800,
        "currency": "USD",
        "as_of_date": "2026-06-21"
      },
      {
        "symbol": "BTC",
        "name": "Bitcoin",
        "asset_class": "crypto",
        "quantity": 0.25,
        "market_value": 25000,
        "cost_basis": null,
        "currency": "USD",
        "as_of_date": "2026-06-21"
      }
    ]
  },
  "meta": { "creditsUsed": 0, "remainingCredits": 100 }
}
200 OK · empty portfolio
{
  "data": { "total_count": 0, "holdings": [] },
  "meta": { "creditsUsed": 0, "remainingCredits": 100 }
}

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Notes

Start with personal_holdings when the user asks a portfolio-aware question, then call market tools only for the tickers that matter. This keeps the agent focused on the user’s saved positions.
Any active API key or Remote MCP URL for your account can read this saved Profile data until you delete the saved rows or revoke the credential.
Values are user-saved profile values, not live market quotes or brokerage balances. Use price tools for current market data.

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Direct invocation

{
  "method": "tools/call",
  "params": {
    "name": "personal_holdings",
    "arguments": { "asset_class": "equity", "limit": 10 }
  }
}

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Full parameter reference

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asset_class
string
Optional filter. One of equity, etf, crypto, cash, fund, bond, or other.
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limit
number
default:30
Maximum holdings returned. Range 1-50; values above 50 are capped at 50.

Personal Profile

Read saved risk preference, time horizon, base currency, and notes.

MCP Server setup

Connect Claude / Cursor / any agent harness in 60 seconds.