Personal Holdings

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

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.

Response

data

object

required

Saved holdings envelope for the caller’s own account.

Show data fields

total_count

number

required

Number of returned holdings after filters and limit.

holdings

PersonalHolding[]

required

Holdings saved in Profile, most recently saved rows first.

data.holdings[]

PersonalHolding

required

Show PersonalHolding fields

symbol

string

Ticker or symbol, when saved.

name

string

Display name, when saved.

asset_class

string

required

One of equity, etf, crypto, cash, fund, bond, or other.

quantity

number

Saved position size.

market_value

number

Saved market value.

cost_basis

number

Saved aggregate total cost for the position. If both cost_basis and quantity exist, agents can derive an average cost as cost_basis / quantity.

currency

string

required

Currency code, usually USD.

as_of_date

string

Date attached to the saved value (YYYY-MM-DD).

meta.creditsUsed

number

Always 0 — this read is free.

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 }
}

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.

Direct invocation

HTTP / SDK examples

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

import os, requests

resp = requests.get(
    "https://api.llmquantdata.com/api/personal/holdings",
    headers={"Authorization": f"Bearer {os.environ['LLMQUANT_API_KEY']}"},
    params={"asset_class": "equity", "limit": 10},
).json()
print(resp["data"]["total_count"], resp["data"]["holdings"])

curl "https://api.llmquantdata.com/api/personal/holdings?asset_class=equity&limit=10" \
  -H "Authorization: Bearer $LLMQUANT_API_KEY"

Full parameter reference

All request parameters

asset_class

string

Optional filter. One of equity, etf, crypto, cash, fund, bond, or other.

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.

Getting Started

Connect

Personal Context

Knowledge Data

Crypto Prices

Prediction Markets

Equity Prices

ETF

Macro Indicators

SEC Filings

News

SEC Form 13F

What it does for your agent

Response

Notes

Direct invocation

Full parameter reference

Personal Profile

MCP Server setup

​What it does for your agent

​Response

​Notes

​Direct invocation

​Full parameter reference

​Related

Personal Profile

MCP Server setup

What it does for your agent

Response

Notes

Direct invocation

Full parameter reference

Related