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beskarfolio.onrender.com

Finance & CryptoTools verified
Website
Private portfolio tracking application
Explore capabilities
    get_portfolio_summaryAnswer

    Get the current visitor's portfolio summary: total value, total invested, total gain/loss (absolute and percent), and counts of holdings and transactions. Reflects localStorage data in this browser.

    View tool JSON
    {
      "name": "get_portfolio_summary",
      "kind": "answer",
      "impl": "imperative",
      "description": "Get the current visitor's portfolio summary: total value, total invested, total gain/loss (absolute and percent), and counts of holdings and transactions. Reflects localStorage data in this browser.",
      "inputSchema": {
        "type": "object",
        "properties": {}
      }
    }
    get_holdingsAnswer

    List the current visitor's holdings with shares, average buy price, current price, current value, invested value, and gain/loss per ticker. Pass a ticker to filter. Reads from this browser's localStorage.

    View tool JSON
    {
      "name": "get_holdings",
      "kind": "answer",
      "impl": "imperative",
      "description": "List the current visitor's holdings with shares, average buy price, current price, current value, invested value, and gain/loss per ticker. Pass a ticker to filter. Reads from this browser's localStorage.",
      "inputSchema": {
        "type": "object",
        "properties": {
          "ticker": {
            "type": "string",
            "description": "Optional. Filter to a single ticker, e.g. AAPL."
          }
        }
      }
    }
    get_transactionsAnswer

    List the current visitor's individual buy/sell/dividend transactions, most recent first. Each item has ticker, type, date, shares, price, currency, and total_value. Use this to answer questions like "what was my latest purchase?". Pass a ticker to filter and limit to cap results (default 20). Reads from this browser's localStorage.

    View tool JSON
    {
      "name": "get_transactions",
      "kind": "answer",
      "impl": "imperative",
      "description": "List the current visitor's individual buy/sell/dividend transactions, most recent first. Each item has ticker, type, date, shares, price, currency, and total_value. Use this to answer questions like \"what was my latest purchase?\". Pass a ticker to filter and limit to cap results (default 20). Reads from this browser's localStorage.",
      "inputSchema": {
        "type": "object",
        "properties": {
          "ticker": {
            "type": "string",
            "description": "Optional. Filter to a single ticker, e.g. AAPL."
          },
          "limit": {
            "type": "number",
            "description": "Optional. Max transactions to return (default 20)."
          }
        }
      }
    }
    get_app_contextAnswer

    Get structured context about BeskarFolio: what it does, how data is stored, and which metrics it computes. Useful for an agent describing the app to a user.

    View tool JSON
    {
      "name": "get_app_context",
      "kind": "answer",
      "impl": "imperative",
      "description": "Get structured context about BeskarFolio: what it does, how data is stored, and which metrics it computes. Useful for an agent describing the app to a user.",
      "inputSchema": {
        "type": "object",
        "properties": {}
      }
    }