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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": {}
}
}