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ToolDestructive
Add portfolio holding
add_portfolio_holdingYou need Prism portfolio tracking records, exposure, holdings, or research priority.
When to use it
You need Prism portfolio tracking records, exposure, holdings, or research priority.
Typical workflow
List portfolios, read exposure or priority, then mutate tracking records only if asked.
What it returns
Portfolio metadata, holdings, exposure, priority, or tracking mutations.
Avoid using it when
You need brokerage trades, account connections, or watchlist mutation.
Advanced input contract
Agent hosts use this JSON Schema to validate the exact input shape.
View full registry notes
Add a stock or ETF position snapshot to Prism, with optional cost, context, and owned Project-file provenance. duplicateAction can add a lot, merge into an existing holding, or replace it. This mutates Prism tracking data only and cannot place trades or connect brokerage accounts.
View JSON Schema
{
"type": "object",
"properties": {
"portfolioId": {
"type": "string",
"format": "uuid"
},
"ticker": {
"type": "string",
"minLength": 1,
"maxLength": 20
},
"companyId": {
"type": [
"string",
"null"
],
"format": "uuid"
},
"shares": {
"type": "number",
"exclusiveMinimum": 0
},
"costPerShare": {
"type": [
"number",
"null"
],
"minimum": 0
},
"totalCostBasis": {
"type": [
"number",
"null"
],
"minimum": 0
},
"openedAt": {
"type": [
"string",
"null"
],
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"asOfDate": {
"type": "string",
"pattern": "^\\d{4}-\\d{2}-\\d{2}$"
},
"notes": {
"type": [
"string",
"null"
],
"maxLength": 2000
},
"duplicateAction": {
"type": "string",
"enum": [
"add_lot",
"merge",
"replace"
],
"default": "add_lot"
},
"existingHoldingId": {
"type": [
"string",
"null"
],
"format": "uuid"
},
"positionContext": {
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"watching",
"starter",
"full_position",
"exited",
"avoid"
]
},
"conviction": {
"type": "string",
"enum": [
"low",
"medium",
"high"
]
},
"timeHorizon": {
"type": [
"string",
"null"
],
"maxLength": 120
},
"targetAllocation": {
"type": [
"number",
"null"
],
"minimum": 0,
"maximum": 100
},
"addCriteria": {
"type": [
"string",
"null"
],
"maxLength": 2000
},
"trimCriteria": {
"type": [
"string",
"null"
],
"maxLength": 2000
},
"exitCriteria": {
"type": [
"string",
"null"
],
"maxLength": 2000
},
"notes": {
"type": [
"string",
"null"
],
"maxLength": 3000
}
},
"additionalProperties": false
},
"libraryFileId": {
"type": [
"string",
"null"
],
"format": "uuid"
},
"sourceLabel": {
"type": [
"string",
"null"
],
"maxLength": 240
},
"sourceSnippet": {
"type": [
"string",
"null"
],
"maxLength": 2000
}
},
"required": [
"portfolioId",
"ticker",
"shares"
],
"additionalProperties": false
}