Get portfolio exposure
get_portfolio_exposureUse when holdings exposure matters; pass includePrices false if live prices are unnecessary.
When to use it
Use when holdings exposure matters; pass includePrices false if live prices are unnecessary.
List portfolios, read exposure or priority, then mutate tracking records only if asked.
Portfolio metadata, holdings, exposure, priority, or tracking mutations.
Avoid using it when
Avoid live prices for quick orientation or low-latency runs.
Advanced input contract
Agent hosts use this JSON Schema to validate the exact input shape.
View full registry notes
Read consolidated and per-portfolio holdings exposure, optionally filtered to a Project or tickers. Returns nullable economics and explicit pricing/cost coverage. This is read-only and cannot trade or mutate portfolios. Use when: Use when holdings exposure matters; pass includePrices false if live prices are unnecessary. Avoid when: Avoid live prices for quick orientation or low-latency runs.
View JSON Schema
{
"type": "object",
"properties": {
"portfolioId": {
"type": [
"string",
"null"
],
"format": "uuid"
},
"folderId": {
"type": [
"string",
"null"
],
"format": "uuid"
},
"tickers": {
"type": "array",
"maxItems": 50,
"items": {
"type": "string",
"minLength": 1,
"maxLength": 20
}
},
"includePrices": {
"type": "boolean",
"default": true
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 200,
"default": 100
}
},
"additionalProperties": false
}