All tools
ToolRead

List decision journal entries

list_decision_journal_entries

Review the user's logged buy, add, trim, sell, hold, pass, or watch decisions, their rationale, review dates, and filed reviews.

When to use it

Review the user's logged buy, add, trim, sell, hold, pass, or watch decisions, their rationale, review dates, and filed reviews.

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

List the user's logged investment decisions (buy, add, trim, sell, hold, pass, watch) with rationale, confidence, linked claims and sources, review dates, and any filed reviews. Use when: Review the user's logged buy, add, trim, sell, hold, pass, or watch decisions, their rationale, review dates, and filed reviews.

View JSON Schema
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 16
    },
    "companyId": {
      "type": "string",
      "format": "uuid"
    },
    "folderId": {
      "type": "string",
      "format": "uuid"
    },
    "status": {
      "type": "string",
      "enum": [
        "open",
        "reviewed",
        "closed"
      ]
    },
    "limit": {
      "type": "integer",
      "minimum": 1,
      "maximum": 200,
      "default": 50
    }
  },
  "additionalProperties": false
}

Useful next tools