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portfolio

Return the signed-in user’s portfolio — their holdings across all tokenized companies they own shares in on Aktionariat. Backed by the platform’s /portfolio endpoint.

Requires sign-in. Call sign_in first if the session is anonymous.

None.

The backend’s portfolio payload, with a short Markdown header identifying the signed-in user. The exact field set is the platform’s live response — at present the tool surfaces the raw JSON; a typed summary will follow once the agent-facing shape is finalised.

  • “Show me my Aktionariat portfolio.”
  • “Which tokens do I currently hold?”
  • “What is the largest position in my portfolio?”
  • “How did my portfolio change since last month?”
  • The response includes only the holdings of the signed-in user — there is no userId parameter, and there is no way to look up another investor’s portfolio from the agent surface.
  • For tax-relevant figures (realised gains, dividends), call request_tax_report instead — the portfolio response is a current snapshot, not a year’s worth of transactions.