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AI Examples
Once an AI assistant is connected to pp-mcp (see Configuring AI Tools), you can just ask it about your portfolio in plain language — it picks the right tool(s) itself. This chapter shows representative prompts, which tool(s) they map to, and the shape of answer to expect. Full tool details are in Scripts Function Reference.
With multiple configured sources, just name the one you mean (e.g. "in my retirement-account source") — the assistant looks it up via list_data_sources first if it's not obvious. If it's ambiguous whether you mean a source (a whole .portfolio file) or a portfolio/depot within one, the assistant should check list_data_sources/list_portfolios to clarify — see the terminology note in Introduction.
"What's my current cash balance across all accounts?"
Maps to list_accounts (to enumerate accounts) + get_account_balance per account. Example answer: "Your Broker cash account holds €1,240.50 and your Savings account holds €8,000.00 — €9,240.50 total."
"What was my Broker account balance at the end of last year?"
Maps to get_account_balance(account="Broker", date="2025-12-31") — a point-in-time balance, not a manual sum of transactions (see the note in Scripts Function Reference on why get_account_balance is the correct tool for this).
"What securities do I currently hold in my Growth portfolio, and what are they worth?"
Maps to get_holdings(portfolio_name="Growth"). Example answer: a table of positions (security, shares, price, value) sorted by value descending, plus a total per currency.
"How has the value of my Retirement portfolio developed over the last 12 months?"
Maps to get_holdings_history(portfolio_name="Retirement", date_from="2025-08-14", date_to="2026-08-14", interval="monthly") — good raw data for the assistant to summarize as a trend or plot as a chart.
"What's my unrealized gain on Apple shares in the Growth portfolio?"
Maps to get_unrealized_gains(portfolio_name="Growth", security="Apple"). Example answer: "You're up €842.30 on Apple in Growth (avg. cost €142.10/share, current price €178.55/share), including fees."
"What did I realize in gains from sales in 2025?"
Maps to get_realized_gains(date_from="2025-01-01", date_to="2025-12-31") — per-security realized gain using Portfolio Performance's moving-average-cost method (not FIFO).
"Show me all dividend payments from my Broker account in 2025."
Maps to get_transactions(account="Broker", types=["DIVIDEND"], date_from="2025-01-01", date_to="2025-12-31").
"How much did I pay in total fees and taxes last year?"
Maps to get_transaction_summary(date_from="2025-01-01", date_to="2025-12-31"), then the assistant adds up the FEE/TAX entries from the per-type breakdown.
"What's the latest price of iShares Core MSCI World?"
Maps to get_latest_price(security="iShares Core MSCI World") — resolves by name, ISIN, WKN, or ticker.
"My file hasn't been opened in a while — can you refresh prices for my ETFs?"
Maps to list_price_feeds (to check what's fetchable) + refresh_prices. Note the caveats from Scripts Function Reference: only ariva.de-backed feeds are supported, and fetched prices are held in memory only, not written back to the file.
"Break down my holdings by asset class."
Maps to list_taxonomies (to find the right classification tree, if more than one exists) + get_asset_allocation. Example answer: a percentage breakdown (e.g. Equities 72%, Bonds 18%, Cash 10%) with values per currency.
"What's my exposure by region?"
Same shape, with a "Regions" taxonomy instead of "Asset Classes" — get_asset_allocation(taxonomy="Regions").
"List my savings plans and how much they invest per month."
Maps to list_investment_plans. Example answer: "You have a €200/month plan into iShares Core MSCI World (portfolio: Growth) and a €50/month plan into a money-market ETF."
"Compare my cash balance between my own source and my partner's source."
Maps to list_data_sources (to find both ids) + get_account_balance(..., source="mine") and get_account_balance(..., source="partner").
"Across all my portfolio files, what's my combined net worth?"
Maps to list_data_sources + get_holdings(...)/get_account_balance(...) looped per source — remember there's no currency conversion (Scripts Function Reference), so combining totals across sources still needs to respect currency boundaries.