Scripts Function Reference

Scripts: Function Reference

Skeleton — to be filled in. Each tool below gets its own subsection with: parameters (name, type, optional/required, default), return shape (with an example JSON snippet), and error cases.

Data sources & structure

• list_data_sources()
• get_file_info(source?)
• list_accounts(source?)
• list_portfolios(source?)
• list_securities(source?)
• list_transaction_types()

Prices

• get_latest_price(security, source?)
• get_price_history(security, date_from?, date_to?, source?)
• get_price_on(security, date, source?)
• list_latest_prices(source?)
• list_price_feeds(source?)
• refresh_prices(security?, source?)

Holdings & valuation

• get_holdings(portfolio_name?, date?, source?)
• get_holdings_history(portfolio_name?, date_from?, date_to?, interval?, source?)
• get_unrealized_gains(security?, portfolio_name?, date?, source?)
• get_realized_gains(security?, portfolio_name?, date_from?, date_to?, source?)

Accounts

• get_account_balance(account?, date?, source?)

Taxonomies / asset allocation

• list_taxonomies(source?)
• get_asset_allocation(taxonomy?, date?, source?)

Investment plans

• list_investment_plans(source?)

Transactions

• get_transactions(account?, portfolio_name?, security?, type?, date_from?, date_to?, source?)
• get_transaction_summary(account?, portfolio_name?, date_from?, date_to?, source?)

Misc

• ping()

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