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Examples

Klaus Deja edited this page Oct 28, 2026 · 4 revisions

Anonymized transcript of chat sessions querying a Finanzen.net ZERO brokerage account through the ZERO MCP server.


1. Watchlist

Q: What's on my watchlist at ZERO?

A: The watchlist contains 5 instruments. Quotes as of 2026‑10‑26 ~22:00 UTC.

# Instrument ISIN Type Bid Ask Change since added
1 21Shares Crypto Basket Index ETP (HODL) ETC CH0445689208 ETF/ETC 12.911 13.095 βˆ’28.8%
2 Amundi MSCI World (2x) Leveraged UCITS ETF Acc FR0014010HV4 ETF 5.500 5.535 +25.6%
3 Infineon AG DE0006231004 Stock 50.82 51.11 +75.1%
4 Amundi MSCI USA Daily (2x) Leveraged UCITS ETF Acc FR0010755611 ETF 33.33 33.595 +50.6%
5 Moderna Inc US60770K1079 Stock 175.40 175.72 +238.0%

Notes

  • All five instruments are flagged as savings-plan eligible (sparplan).
  • The "change since added" column compares the current bid against the bid at the time the item was added to the watchlist β€” not an actual entry price.
  • Watchlist entries carry no personal notes.

2. Buying power

Q: What's my buying power?

A: The cash account currently shows €14.46 of buying power, with no credit line in use.

Account snapshot

Field Amount
Buying power €14.46
Buying power without credit line €14.46
Transfer power €12.42
Blocked for transfers €4.06
Intraday amount €14.46
Last imported balance (2026‑10‑23) €16.48
Overdrawn No

Account settings

Field Value
Debit interest 5.635% p.a.
Closing period Quarterly
Next closing date 2026‑12‑31
Account number [redacted]
IBAN [redacted]
Customer ID [redacted]

Timestamp of the buying-power figure: 2026‑10‑27 02:14 UTC.


3. Current positions

Q: What are my positions?

A: The depot holds 1 position.

Holdings

Field Value
Instrument Helios Towers PLC Registered Shs
ISIN GB00BJVQC708
Quantity 1.0
Available quantity 1.0
Latest quote €2.51 (as of 2026‑10‑22 22:00 UTC)
Average entry price €3.65
FIFO entry price €3.65
Unrealized P/L βˆ’β‚¬1.14 (βˆ’31.2%)

Notes

  • The position is fully available β€” nothing is blocked or reserved by open orders.
  • The quote timestamp is from 2026‑10‑22, so the current market price may differ.
  • Depot ID: [redacted]

4. Order placement β€” buying a Helios Towers share

Q: Can you create an order to buy one more Helios Tower?

A: A market buy for 1 additional share was placed over two days. The first attempt was rejected because market orders are not accepted outside the venue's trading hours; the retry the next day filled at €2.53.

Order summary

Field Value
Instrument Helios Towers PLC Registered Shs
ISIN GB00BJVQC708
WKN A2PTUX
Direction Buy
Order type Market
Quantity 1.0
Execution price €2.53
Fees €1.00 minimum-quantity surcharge, €0.00 venue fee
Total β‰ˆ €3.53
Venue gettex (MUNC)
Placed 2026‑10‑28 11:14 UTC
Status Filled

Position after the trade

Field Value
Quantity 2.0
Available quantity 2.0
Average entry price €3.09
FIFO entry price €3.59

Turn 1 β€” 2026‑10‑27

User: Can you create an order to buy one more Helios Tower?

Assistant: I'll look up the instrument and your current position first β€” I won't place anything until you confirm the details.

Tool call Result
search_instruments("Helios Tower") 1 stock hit: Helios Towers PLC, GB00BJVQC708 / A2PTUX, tradable, savings-plan eligible, fractional
get_positions() 1 position: 1.0 share, available 1.0, average entry €3.65
get_instrument("GB00BJVQC708") Tradable OPEN, min qty 1, increment 1, price increment 0.01, EUR, no disabled order types
get_account() Buying power and transfer power available, not overdrawn
get_instrument_detail("GB00BJVQC708") Last €2.50, prev. close €2.51, day range €2.46–2.51, 52‑week range €1.674–2.92

Assistant: Here's what I found β€” please confirm before I place anything:

  • Instrument β€” Helios Towers PLC Registered Shs, ISIN GB00BJVQC708, WKN A2PTUX, stock, EUR. Tradable OPEN, no disabled order types, min qty 1, increment 1, price increment 0.01. Default venue gettex (MUNC), 07:30–23:00; alternative Tradegate (TGAT) 07:30–22:00 but with a €2.00 venue fee.
  • Your account β€” current position 1 share, available 1.0, avg entry €3.65; buying power [redacted].
  • Proposed order β€” buy 1 share (β†’ 2 total). Last price €2.50 (prev. close 2.51, day range 2.46–2.51). Estimated value β‰ˆ €2.50 + €1.00 minimum-quantity surcharge (orders under €500) β‰ˆ €3.50 total, well within buying power.

Clarifying question β€” order type

Option Selected
Market order (executes at current market price, only during trading hours) βœ…
Limit order at €2.50
Limit order β€” user specifies price
Don't place the order

Assistant: Confirmed β€” placing a market buy for 1 share on gettex. You may need to approve the push notification in the ZERO app.

Tool call Result
place_order(..., mic_code=MUNC) Error: 2FA failed β€” 2 enrolled devices, no default configured
list_enrolled_devices() 2 devices: iPhone 13 mini (2024‑10‑15), iPhone 16 Pro (2026‑10‑17)

Clarifying question β€” 2FA device

Option Selected
iPhone 16 Pro (enrolled 2026‑10‑17) βœ…
iPhone 13 mini (enrolled 2024‑10‑15)
Tool call Result
place_order(..., device_serial=<iPhone 16 Pro>) Rejected (HTTP 406): ORDER_TYPE_NOT_ALLOWED_CHEAP_ORDER_OUTSIDE_SESSION_WINDOW
list_orders(status="Open") No open orders β€” nothing was created

Assistant: The order was rejected β€” nothing was placed (I verified: no open orders exist).

  • Reason: ORDER_TYPE_NOT_ALLOWED_CHEAP_ORDER_OUTSIDE_SESSION_WINDOW β€” the broker doesn't accept market ("Billigst") orders outside the venue's trading hours. It was 00:48 local (β‰ˆ04:48 CET), and gettex opens at 07:30 CET β€” about 2h45m away.
  • Option 1 β€” wait for the open. The market order can be placed once gettex opens at 07:30 CET. It would execute at the then-current price, which may differ from €2.50.
  • Option 2 β€” place a limit order now. Limit orders are accepted outside the session and would sit in the book until filled. At €2.50 (or a chosen price) it would only fill at that price or better. A GTD limit order needs a validity date, and the €1.00 minimum-quantity surcharge still applies.

Turn 2 β€” 2026‑10‑28

User: please try again, the venue should be open

Assistant: CET is 12:14 β€” gettex is open. Let me re-verify the instrument state and buying power before retrying.

Tool call Result
get_instrument("GB00BJVQC708") Tradable OPEN, latest quote bid €2.475 / ask €2.51
get_account() Buying power and transfer power available, balance imported 2026‑10‑27

Assistant: Everything checks out: instrument OPEN, gettex open until 23:00 CET, buying power [redacted]. Retrying the same market buy β€” please approve the push on the iPhone 16 Pro.

Tool call Result
place_order(..., device_serial=<iPhone 16 Pro>) Accepted, status Created, €3.53 buying power blocked at €2.53
list_orders(status="Open") No open orders β€” the order had already left the book
list_orders(status="Filled") Order found: filled 1.0 of 1.0 at €2.53
get_positions() 2.0 shares, available 2.0, average entry €3.09, FIFO entry €3.59

Assistant: The order went through and filled.

  • Order β€” buy 1 Helios Towers PLC (GB00BJVQC708), market order on gettex (MUNC). Status Filled, 1.0 of 1.0 executed.
  • Execution price β€” €2.53 (€2.53 total).
  • Fees β€” €1.00 minimum-quantity surcharge, €0.00 venue fee β†’ β‰ˆ €3.53 total.
  • Position now β€” 2 shares, available 2.0, average entry €3.09 (FIFO entry €3.59).

Notes

  • The first attempt on 2026‑10‑27 was rejected with ORDER_TYPE_NOT_ALLOWED_CHEAP_ORDER_OUTSIDE_SESSION_WINDOW β€” market ("Billigst") orders are not accepted outside the venue's trading hours. No order was created.
  • Two 2FA devices are enrolled, so the push had to be routed to a specific device (iPhone 16 Pro) before the order could be submitted.
  • The retry on 2026‑10‑28 was accepted and filled within seconds at €2.53.
  • The €1.00 minimum-quantity surcharge applies to stock orders below €500 and is large relative to this €2.53 trade.

Anonymization policy

All account identifiers, device serials and internal broker references are replaced with [redacted]. Public market data (ISIN, WKN, prices, fees, trading hours) is unchanged.

Redacted

  • Account number, IBAN, customer ID, depot ID, position record ID
  • Order IDs and external order IDs
  • 2FA device serials
  • Import/settlement file references
  • Account balances in the order transcript

Retained

  • ISINs, instrument names, venues, MIC codes β€” public market data
  • Quantities, prices, fees, balances β€” needed for the answers to make sense
  • Timestamps

Disclaimer

Figures reflect the account state at the time of each query (2026‑10‑26 to 2026‑10‑28) and are not financial advice.