get_valuation

finance.quantic/mcp · Verify this server

The signed-in user's portfolio valued at current market prices, in their preferred display currency. Returns the total market value and cost basis (so total − cost is the unrealised gain/loss), the yield on cost and current yield, a sector breakdown, and a per-position list with each holding's market value, cost and forward annual dividend income. Income is reported both gross and net of estimated foreign withholding tax (from the user's tax residence), and the health block includes a per-country geography breakdown. Uses live quotes; positions whose price can't be resolved have null value/income. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to value just that portfolio; omitted, the valuation aggregates across all your portfolios. Private to the caller.