AddPortfolioLot

io.github.daniel3303/equibles · Verify this server

Record one purchase or sale in the USER's own portfolio as a lot: what was bought or sold, how much of it, at what price per share, and when. Ask the user for anything you are not sure of. Never guess a price or a date, and never invent a holding from something they merely mentioned. For a stock, pass its ticker. For an option, pass BOTH the underlying ticker and the OCC symbol in optionContract (e.g. O:AAPL260724C00110000). The contract's expiration, strike, type and contract size are read from the live options data, so an unknown or expired symbol is rejected rather than stored. GetOptionExpirations and GetOptionChain find the symbol. quantity is SIGNED: positive for shares bought or contracts bought, negative for a short sale or a written (sold-to-open) option. costPerUnit is always a positive price per share, what was paid for a long and what was received for a short, because the direction is carried by the sign of the quantity alone. For an option that is the premium per share, not per contract: 2 contracts at $3.20 means quantity 2 and costPerUnit 3.20. Retrying the identical call is safe: within a few minutes it returns the lot already recorded instead of adding a second one.