get_holdings

shallow

finance.quantic/mcp · Verify this server

The signed-in user's current holdings: each position's symbol, name, shares held, average cost per share, trading currency and sector. This is cost-basis data from the ledger (no live prices) — use `get_valuation` for current market value, gain/loss and yield. Optionally pass `portfolio` (one of your portfolio names or slugs, case-insensitive — see `list_portfolios`) to narrow to that portfolio; omitted, holdings aggregate across all your portfolios (rows then carry a `portfolio` name when you have more than one). Private to the caller.

50.0/100

2 trials · measured 2 days ago

get_holdings scores 50.0/100 on Vouch's measured behaviour index, from 2 real invocation trials against finance.quantic/mcp, measured 31 Aug 2026 under methodology v0.2.0. Every measured component scored 100.

Component breakdown

ComponentWeightValue
Reliability35%not applicable
Schema integrity25%100.0
Failure behaviour15%not applicable
Latency15%not applicable
Concurrency10%not applicable

Tool details

Transport
remote
Credential class
self-provisionable
Input schema
not declared
Output schema
not declared
Side-effect classification
read-onlyHeuristically read-only-eligible (readonly-heuristic.ts) and sample-called by the Phase 0 census shallow probe.

Score history

DayScoreTierMethodology
2026-08-3150.0shallowv0.2.0

Probe evidence

ProbeOutcomes
schema_integritypass: 1
sample_callfail: 1

Raw request/response logs are not archived yet — the outcome counts above are drawn directly from every recorded trial.

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Vouch score: get_holdings
[![Vouch score](https://vouch.tools/api/tools/55e56ef4-242b-4d3a-b23d-76ecd10da30b/badge.svg)](https://vouch.tools/tools/55e56ef4-242b-4d3a-b23d-76ecd10da30b)
get_holdings — Vouch