schwab_get_brokerage_positions

io.github.lonniev/schwab-mcp · Verify this server

Get current positions in the active Schwab account, with automatic vertical-spread detection. Pulls Schwab's account endpoint with fields="positions" and emits up to three markdown sections, omitting any that are empty: ## Spreads — vertical spreads detected from paired option legs: - <underlying> <spread_type> (<short_strike>/<long_strike> P|C exp <date>, DTE <n>) | Credit: $X | Max Loss: $Y | Current: $Z | P&L: $W ## Options (unmatched) — single legs not paired into a spread: - <underlying> <strike> P|C exp <date> (DTE <n>) | Qty: ±N | Avg: $X | MktVal: $Y | P&L: $Z ## Equities — long/short share positions: - <symbol> | Qty: ±N | Avg: $X | Price: $Y | P&L: $Z Quantities are computed as (longQuantity − shortQuantity) — short positions show as negative numbers in Qty. Spread detection is heuristic: legs of the same underlying with matching expiration and put/call type, opposite long/short direction, and adjacent strikes get paired. Anything that doesn't fit cleanly drops into Options (unmatched). The tool does not currently detect iron condors, butterflies, or calendars — those will appear as multiple Options (unmatched) rows.