parqet_get_activities
ChatGPTRaw paginated activities/transactions for one portfolio. Use only when detailed transaction rows are needed. If cursor is returned, call again with that cursor for the next page. Prefer parqet_get_activity_summary for aggregate questions.
parqet_get_activities
ChatGPTRaw paginated activities/transactions for one portfolio. Use only when detailed transaction rows are needed. If cursor is returned, call again with that cursor for the next page. Prefer parqet_get_activity_summary for aggregate questions.
parqet_get_activities
ChatGPTRaw paginated activities/transactions for one portfolio. Use only when detailed transaction rows are needed. If cursor is returned, call again with that cursor for the next page. Prefer parqet_get_activity_summary for aggregate questions.
parqet_get_activity_summary
ChatGPTSummarize transactions for one portfolio with automatic pagination up to maxActivities. Prefer this over parqet_get_activities for buys, sells, dividends, deposits, withdrawals, fees, brokers, and activity counts.
parqet_get_activity_summary
ChatGPTSummarize transactions for one portfolio with automatic pagination up to maxActivities. Prefer this over parqet_get_activities for buys, sells, dividends, deposits, withdrawals, fees, brokers, and activity counts.
parqet_get_activity_summary
ChatGPTSummarize transactions for one portfolio with automatic pagination up to maxActivities. Prefer this over parqet_get_activities for buys, sells, dividends, deposits, withdrawals, fees, brokers, and activity counts.
parqet_get_performance
ChatGPTRaw full performance payload with holdings, quotes, gains, dividends, valuation, KPIs, and netAllocations. Prefer parqet_query_portfolio unless raw nested JSON is required.
parqet_get_performance
ChatGPTRaw full performance payload with holdings, quotes, gains, dividends, valuation, KPIs, and netAllocations. Prefer parqet_query_portfolio unless raw nested JSON is required.
parqet_get_performance
ChatGPTRaw full performance payload with holdings, quotes, gains, dividends, valuation, KPIs, and netAllocations. Prefer parqet_query_portfolio unless raw nested JSON is required.
parqet_get_portfolio
ChatGPTGet metadata for one portfolio. Does not return holdings, transactions, or performance.
parqet_get_portfolio
ChatGPTGet metadata for one portfolio. Does not return holdings, transactions, or performance.
parqet_get_portfolio
ChatGPTGet metadata for one portfolio. Does not return holdings, transactions, or performance.
parqet_get_user
ChatGPTGet the authenticated Parqet user and accessible portfolio IDs. Call this first when portfolio IDs are unknown. Use permissions[].resourceId as portfolioId.
parqet_get_user
ChatGPTGet the authenticated Parqet user and accessible portfolio IDs. Call this first when portfolio IDs are unknown. Use permissions[].resourceId as portfolioId.
parqet_get_user
ChatGPTGet the authenticated Parqet user and accessible portfolio IDs. Call this first when portfolio IDs are unknown. Use permissions[].resourceId as portfolioId.
parqet_help
ChatGPTShow Parqet MCP usage instructions: domain concepts, available tools, and parameter conventions. Call this if you are unsure which parqet_* tool to use. Does not perform any API calls.
parqet_help
ChatGPTShow Parqet MCP usage instructions: domain concepts, available tools, and parameter conventions. Call this if you are unsure which parqet_* tool to use. Does not perform any API calls.
parqet_help
ChatGPTShow Parqet MCP usage instructions: domain concepts, available tools, and parameter conventions. Call this if you are unsure which parqet_* tool to use. Does not perform any API calls.
parqet_list_portfolios
ChatGPTList accessible portfolios with id, name, currency, createdAt, and distinctBrokers. Use to show portfolio names or pick portfolio IDs.
parqet_list_portfolios
ChatGPTList accessible portfolios with id, name, currency, createdAt, and distinctBrokers. Use to show portfolio names or pick portfolio IDs.
parqet_list_portfolios
ChatGPTList accessible portfolios with id, name, currency, createdAt, and distinctBrokers. Use to show portfolio names or pick portfolio IDs.
parqet_query_portfolio
ChatGPTPrimary tool for portfolio questions. Pick a view: - view="overview": value, gains, return (XIRR/TTWROR), dividends, fees, taxes, top holdings. - view="holdings": compact current positions (filter by assetType, sort by currentValue/totalGainNet/unrealizedReturnNet/realizedReturnNet/name). - view="dividends": dividend totals and dividend-paying holdings. - view="allocation": netAllocations (net, base, positive/negative totals + top contributors). Accepts a single portfolio ID or an array. Use the interval args for time-bound questions (ytd, 1y, …).
parqet_query_portfolio
ChatGPTPrimary tool for portfolio questions. Pick a view: - view="overview": value, gains, return (XIRR/TTWROR), dividends, fees, taxes, top holdings. - view="holdings": compact current positions (filter by assetType, sort by currentValue/totalGainNet/unrealizedReturnNet/realizedReturnNet/name). - view="dividends": dividend totals and dividend-paying holdings. - view="allocation": netAllocations (net, base, positive/negative totals + top contributors). Accepts a single portfolio ID or an array. Use the interval args for time-bound questions (ytd, 1y, …).
parqet_query_portfolio
ChatGPTPrimary tool for portfolio questions. Pick a view: - view="overview": value, gains, return (XIRR/TTWROR), dividends, fees, taxes, top holdings. - view="holdings": compact current positions (filter by assetType, sort by currentValue/totalGainNet/unrealizedReturnNet/realizedReturnNet/name). - view="dividends": dividend totals and dividend-paying holdings. - view="allocation": netAllocations (net, base, positive/negative totals + top contributors). Accepts a single portfolio ID or an array. Use the interval args for time-bound questions (ytd, 1y, …).
