add_transaction
ChatGPTRecord a buy or sell transaction in PortfolIQ and update the derived portfolio records. Requires write:transactions. Portfolio defaults to the user's Main Portfolio if not provided. This records an existing trade; it does not place a brokerage order.
add_watch_item
ChatGPTWatch an instrument returned by search_watch_instruments and add it to currency-matched watchlists. Requires write:watchlists.
assign_strategy_to_position
ChatGPTAssign an owned strategy to a position plan, or pass null to unassign it. Requires the write:plans scope.
copy_strategy_backtest_preset
ChatGPTSave as a new user-owned preset from an owned or public preset. The target strategy must be owned by the user and belong to the same strategy family. Defaults to private. Requires write:plans.
create_portfolio
ChatGPTCreate a USD or ILS portfolio. Requires the write:portfolios scope.
create_position_plan
ChatGPTCreate a position plan for one portfolio and ticker. Requires the write:plans scope.
create_strategy
ChatGPTCreate a complete user-owned trading strategy with name, description, visibility, color, ordered rules, and notes. Requires the write:plans scope.
create_strategy_backtest_preset
ChatGPTCreate a private or public reusable backtest preset for an owned strategy. Defaults to private. Does not store tickers, dates, trades, equity, or results. Requires write:plans.
create_watch_rule
ChatGPTCreate an alert rule for exactly one watched stock (item_id) or one watchlist (list_id). Triggered events use the existing inbox and notification preferences. Requires write:watchlists.
create_watchlist
ChatGPTCreate a watchlist. Its USD or ILS currency is immutable after creation. Requires write:watchlists.
delete_portfolio
ChatGPTDelete an owned portfolio, soft-delete all its transactions, and remove its associated position plans and review history. The last portfolio cannot be deleted. Requires write:portfolios.
delete_position_plan
ChatGPTDelete an owned position plan and its associated review history. Requires the write:plans scope.
delete_strategy
ChatGPTDelete an owned strategy, unlink position plans, and remove its saved backtest history and contribution records; remove family presets if no family strategies remain. Requires write:plans.
delete_strategy_backtest_preset
ChatGPTDelete a backtest preset owned by the user. Requires write:plans.
delete_strategy_backtest_run
ChatGPTDelete one owned private saved backtest snapshot. Other revisions remain unchanged. Requires write:plans.
delete_transaction
ChatGPTSoft-delete a PortfolIQ transaction by id. Requires write:transactions; does not cancel or execute a brokerage order.
delete_watch_item
ChatGPTStop watching a stock and delete its research, memberships, and item rules. Set history true to also delete its trigger events. Requires write:watchlists.
delete_watch_rule
ChatGPTDelete an owned watch rule and its bindings. Requires write:watchlists.
delete_watchlist
ChatGPTDelete an owned watchlist and its list-level rules. Watched items keep their research and move to a fallback list when they have no other membership. Requires write:watchlists.
export_watchlists
ChatGPTExport the user's complete wishlist research: settings, lists, watched items with memberships and notes, rules, and up to 5,000 trigger events.
get_analytics
ChatGPTRealised-P/L analytics: strategy breakdowns, holding-period stats, win rate, and per-ticker realised totals. Requires read access. May populate or replace the account analytics cache without changing transaction records.
get_attention_feed
ChatGPTRead-only factual alerts from the user's durable PortfolIQ inbox. Returns alert priority, event context, timestamps, read state, and the account-wide unread count without changing notification state.
get_holdings
ChatGPTCurrent per-ticker holdings across the user's portfolios, with quantity, cost basis, average cost, market price, market value, unrealized P/L, day change, and open date.
get_pl_history
ChatGPTDaily P/L history series (cost basis, market value, unrealised/realised P/L, daily return) used by the dashboard graph. May populate or refresh the account history cache without changing transaction records.
get_portfolio_metrics
ChatGPTPortfolio performance metrics including YTD, annual returns, and beta from the dashboard source of truth. May populate or replace the account metrics cache without changing transaction records.
get_position_plan_insights
ChatGPTEvidence-backed position-plan review insights, attention items, final-review tasks, and historical lessons.
get_strategy_backtest_run
ChatGPTOpen one owned private saved backtest snapshot with its exact validated request and complete stored result. The snapshot is returned without recalculation.
get_strategy_trades
ChatGPTList the actual transactions assigned to one owned strategy.
get_summary
ChatGPTPortfolio summary snapshot: cost basis, market value, unrealised P/L, realised P/L, day change, and cash-flow totals across all portfolios included in totals.
get_trading_calendar
ChatGPTMonthly realised P/L, trading activity, and win-rate calendar.
get_watch_item
ChatGPTOpen one watched stock with its research, memberships, chart transaction markers, and revision. Records a daily-history prefetch request for the symbol.
get_watch_rule_catalog
ChatGPTReturn the supported watch-rule sources, period sources, operators, modes, and condition/group limits.
import_marketplace_strategy
ChatGPTImport a public marketplace strategy as a private owned copy. Returns an existing active copy, or restores an archived copy and resets its visibility to private. Requires write:plans.
list_marketplace_strategies
ChatGPTList public strategies available in the PortfolIQ marketplace, including whether the user already imported each strategy.
list_portfolios
ChatGPTList the user's portfolios (id, name, currency, default flag, sort order); if the account has exactly one portfolio without a default flag, mark it as default.
list_position_plan_reviews
ChatGPTList immutable deliberate review snapshots for one owned position plan.
list_position_plans
ChatGPTList the user's position plans (per-ticker thesis, risk notes, target, review date, linked strategy).
list_strategies
ChatGPTList the user's own trading strategies, including rules, notes, visibility, and historical metrics.
list_strategy_backtest_presets
ChatGPTList the connected user's presets plus public presets for an owned or public strategy family. Each result identifies visibility and whether it is owned. Returns presets only, never run results.
list_strategy_backtest_runs
ChatGPTList the connected user's private saved backtest history for one owned strategy, including immutable revision metadata. Returns at most the latest 20 runs.
list_transactions
ChatGPTRecent transactions across the user's portfolios. Returns the most recent page from /api/transactions.
list_watch_events
ChatGPTList immutable watch-rule trigger events with their recorded evidence.
list_watch_items
ChatGPTList watched stocks with notes, priority, state, list memberships, quote context, earnings date, and revision. Supports filtering and paging.
list_watch_rules
ChatGPTList the user's watch alert rules with definitions, target item or list, status, recurrence, frequency, expiry, bindings, and revision.
list_watchlists
ChatGPTList the user's watchlists with currency, revision, archive state, item counts, account limits, and the default post-sale policy. Returns enabled false when wishlists are disabled on the server.
preview_watch_rule
ChatGPTEvaluate a draft rule definition against one watched stock's latest data without saving the rule. Optionally include up to 90 daily evaluations. Records a daily-history prefetch request for the symbol.
reorder_portfolios
ChatGPTSet the complete display order of all owned portfolios. Requires the write:portfolios scope.
review_position_plan
ChatGPTAppend an immutable deliberate review while optionally updating current plan fields. Outcome, note, and next review date are required. Requires the write:plans scope.
run_and_save_strategy_backtest
ChatGPTRun a historical simulation for an owned strategy and save its exact validated request and complete result as a private immutable history snapshot. Pass revisionOf to append an edited rerun to an owned run series; an exact repeat reuses its newest snapshot. May fetch and update shared market-history and split caches. Requires write:plans. Results are not investment advice.
run_and_save_strategy_backtest_preset
ChatGPTRun an owned or public preset for an owned same-family strategy and save the complete result as a private immutable history snapshot. Pass revisionOf to append an edited rerun to an owned run series; an exact repeat reuses its newest snapshot. May fetch and update shared market-history and split caches. Requires write:plans. Results are not investment advice.
run_strategy_backtest
ChatGPTRun a historical simulation for an owned strategy and return split-adjusted OHLC candles, buy/sell actions, signal and execution dates, matched condition ids, action explanations, metrics, equity, trades, and exclusions. May fetch and update shared market-history and split caches. Simulation results are ephemeral; this tool does not save runs or change portfolio transactions. Results are not investment advice.
run_strategy_backtest_preset
ChatGPTRun an owned or public backtest preset against 1–8 stocks using the canonical validation, warm-up, split adjustment, and simulation engine. The selected strategy must be owned and in the preset family. Optional assumptions override the preset assumptions. May fetch and update shared market-history and split caches; simulation results remain ephemeral. Results are not investment advice.
search_watch_instruments
ChatGPTSearch the market-data provider for stocks and ETFs that can be watched and register matches in the shared instrument catalog. Returns instrument ids for add_watch_item with symbol, name, exchange, and currency.
set_watch_item_lists
ChatGPTReplace the complete set of watchlists containing one watched stock. With no lists, orphan chooses whether it moves to the default list or is archived. Requires write:watchlists.
set_watch_rule_binding
ChatGPTExclude one watched stock from a list-level rule, or include it again. Requires write:watchlists.
submit_closing_review
ChatGPTComplete one server-issued closing-review task with the user's retrospective assessment. The server preserves immutable FIFO outcomes and requires a retrospective thesis only when the closed position had no saved thesis. Requires write:plans.
update_portfolio
ChatGPTUpdate an owned portfolio's name, currency, default status, or display/inclusion settings. Requires the write:portfolios scope.
update_position_plan
ChatGPTUpdate selected current fields of a position plan without creating a review. Requires the write:plans scope.
update_strategy
ChatGPTUpdate selected fields of an owned trading strategy. Requires the write:plans scope.
update_strategy_backtest_preset
ChatGPTUpdate an owned reusable backtest preset, including its private or public visibility. Does not store run inputs or results. Requires write:plans.
update_transaction
ChatGPTCorrect an existing PortfolIQ transaction. Requires write:transactions; does not modify a brokerage order.
update_watch_item
ChatGPTUpdate a watched stock's notes, priority, post-sale policy, archive or review state, or linked strategy. Requires write:watchlists.
update_watch_rule
ChatGPTUpdate an owned watch rule. Definition changes create a new immutable rule version; frequency changes cancel obsolete queued delivery. Requires write:watchlists.
update_watchlist
ChatGPTRename, reorder, archive, or restore an owned watchlist. Currency cannot change. Requires write:watchlists.
update_watchlist_settings
ChatGPTSet the account default post-sale policy for watched stocks. Requires write:watchlists.
