fin-esse-beta.vercel.app
A WebMCP-powered financial planning workspace where you and an AI agent reason across your loans, portfolio, budget and goals together.
First seen 2026-11-05 · Last seen 2026-11-05 · Source: webmcp.com
Answer 6 · Act 38 · Transact 1 · Score: Not yet scored
Tool inspector
portfolio_add_holding
Add an investment holding to the portfolio. Use when the user tells you about something they own, so allocation and risk maths include it.
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
symbol |
string | yes | Ticker or short code. |
name |
string | yes | Full name of the instrument. |
assetClass |
string | yes | Which asset class this belongs to. |
units |
number | yes | Number of units held. |
price |
number | yes | Current price per unit. |
Raw JSON schema
{
"type": "object",
"properties": {
"symbol": {
"type": "string",
"description": "Ticker or short code."
},
"name": {
"type": "string",
"description": "Full name of the instrument."
},
"assetClass": {
"type": "string",
"enum": [
"equity",
"debt",
"gold",
"cash",
"crypto",
"real_estate"
],
"description": "Which asset class this belongs to."
},
"units": {
"type": "number",
"description": "Number of units held."
},
"price": {
"type": "number",
"description": "Current price per unit."
}
},
"required": [
"symbol",
"name",
"assetClass",
"units",
"price"
],
"additionalProperties": false
}
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