portfolios

name	portfolios
description	Query exchange balances and portfolio values across configured exchange accounts — including crypto (Binance, Bitkub, OKX), Thai equities (Settrade/SET), and US equities (Webull).

Portfolios

Use these tools to retrieve exchange account balances and valuations.

Workflow

Always start by calling list_portfolios to discover which exchange accounts are available before calling get_assets_list or get_total_value. This avoids guessing exchange names or account names.

Tools

list_portfolios

Returns all enabled exchanges and their configured account names, along with supported wallet types and pricing capability per account. No parameters required. Call this first.

get_assets_list

Retrieve asset balances for a specific exchange account.

• exchange: exchange name from list_portfolios output (e.g. "binance", "settrade", "webull")
• account: account name from list_portfolios output. Omit for the default account.
• wallet_type: depends on exchange:
  • crypto (binance, bitkub, okx): spot, funding, futures_usdt, margin, earn, all
  • settrade: cash (THB cash balance), stock (equity holdings), all
  • webull: cash (USD cash balance), stock (US equity + ETF holdings), option (US option holdings), all
• asset: optional filter by symbol (e.g. "BTC", "PTT")

get_total_value

Estimate total portfolio value in a quote currency.

• exchange: exchange name
• account: account name (optional)
• wallet_type: same options as get_assets_list (default: all)
• quote: quote currency — use "THB" for settrade, "USD" for webull, "USDT" for crypto (default: "USDT")

Settrade Notes

• Settrade supports two wallet types: cash (THB balance) and stock (SET equity holdings)
• Always use quote: "THB" when calling get_total_value for settrade — USDT is not supported
• Stock volumes are in shares (e.g. 100 shares of OR)
• The stock wallet shows: avg_cost, market_price, market_value, unrealized_pl, percent_profit per holding
• For price lookups and OHLCV charts on SET stocks, use the market-data skill with provider: "settrade"

Webull Notes

• Webull supports three wallet types: cash (USD balance), stock (US equity + ETF holdings), and option (US option holdings)
• Always use quote: "USD" when calling get_total_value for webull
• Stock volumes are in shares (e.g. 100 shares of AAPL); option volumes are in contracts (1 contract = 100 shares)
• The stock/option wallets show: avg_cost, current_price, market_value, unrealized_pl, percent_pnl per holding
• For price lookups and OHLCV charts on US stocks/ETFs, use the market-data skill with provider: "webull"; for option quotes + greeks use the option_quote tool
• Webull supports portfolio queries, market data, and order placement for equities/ETFs (see the trading skill) and single-leg options (see the option_* tools). Crypto/futures are US-only and not available on this account.
• Webull re-authentication: Webull sessions periodically require in-app approval. If any Webull call (balance, total value, market data) returns an error saying the session "needs re-authentication," immediately call the webull_reconnect tool with the same account — do NOT retry the original call and do NOT ask the user for an SMS/OTP code (Webull has no API for that; approval only happens by the user tapping "approve" in the Webull mobile app). webull_reconnect starts the login, tells the user to approve it in the app, and waits in the background; it sends a follow-up message when the account is reconnected (or if approval times out). Only retry the user's original request after it reports success.