Use the “Get portfolio trades” tool

What it is: The Get portfolio trades tool is a tool that retrieves the historical trades made within a specific portfolio.

What it’s for: Use it to view buying, selling, or rebalancing activity over time within a portfolio.

Example:"Show me the recent trades in my tech portfolio."

Key features:

• Lists trades by security, date, and action (buy/sell)

• Shows allocation changes

• Useful for reviewing portfolio management and activity history