Use the “Convert portfolio mention to portfolio ID” tool

What it is: The Convert portfolio mention to portfolio ID tool is a tool that identifies the technical portfolio_id based on a conversational or named reference to a portfolio.

What it’s for: Use it when you refer to a portfolio by name (like “my retirement portfolio”) and need to retrieve its unique identifier to use in other tools.

Example:"Show me what’s in my retirement portfolio."

Key features:

• Converts natural language references to valid portfolio IDs

• Works with portfolio names or UUIDs

• Required as the first step before using other portfolio tools