Use the “Get portfolio holdings” tool

What it is: The Get portfolio holdings tool is a tool that retrieves the stocks held in a specific portfolio, including their weights and optional performance metrics.

What it’s for: Use it to see exactly what your portfolio contains and how much each asset contributes to its overall composition.

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

Key features:

• Provides a list of stocks and their percentage weights

• Optional performance data (e.g., price, returns)

• Can break down ETFs into individual stock holdings using expand_etfs