Financial DataRead-only

Get Holdings

get_holdings

Get current investment holdings (positions, quantities, market values) for an investment account.

Try asking

“What are my current holdings at Schwab?”

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces. Portal workspaces are valid here when you manage them (look for `isInherited: true` in list_workspaces).
`bankId`	string	required	Bank connection ID — get from list_banks
`accountId`	string	required	Account ID — get from list_accounts or get_bank

The tool call an MCP client sends (required arguments shown with placeholder values).

{
  "tool": "get_holdings",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "bankId": "bankId_123",
    "accountId": "accountId_123"
  }
}