Initial Version

Track your investment portfolio and net worth across multiple accounts

portfolio

Portfolio Tracker

Search for stocks ETFs, and funds to add to your portfolio

search-investments

Search Investments

Financial Independence, Retire Early — track your progress to financial freedom

fire

FIRE Dashboard

Track value of your Stocks, ETFs, Properties, Cash, Debt and Crypto with automatic price updates over time to see your net worth

portfolio-tracker

Filip

Returns a complete overview of the user's investment portfolio including all accounts, positions, asset type allocation, currencies held, and position counts. Use this to answer questions about portfolio composition, holdings, and asset allocation. This tool takes no arguments — call it with an empty input {}.

get-portfolio-summary

Get Portfolio Summary

Returns detailed information about a specific portfolio account identified by name. Includes all positions within that account with their full details. Use when the user asks about a specific account.

get-account-details

Get Account Details

Returns detailed information about a specific position identified by name or Yahoo Finance symbol. Searches across all accounts. Use when the user asks about a specific holding or investment.

get-position-details

Get Position Details

Returns a focused summary of all debt positions including balances, APR, monthly repayments, and repayment status. Use when the user asks about their debts, total debt, or repayment progress. This tool takes no arguments — call it with an empty input {}.

get-debt-summary

Get Debt Summary

Returns the user's current FIRE baseline: settings, contributions, projection timeline, Coast FIRE analysis, and lump sum solver table. Use ONLY for read-only questions about the current state — 'When will I reach FIRE?', 'What is my FIRE number?', 'Can I coast now?', 'How much to retire 3 years earlier?'. Do NOT use this tool if the user mentions any change, addition, increase, decrease, or hypothetical ('if I add', 'what if', 'if I contributed', 'if growth drops') — use simulate-fire-scenario instead. This tool takes no arguments — call it with an empty input {}.

get-fire-projection

Get FIRE Projection

Runs a custom FIRE projection with overrides and compares it against the user's current baseline. Use this tool whenever the user mentions ANY change or hypothetical — 'if I add £4000/month', 'what if I increase contributions', 'if growth drops to 5%', 'if I invested a lump sum', 'if I retired at 55', 'if I stop contributing at 45'. This tool self-loads the baseline, so you do NOT need to call get-fire-projection first. Available overrides: monthlyContribution (replace total), additionalMonthlyContribution (add to current), currentPortfolioValue, targetValue, annualGrowthRate, annualInflation, withdrawalRate, yearOfBirth, coastFromAge, targetRetirementAge.

Portfolio Tracker

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