Available Tools Reference
The Stoxiio MCP server exposes the following tools organized by category. All tools are read‑only — they retrieve data but never modify it.
Wealth
Tools for your overall wealth summary and historical charts.
get_wealth_summary
Get your total wealth summary with a breakdown by asset type.
| Parameter | Type | Description |
|---|---|---|
| (none) | — | Uses the authenticated user automatically. |
Returns: A WealthSummaryDto containing:
- Total — overall net worth
- Portfolios — total value of investment portfolios
- PortfoliosUnvested — unvested stock value
- Cash — cash balances
- Debt — outstanding debts
- RetirementAccounts — retirement account values
- RealEstate — real estate values
Each asset detail includes total value, last change, change percentage, and per‑currency breakdowns.
get_user_wealth_charts
Get historical wealth charts over time.
| Parameter | Type | Description |
|---|---|---|
types | string? | Comma‑separated chart type values. Available: 0 = TotalValue. Defaults to "0". |
Returns: Array of chart objects with timestamped data points. Data is downsampled for performance:
- Previous years → 1 value per 6 months
- Current year → 1 value per month
- Last month → daily granularity
Portfolios
Tools for listing, inspecting, and charting investment portfolios.
list_portfolios
List all portfolios for the authenticated user.
| Parameter | Type | Description |
|---|---|---|
| (none) | — | Uses the authenticated user automatically. |
Returns: Array of portfolios, each containing: WalletId, Name, Type (0=Unspecified, 1=Fr_CTO, 2=Fr_PEA, 3=Fr_PEE, 4=Us_Taxable, 5=Us_401k, 6=Fr_PERO, 7=Fr_PERECO), Description, CurrencyId, CountryId, LastUpdateDate, profit/loss data, and a Stocks array with all positions.
get_portfolio
Get a single portfolio with all stock positions.
| Parameter | Type | Description |
|---|---|---|
id | int | Portfolio id (WalletId). |
Returns: Portfolio details including all stocks. Each stock includes: Symbol, Description, BuyDate, NumberOwned, CurrentPrice, TotalProfit, TotalProfitPercent, PRU (average cost), and more.
get_portfolios_summary
Get summary charts aggregated across all portfolios.
| Parameter | Type | Description |
|---|---|---|
| (none) | — | Uses the authenticated user automatically. |
Returns: Array of chart objects with aggregated portfolio data (downsampled).
get_portfolio_summary
Get summary charts for a specific portfolio.
| Parameter | Type | Description |
|---|---|---|
portfolioId | int | Portfolio id (WalletId). |
get_portfolios_charts
Get charts across all portfolios.
| Parameter | Type | Description |
|---|---|---|
types | string? | Comma‑separated chart types. Available: 0=TotalValue, 1=VestingSchedule, 2=Goals, 3=TotalInvestedAndProfit, 4=Repartition, 5=IndexesComparison. Defaults to "3,4". |
get_portfolio_charts
Get charts for a specific portfolio.
| Parameter | Type | Description |
|---|---|---|
portfolioId | int | Portfolio id (WalletId). |
types | string? | Same chart types as get_portfolios_charts. Defaults to "3,4". |
Dashboards
Tools for trackers (balance, income, spending, loans, real estate, meter readings).
list_dashboards
List dashboards filtered by template type.
| Parameter | Type | Description |
|---|---|---|
types | string | Required. Comma‑separated template values: 0=METER_READINGS, 1=BALANCE_TRACKER, 2=INCOME_TRACKER, 3=SPENDING_TRACKER, 4=LOAN_TRACKER, 5=REAL_ESTATE. Example: "1,2,3". |
Returns: Array of dashboards. Loan trackers include LoanAmount, InterestRate, LoanDurationInMonths, LoanStartDate. Real estate dashboards include LoanTrackerDashboardId.
get_dashboard
Get a single dashboard by id.
| Parameter | Type | Description |
|---|---|---|
id | int | Dashboard id. |
get_dashboard_charts
Get charts for a specific dashboard.
| Parameter | Type | Description |
|---|---|---|
id | int | Dashboard id. |
Returns: Array of chart objects (downsampled).
get_dashboard_entries
Get paginated entries (data points) for a dashboard.
| Parameter | Type | Description |
|---|---|---|
dashboardId | int | Dashboard id. |
page | int | Page number, starting at 1. Defaults to 1. |
pageSize | int | Entries per page (1–50). Defaults to 15. |
Finance
Tools for searching stocks, listing currencies, and income statements.
search_stocks
Search for stocks/securities by name or ticker symbol.
| Parameter | Type | Description |
|---|---|---|
q | string | Search query (e.g. "AAPL", "Microsoft"). |
Returns: Matching securities with ticker, name, exchange, and identifiers.
list_currencies
List all supported currencies. Useful to resolve CurrencyId values returned by other tools.
| Parameter | Type | Description |
|---|---|---|
| (none) | — | No parameters required. |
list_income_statements
List all income statements for the authenticated user.
| Parameter | Type | Description |
|---|---|---|
| (none) | — | Uses the authenticated user automatically. |
get_income_statement
Get a detailed income statement for a specific year.
| Parameter | Type | Description |
|---|---|---|
year | int | Year to retrieve (must not be in the future). |