Your account
Your own DocStoX portfolio and watchlist (read-only). The DocStoX MCP tools in this group, what each returns and the parameters it takes.
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You do not call these tools yourself. Ask your question in plain English and your AI picks the right one.
get_user_portfolioFree
Get user portfolio
The CALLER's own real DocStoX portfolio (their default portfolio's actual stored holdings): NOT a quote lookup for arbitrary symbols. No params needed; the caller is identified from their API key / OAuth sign-in.
Takes no parameters.
get_user_watchlistFree
Get user watchlist
The CALLER's own real DocStoX watchlist (their default watchlist's actual stored symbols): NOT a quote lookup for arbitrary symbols. No params needed; the caller is identified from their API key / OAuth sign-in.
watchlist_idoptional- Specific watchlist id. Omit for the default one.
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