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Returns a high-level summary of the user's portfolio without listing every entry: total net worth in their default currency, breakdown by asset type (stocks, real estate, crypto, etc.), breakdown by currency, breakdown by platform (the institution each holding is custodied at, e.g.

Record a transaction (BUY, SELL, DIVIDEND, INTEREST, RENT_INCOME, etc.) on an existing portfolio holding.

Set up a recurring SIP (invest into a mutual fund), STP (transfer money from one fund into another) or SWP (withdraws a fixed amount from the fund each period — it records a SELL of units at each date's NAV) on a schedule.

Find a single holding by ticker symbol or asset name.

Recent executed trades/fills (spot + futures) on your connected exchanges: symbol, side, price, size, fee, time.

Returns the user's insurance summary: total active coverage, total annual premium, count of active policies, and a per-type breakdown (LIFE, HEALTH, VEHICLE, PROPERTY, etc.

Live cross- and isolated-margin breakdown per coin: total, available, borrowed, interest (accrued and not yet paid — interest already paid is in query_crypto_pnl), and debt ratio.

Answer ANY 'when can I retire / what's my FIRE progress / what's my monthly passive income / monthly shortfall' question for THIS user.

Lists the user's tokenized-equity holdings — onchain tokens that track a listed share, such as Ondo Global Markets (AAPLon) or Backed xStocks (AAPLx).

Permanently remove one transaction from a holding's ledger.

Per-coin balances on your connected exchanges, broken out by wallet: 'wallet' is SPOT (trade + funding) or EARN (savings/staking products such as PAXG or USDC parked in KuCoin Earn).

Switch money from one mutual fund holding into another fund as ONE event: a sale of the source fund and a purchase of the target, both priced from AMFI's official NAV on the switch date.

Add a new insurance policy to the user's account.

List the transactions recorded against one holding — id, date, type, quantity, price per unit, amount, fees and notes — newest first, plus the holding's current quantity and total invested.

Crypto P&L per coin and in total.

Permanently delete a holding from the user's portfolio.

Audits the user's holdings for classification problems: entries whose declared type disagrees with what the security catalog knows about their symbol (MISMATCH, with a suggested type), or entries filed under a market-listed type whose symbol cannot be verified at all (UNVERIFIED — often a manual asset like cash or a deposit filed under the wrong type).

Coast FIRE for THIS user: how much they need invested TODAY such that compound growth alone (no further contributions) reaches the FIRE target by their target retirement age.

Update the user's saved FIRE goals — annual expenses, monthly savings, expected return %, withdrawal rate %, and/or FIRE preset (lean / regular / fat).

Reconstruct the user's crypto cost basis from their KuCoin trade history (~3 months of spot, cross- and isolated-margin fills — as far back as KuCoin keeps them; average-cost method) and record it, together with realized P&L from sells and all margin interest paid (KuCoin keeps interest since April 2023).

Run a hypothetical FIRE projection with explicit inputs — for 'what if I saved more / had more saved already / earned higher returns / had different expenses' style scenarios.

Record the user's average buy price (cost basis, in USD) for a crypto coin, so crypto P&L can be computed.

Add a new holding to the user's portfolio.

Compares how the SAME share is taxed when held as a tokenized wrapper versus bought directly abroad.

Correct an existing transaction in place.

Edit an existing holding — the same fields the user can change in the app's edit form.

Live open futures/derivatives positions across your connected exchanges: side, size, leverage, entry/mark/liquidation price, unrealized PnL, and margin mode (cross vs isolated).

Returns the user's nominees: name, relationship, priority order, verification status (email/phone verified), information level.

Hand off a multi-entry text block (brokerage statement, email, spreadsheet content, SMS list) to AI Import.

Returns the user's holdings with name, symbol, type, currency, current value, quantity, and custody attribution: 'platform' (the institution the asset is held at, e.g.

List the user's SIP/STP/SWP plans, optionally scoped to one holding (matches either the target fund or, for an STP, the source fund).

Pause, resume, stop or change the instalment amount of an existing SIP/STP/SWP plan.

Returns the user's portfolio performance: total invested, current value, total unrealized gain/loss, total return percentage, plus the top 5 performers and bottom 5 performers ranked by absolute return.