Get the total portfolio value and holdings
One step with Uphold. We can help you get access.
Look something up
Get the total portfolio value and holdings
with Uphold
Works with AI assistants
Use Uphold: its Core Portfolio API lets you get the total portfolio value and holdings in a single step (GET /core/portfolio). Uphold also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.
- What is my whole portfolio worth right now and what is in it?
- Can I see my portfolio total valued in EUR instead of USD?
Say it to your AI assistant
- Show my portfolio overview.
- Get my portfolio value and holdings in {denomination}.
For your developer
GET /core/portfolio in Core Portfolio API. Full spec on APIs.io.