Get overall portfolio performance
One step with Uphold. We can help you get access.
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Get overall portfolio performance
with Uphold
Works with AI assistants
Use Uphold: its Core Portfolio API lets you get overall portfolio performance in a single step (GET /core/portfolio/performance). 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.
- How much have I gained or lost across my whole portfolio?
- What is my portfolio's average cost and total invested over a period?
Say it to your AI assistant
- Show my overall portfolio performance.
- Get total portfolio gains in {denomination} over {interval}.
For your developer
GET /core/portfolio/performance in Core Portfolio API. Full spec on APIs.io.