Get a portfolio statement for a period
One step with Uphold. We can help you get access.
Look something up
Get a portfolio statement for a period
with Uphold
Works with AI assistants
Use Uphold: its Core Statements API lets you get a portfolio statement for a period in a single step (GET /core/statements/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.
- How do I get my monthly portfolio statement?
- Can I pull a portfolio statement for a specific month and year?
Say it to your AI assistant
- Get my {period} portfolio statement for {month} {year}.
- Download the portfolio statement for {month}/{year} valued in {denomination}, period {period}.
For your developer
GET /core/statements/portfolio in Core Statements API. Full spec on APIs.io.