fetch_portfolio_summary

MCP tool from Trading212 MCP Server by KyuRish

Complete portfolio snapshot with P&L and allocations

How to use it

Project documentation lists fetch_portfolio_summary for the Trading212 MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Trading212 MCP Server

$uvx trading212-mcp-server
FULL TRADING212 MCP SERVER LISTING

Other tools in Trading212 MCP Server (27)

cancel_order

Cancel a pending order

create_pie

Create a new pie with target weights

delete_pie

Remove a pie

duplicate_pie

Clone an existing pie

fetch_a_pie

Pie details with instrument allocations

fetch_account_cash

Cash balance, invested value, P&L

fetch_account_info

Account metadata (currency, ID)

fetch_all_open_positions

All portfolio positions with live prices

fetch_all_orders

List all pending orders

fetch_dividend_summary

Dividend income by ticker and month

fetch_exports_list

List CSV export reports

fetch_historical_order_data

Past orders with pagination

fetch_order

Get specific order by ID

fetch_paid_out_dividends

Dividend payment history

fetch_pies

List all investment pies

fetch_portfolio_performance

Per-position returns, dividends, best/worst performers

fetch_recent_activity

Combined timeline of trades and transactions

fetch_transaction_list

Deposits and withdrawals

place_limit_order

Buy/sell at specified price or better

place_market_order

Buy/sell at current market price

place_stop_limit_order

Stop trigger with limit execution

place_stop_order

Trigger order at stop price

request_csv_export

Request a new CSV export

search_exchange

Search available exchanges

search_instrument

Search tradeable instruments by ticker or name

search_specific_position_by_ticker

Single position lookup by ticker

update_pie

Update pie settings and allocations