v0.7.02026-06-15
Added
- `portfolio_snapshot` — one call covers every configured source. A new cross-broker tool that reads all configured sources and every money bucket in a single call: full position lists plus, where a source has them, Earn/staked balances, open derivatives, and off-account holdings (e.g. a Bybit Funding wallet). Each source carries a status (
ok/empty/error) and per-bucket failures — a read that was denied is never reported as "empty", so a partial read is never passed off as the whole portfolio. Totals are per currency (no FX conversion); Earn/derivatives/off-account holdings are listed in their own sections and not summed into totals. Crypto sources remain Pro-gated (listed underexcludedSourceson the free tier). A server instruction now routes broad "whole portfolio / net worth / all my assets" questions to it, and each single-source*_get_positionstool points to it. Implemented over theIBrokerinterface via optionalgetEarnReport/getDerivativeReport/getOffAccountBalancesmethods, so the existing Bybit tools are unchanged and future sources plug in by implementing the same methods.