# Holdings and Portfolio #### Holdings 1. **Retrieve Holdings**: * Access a detailed list of your current holdings, including instrument type, quantity, purchase price, and market value. 2. **Portfolio Summary**: * View a summary of your holdings, including overall performance and asset allocation. * Analyze key metrics such as total value, profit and loss, and return on investment. 3. **Historical Data**: * Access transaction history, dividend payouts, and corporate actions. 4. **Custom Views and Reports**: * Customize views based on asset class or sector. * Generate detailed reports for performance review and decision-making. By leveraging the capabilities of the holding management features provided by the API, investors and financial professionals can effectively manage their portfolios, make informed decisions, and achieve their investment objectives. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://heytorus.gitbook.io/holdings-and-portfolio.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.