Finhay Portfolio

Read-only trading account data via the Finhay Securities Open API: identity, balances, holdings, order history, P&L, and corporate-action rights.

MANDATORY: Ensure credentials are set (via environment variables FINHAY_API_KEY/FINHAY_API_SECRET or via ./finhay.sh auth). Run ./finhay.sh doctor to verify. If IDs are missing, run ./finhay.sh infer.

To place / modify / cancel orders, use the finhay-trading skill — order execution is intentionally split out for safety and isolation.

Usage Examples

# Global net worth across all asset classes
./finhay.sh request GET "/users/v3/users/$USER_ID/assets/summary"

# Cash and buying power for a specific trading account
./finhay.sh request GET "/trading/accounts/$SUB_ACCOUNT_NORMAL/summary"

# Current stock holdings with realtime P&L
./finhay.sh request GET "/trading/v2/sub-accounts/$SUB_ACCOUNT_NORMAL/portfolio"