get_portfolio_summary — Trend0x MCP Tool Read-only
get_portfolio_summary
(get portfolio summary) is one of 115 tools on the
Trend0x
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call get_portfolio_summary from your client
- Claude Code Trend0x get_portfolio_summary run in your project directory
- Claude Desktop Trend0x get_portfolio_summary ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor Trend0x get_portfolio_summary ~/.cursor/mcp.json
- VS Code Trend0x get_portfolio_summary .vscode/mcp.json
- Zed Trend0x get_portfolio_summary ~/.config/zed/settings.json
- Windsurf Trend0x get_portfolio_summary ~/.codeium/windsurf/mcp_config.json
- Cline Trend0x get_portfolio_summary ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI Trend0x get_portfolio_summary ~/.gemini/settings.json
- Grok Trend0x get_portfolio_summary .mcp.json (in your project root)
- ChatGPT Trend0x get_portfolio_summary Settings → Connectors → Advanced → Developer mode
- Claude.ai Trend0x get_portfolio_summary Settings → Connectors → Add custom connector
- LangChain Trend0x get_portfolio_summary pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http trend0x https://app.trend0x.com/api/mcpOther tools on this server
- get_market_data
- execute_trade
- get_balance
- paper_profit_policy
- assistant_operation
- pause_saved_strategy
- set_strategy_execution_selection
- get_bitpanda_portfolio
- get_bitpanda_trade_history
- get_bitpanda_tickers
- get_alpaca_account
- get_alpaca_positions
- execute_alpaca_trade
- get_alpaca_news
- get_bitunix_balance
- get_bitunix_positions
- execute_bitunix_trade
- list_tasks
- create_task
- create_scanner_task
- update_task_status
- calculate_position_size
- emergency_close_all
- set_max_daily_loss
- risk_reward_check
- get_risk_metrics
- position_sizing_policy
- circuit_breaker
- get_pnl_report
- get_performance_metrics
- trade_confirm
- fetch_terminal_state
- get_whitebit_portfolio
- get_exchange_positions
- manage_strategies
- select_strategy_exchange
- run_saved_strategy
- start_paper_strategy
- update_strategy_exchange
- update_strategy_rules
- account_risk_settings
- implement_strategy
- strategy_hub
- scanner_config
- scanner_control
- enable_scanner
- disable_scanner
- scanner_status
- terminal_modules
- terminal_config
- portfolio_history
- portfolio_performance
- run_backtest
- backtest_results
- history_query
- agent_reports
- send_markdown_to_telegram
- terminal_news
- perplexity_market_news
- perplexity_social_buzz
- perplexity_ticker_research
- perplexity_viral_updates
- perplexity_earnings_recap
- perplexity_watchlist_digest
- perplexity_sentiment_signal
- market_news
- social_buzz
- ticker_research
- viral_updates
- earnings_recap
- watchlist_digest
- sentiment_signal
- financial_instruments
- cognitive_control
- bybit_market_tickers
- bybit_market_kline
- bybit_orderbook
- bybit_instruments_info
- bybit_wallet_balance
- bybit_positions
- bybit_open_orders
- bybit_order_history
- bybit_trade_history
- bybit_internal_transfer
- bybit_place_order
- bybit_cancel_order
- bybit_set_trading_stop
- bybit_set_leverage
- okx_agent_skills
- okx_market_tickers
- okx_market_candles
- okx_orderbook
- okx_instruments
- okx_account_balance
- okx_positions
- okx_open_orders
- okx_order_history
- okx_trade_history
- okx_place_order
- okx_cancel_order
- okx_set_leverage
- binance_agent_skills
- binance_market_ticker
- binance_market_klines
- binance_orderbook
- binance_exchange_info
- binance_funding_rate
- binance_open_interest
- binance_account_balance
- binance_positions
- binance_open_orders
- binance_order_history
- binance_trade_history
- binance_income_history
This list was read from the server itself, by connecting to it and calling tools/list on 11 November 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.