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Returns aggregated totals across all connected accounts by default. Use account_ids to filter to specific accounts.

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Parameters

ParameterTypeRequiredDefaultDescription
date_rangestringNo3MHow far back to look. One of: 1M, 3M, 6M, 1Y, ALL
account_idsstringNoAll accountsComma-separated account IDs to filter by

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Response

FieldTypeDescription
time_seriesarrayChronologically ordered data points
time_series[].datestringDate of the snapshot (YYYY-MM-DD)
time_series[].assetsstringTotal asset value
time_series[].liabilitiesstringTotal liability value
time_series[].net_worthstringAssets minus liabilities
date_rangestringDate range code used
start_datestringStart of the time series
end_datestringEnd of the time series

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Example

Prompt: “Show me my net worth trend over the last 6 months” The tool is called with date_range: "6M" and returns data points like: 
{
  "time_series": [
    {
      "date": "2025-10-01",
      "assets": "45200.00",
      "liabilities": "12800.00",
      "net_worth": "32400.00"
    },
    {
      "date": "2026-04-01",
      "assets": "48500.00",
      "liabilities": "11200.00",
      "net_worth": "37300.00"
    }
  ],
  "date_range": "6M",
  "start_date": "2025-10-01",
  "end_date": "2026-04-01"
}