IOL invertironline

List the holdings IOL accepts as collateral for a caucion tomadora. Pass the entries back to validate_caucion as guarantees, keeping each asset, market, quantity and valuation as reported here.

Get the caucion rate for a specific term in days. colocadora is the rate earned for lending; tomadora the rate paid to borrow.

Get current caucion colocadora rates for the next 3 business days. Returns the best placement rate, due date, and minimum amount per term.

Get the sworn declaration (DDJJ) required for an operation. Some buy/sell operations require the user to read and accept a regulatory sworn declaration before the order can proceed. When this returns required=True you MUST: 1. Share the declaration link with the user so they can read the full text. 2. Explicitly ask the user whether they accept the declaration. 3. Only call accept_ddjj if the user confirms. If they decline, stop.

List available mutual funds (FCI). Optionally filter by type: plazo_fijo_pesos, renta_fija_pesos, renta_fija_dolares, renta_mixta_pesos, renta_variable_pesos.

Get fixed-income analytics for a bond, bill, or note ticker. Works with fixed-income species such as GD30, GD30D, or GD30C. Returns current calculated prices, yields (TIR/TEM as decimals), duration, cashflow schedule, and calculation inputs from IOL.

Get intraday price updates within recent sessions, oldest first. Each entry is a timestamp, the price, and its volume. Only the latest sessions are kept upstream, so older dates return intraday_unavailable and get_price_history is the tool for those. Any date that traded but has no intraday data is listed in dates_without_intraday.

Return the next ex-dividend and payment dates for a ticker. Covers Argentine and US-listed (CEDEAR) equities and ARS/USD bonds. Either field may be null if no future event of that type is on file.

Get options chain for an underlying asset, including Greeks. Returns all active options with strike, expiration, bid/ask, and precalculated Greeks (delta, gamma, theta, vega, rho, IV) when available. Greeks are computed via Black-Scholes and may be null outside market hours.

Get detailed status of a specific order by its ID. Returns execution history, fees, and current status. This only works for trading orders (buy/sell), not for transfers or other movement types. The order_id corresponds to the transaction_id from get_activities.

Get current portfolio holdings from IOL.

Get historical OHLCV price bars for an asset. Returns one daily bar per trading session with open, high, low, close, and volume Each bar's time field is a Unix timestamp.

Get the account's time-weighted return (TWR) between two inclusive dates. Unlike get_aum_evolution, a deposit or a withdrawal does not count as a gain or a loss. Points are decimal fractions — 0.0123 is 1.23% — chained from the window's first day, which contributes 0, and net of commissions. Data is T-1. If the account's history does not go as far back as from_date, the answer starts where the data does: read effective_from, and do not assume the return covers the whole window you asked for.

Get all configured stop loss and take profit orders. Returns each order's trigger price, direction (stop_loss or take_profit), quantity to sell, and whether it is enabled.

Place a validated caucion: colocadora lends, tomadora borrows. Requires a validation_id obtained from validate_caucion, and the same arguments it was validated with. Places at market rate; each term has its own minimum, reported by get_caucion_rate.

Place a validated order. Requires a validation_id obtained from validate_order.

Redeem (sell) a validated mutual fund position. Requires a validation_id from validate_fci_redemption. Either specify quantity (number of shares) or is_total=true to redeem all.

Show the portfolio (Argentina and US accounts) as a treemap of position weights. Use this for any request to see, plot or visualize the portfolio composition.

Estimate the nominal quantity and projected payments for a fixed-income investment budget. Provide a ticker and a positive amount to invest in ARS, USD_MEP, or USD_CCL. Returns the nominal quantity, invested amounts, yields, gain, and cash flows. amount_invested is in the instrument's payment currency; amount_invested_ars is its ARS equivalent. IOL resolves market prices, exchange rates, and instrument type automatically. No order is placed and no funds are moved.

Estimate the cost and projected payments for a fixed-income nominal quantity. Provide a ticker and a positive quantity of nominal units, not a cash amount. Returns invested amounts, yields, gain, and cash flows scaled to that quantity. amount_invested is in the instrument's payment currency; amount_invested_ars is its ARS equivalent. IOL resolves market prices, exchange rates, and instrument type automatically. No order is placed and no funds are moved.

Subscribe (buy into) a validated mutual fund. Requires a validation_id from validate_fci_subscription. Amount is in the fund's currency (ARS or USD).

Validate a caucion before executing. colocadora lends cash at the market rate and earns interest. tomadora borrows cash against collateral and pays interest; IOL requires the guarantees to be named as get_caucion_guarantee_assets reports them, valuation included: [{"asset": "GGAL", "market": "BCBA", "quantity": 100, "valuation": 65}]. A valid placement returns exactly one of these: - Standard flow: validation_id. Pass it unchanged to place_caucion. - Confirmation flow: confirmation_url, expires_at, and expires_in. Share the URL with the user so they can confirm; do not call place_caucion directly.

Validate redeeming (selling) a mutual fund. Either specify quantity (number of shares) or is_total=true to redeem all. A valid redemption returns exactly one of these: - Standard flow: validation_id. Pass it unchanged to redeem_fci. - Confirmation flow: confirmation_url, expires_at, and expires_in. Share the URL with the user so they can confirm; do not call redeem_fci directly. FCI operations require the user to agree to the fund rules (Reglamento del Fondo). In the link confirmation flow the user agrees on the confirmation page, so no ddjj_accept_token is needed. Otherwise the response will include requires_ddjj=True: call get_ddjj, share the link with the user, then accept_ddjj to obtain a token.

Validate subscribing (buying into) a mutual fund. A valid subscription returns exactly one of these: - Standard flow: validation_id. Pass it unchanged to subscribe_fci. - Confirmation flow: confirmation_url, expires_at, and expires_in. Share the URL with the user so they can confirm; do not call subscribe_fci directly. FCI operations require the user to agree to the fund rules (Reglamento del Fondo). In the link confirmation flow the user agrees on the confirmation page, so no ddjj_accept_token is needed. Otherwise the response will include requires_ddjj=True: call get_ddjj, share the link with the user, then accept_ddjj to obtain a token.

Validate exactly one order before placement. When the request names more than one order, call validate_multiple_orders once instead of calling this tool per order. Either quantity or amount must be provided. limit_price is required for limit orders. Invalid orders return valid=false with validation messages. A valid order returns exactly one of these success responses: - Standard flow: validation_id. Pass it unchanged to place_order. - Confirmation flow: confirmation_url, expires_at, and expires_in. Share the URL with the user so they can confirm the order; do not call place_order directly. Some operations require a sworn declaration (DDJJ). In the link confirmation flow the user accepts it on the confirmation page, so no ddjj_accept_token is needed. Otherwise the response will include requires_ddjj=true: call get_ddjj, share the link with the user, then accept_ddjj to obtain one.