# client_portfolio

> Get complete portfolio and history for a client

<!-- Source: https://docs.actuallycare.com/prompts/client_portfolio -->

Get complete portfolio and history for a client.

## How to use it

This is a built-in prompt on the ActuallyCare MCP server. In Claude clients that support MCP prompts you can pick **client_portfolio** from the prompt menu — or skip the menu entirely and just ask in plain English:

> "Give me the full picture on the Garcias."

## Arguments

| Argument | Required | Description |
| --- | --- | --- |
| `client_name` | Yes | Client name or email |