Portfolio Tools

Use these tools to keep analysis tied to your real holdings and risk.

read_portfolio

• Helps you load current holdings before making new decisions.
• Typical output: positions[], cash, notes, updated_at, sleeves[].
• Position fields include core identity plus semantic values such as average_cost (legacy alias cost_basis), current_price, market_value, unrealized_pnl, unrealized_pnl_percent, optional asset_type, and optional sleeves[] allocations.

update_portfolio

• Helps you keep holdings and cash state current.
• Typical output: updated portfolio object.
• Supports position updates with symbol, quantity, and optional fields (average_cost/cost_basis, asset_type, valuation fields, and sleeves[] allocations).

get_portfolio_risk_metrics

• Helps you spot concentration and exposure issues.
• Typical output: portfolio-level risk summaries.

get_performance_attribution

• Helps you understand what drove recent performance.
• Typical output: contribution/attribution summary by symbol or factor.