Summarise factor tilts
describe_portfolio_fundamentalsA strategy's factor tilts, and the dividend yield and P/E of its stocks.
Valuation, momentum, leverage, profitability, quality, risk, size and growth, each
-100 to +100 against the investable universe, 0 being its average. Quality is the
screener's: profitability and low leverage, averaged. Use it to check
that a build expresses the tilt it was asked for, or what a catalogue strategy
leans toward. A score is the axis, not a style: positive valuation means
expensive. Tilts describe the equity part only; ``coverage`` gives its share.
The risk tilt is how volatile the chosen companies' shares are, not the
portfolio's 0-10 risk level, which ``describe_portfolio_risk`` gives.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "describe_portfolio_fundamentals"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | No | In place of portfolio_id: asset ids and weights, measured as of the latest date and not stored. describe_holdings also takes names, ISINs and amounts. | |
| portfolio_id | No |