Open the dashboard
open_dashboardRead-onlyIdempotent
Open the dashboard card: the client's accounts, strategies and the catalogue, with tabs.
The one tool that draws the dashboard. The ``describe_*``, ``list_*`` and
``find_*`` reads return figures and rows without it.
``portfolio_id`` opens on that strategy or account; omitted, the card opens on
the list. ``tab`` opens on that tab ('returns', 'weights', 'risk', 'fundamentals',
'outlook' or 'construction': how a strategy is built); omitted, 'returns'
('weights' before a backtest).
``compare_id`` puts another strategy, account or market benchmark beside
``portfolio_id`` on every tab: use it whenever the client asks to compare, put
side by side, or measure one against another. Returns figures cover
``portfolio_id``'s history, and the comparison's are given only for periods
its own record fully covers.
``simulations`` are saved simulations from ``list_simulations`` or
``save_simulation``, selected in the card's comparison instead, so every tab
except returns shows ``portfolio_id`` beside itself with them applied. Each is on
``portfolio_id`` or an account under it, such as everything the client holds,
and an account takes at most one.
Returns a digest of the opened tab; with ``compare_id``, both sides' holdings,
risk, outlook and track records; with simulations, the tab measured with them
applied. On a strategy whose backtest ``get_backtest_status`` reports done, tab
'returns' shows the finished record.
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": "open_dashboard"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tab | No | ||
| person_id | No | The id of one person, family or entity this login holds. Omit for everything this login holds. | |
| compare_id | No | ||
| simulations | No | ||
| portfolio_id | No |