Find shared and model portfolios
search_portfoliosUse this when the user wants to see real portfolios to learn from or copy (e.g. "show me low-drawdown dividend portfolios", "portfolios that hold SCHD", "the best risk-adjusted portfolios on Redstone"): the public portfolios Redstone's users built and shared, and Redstone's model portfolios, with past-year returns, risk and yield. Describe the kind of portfolio with the figure filters where one fits; nameIncludes only matches names, so keep it for themes no figure captures, such as "AI". Up to 10 results. Not for the user's own brokerage account or for recommending a portfolio to buy.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holds | No | Tickers every result must hold | |
| limit | No | ||
| order | No | desc puts the highest first; for drawdown the highest is the shallowest | desc |
| madeBy | No | community: portfolios users built and shared; redstone: Redstone's model portfolios | anyone |
| sortBy | No | sharpe1y | |
| minSharpe | No | ||
| nameIncludes | No | Words to look for in portfolio names, e.g. 'dividend' or 'AI'; any one matching is enough | |
| minReturn1yPct | No | ||
| minDividendYieldPct | No | ||
| maxDrawdownNoWorseThanPct | No | Keep portfolios whose worst fall over the past year was no deeper than this, e.g. -10 |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url | Yes | Redstone's portfolio library, to sort and filter | |
| asOf | Yes | Market date (YYYY-MM-DD) of the latest close behind every number | |
| portfolios | Yes | ||
| totalMatches | Yes |