fathom-fyi

Instructions

Implementation Reference

• src/tools/set-portfolio-context.ts:16-26 (handler)

  The implementation of the `set_portfolio_context` tool, which calls `setPortfolio` and returns a result with agent guidance.

  export function setPortfolioContext(holdings: PortfolioHolding[]): SetPortfolioResult {
    const portfolio = setPortfolio(AGENT_ID, holdings);
  
    return {
      success: true,
      agent_id: AGENT_ID,
      holdings_count: holdings.length,
      updated_at: portfolio.updated_at,
      agent_guidance: `Portfolio context saved with ${holdings.length} position${holdings.length === 1 ? '' : 's'}. Call get_portfolio_analysis to receive personalized guidance based on current market conditions. Call get_reality_check to see how your portfolio aligns with the current regime.`,
    };
  }

• src/tools/set-portfolio-context.ts:8-14 (schema)

  The interface definition for the result returned by `set_portfolio_context`.

  export interface SetPortfolioResult {
    success: boolean;
    agent_id: string;
    holdings_count: number;
    updated_at: string;
    agent_guidance: string;
  }

• src/index.ts:226-226 (registration)

  Registration/invocation of the tool in the main index file.

  const result = setPortfolioContext(holdings);