clone_portfolio
Create a copy of an investment portfolio to test different allocation strategies with the same underlying assets, optionally applying new weight distributions.
Instructions
Clone an existing portfolio, optionally with new weights.
Creates a copy of a portfolio, useful for testing different allocation strategies on the same underlying assets.
Args: source_name: The name of the portfolio to clone. new_name: The name for the cloned portfolio. new_weights: Optional new weights. If None, uses source weights.
Returns: New portfolio information.
Example: ``` # Clone with same weights result = clone_portfolio( source_name="tech_stocks", new_name="tech_stocks_v2" )
# Clone with different weights
result = clone_portfolio(
source_name="tech_stocks",
new_name="tech_aggressive",
new_weights={"GOOG": 0.6, "AMZN": 0.3, "AAPL": 0.1}
)
```
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| source_name | Yes | ||
| new_name | Yes | ||
| new_weights | No |