get_drawdown_analysis
Analyze portfolio drawdowns to calculate maximum drawdown percentages, identify drawdown periods, and assess recovery needs for risk management.
Instructions
Analyze portfolio drawdowns.
Calculates maximum drawdown and drawdown periods for the
portfolio, useful for risk assessment.
Args:
name: The portfolio name.
Returns:
Dictionary containing:
- max_drawdown: Maximum drawdown percentage
- max_drawdown_period: Start and end dates of max drawdown
- current_drawdown: Current drawdown from peak
- recovery_needed: Percentage gain needed to recover
Example:
```
result = get_drawdown_analysis(name="tech_stocks")
print(f"Max Drawdown: {result['max_drawdown']:.2%}")
```
Caching Behavior:
Any input parameter can accept a ref_id from a previous tool call
Large results return ref_id + preview; use get_cached_result to paginate
All responses include ref_id for future reference
Preview Size: server default. Override per-call with get_cached_result(ref_id, max_size=...).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes |