optimize_equal_weight_portfolio

Build and analyze an equal-weight portfolio with customizable rebalancing frequencies for specified symbols and date ranges. Returns detailed portfolio insights and performance metrics.

Instructions

    Create and analyze an equal-weight portfolio with rebalancing.

    Args:
        symbols: List of symbols for the portfolio
        start_date: Start date in YYYY-MM-DD format
        end_date: End date in YYYY-MM-DD format
        rebalance_frequency: Rebalancing frequency (daily, weekly, monthly, quarterly)
        instance_name: QuantBook instance name

    Returns:
        Dictionary containing equal-weight portfolio analysis
    

Input Schema

Name	Required	Default
`end_date`	Yes
`instance_name`	No	default
`rebalance_frequency`	No	monthly
`start_date`	Yes
`symbols`	Yes

Input Schema (JSON Schema)

{
  "properties": {
    "end_date": {
      "title": "End Date",
      "type": "string"
    },
    "instance_name": {
      "default": "default",
      "title": "Instance Name",
      "type": "string"
    },
    "rebalance_frequency": {
      "default": "monthly",
      "title": "Rebalance Frequency",
      "type": "string"
    },
    "start_date": {
      "title": "Start Date",
      "type": "string"
    },
    "symbols": {
      "items": {
        "type": "string"
      },
      "title": "Symbols",
      "type": "array"
    }
  },
  "required": [
    "symbols",
    "start_date",
    "end_date"
  ],
  "type": "object"
}

QuantConnect MCP Server

optimize_equal_weight_portfolio

Instructions

Input Schema

Input Schema (JSON Schema)

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