portfolio_summary
Analyze stock portfolio by passing holdings with symbol, quantity, and buy price. Get current value, profit/loss, allocation breakdown, and per-holding gain/loss.
Instructions
Analyze a stock portfolio. Pass holdings with buy price and quantity, get current value, P&L, allocation breakdown, and gain/loss per holding. Max 20 holdings.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | Array of stock holdings |