get_portfolio_risk
Analyze narrative risk across a portfolio of stocks by grouping holdings by macro themes. Identifies concentrated exposure and provides sentiment trajectory and weighted scores.
Instructions
Analyze narrative risk across a portfolio of stocks.
Groups narratives across all holdings by macro theme (e.g. "AI Regulation",
"Interest Rate Sensitivity") and identifies which stories create concentrated
narrative exposure across multiple positions simultaneously.
Args:
holdings: Portfolio positions as TICKER:WEIGHT pairs, comma-separated.
Weights represent portfolio allocation (should sum to ~1.0).
Example: "NVDA:0.30,AAPL:0.25,TSLA:0.20,MSFT:0.25"
Maximum 50 holdings.
Returns:
Dict with macro risk themes, each showing affected tickers, dominant narrative
titles, sentiment trajectory, and weighted exposure score. Also includes an
overall portfolio narrative concentration score.Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes |