Synchronize broker and market data. Read-only in MVP.

Return last sync status and data freshness.

Return investment goals, risk profile, and limits.

Save local investment profile. Does not change broker data.

List broker accounts available for analysis.

Select broker accounts included in portfolio analysis.

Return current aggregated portfolio.

Analyze allocation, concentration, and goal deviation.

Explain portfolio change for a period. Date range uses from_date/to_date.

Return account operations for a date range (from_date/to_date).

Return instrument card and portfolio position. instrument is {id_type, id}.

Scan portfolio risk signals.

Dynamic research brief: portfolio-derived targets + tailored search queries.

The server does NOT fetch news; it computes WHAT to look up (top issuers/sectors, rate sensitivity) from the current holdings. The assistant then web-searches the returned research_targets and reports the impact on the portfolio.

Recommend next analytical action, usually for a cash contribution.

Simulate buy/sell/reduce/increase actions as a 'what-if'.

Each action is {action, instrument: {id_type, id}, amount: {amount, currency}}. Does NOT place any broker order.

Generate a portfolio report (markdown or json).

Progress to the user's long-term goals: capital target %, passive-income coverage (coupons + dividends vs target), and a rough timeline projection.

Bond calendar: upcoming coupons/maturities/offers, maturity ladder, 12m coupon income.

Prepare an instrument/issuer research draft (external sources not wired yet).

instrument is {id_type, id}. depth is brief|standard|deep.