investor_generate_report
Generate portfolio reports in markdown or JSON format, filtered by account, date range, and report type for AI-driven analysis.
Instructions
Generate a portfolio report (markdown or json).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| report_type | No | weekly | |
| from_date | No | ||
| to_date | No | ||
| account_ids | No | ||
| format | No | markdown |