investor_get_news_digest
Generates research briefs by analyzing portfolio holdings to surface key issuers, sectors, and rate sensitivity for web search.
Instructions
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.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | week | |
| from_date | No | ||
| to_date | No | ||
| account_ids | No | ||
| importance_min | No | medium |