fahali_analyze_custom_portfolio
Analyze risk for a custom portfolio by providing positions inline. Get VaR95, drawdown, risk scores, recommendations, and contagion risk without connecting accounts.
Instructions
Analyze risk for a custom portfolio that you provide inline (no connected accounts needed). Accepts positions array with symbol, market_value, quantity, avg_cost, and side. Returns the same risk breakdown as get_portfolio_risk: VaR95, drawdown, per-position risk scores, recommendations, and contagion risk. Useful for what-if analysis or evaluating a portfolio before you connect accounts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbols | No | Alternative to positions: comma-separated symbol names (each assumed $10k equal-weight). | |
| positions | No | Array of positions to analyze. At least 1 required. |