create_pie
Build an investment portfolio pie by assigning target weights to ticker symbols. Fund the pie to execute purchases. Weights must sum to 100%.
Instructions
Create a new investment pie with the given instruments and target weights.
This creates a real pie in your account - instruments will be purchased
when you fund the pie.
Use search_instrument to find valid ticker symbols before creating. Weights
must sum to 1.0 (100%). See also: duplicate_pie to clone an existing pie.
Args:
name: Display name for the pie (e.g., 'Tech Growth')
instrument_shares: Mapping of ticker to target weight, must sum to 1.0.
Example: {'AAPL_US_EQ': 0.5, 'MSFT_US_EQ': 0.3, 'NVDA_US_EQ': 0.2}
dividend_cash_action: REINVEST (buy more shares) or TO_ACCOUNT_CASH (withdraw to cash).
Defaults to REINVEST if not specified.
end_date: Optional target date in ISO 8601 (e.g., '2029-12-31T23:59:59Z')
goal: Optional target value in account currency (e.g., 20000.0)
icon: Optional pie icon identifier (e.g., 'Coins', 'Education')
Returns:
PieDetails: Full details of the newly created pieInput Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| instrument_shares | Yes | ||
| dividend_cash_action | No | ||
| end_date | No | ||
| goal | No | ||
| icon | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| settings | No | ||
| instruments | No |