portfolio
Manage saved holdings for macro stress testing: list, retrieve, save, delete, and value positions; check unsupported holdings by scenario and calculate exposure at macro version’s calculation month.
Instructions
Stored portfolios. Actions: list, get, save, delete, check, exposure.
save checks the contract and writes portfolios/<id>.json; check names every
position the scenario's macro and satellite versions cannot serve, with the reason of a
driver the out-of-sample check rejected; exposure values the positions at the
calculation month of the scenario's macro version.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | ||
| spec | No | ||
| action | Yes | ||
| scenario | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||