calculate_allocation_drift
Compare current portfolio allocation to a target and get per-class drift in percentage points and BRL, with BUY/SELL rebalance actions. Optional tolerance marks small drifts ok.
Instructions
Compare current portfolio allocation against a target defined in ~/.xp-mcp/allocation.json. Returns per-class drift in percentage points and BRL, with suggested BUY/SELL actions to rebalance. Optional 'target_path' argument overrides the default location. Optional 'tolerance_pp' field in the JSON treats drifts within the band as 'ok' (no action).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| target_path | No |