Summarize a price or return series
summarize_seriesSummarizes long price or return series into growth, risk, drawdown, trend, volatility, tail, jump, and stale-data fields instead of reading raw bars.
Instructions
A long price or return series in about 100 words plus fields: growth, risk, dated drawdowns, trend, volatility regime, tails, jumps, stale data. Use instead of reading raw bars. Nothing here is a forecast or advice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Label for the text. | |
| dates | No | Optional ISO dates, one per value. | |
| prices | No | Prices, oldest first; or returns, or series_file. | |
| returns | No | Returns as fractions, oldest first. | |
| series_file | No | CSV or JSON of prices or returns on this machine; local server only. | |
| series_kind | No | series_file holds; default prices. | |
| series_column | No | Column name or 1-based position. | |
| periods_per_year | No | 252 daily (default), 365 crypto, 52 weekly, 12 monthly. | |
| benchmark_returns | No | Same-period benchmark returns; adds beta. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| risk | No | ||
| text | No | ||
| jumps | No | ||
| tails | No | ||
| trend | No | ||
| growth | No | ||
| limits | No | ||
| source | No | ||
| drawdown | No | ||
| volatility | No |