trademcp_analyze_portfolio
Analyze Indian equity holdings to value positions, compute profit/loss and allocation, assess sector concentration and benchmark-relative risk, and flag concentration or signal risks.
Instructions
Analyse an Indian equity portfolio.
Values every holding at the latest price, computes profit and loss, weight and sector concentration, adds each stock's technical signal, then measures the portfolio against the benchmark (beta, annualised volatility, Sharpe, max drawdown) and flags concentration or signal risk.
Args: holdings: list of positions with symbol, quantity and optional cost price benchmark: benchmark index for risk metrics response_format: 'markdown' or 'json'
Returns: Markdown or JSON with 'holdings', 'allocation', 'risk', 'performance' and 'flags'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | Positions to analyse, e.g. [{'symbol':'RELIANCE','quantity':10,'cost_price':1200}] | |
| benchmark | No | Benchmark index: 'NIFTY 50' or 'SENSEX' | NIFTY 50 |
| response_format | No | 'markdown' or 'json' | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |