Analyze Portfolio Context
saxo_analyze_portfolio_contextAnalyze your Saxo account's complete context including snapshot, stock and option factors, risk budgets, concentration, and warnings. No allocation recommendations.
Instructions
Read-only whole-account context analyzer. Combines account snapshot, stock factors, option factors, risk budgets, concentration context, and warnings without allocation or deployment recommendations.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| accountKey | Yes | ||
| objective | No | balanced_growth_income | |
| riskProfile | No | balanced | |
| portfolioProfile | No | balanced | |
| deploymentStyle | No | staged | |
| targetInvestedPercent | No | ||
| cashReservePercent | No | ||
| maxCashDollars | No | ||
| maxSingleNamePercent | No | ||
| maxSectorPercent | No | ||
| maxOptionsRiskPercent | No | ||
| maxThesisRiskPercent | No | ||
| maxSingleTradeRiskPercent | No | ||
| riskBudgetPercentPerIdea | No | ||
| allowShortOptionLegs | No | ||
| requireGreeks | No | ||
| maxThetaDailyPercentOfRisk | No | ||
| optionsMode | No | guardrailed | |
| fragmentationPolicy | No | ||
| maxContractsPerPosition | No | ||
| maxSelectedUnderlyings | No | ||
| maxMonitoringSymbols | No | ||
| minPositionRiskDollars | No | ||
| minPositionRiskPercent | No | ||
| includeStocks | No | ||
| includeOptions | No | ||
| stockMarket | No | ||
| stockUniverse | No | ||
| stockMaxCandidates | No | ||
| stockMaxTechnicalCandidates | No | ||
| discoverOptionCandidates | No | ||
| optionDiscoveryUniverse | No | ||
| optionDiscoveryPreset | No | ||
| optionDiscoveryPlaybook | No | ||
| optionDiscoveryMaxUnderlyings | No | ||
| optionDiscoveryMaxSymbolsToPlan | No | ||
| optionDiscoveryTargetRiskPercent | No | ||
| stockSymbols | No | ||
| optionSymbols | No | ||
| optionTheses | No | ||
| maxStockIdeas | No | ||
| maxOptionIdeas | No | ||
| includeNewsContext | No | ||
| includeFundamentalContext | No |