analyze_portfolio
Analyze investment portfolios by processing CAS PDF files or direct data inputs to provide comprehensive financial insights.
Instructions
Analyze investment portfolio from a CAS PDF or direct data.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dob | No | Date of birth in DDMMYYYY format — used alongside PAN to infer the password. | |
| pan | No | PAN number — used to auto-infer the password if not provided (CAMS/NSDL/CDSL CAS PDFs are often protected with DOB in DDMMYYYY format). | |
| password | No | PDF password if the file is password-protected. | |
| file_path | No | Path or URL to the CAS PDF (NSDL/CDSL/CAMS consolidated statement). Local path: /Users/name/Downloads/cas_statement.pdf Cloud URL: https://drive.google.com/... or https://1drv.ms/... (must be shared with "anyone with link can view") | |
| portfolio_data | No | Direct portfolio data as a dict (alternative to PDF) |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||