discover_gaps
Pinpoint underweight roles in the portfolio (≤3% market value) and find comparable funds from standard shelves to fill each gap. Avoids flagging sector-equity as a hole.
Instructions
Roles the user's portfolio is light in (≤3% of market value), each with comparable funds from its standard SHELF — core funds first, so a style tilt or junk bond never fills a gap while a plain option exists (offline, read-only, propose-only). other_shelves names the role's other sub-exposures (treasury durations, REIT geography) without picking one: choosing a shelf is the user's decision. The sector-equity satellite is never flagged as a gap (a tactical bet, not a hole) — call with role='sector-equity' to get its shelf map, then add flavor= to see one shelf's funds. A gap means no dedicated fund; broad funds the user holds may already include the role at market weight. Use to answer 'what am I missing / what could I consider adding'. Deterministic; for the full per-candidate screen call screen_candidate.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | ||
| flavor | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asof | Yes | ||
| gaps | Yes | ||
| note | No | ||
| unpriced_holdings | No | held tickers with no cached price — role exposure (and thus the gaps) may be skewed; warm the cache for the full picture |