discover_gaps
Read-onlyIdempotent
Identifies portfolio gaps where asset allocation is below 3% of market value and suggests largest low-cost ETFs to fill them.
Instructions
Roles the user's portfolio is light in (≤3% of market value) and the largest low-cost ETFs that fill each (offline, read-only, propose-only). Use to answer 'what am I missing / what could I consider adding'. The candidate listing is deterministic; for the full per-candidate screen call screen_candidate.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asof | Yes | ||
| gaps | Yes | ||
| note | No | Roles your book holds ≤3% of, with the biggest funds for each — propose-only, never a prediction. For the full screen (cost / liquidity / overlap / did-it-diversify-your-drawdowns) call `screen_candidate`. Read-only: figures are derived from your transaction log and the on-disk price cache. Uncached prices are fetched online on demand — a one-time core warm on the first cold call, plus any new ticker you ask about (set ASSET_MCP_OFFLINE=1 to keep it strictly offline); a value still unavailable shows null (n/a), never a guess. This is a view, not financial advice. | |
| 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 |