screen_candidate
Evaluate a stock ticker against your portfolio using criteria like cost, liquidity, age, concentration, overlap, and diversification of drawdowns. Get reasons and figures to determine if it's a good fit.
Instructions
Judge a NEW ticker against the user's book (offline, read-only, propose-only): cost, liquidity, age, concentration, overlap with what they hold, and whether it diversified their past drawdowns — each with a reason and the figures behind it. Use to answer 'is TICKER a good fit'. Fetches TICKER's price history on demand if it isn't cached (unless ASSET_MCP_OFFLINE is set). Never a buy recommendation or a return forecast.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | 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. | |
| checks | Yes | ||
| ticker | Yes | ||
| verdict | Yes | PASS | WARN | FAIL | N/A — necessary, not sufficient; never a prediction |