screen_candidate
Evaluate a new ticker against your portfolio on cost, liquidity, age, concentration, overlap, and drawdown diversification. Answers whether it is 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 | ||
| checks | Yes | ||
| ticker | Yes | ||
| verdict | Yes | PASS | WARN | FAIL | N/A — necessary, not sufficient; never a prediction |