Scored across 10 tools
Tools are mostly distinct: each focuses on a different analysis type (diversification, regime, risk, rebalance, stress, factors, correlation, report, compare, VaR). However, analyze_diversification and analyze_factors both include sector/region breakdowns, and analyze_compare overlaps with analyze_risk and analyze_stress in metrics, but descriptions are detailed enough to avoid major confusion.
All tools follow a consistent pattern: the prefix 'analyze_' followed by a descriptive noun (diversification, regime, risk, rebalance, stress, factors, correlation, report, compare, var). This makes it predictable and easy to navigate.
With 10 tools, the count is well-scoped for a portfolio analysis server. Each tool covers a distinct aspect of analysis, and the aggregate report tool (analyze_report) provides a comprehensive option without overwhelming the user. The count is at the higher end of ideal but stays within a reasonable range.
The server covers a wide range of portfolio analysis needs: risk, correlation, diversification, stress testing, VaR/CVaR, factor exposure, rebalancing, regime detection, and comparison. Minor gaps include lack of tools for data input management (e.g., updating portfolio allocations) and performance attribution, but these are not critical for the stated purpose of analysis.