analyze_diversification
Analyzes portfolio diversification using Herfindahl-Hirschman Index (HHI). Provides concentration grade, effective number of assets, and breakdown by asset class, region, and sector to identify concentration risks.
Instructions
Portfolio diversification analysis using Herfindahl-Hirschman Index (HHI). Returns concentration grade (excellent/good/moderate/poor/critical), effective number of assets, breakdown by asset class / region / sector, and concentration warnings. Payment: $0.01 USDC on Tempo chain.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | ||
| profile | No | Risk profile — affects rebalance targets and scoring. Default: balanced. | |
| benchmarkReturn | No | Annual benchmark return for Sharpe calculation, e.g. 0.08 = 8%. Default: 0.08. | |
| riskFreeRate | No | Annual risk-free rate for Sortino and VaR excess return, e.g. 0.05 = 5%. Default: 0.05. | |
| rebalanceMethod | No | Portfolio construction method for rebalance recommendations. Default: profile. | |
| marketIndicators | No | Optional macro indicators — improves market regime detection confidence to HIGH when 3+ provided. |