analyze_rebalance
Rebalance your portfolio using live market data with four methods: risk profile, risk parity, minimum variance, or equal weight. Get target weights, current weights, actions, and deltas per asset.
Instructions
Portfolio rebalancing recommendations with live market data. Four methods: profile (conservative/balanced/aggressive), risk_parity (inverse-vol weighting), min_variance (inverse-variance), equal_weight (1/N). Returns target weight, current weight, action (increase/reduce/hold), and delta per asset. Known crypto tickers auto-enriched with real volatility data. Payment: $0.02 USDC on Tempo.
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. |