analyze_report
Obtain a complete portfolio analysis covering risk, rebalance, diversification, stress tests, VaR/CVaR, factor exposure, correlation, and market regime. Includes executive summary with score, grade, and actionable recommendations.
Instructions
Full report — all 8 modules in one call: risk + rebalance + diversification + stress_test (10 scenarios) + var_cvar + factor_exposure + correlation + market_regime. Includes ExecutiveSummary: overall score (0-100), grade (A-F), key strengths, key risks, top recommendations. Most cost-effective option for comprehensive analysis. Costs $0.10 USDC.
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. |