get_market_brief
Get a comprehensive, one-call snapshot of your current portfolio state including holdings, market data, macro trends, and risk summary. Replaces multiple tool calls for daily check-ins.
Instructions
Diagnostic: ALL-IN-ONE composite read of current portfolio state. Call this FIRST for any portfolio, market, regime, or check-in question - it returns a comprehensive snapshot in a single response, so you almost never need multiple tool calls just to answer 'how am I doing today'. Returns deterministic, rule-derived facts only — no forward-looking probability distributions, no caller-supplied assumptions. For probabilistic projections (FIRE timelines, short-horizon outlooks under explicit assumptions), use project_net_worth. All monetary values come back in display_currency (default USD). Bundles: meta (single gate capsule with base_date, fx state, fx_caveat, is_nyse_open, display_currency, presentational_constraints), portfolio + holdings (with per-stock fundamentals), concentration (HHI + effective_n + 90d correlations), diversification_insight + diversification_gaps, movers, news (with rule-derived attribution), earnings_upcoming + ipo_calendar + dividend_calendar + economic_calendar, macro + signals (regime, stress, next_week_scenarios), global_macro + disasters, commodities, snapshot_comparison + week_performance, risk_summary, goal_tracking (measured CAGR vs needed CAGR — no projected_net_worth), stance, recommendations (with size_hint.phases / event_window / proceeds / funded_by_rec_ids / is_ceiling_breached), rebalance_chain, watchlist. show_* tools are drill-downs, not peers - call them only when the user asks for a single dimension in more detail than the brief carries. Cached per day on disk.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| refresh | No | Force regenerate, bypass today's cache | |
| display_currency | No | Display currency for FX context (USD/KRW/EUR/JPY/CNY/GBP/HKD/INR/TWD). USD = no FX line. Defaults to USD. | USD |