report_combined
View balance sheet and cash flow trends together to assess wealth trajectory, answering if assets are growing or net worth trending up.
Instructions
Both balance sheet and cash flow trends in one call. Equivalent to calling report_balance and report_flow with the same limit. Primary entry point for wealth-trajectory questions ("are my assets growing?", "is my net worth trending up?", "am I getting wealthier?") — portfolio value alone is insufficient because it ignores cash savings, debt paydown, and savings rate. Pair with show_snapshot when the user wants the market-driven slice of the trajectory.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max number of periods per report (default: 36) |