set_profile
Update your financial profile with optional details including birth year, retirement target, net worth target, risk tolerance, and notes. Partial updates apply only to provided fields.
Instructions
Update the user's profile. Partial updates — only provided fields are changed. All fields are optional; capture only what the user volunteers, never invent values. Birth year and retirement target year are 4-digit years; target_net_worth is in the supplied currency (default USD) and stored internally as USD via the latest FX rate; risk tolerance is one of conservative/moderate/aggressive; notes is free-form for preferences/constraints.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| birth_year | No | ||
| retirement_target_year | No | ||
| target_net_worth | No | Target net worth in the supplied `currency` (default USD). | |
| currency | No | Currency of `target_net_worth` (USD/KRW/EUR/JPY/CNY/GBP/HKD/INR/TWD). Defaults to USD. | USD |
| risk_tolerance | No | ||
| notes | No |