optimize_loyalty_portfolio
Read-only
Analyze your loyalty portfolio to surface expiring points, best transfer opportunities, and largest balances, helping you take the right actions.
Instructions
Analyze the user's whole loyalty portfolio and surface the highest-value actions.
Trip-independent. Looks across every loyalty program the user holds — plus the transferable
card currencies (Amex, Chase, Bilt, etc.) that can feed hotel programs — and reports points
expiring soon (ranked by value at risk), the best transfer opportunities, and the largest
balances. When the user's travel profile is available, it also tailors the view to their home
airport, the airlines they fly, their frequent destinations, and when they travel (e.g.
flagging points that expire before their usual travel months). Takes no arguments.
Use this when the user asks how to make the most of their points, what's expiring, or where
they can transfer. For deciding where to book a specific trip, use search_hotels /
compare_rates instead.
Returns:
A Markdown portfolio summary, or instructions to connect accounts when none are linked.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |