Agent: propose rebalance
agent_propose_rebalanceProposes a portfolio rebalance with a confidence score and optional rationale, enabling robo-advisor workflows for automated portfolio adjustments.
Instructions
Robo-advisor proposes a portfolio rebalance with a confidence score and rationale.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolioId | Yes | portfolioId — FK to Portfolio | |
| confidence | Yes | confidence | |
| rationale | No | rationale |