clone_portfolio
Create a copy of an existing portfolio to test different allocation strategies, with optional new weights.
Instructions
Clone an existing portfolio, optionally with new weights.
Creates a copy of a portfolio, useful for testing different allocation strategies on the same underlying assets.
Args: source_name: The name of the portfolio to clone. new_name: The name for the cloned portfolio. new_weights: Optional new weights. If None, uses source weights.
Returns: New portfolio information.
Example: ``` # Clone with same weights result = clone_portfolio( source_name="tech_stocks", new_name="tech_stocks_v2" )
# Clone with different weights
result = clone_portfolio(
source_name="tech_stocks",
new_name="tech_aggressive",
new_weights={"GOOG": 0.6, "AMZN": 0.3, "AAPL": 0.1}
)
```Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"source_name": "<source_name>",
"new_name": "<new_name>"
},
"name": "clone_portfolio"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| source_name | Yes | ||
| new_name | Yes | ||
| new_weights | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||