get_individual_stock_metrics
Analyze individual stock performance in a portfolio by calculating return, volatility, Sharpe ratio, and allocation weight metrics to identify top and bottom performers.
Instructions
Get metrics for each individual stock in a portfolio.
Calculates return and volatility metrics for each stock
separately, useful for identifying best/worst performers.
Args:
name: The portfolio name.
Returns:
Dictionary containing metrics per stock:
- mean_return: Average daily return (annualized)
- volatility: Standard deviation (annualized)
- sharpe_ratio: Individual Sharpe ratio
- weight: Current allocation weight
Example:
```
result = get_individual_stock_metrics(name="tech_stocks")
for symbol, metrics in result['stocks'].items():
print(f"{symbol}: Return={metrics['mean_return']:.2%}")
```
Caching Behavior:
Any input parameter can accept a ref_id from a previous tool call
Large results return ref_id + preview; use get_cached_result to paginate
All responses include ref_id for future reference
Preview Size: server default. Override per-call with get_cached_result(ref_id, max_size=...).
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||