compare_snapshots
Compare two stored monthly snapshots to reveal total and per-holding/per-bucket value changes. Read the returned note to distinguish contributions from market moves.
Instructions
Diff two stored monthly snapshots (portfolio.snapshots.diff_snapshots): total and per-holding/per-bucket value change since 'older'. Cannot separate contributions from market move on its own -- always read the returned 'note' before calling a number 'gain' or 'loss'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| newer | No | ISO date of the later stored snapshot; defaults to the most recently stored one (typically the one just saved by save_portfolio_snapshot) | |
| older | Yes | ISO date of the earlier stored snapshot |