portfolio_exposure
Find hidden exposure drivers when sector labels differ. Classifies stocks using market-data sector/industry lookup, uses export fields for other instruments, and adds leverage-adjusted equivalent view
Instructions
Hidden-exposure theme/driver rollup for a local export (config/exposure_graph.yaml): a small-cap ETF and an "AI software" fund can lean on the same driver despite unrelated sector labels. For each single-stock equity holding, fetches sector/industry from the market-data provider (a failed lookup is recorded under 'provider_errors', never guessed) so it can be classified; ETFs/certificates/bonds use only the fields already in the export. Includes a separate leverage-adjusted 'equivalent' view -- an intuitive metric only, never a VaR substitute (CLAUDE.md).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| path | Yes | ||
| base_currency | No | EUR |