strategy
Retrieve your investment strategy including target stock/cash allocation, tracked assets with constraints, and consolidated insights to verify trade compatibility with your plan.
Instructions
Get the user's investment strategy: target stock/cash allocation, the list of tracked assets (per-asset investment cap, purchase channel, fee settings), and long-term insights distilled by the nightly Dreaming memory-consolidation job.
Use when deciding whether a proposed trade fits the user's plan, or when the user asks "what is my strategy / what am I tracking". Read-only.
Returns:
Object with target_allocation (stock/cash ratios), target_assets
(tracked symbols with constraints), and insights (distilled
lessons from past decisions).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |