track_asset
Add or update a financial asset in your tracked list to control which symbols are covered by committee analysis and DCA investment jobs.
Instructions
Add a symbol to the tracked-asset list, or update an existing entry (idempotent upsert: only the fields you pass are changed). The tracked list decides which symbols the committee and DCA jobs cover.
Use when the user says "track AAPL" or wants to change a tracked asset's cap/channel/fees.
Args: symbol: yfinance ticker to track (e.g. "AAPL", "0700.HK", "BTC-USD"). max_single_invest_cny: Per-decision investment cap in CNY. Required when creating a new entry; optional on update. display_name: Human-friendly name shown in reports. channel: Where the user actually buys it (broker/app name). price_offset_pct: Systematic offset between the quote and the user's actual fill price, in percent (e.g. bank gold spread). sell_fee_pct: Sell-side fee in percent, used by fee-aware math.
Returns: The stored asset entry, or {"status": "error", "error": ...}.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | yfinance ticker to track, e.g. 'AAPL', '0700.HK', 'BTC-USD'. | |
| channel | No | Where the user actually buys it (broker/app name). | |
| display_name | No | Human-friendly name shown in reports. | |
| sell_fee_pct | No | Sell-side fee in percent, used by fee-aware math. | |
| price_offset_pct | No | Systematic offset between quote and actual fill price, in percent (e.g. bank gold spread). | |
| max_single_invest_cny | No | Per-decision investment cap in CNY. Required when creating a new entry; optional on update. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |