what_if
Simulate portfolio P&L changes for a hypothetical price move. Input a ticker and percent change or target price to see the financial impact.
Instructions
Simulate portfolio P&L for a hypothetical price move: "what happens to my portfolio if moves ±pct% / reaches ". Pure arithmetic over current holdings — no LLM call, instant, free.
Use when the user asks scenario questions like "if the Nasdaq drops 10%,
how much do I lose". Provide exactly one of pct or price.
Args: symbol: yfinance ticker held or tracked by the user (e.g. "NDQ.AX", "GC=F", "510300.SS"). pct: Hypothetical percent change, e.g. -10 for a 10% drop. price: Hypothetical absolute target price (alternative to pct).
Returns: Object with the position's simulated value change and the resulting portfolio-level P&L delta.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pct | No | Hypothetical percent change, e.g. -10 for a 10% drop. Provide exactly one of pct or price. | |
| price | No | Hypothetical absolute target price (alternative to pct). | |
| symbol | Yes | yfinance ticker held or tracked by the user, e.g. 'NDQ.AX', 'GC=F', '510300.SS'. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |