Idx Check Sector Concentration
idx_check_sector_concentrationAudit portfolio sector weights against the 50% single-sector concentration ceiling before adding a new stock to avoid breaching risk limits.
Instructions
Audit portfolio sector weights against the 50% single-sector concentration ceiling before adding new stock.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | List of current holdings dicts containing 'ticker', 'sector', 'value_idr'. | |
| candidate_sector | Yes | Sector of the candidate stock. | |
| candidate_ticker | Yes | Ticker of the stock to be evaluated. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||