evaluate_rules
Check which portfolio trading rules trigger on today's real market data. Uses actual historical prices, returns triggered flags, actions, and recommended weights for daily monitoring.
Instructions
Check which portfolio trading rules trigger on TODAY's real market data. Unlike forward_test_rules (which tests against simulated FLOW paths), this evaluates rules against actual historical prices from training_data — no FLOW model needed.
Returns per-rule: triggered (bool), action prescribed, current indicator values. Also returns recommended_weights (combined effect of all triggered rules) and weight_changes.
Data source: training_data (refreshed daily at 21:00 UTC after US market close). On weekends/holidays, evaluates against the most recent trading day.
Use this for daily 'any rules fired?' monitoring. For simulated forward-testing across 1000+ scenarios, use forward_test_rules instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| rule_ids | No | Specific rule UUIDs to evaluate. Omit to evaluate all active rules. | |
| portfolio_id | Yes | Portfolio UUID |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |