get_portfolio_fact_sheet
Create a printable portfolio summary containing allocation, returns, growth of $10K, and risk stats. Use it when you need a single-call overview of portfolio performance.
Instructions
One-call printable portfolio summary. Returns: • allocation — per-position ticker, name, current price, current value, current weight, target weight • returns — MTD, QTD, YTD, 1Y period returns • growth_of_10k — $10K invested 1Y ago, portfolio vs benchmark ending value • risk_stats — Sharpe, Sortino, vol, max drawdown, beta, alpha, risk-free rate (1Y window) • benchmark_return_1y, as_of, n_data_points
Use this when the user asks for 'a one-pager', 'portfolio summary', 'how is my portfolio doing'. Single call, ~1-2s, free. Default benchmark SPY; pass any ticker to override.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| portfolio_id | Yes | The portfolio UUID | |
| benchmark_symbol | No | Benchmark ticker for growth-of-$10K + beta/alpha (default 'SPY') | SPY |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |