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tufankoc
by tufankoc

markowitz_portfoy_optimizasyonu

Optimize asset allocation by simulating 10,000 portfolios to find the efficient frontier and maximize Sharpe ratio using Markowitz theory.

Instructions

Markowitz Modern Portföy Teorisi (1952) ile Etkin Sınır ve Maksimum Sharpe Portföyü hesapla.

Nobel Ödüllü Harry Markowitz (1952) yöntemini kullanarak 10,000 rastgele portföy simüle eder, Sharpe oranını maksimize eden optimal varlık dağılım ağırlıklarını çıkarır.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
hisseler_csvNoVirgülle ayrılmış hisse kodlarıTHYAO,GARAN,AKBNK,KCHOL,EREGL
getiriler_csvNoVirgülle ayrılmış beklenen yıllık getiriler (%)45.0,38.0,40.0,35.0,25.0
volatiliteler_csvNoVirgülle ayrılmış yıllık oynaklıklar (%)32.0,28.0,30.0,25.0,22.0
risk_free_rate_pctNoGösterge faiz / risk-free oran (%)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description must fully disclose behavior. It does mention the simulation count (10,000 random portfolios), which is useful. However, it omits important assumptions—such as how correlations are treated when only volatilities are provided—and does not state whether the computation is deterministic or has side effects.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is only two sentences and is front-loaded with the core purpose. However, it redundantly mentions Markowitz and the 1952 date twice, and 'Nobel Prize-winning' is extra fluff; trimming these would make it perfectly concise.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description gives a high-level algorithm summary but fails to disclose key model assumptions, such as whether correlations are assumed to be zero given only volatilities are inputs. It also does not warn about equal-length input requirements or non-negative values, which are critical for a financial optimization tool in the absence of annotations.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so all four parameters are already well-documented with defaults and units. The description adds no extra parameter-level meaning, such as constraints on list lengths or valid ranges, so it remains at the baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool calculates the Markowitz efficient frontier and the maximum Sharpe ratio portfolio via 10,000 random simulations. It names a specific method (Markowitz Modern Portfolio Theory) and a specific output (optimal asset allocation weights), distinguishing it from siblings like portfoy_risk_analizi or monte_carlo_simulasyonu.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies the tool is suited for Markowitz portfolio optimization, but it gives no explicit when-to-use or when-not-to-use guidance. It does not mention alternatives among the sibling tools, nor does it state any exclusions or prerequisites.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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