portfolio_analysis
Analyze stock portfolio value, allocation, performance, and diversification from holdings in 'SYMBOL:SHARES' format.
Instructions
Analyze a stock portfolio — total value, allocation, performance, and diversification.
Provide holdings as 'SYMBOL:SHARES' pairs (e.g., 'AAPL:10,MSFT:5,GOOGL:3'). Returns current portfolio value, weight distribution, sector breakdown, and individual position details.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| holdings | Yes | Portfolio holdings as 'SYMBOL:SHARES' pairs separated by commas. Example: 'AAPL:10,MSFT:5,GOOGL:3' |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||