get_risk_metrics
Assess portfolio risk by calculating annualized volatility and return metrics, either for the whole portfolio or per investment. Answer the question: how risky is my portfolio?
Instructions
Get annualized risk (volatility) and return metrics — for the whole portfolio, or per investment with breakdown=true. Use this for 'how risky is my portfolio?'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| from | No | Start date (yyyy-MM-dd), defaults to 3 years ago, max 10 years back | |
| depotIds | No | Depot ID(s) to include | |
| interval | No | month | |
| breakdown | No | true = metrics per investment, false = portfolio total | |
| investmentIds | No | Investment ID(s), takes precedence over depotIds |