portfolio_risk_adjusted_analysis
Analyze a stock with risk-adjusted parameters to get position sizing, stop loss suggestions, entry points, and risk/reward ratio, with portfolio integration for holdings you already own.
Instructions
Perform risk-adjusted stock analysis with position sizing.
DISCLAIMER: This analysis is for educational purposes only and does not constitute investment advice. All investments carry risk of loss. Always consult with qualified financial professionals before making investment decisions.
This tool analyzes a stock with risk parameters tailored to different investment styles. It provides:
Position sizing recommendations based on ATR
Stop loss suggestions
Entry points with scaling
Risk/reward ratio calculations
Confidence score based on technicals
Portfolio Integration: If you already own this stock, the analysis includes:
Current position details (shares, cost basis, unrealized P&L)
Position sizing relative to existing holdings
Recommendations for averaging up/down
The risk_level parameter (0-100) adjusts the analysis from conservative (low) to aggressive (high).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | The ticker symbol to analyze | |
| risk_level | No | Risk tolerance from 0 (conservative) to 100 (aggressive) | |
| user_id | No | User identifier (defaults to "default") | default |
| portfolio_name | No | Portfolio name (defaults to "My Portfolio") | My Portfolio |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||