build_portfolio
Build and optimize multi-asset portfolios using modern portfolio theory with real market data, tailoring asset allocation to risk tolerance and target returns.
Instructions
Build and optimize multi-asset portfolios using modern portfolio theory with real market data
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbols | Yes | Array of stock symbols to include in portfolio (e.g., ['AAPL', 'MSFT', 'GOOGL']) | |
| time_horizon | No | Analysis time horizon in trading days (default: 252 = 1 year) | |
| target_return | No | Target annual return (e.g., 0.12 for 12%) | |
| risk_free_rate | No | Risk-free rate for Sharpe ratio calculation (if not provided, fetches Treasury rate) | |
| risk_tolerance | No | Risk tolerance on 0-1 scale (0=very conservative, 1=very aggressive) | |
| use_market_data | No | Use real-time market data for optimization | |
| optimization_method | No | Portfolio optimization method | max_sharpe |