Tool Overview
Portfolio Agent provides 70 tools across 14 categories, covering holdings analysis, tax optimization, options trading, risk assessment, and investment recommendations.
Holdings (5 tools)
| # | Tool | Description |
|---|
| 1 | list_holdings | List all holdings with metrics |
| 2 | get_position_detail | Details for specific ticker |
| 3 | get_top_performers | Highest gain positions |
| 4 | get_losers | Positions with losses |
| 15 | show_capabilities | List available tools |
Allocation (3 tools)
| # | Tool | Description |
|---|
| 5 | get_asset_allocation | Allocation by asset class |
| 6 | get_sector_breakdown | Allocation by sector |
| 7 | visualize_allocation | Pie chart of allocation |
Performance (3 tools)
| # | Tool | Description |
|---|
| 8 | get_portfolio_performance | Overall performance metrics |
| 9 | get_position_performance | Performance for ticker |
| 10 | visualize_gains | Bar chart of gains/losses |
Income (3 tools)
| # | Tool | Description |
|---|
| 11 | get_dividend_income | Total dividend income |
| 12 | get_position_yield | Yield for position/portfolio |
| 13 | visualize_income | Bar chart of income |
Summary (1 tool)
| # | Tool | Description |
|---|
| 14 | get_portfolio_summary | Comprehensive overview |
Comparison (6 tools)
| # | Tool | Description |
|---|
| 16 | compare_positions | Side-by-side position comparison |
| 17 | position_vs_sector | Position vs sector average |
| 18 | portfolio_vs_benchmark | Portfolio vs S&P 500/NASDAQ |
| 19 | rebalance_scenario | Rebalancing impact analysis |
| 20 | add_position_scenario | Adding position impact |
| 21 | rank_positions | Ranked position comparison |
Model Portfolios (6 tools)
| # | Tool | Description |
|---|
| 22 | get_model_portfolios | Predefined allocation templates |
| 23 | compare_to_model | Current vs model comparison |
| 24 | allocate_to_model | Moves to match a model |
| 25 | hypothetical_reallocation | Sector reallocation impact |
| 26 | allocation_stress_test | Market scenario analysis |
| 27 | visualize_allocation_comparison | Side-by-side allocation chart |
History (6 tools)
| # | Tool | Description |
|---|
| 28 | get_snapshots | List available snapshots |
| 29 | get_portfolio_history | Portfolio value over time |
| 30 | get_position_history | Position value over time |
| 31 | compare_periods | Compare two snapshots |
| 32 | get_position_changes | Positions added/removed/modified |
| 33 | visualize_portfolio_trend | Portfolio trend chart |
Advisor (4 tools)
| # | Tool | Description |
|---|
| 34 | assess_risk | Comprehensive risk score with breakdown |
| 35 | get_recommendations | Risk-based buy/sell recommendations |
| 36 | optimize_for_goal | Goal-based rebalancing plan |
| 37 | explain_recommendation | Explain why a move is recommended |
Tax (5 tools)
| # | Tool | Description |
|---|
| 38 | set_tax_profile | Set filing status, state, income |
| 39 | get_tax_summary | Portfolio tax overview with LT/ST breakdown |
| 40 | find_harvest_opportunities | Tax-loss harvesting candidates |
| 41 | calculate_sale_tax | Tax impact of selling a position |
| 42 | get_tax_efficient_moves | Tax-efficient rebalancing recommendations |
Options (10 tools)
| # | Tool | Description |
|---|
| 43 | set_options_profile | Set experience, net worth, risk for approval |
| 44 | get_options_approval | Show approval level and strategies |
| 45 | find_covered_call_opportunities | Income for 100+ share positions |
| 46 | find_cash_secured_put_opportunities | Put opportunities to buy at discount |
| 47 | calculate_options_income | Potential annual income from options |
| 48 | build_options_strategy | Build complete strategy for income goal |
| 49 | options_tutorial | Learn options strategies and concepts |
| 50 | track_options_position | Add/view tracked options positions |
| 51 | select_strike_expiration | Recommend optimal strike and expiration |
| 52 | get_roll_opportunities | Identify positions to roll |
Reference (1 tool)
| # | Tool | Description |
|---|
| 53 | options_reference | Search OCC options booklet |
Alerts (5 tools)
| # | Tool | Description |
|---|
| 54 | add_to_watchlist | Add stock to watchlist with target |
| 55 | get_watchlist | List watchlist items with targets |
| 56 | remove_from_watchlist | Remove stock from watchlist |
| 57 | check_alerts | Check watchlist/portfolio alerts |
| 58 | set_alert_preferences | Configure alert thresholds |
Cross-Pollinated Analysis (2 tools)
| # | Tool | Description | Origin |
|---|
| 59 | detect_unusual_returns | Find positions with unusual returns (z-score) | YieldModel |
| 60 | calculate_sector_concentration | Calculate sector concentration (HHI) | PPR_Agent |