PortfolioFit

Reviewed Jan 1, 2000.

• tools: 10 tools scanned
• metadata: scanned

No findings.

Tools (10)

• list_analysis_portfolios

  List owner-scoped portfolios, analytics datasets, and profile readiness.

• list_portfolio_series

  Discover owner-scoped immutable series profiles and their exact dataset versions. This returns metadata and coverage only, never dataset rows.

• list_analyses

  Read private calculation groups and independent operations. Filter by kind, portfolio, dates, ready/running/attention status or legacy open/finished status.

• get_analysis

  Read retained normalized inputs, operations, results and owner-scoped dataset references. This is not an external agent transcript.

• evaluate_portfolio_alignment

  Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

• calculate_portfolio_constraints

  Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.

• upload_portfolio_series_rows

  Upload normalized series_key/date/value/distribution rows and commit a dataset version. For up to 5,000 rows, omit chunk_index and total_chunks to complete in one call. For larger inputs, declare total_chunks on every call, send chunks in order, and reuse upload_id and idempotency_key. The final chunk automatically verifies and commits all data and returns immutable series profiles. Parse files locally before calling.

• cancel_portfolio_series_upload

  Cancel a pending upload and permanently remove its staging chunks.

• review_portfolio_series_profile

  Create an immutable profile revision using revise, or explicitly confirm a warning-free proposal with confirmation=true.

• calculate_portfolio_statistics

  Calculate historical return, volatility, drawdown, risk-adjusted and benchmark-relative statistics from a confirmed portfolio series profile. The metrics parameter describes all available calculations and their required inputs. Use daily, weekly or monthly complete periods; results include coverage, warnings and exact dataset/profile pins. Reuse an idempotency_key only for an identical calculation.