Financial Portfolio Intelligence Platform

Tools

• Finance_Portfolio_Intelligence_Platform__lambda_
• Finance_Portfolio_Intelligence_Platform__lambda__1
• Finance_Portfolio_Intelligence_Platform__lambda__2
• Finance_Portfolio_Intelligence_Platform__lambda__3
• Finance_Portfolio_Intelligence_Platform__lambda__4
• Finance_Portfolio_Intelligence_Platform__lambda__5
• Finance_Portfolio_Intelligence_Platform_calculate_tax_impact Calculate tax impact for current portfolio holdings. Returns: Formatted markdown tax analysis report
• Finance_Portfolio_Intelligence_Platform_check_password_strength Real-time password strength indicator. Returns: Strength indicator with feedback
• Finance_Portfolio_Intelligence_Platform_export_current_analysis_csv Return pre-generated CSV file path. Returns: Path to temporary CSV file, or None if no analysis available
• Finance_Portfolio_Intelligence_Platform_export_current_analysis_pdf Return pre-generated PDF file path. Returns: Path to temporary PDF file, or None if no analysis available
• Finance_Portfolio_Intelligence_Platform_fetch_and_update_preview Fetch current prices and update preview with calculated values. Aggregates duplicate tickers and displays combined positions with pricing information from market data sources. Returns: HTML formatted preview with current prices
• Finance_Portfolio_Intelligence_Platform_generate_analysis_audio Generate audio narration for portfolio analysis on-demand.
• Finance_Portfolio_Intelligence_Platform_generate_build_audio Generate audio narration for built portfolio on-demand.
• Finance_Portfolio_Intelligence_Platform_generate_debate_audio Generate multi-speaker debate audio on-demand.
• Finance_Portfolio_Intelligence_Platform_handle_analysis
• Finance_Portfolio_Intelligence_Platform_handle_build_portfolio Handle the Build Portfolio workflow with streaming updates.
• Finance_Portfolio_Intelligence_Platform_handle_build_portfolio_1 Handle the Build Portfolio workflow with streaming updates.
• Finance_Portfolio_Intelligence_Platform_handle_compare_portfolio Handle the Compare Strategies workflow with streaming debate.
• Finance_Portfolio_Intelligence_Platform_handle_demo_mode Handle demo mode activation (anonymous with rate limiting).
• Finance_Portfolio_Intelligence_Platform_handle_load_past_portfolio Load selected past portfolio into input field.
• Finance_Portfolio_Intelligence_Platform_load_history_if_selected Load history only when History tab is selected.
• Finance_Portfolio_Intelligence_Platform_load_tax_holdings Load current portfolio holdings into the cost basis dataframe. Returns: List of lists with [ticker, shares, "", ""] for each holding.
• Finance_Portfolio_Intelligence_Platform_market_get_balance_sheet Get historical balance sheet data. Returns: List of balance sheet dictionaries with assets, liabilities, equity, etc.
• Finance_Portfolio_Intelligence_Platform_market_get_cash_flow_statement Get historical cash flow statement data. Returns: List of cash flow statements with operating, investing, financing flows.
• Finance_Portfolio_Intelligence_Platform_market_get_company_profile Get company profile with business description and metadata. Returns: Dictionary with company name, sector, industry, description, CEO, etc.
• Finance_Portfolio_Intelligence_Platform_market_get_economic_series Get economic data series from FRED. Returns: Dictionary with series_id, title, units, frequency, and observations.
• Finance_Portfolio_Intelligence_Platform_market_get_financial_ratios Get key financial ratios. Returns: Dictionary with profitability, liquidity, efficiency, and leverage ratios.
• Finance_Portfolio_Intelligence_Platform_market_get_fundamentals Get company fundamentals and key financial metrics. Returns: Dictionary with company name, sector, industry, P/E, market cap, etc.
• Finance_Portfolio_Intelligence_Platform_market_get_historical_data Get historical OHLCV price data for a ticker. Returns: Dictionary with dates, OHLCV arrays, and calculated returns.
• Finance_Portfolio_Intelligence_Platform_market_get_income_statement Get historical income statement data. Returns: List of income statement dictionaries with revenue, net income, EPS, etc.
• Finance_Portfolio_Intelligence_Platform_market_get_key_metrics Get key company metrics. Returns: Dictionary with market cap, P/E, P/B, EV/EBITDA, per-share metrics.
• Finance_Portfolio_Intelligence_Platform_market_get_quote Get real-time quotes for multiple tickers. Returns: List of quote dictionaries with price, volume, market cap, etc.
• Finance_Portfolio_Intelligence_Platform_ml_forecast_ensemble Forecast stock prices using ensemble ML models. Combines multiple forecasting models (Chronos-Bolt, TTM, N-HiTS) to produce robust predictions with uncertainty quantification. Returns: Dictionary with forecasts, confidence intervals, and model metadata.
• Finance_Portfolio_Intelligence_Platform_portfolio_optimize_black_litterman Optimise portfolio using Black-Litterman model with market equilibrium. Black-Litterman uses market-implied equilibrium returns as the prior distribution when no explicit investor views are provided. Returns: Dictionary with optimal weights, expected return, volatility, Sharpe ratio.
• Finance_Portfolio_Intelligence_Platform_portfolio_optimize_hrp Optimise portfolio using Hierarchical Risk Parity. HRP uses hierarchical clustering to construct a diversified portfolio that balances risk across clusters of correlated assets. Returns: Dictionary with optimal weights, expected return, volatility, Sharpe ratio.
• Finance_Portfolio_Intelligence_Platform_portfolio_optimize_mean_variance Optimise portfolio using Mean-Variance Optimisation (Markowitz). Mean-Variance finds the portfolio with maximum Sharpe ratio or minimum volatility for a given return target. Returns: Dictionary with optimal weights, expected return, volatility, Sharpe ratio.
• Finance_Portfolio_Intelligence_Platform_risk_analyze Perform comprehensive risk analysis on a portfolio. Calculates VaR (95%, 99%), CVaR, Sharpe ratio, Sortino ratio, maximum drawdown, Information Ratio, Calmar Ratio, and Ulcer Index. Returns: Dictionary with VaR, CVaR, risk metrics, and simulation percentiles.
• Finance_Portfolio_Intelligence_Platform_risk_forecast_volatility_garch Forecast volatility using GARCH model. GARCH (Generalised Autoregressive Conditional Heteroskedasticity) models are the industry standard for financial volatility forecasting. Returns: Dictionary with volatility forecasts, annualised volatility, and diagnostics.
• Finance_Portfolio_Intelligence_Platform_run_stress_test Run stress test on current portfolio. Returns: Tuple of (summary_text, dashboard_plot, mc_plot, scenario_plot, drawdown_plot)
• Finance_Portfolio_Intelligence_Platform_sentiment_get_news Fetch recent news for a ticker and analyse sentiment. Uses Finnhub API for news retrieval and VADER for sentiment analysis. Returns: Dictionary with overall sentiment, confidence, article count, and articles.
• Finance_Portfolio_Intelligence_Platform_show_build_page
• Finance_Portfolio_Intelligence_Platform_show_compare_page
• Finance_Portfolio_Intelligence_Platform_show_history_page Navigate to history page.
• Finance_Portfolio_Intelligence_Platform_show_input_page
• Finance_Portfolio_Intelligence_Platform_show_input_page_1
• Finance_Portfolio_Intelligence_Platform_show_task_page
• Finance_Portfolio_Intelligence_Platform_show_task_page_1
• Finance_Portfolio_Intelligence_Platform_show_task_page_2
• Finance_Portfolio_Intelligence_Platform_show_task_page_3
• Finance_Portfolio_Intelligence_Platform_show_task_page_4
• Finance_Portfolio_Intelligence_Platform_show_test_page
• Finance_Portfolio_Intelligence_Platform_sync_handle_test_changes Synchronous wrapper for handle_test_changes.
• Finance_Portfolio_Intelligence_Platform_sync_load_history Synchronous wrapper for load_history.
• Finance_Portfolio_Intelligence_Platform_sync_login Synchronous wrapper for login.
• Finance_Portfolio_Intelligence_Platform_sync_logout Synchronous wrapper for logout.
• Finance_Portfolio_Intelligence_Platform_sync_logout_1 Synchronous wrapper for logout.
• Finance_Portfolio_Intelligence_Platform_sync_password_reset Synchronous wrapper for password reset.
• Finance_Portfolio_Intelligence_Platform_sync_password_update Synchronous wrapper for password update.
• Finance_Portfolio_Intelligence_Platform_sync_signup Synchronous wrapper for signup.
• Finance_Portfolio_Intelligence_Platform_technical_compute_feature_vector Compute combined feature vector from multiple sources. Combines technical, fundamental, and sentiment features into a single vector suitable for ML model input. Returns: Dictionary with combined feature vector and metadata.
• Finance_Portfolio_Intelligence_Platform_technical_extract_features Extract technical features with look-ahead bias prevention. All features are calculated using SHIFTED data to prevent future data leakage. Returns: Dictionary with extracted features and feature count.
• Finance_Portfolio_Intelligence_Platform_technical_get_indicators Get technical indicators for a ticker. Calculates RSI, MACD, Bollinger Bands, moving averages, and overall signal. Returns: Dictionary with RSI, MACD, Bollinger Bands, moving averages, volume trend,, and overall signal (buy, sell, or hold).
• Finance_Portfolio_Intelligence_Platform_technical_normalise_features Normalise features using adaptive rolling window statistics. Uses exponentially weighted mean/variance for robust time-varying normalisation. Returns: Dictionary with normalised features.
• Finance_Portfolio_Intelligence_Platform_technical_select_features Select optimal features using PCA for dimensionality reduction. Target: 6-15 features to balance predictive power with overfitting prevention. Returns: Dictionary with selected features and metadata.
• Finance_Portfolio_Intelligence_Platform_update_live_preview Update live preview with parsed portfolio summary (without prices). Aggregates duplicate tickers and detects mixed entry types, displaying warnings for data quality issues. Returns: HTML formatted preview of portfolio
• Finance_Portfolio_Intelligence_Platform_validate_email_format Validate email format in real-time. Returns: Validation message
• Finance_Portfolio_Intelligence_Platform_validate_password_match Check if passwords match in real-time. Returns: Validation message
• Finance_Portfolio_Intelligence_Platform_view_historical_analysis View full details of a selected historical analysis. Returns: Markdown string with full analysis details
• Finance_Portfolio_Intelligence_Platform_view_historical_analysis_1 View full details of a selected historical analysis. Returns: Markdown string with full analysis details

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As the server's own listing gives them. We never call a tool.