portfolio-synthesis
InactiveTool of The Stall
AI portfolio intelligence for a basket of US equities — fetches live prices for up to 5 tickers and synthesizes multi-source market intelligence into a portfolio-level narrative. Returns per-ticker price data (price, change %, volume, 52-week range) plus a portfolio analysis: executive summary, key investment themes, risk assessment, sector exposure, investment outlook, and standout ticker. One call replaces separate price + research lookups. Pass tickers as an array (e.g. ["AAPL","NVDA","MSFT"]) and an optional focus to narrow the analytical lens.
Parameters schema
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"focus": {
"type": "string",
"description": "Optional analytical focus for the portfolio synthesis (e.g. 'AI exposure', 'earnings risk', 'macro sensitivity', 'dividend yield'). Narrows the intelligence lens."
},
"tickers": {
"type": "array",
"items": {
"type": "string"
},
"description": "Up to 5 US equity ticker symbols (e.g. [\"AAPL\",\"NVDA\",\"MSFT\"]). NYSE/NASDAQ symbols. Case-insensitive."
},
"portfolio_name": {
"type": "string",
"description": "Optional label for this portfolio (e.g. 'Tech growth basket', 'Mag7 watchlist'). Included in the response for reference."
}
},
"additionalProperties": false
}No endpoints wrapped at confidence ≥ 0.70.
Parent server
The Stall
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