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This tool is no longer present in the server's latest manifest. Showing the last observed version (server version 4.97.1).

portfolio-synthesis

Inactive

Tool of The Stall

declared in 4.97.1

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
}

What this tool wraps· 0 endpoints

min confidence0.700.50

No endpoints wrapped at confidence ≥ 0.70.

Parent server

The Stall

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