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Measures a portfolio from price history: independent bets, what funds own, past crises. No advice.
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The tools this server listed when we connected to it, in its own words.
measure_portfolio — The full measurement of one portfolio in one call. In: holdings as weights or money amounts. Out: how many independent bets they make, each compare_portfolios — Two to eight separate portfolios on one shared window of prices. In: {label: {ticker: weight}}. Out: growth, volatility, worst fall, and howtest_a_change — Any change to one portfolio, measured before it is made: current and proposed holdings side by side on the same prices. In: two sets of holdsearch_symbols — Finds tickers from a name, part of a ticker or an ISIN, with the exchange of each listing. In: one search phrase. Out: up to ten listings, tvalidate_symbols — Checks tickers before a measurement. In: up to 150 tickers. Out: which have usable price history, their trading currency, and the closest liportfolio_structure — How many independent bets a portfolio's holdings make, from how their prices moved together rather than how many tickers there are, and eachlook_through — The companies a portfolio owns through its funds, added up across funds. In: holdings. Out: the largest companies with their share of the whpast_crises — What past crises did to one portfolio held as it is today: 2008, 2020, 2022 and the others inside its price history. In: holdings. Out: for portfolio_report — The written report on one portfolio, every figure numbered F1, F2… beside its method and window. In: holdings. Out: a text to quote or keep.factor_exposure — How a portfolio's daily moves line up with four common patterns: the market, small versus large, value versus growth, momentum. Out: each securrency_effect — For a portfolio held in one currency but priced partly in others: how much is outside the base currency, and what exchange rates added to grhealth_axes — One portfolio read along three separate questions: what its risk is built from, how it behaved when markets broke, and what it returned for sweep_holding — One holding already in the portfolio, measured at every weight from none to all, the rest of the money shared out in proportion: volatility,reverse_stress — Starts from a loss the reader names and finds the least extreme combination of market moves that would cause it on this portfolio, beside threturn_history — What one portfolio returned over its record: growth per year before and after inflation, best and worst months and years, every 12-month strplain_findings — Three or four plain sentences about one portfolio, how its risk is built and its worst historical fall, each with its window. Typical questilast_price — The latest daily close for each ticker, in its own currency and in the base currency, with the date. Typical questions: 'What's the last priasset_info — One fund or share on its own: name, type, exchange, yearly cost when published, measured return, volatility and worst fall, and for a fund imonthly_plan — The same amount bought on the first trading day of each month, replayed on a portfolio's own history with dividends reinvested: what it becawalk_forward — Whether re-optimising an allocation would have helped: fit on the years before each date, hold on prices not yet seen, repeat, and compare wcheck_before_you_buy — Before adding one new holding to a portfolio: how much of it is already owned through the current funds, whether it adds an independent bet,living_off_it — A yearly withdrawal, raised with real inflation, replayed from every start month the history allows: how many starts lasted the full span, hNot tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.