Check normalized portfolios against mandates and calculate allocation constraints.
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https://portfolio.fit/mcp2 tools · 931msevaluate_portfolio_alignmentCompare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
| Parameter | Type | Description |
|---|---|---|
| holdings* | array | — |
| idempotency_key* | string | — |
| mandate | string | — |
| rules | — | — |
| portfolio_name | string | — |
| base_currency | string | — |
| composition_scope | string | — |
| source_warnings | — | — |
calculate_portfolio_constraintsCalculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
| Parameter | Type | Description |
|---|---|---|
| holdings* | array | — |
| constraints* | array | — |
| idempotency_key* | string | — |
| base_currency | string | — |
| composition_scope | string | — |
| source_warnings | — | — |
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Check normalized portfolios against mandates and calculate allocation constraints.
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