Use tools for portfolios and strategies

Last updated: June 9, 2025

There are several purpose-built tools available to help you dig into holdings, trades, rankings, and more. These tools give you visibility into what's driving performance, how portfolios are structured, and how strategies are scoring or allocating assets.

1. Get portfolio holdings

What it is: The Get portfolio holdings tool retrieves the current stock holdings in a specific portfolio, including how each stock is weighted and (optionally) its price and performance data.

What it’s for: Use it when you want to see what’s inside a portfolio—whether it’s your personal account, a model portfolio, or a client-managed fund.

Example: "Show me what's in my growth portfolio."

Key features:

  • Lists all stocks in the portfolio and their weightings

  • Optional performance data for each holding

  • Can break down ETFs into their underlying stocks using expand_etfs

2. Convert portfolio mention to portfolio ID

What it is:

The Convert portfolio mention to portfolio ID tool is a helper tool that converts natural language portfolio references (like “my tech portfolio”) into the system-recognized portfolio ID required for other tools.

What it’s for: Essential as a starting point when you’re referencing a portfolio by name but don’t have the exact ID.

Example: "Show me what's in my retirement portfolio."

Key features:

  • Understands conversational or custom portfolio names

  • Finds the closest matching portfolio

  • Enables interaction with portfolio tools that require an ID

3. Get portfolio trades

What it is: The Get portfolio trades tool shows the history of trades made within a specific portfolio.

What it’s for: Ideal for reviewing past investment decisions or auditing portfolio activity.

Example:"Show me the recent trades in my tech portfolio."

Key features:

  • Displays security name, trade date, action (buy/sell), and allocation change

  • Helps understand how the portfolio has evolved over time

  • Requires a valid portfolio ID (use with the Convert Portfolio Mention tool)

Strategy tools

4. Convert strategy mention to strategy

What it is: The Convert strategy mention to strategy tool is a utility tool that maps strategy names or conversational references to their technical strategy metadata, which is required by other strategy tools.

What it’s for: Use this whenever you're referring to a strategy by name, such as “dividend growth strategy,” and need to analyze it further.

Example: "How is my dividend growth strategy performing?"

Key features:

  • Resolves strategy names to structured metadata

  • Enables use of tools like holdings and rankings

  • Finds the closest match based on input

5. Get strategy rankings

What it is: The Get strategy rankings tool displays how individual stocks are ranked within a strategy, based on quantitative or rules-based scoring.

What it’s for: Useful for understanding why certain stocks are included or prioritized in a strategy and how they’re performing against its criteria.

Example: "Show me the stock rankings in my value investing strategy."

Key features:

  • Provides score-based rankings of stocks

  • Requires strategy_metadata from the Convert Strategy Mention tool

  • Useful for evaluating strategy logic and current picks

6. Get strategy holdings

What it is: The Get strategy holdings tool displays all the stocks held in a strategy and their respective weightings.

What it’s for: Great for analyzing how a strategy allocates capital, or comparing multiple strategies side by side.

Example: "What stocks are in my growth strategy and how are they weighted?"

Key features:

  • Shows each stock and its weight in the strategy

  • Requires strategy_metadata from the Convert Strategy Mention tool

  • Useful for understanding strategy composition and balance