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Portfolio analysis (6 tools)

User wants to analyze their investment portfolio. Chain stock + crypto for data, search for context, calculation for metrics, fileGen for report, slides for presentation.

Tool chain

  1. 1

    stock

    Fetch stock holdings.

  2. 2

    crypto

    Fetch crypto holdings.

  3. 3

    search

    Research rebalancing strategies.

  4. 4

    calculation

    Calculate portfolio metrics.

    Depends on: stock, crypto

  5. 5

    fileGen

    Export analysis data.

    Depends on: stock, crypto, calculation

  6. 6

    codedDocument

    Create portfolio presentation.

    Depends on: stock, crypto, search

Execution plan

Output format
widget-rich
Search strategy
web
Can replan
Yes

Linked capabilities

stockcryptosearchcalculationfileGencodedDocument