Quantified Investor

Freezes the configuration explicitly confirmed in the interactive review panel. This app-only helper creates temporary owner-bound approval state and cannot run the portfolio analysis.

approva_simulazione

Esegue l'analisi completa dopo la conferma esplicita dell'utente. Usa l'approvazione owner-bound prodotta dal pannello aperto tramite prepara_simulazione. Non accetta una configurazione diretta né credenziali nel testo della conversazione. Restituisce il report completo con sezioni portfolio, expected_returns, risk_metrics, monte_carlo_kpis, stress_tests, benchmark_comparison, goals, tax_impact. Include le opzioni dei grafici ApexCharts per la visualizzazione nella MCP App.

analisi_completa

Descrive scopo, metodo, limiti e flusso corretto dello strumento.

informazioni_strumento

Validates a complete portfolio configuration, performs the market-data preflight and opens an interactive review panel for explicit user confirmation. It creates a temporary owner-bound review record but does not run optimization or simulation.

prepara_simulazione

Returns a neutral illustrative shortlist when the user does not have instruments to verify. Each candidate includes ticker, name, exchange, estimated cost and a risk-aware comment. The shortlist is not a recommendation and does not automatically select or replace instruments.

proponi_strumenti

Entry point that starts an informational portfolio-scenario workflow for requests about investing a capital, structuring an investment portfolio, asset allocation, portfolio risk, ETFs, Monte Carlo simulation or how an investment could evolve over time. It displays the product disclosure, records the initial capital and horizon when supplied, and lets the user choose between providing instruments and viewing a neutral illustrative shortlist. Set has_instrument_list=true whenever the request already names the instruments or tickers to analyse, and pass requested_exposures when it names indices or asset classes instead ("S&P 500", "gold", "world government bonds"): in both cases the panel stops repeating a choice the user has already made. It does not assess suitability, recommend an allocation or run a simulation at this stage.

analyze_portfolio_scenarios

Restituisce lo schema completo dell'input PA per agenti AI. Include campi obbligatori, default, unità, enum, esempio minimale e il flusso raccomandato. Importante: cost_annual_pct usa punti percentuali, quindi 0.50 significa 0,50% annuo.

schema_input_pa

Valida e normalizza una configurazione PA senza eseguire calcoli. Può ricevere una configurazione parziale. Restituisce valid, missing, errors, warnings e, se valida, normalized_config pronta per i tool PA. Non scarica dati di mercato e non avvia Monte Carlo.

valida_input_pa

Checks instruments the assistant proposed for exposures the user asked for. Each proposal is verified against market data: the instrument must exist with enough history, and its actual holdings must match the exposure it was proposed for, so a global fund cannot pass as emerging markets. Returns a verdict per proposal plus the facts no data source settles, cost above all, which are reported as unverified rather than asserted. Use it whenever instruments are suggested rather than supplied by the user.

valuta_proposte

Checks user-supplied ticker symbols, historical coverage and trading currency before portfolio configuration. Returns an acceptance or an actionable rejection reason for each symbol, and in next_step what to offer instead: a rejection is never swapped silently, but it is never a dead end either. A missing symbol is usually the wrong exchange suffix, so the same fund on another listing recovers it; missing history needs an older fund on the same exposure, which is a real substitution and stays the user's decision.

verifica_strumenti