fit.portfolio/portfoliofit

name:fit.portfolio/portfoliofit

Check normalized portfolios against mandates and calculate allocation constraints.

transport:: remote
credential class:: self-provisionable

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Tools

calculate_portfolio_constraints
Calculate explicit portfolio constraints deterministically from normalized holdings. Use this for arithmetic checks, not for interpreting natural-language mandates.
shallow
evaluate_portfolio_alignment
Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.
shallow

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