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/PortfolioPilot Plugin
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Checked 12h ago · Updated 2w ago
  • getGet security details for a specific ticker with up to date information from the last 24 hours
  • getGet the top 20 best ETFs based on the provided filters with a lot of additional ETF information. Mention available filters in response
  • getGet the top 20 stocks with the highest expected Sharpe based on the provided filters.
  • postGet all performance details for the given portfolio, best presented in table format
  • postGet sector, country, and holding exposures for the given portfolio and the markdown of respective charts
  • postPortfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights.
  • getGet macro insights of the global economy or a specific region based on the provided filters. Describes what's happening in the economy and how it affects the markets.

Portfolio assessment that summarizes key pieces of analysis. Each section helps understanding portfolio insights.

post/portfolio_assessment

Request body

Response

OK

summarystring

Easy-to-read report format of the assessment