Inputs
- Holdings
- target allocation
- costs
- restrictions
Inputs must be supplied by you or accessed with permission.
Expected output
Draft trade list and estimated exposure changes
Proposed building blocks
- Skill instructions
- Language model
- Data
These are a proposed design, not a verified implementation. The language model must support the input formats and extraction this recipe needs.
More in Trading
Browse Trading- OneStock
Get a factual company and stock-data brief without a buy or sell call
- Earnings Brief
Get a factual recap of a company earnings release
- Market Digest
Get a timestamped market summary without personalized recommendations
- Trade Journal
Get your past trades organized for your own review