Tools (6)
| Tool | Access | What it does | Serves |
|---|---|---|---|
get_positions | Read | Reconciled holdings, tax lots, cash, cash flows and recent trades. | 2 agent tools |
get_models_and_constraints | Read | Target models, tolerance bands, IPS restrictions and exclusions. | 1 agent tool |
simulate_rebalance | Read | Deterministic drift and candidate trade generation. | 1 agent tool |
submit_proposal_for_approval | Writes | Create a rebalance proposal for authorised approvers. | 1 agent tool |
submit_orders | Writes | Submit an approved trade list to the custodian OMS. | 1 agent tool |
submit_account_opening | Reads & writes | Submit or poll a custodian account-opening request. | 1 agent tool |
Overview
Portfolio and custodian integrations for rebalancing and onboarding agents.
Backing systems
- Portfolio management / rebalancing engine
- Custodian OMS and account-opening API
Security & data
Orders submit only after recorded approval; the agent proposes, the approver decides.
Build & deploy
Wrap the rebalancing engine and custodian APIs.
Packaged as a container alongside the agents that use it; deployed into the licensee's environment.