Daily brief

This brief is read-only. Never prepare, confirm or submit an order from it. Scheduled runs must stay read-only.

Steps

1. Call get_portfolio_dashboard to load positions, pending orders and cash.

2. Call get_market_hours for one representative holding per exchange, so the brief says whether markets are open, in pre-market, or closed, and when they next open.

3. Call analyze_portfolio_allocation and carry its flags into the brief.

4. Research current, sourced news for the largest holdings and any pending-order tickers: earnings dates, guidance, material events. Note each source's date. If you have no web access, say so and skip this step rather than relying on memory.

5. Build candidates for show_daily_trade_plan:

   • short (≤1 week), medium (≤1 month) and long (≥1 year) horizons;
   • each with buy, sell or watch, a 0–100 score, a risk level, the rationale, thesis, catalysts, risks, a counter-case, sources, and analysisAsOf;
   • for actionable Market-order ideas, a referencePrice and referencePriceAt from a dated source.

   Recommending no trade is valid.

6. Render with show_daily_trade_plan. Keep the chat text to a few lines and put the detail in the cards.

Rules

• Use the broker ticker returned by TradePilot. Resolve ambiguous names with search_trading212_instruments.
• Never present a guess as a current price. Trading 212's API has no quote endpoint, so prices must come from a dated source or from a held position.
• Reply in the user's language.