Portfolio review

Produce a factual review of the user's Trading 212 account. Every number must come from a TradePilot tool result; never estimate weights, returns or totals yourself.

Steps

1. Pick the window from the request (1m, 3m, ytd, 1y, all). Default to ytd. Use the environment the user names, otherwise the instance default.
2. Call get_portfolio_performance for the window. If coverage.truncated is true, say the figures cover only the most recent history and offer to rerun with a larger maxPages.
3. Call get_income_summary for the same window.
4. Call analyze_portfolio_allocation.
5. Optionally call get_portfolio_dashboard to show the interactive view.

Report shape

Lead with three numbers: realized P/L, unrealized P/L, and income for the period, in the account currency. Then cover, briefly:

• Contributions: deposits, withdrawals, and net. Report simpleReturn only when the tool returned it (all-time, untruncated), and call it a simple return on net contributions, not an annualized or time-weighted return.
• Costs: total and the two largest cost types. FX conversion fees are often the biggest; point that out when true.
• Winners and losers: the top contributors from byTicker.
• Allocation: cash share, largest holding, top-5 share, effective number of holdings, currency exposure, and every flag the tool raised.
• Next steps: at most three concrete observations, such as concentration or cash drag. This is information, not personalised financial advice. Do not place or prepare orders unless the user asks.

Reply in the user's language.