TOOL API

DiagnoseFundPortfolio

Get comprehensive analysis and evaluation of user's current fund holdings, including asset allocation, fund correlation and historical backtest performance. The report provides scores (1-5) and diagnostics across three dimensions: risk diversification, asset class distribution and return performance, with optimization suggestions. Analysis includes: Asset Allocation: evaluate current asset class distribution reasonableness, provide diversification suggestions Correlation Analysis: calculate correlation coefficients between funds, assess risk diversification Backtest Performance: simulate current allocation performance over historical period, including annualized return, max drawdown, volatility and other key metrics