Lora skills
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Skills enabled
27 / 27
across 11 modules
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4
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Modules
11
capability areas
portfolio
8/8 onportfolio.get_summary
Aggregated portfolio (net worth, allocation, account count) for a client.
portfolio.list_accounts
List the client's accounts and joint-account memberships.
portfolio.get_positions
List positions inside one of the client's accounts.
portfolio.get_transactions
List recent transactions for an account.
portfolio.analyze_allocation
Break down the portfolio by asset class and compute equity/bond/cash weights.
portfolio.analyze_top_positions
Return the top N holdings by market value across all accounts.
portfolio.summarize_transactions
Summarise recent transaction activity: buy/sell counts, net flow.
portfolio.assess_risk
Compute concentration-risk metrics: single-name weight, top-3/top-5 exposure.
market
5/5 onmarket.get_quote
Live current price, daily change, 52-week high/low for a single ticker.
market.search_symbol
Search for ticker symbols by company name or ticker prefix.
market.get_historical
OHLCV price history for a ticker.
market.get_portfolio_snapshot
Fetch live market prices for all securities in the client's portfolio.
market.get_news
Fetch recent news articles for a ticker symbol.
memory
2/2 onmemory.read_facts
Read semantic memory facts for the calling client.
memory.write_fact
Record a new semantic memory fact for the calling client.
reports
4/4 onreports.generate_stock_report
Generate a full stock analysis report for a ticker.
reports.generate_portfolio_report
Generate a full portfolio report with live prices and day performance.
reports.send_stock_report
Generate and send a stock analysis report to the client.
reports.send_portfolio_report
Generate and send a portfolio overview report to the client.
documents
2/2 ondocuments.list
List documents stored in the client's vault.
documents.search
Semantic search over the client's private document vault.
kb
1/1 onkb.search
Search the firm's knowledge base; returns up to k hits.
web
1/1 onweb.search
Search the web for current events, live prices, or facts not in the vault.
client
1/1 onclient.get_profile
The calling client's identity, language preference, and mandate.
advisor
1/1 onadvisor.send_note
Send a short note to the client's advisor.
compliance
1/1 oncompliance.check_message
Lightweight pre-send compliance check for outbound messages.
language
1/1 onlanguage.detect
Heuristic language detection for German and English.