Portfolio risk management and analytics. Use when user asks to calculate VaR, run Monte Carlo, stress test, optimize with Risk Parity / Calmar / Black-Litter...
Real data. Real impact.
Emerging
Developers
Per week
Open source
Skills give you superpowers. Install in 30 seconds.
Connects to the RiskOfficer API to manage investment portfolios and calculate financial risk metrics.
Required: One environment variable —
RISK_OFFICER_TOKENSource: Official skill repository: github.com/mib424242/riskofficer-openclaw-skill. Product: riskofficer.tech. The token is issued only by the RiskOfficer app; this skill does not collect or store credentials.
Authorizationapi.riskofficer.tech~/.openclaw/openclaw.jsonRISK_OFFICER_TOKENopenclaw.jsonopenclaw.jsonAll portfolio data and operations in this skill take place inside RiskOfficer’s own environment. Portfolios you create, edit, or optimize here are virtual — they are used for analysis and research only. The agent can:
Nothing in this skill places or executes real orders in your broker account. Broker sync is read-only for analysis; any rebalancing or trading in the real account is done by you in your broker’s app or in RiskOfficer’s own flows, not by the assistant. The token is used only to access RiskOfficer’s API for this analytical and research use.
RISK_OFFICER_TOKEN=ro_pat_...Or configure in
~/.openclaw/openclaw.json{ "skills": { "entries": { "riskofficer": { "enabled": true, "apiKey": "ro_pat_..." } } } }
https://api.riskofficer.tech/api/v1
All requests require:
Authorization: Bearer ${RISK_OFFICER_TOKEN}base_currencyUse this before creating or editing any portfolio to validate ticker symbols and get their currency/exchange info. Also use when the user mentions a company name instead of a ticker.
curl -s "https://api.riskofficer.tech/api/v1/tickers/search?q=Apple&limit=10&locale=en" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
qlimitinclude_pricesfalsecurrent_priceprice_change_percentprice_change_absoluteprice_datelocaleruenruexchangeMOEXNYSENASDAQCRYPTOResponse:
tickerstickernamefull_nameinstrument_typecurrencyexchangepopularity_scoreisinInstrument types:
sharebondetffuturesfutures_continuouscurrencycryptoKey rules:
currencyinclude_prices=true# Search by company name (English) curl -s "https://api.riskofficer.tech/api/v1/tickers/search?q=Gazprom&locale=en&limit=5" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"Search by Russian name
curl -s "https://api.riskofficer.tech/api/v1/tickers/search?q=%D0%93%D0%B0%D0%B7%D0%BF%D1%80%D0%BE%D0%BC&locale=ru&limit=5"
-H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"Get current price for a ticker
curl -s "https://api.riskofficer.tech/api/v1/tickers/search?q=AAPL&include_prices=true"
-H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"Get popular tickers (no query param)
curl -s "https://api.riskofficer.tech/api/v1/tickers/search?limit=10&include_prices=true"
-H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"Filter by exchange
curl -s "https://api.riskofficer.tech/api/v1/tickers/search?q=SBER&exchange=MOEX"
-H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
When the user asks about price history, chart data, or trends for specific assets:
curl -s "https://api.riskofficer.tech/api/v1/tickers/historical?tickers=SBER,GAZP,AAPL&days=30" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
tickersdaysResponse:
dataprices{date, close}current_priceprice_change_percentprice_change_absoluteWhen the user asks to see their portfolios or wants an overview:
curl -s "https://api.riskofficer.tech/api/v1/portfolios/list" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
portfolio_type"production""sandbox""all"Response: array of portfolios with
snapshot_idnametotal_valuecurrencypositions_countbrokersandboxactive_snapshot_idWhen the user wants to see positions in a specific portfolio:
curl -s "https://api.riskofficer.tech/api/v1/portfolio/snapshot/{snapshot_id}" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Response:
nametotal_valuecurrencypositionstickerquantitycurrent_pricevalueweightavg_priceWhen the user asks how their portfolio changed over time or wants to browse past snapshots:
curl -s "https://api.riskofficer.tech/api/v1/portfolio/history?days=30" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
daysResponse:
snapshotssnapshot_idtimestamptotal_valuepositions_countsync_sourcetypeaggregatedmanualbrokernamebrokersandboxWhen the user wants to compare two portfolio states (e.g. before/after rebalancing, or two dates):
curl -s "https://api.riskofficer.tech/api/v1/portfolio/snapshot/{snapshot_id}/diff?compare_to={other_snapshot_id}" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Response:
addedremovedmodifiedtotal_value_deltaWhen the user asks for their total or combined portfolio across all accounts:
curl -s "https://api.riskofficer.tech/api/v1/portfolio/aggregated?type=all" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
type=productiontype=sandboxtype=allResponse:
portfolio.positionsportfolio.total_valueportfolio.currencyRUBUSDportfolio.sources_countexchange_ratesUSD_RUBEUR_RUBCNY_RUBrate_daterate_source"CBR"base_currencyfx_quality"live""default""none"warningsdata_qualityfx_coveragefx_live_countfx_default_countfx_unavailable_countportfolios_includedportfolios_excludedExample response:
{ "portfolio": { "positions": [ {"ticker": "SBER", "quantity": 150, "value": 42795, "sources": ["T-Bank", "Manual"]}, {"ticker": "AAPL", "quantity": 10, "value": 189500, "original_currency": "USD"} ], "total_value": 1500000, "currency": "RUB", "sources_count": 3 }, "snapshot_id": "uuid-of-aggregated" }
Positions in different currencies are automatically converted using CBR (Central Bank of Russia) rates. Only RUB and USD are supported; each sub-portfolio must have assets in a single currency.
When the user wants to see the aggregated portfolio in a different currency:
curl -s -X PATCH "https://api.riskofficer.tech/api/v1/portfolio/{aggregated_snapshot_id}/settings" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"base_currency": "USD"}'
Supported currencies:
RUBUSDUser prompt examples:
base_currency: "USD"base_currency: "RUB"When the user wants to exclude a specific portfolio from total calculations:
curl -s -X PATCH "https://api.riskofficer.tech/api/v1/portfolio/{snapshot_id}/settings" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"include_in_aggregated": false}'
User prompt examples:
When the user wants to create a new portfolio with specific positions:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/manual" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "name": "My Portfolio", "positions": [ {"ticker": "SBER", "quantity": 100}, {"ticker": "GAZP", "quantity": 50, "avg_price": 148.0}, {"ticker": "YNDX", "quantity": -20} ] }'
Fields:
ticker/tickers/searchquantity-20avg_priceQuery params:
localeruCurrency policy (platform-wide): Only RUB and USD are supported. All FX rates come from CBR (Central Bank of Russia) via Data Service (MOEX/CBR). There is no choice of FX provider — it is always CBR.
IMPORTANT — Single Currency Rule: All assets in one portfolio must be in the same currency.
Short positions:
quantity{"ticker": "GAZP", "quantity": -50}optimization_mode: "preserve_directions"When the user wants to modify an existing portfolio:
curl -s "https://api.riskofficer.tech/api/v1/portfolio/snapshot/{snapshot_id}" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/manual" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"name": "<same name>", "positions": [<complete updated list>]}'
IMPORTANT: Always show the user what will change and ask for confirmation before updating.
avg_priceWhen the user wants to delete/remove a manual portfolio entirely:
curl -s -X DELETE "https://api.riskofficer.tech/api/v1/portfolio/manual/My%20Portfolio" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
archived_snapshotsportfolio_namemessageWhen the user wants to clear broker portfolio history without disconnecting the broker:
curl -s -X DELETE "https://api.riskofficer.tech/api/v1/portfolio/broker/tinkoff?sandbox=false" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
sandbox=truesandbox=falseWhen the user asks about their broker connections:
curl -s "https://api.riskofficer.tech/api/v1/brokers/connections" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
When the user asks what brokers are supported:
curl -s "https://api.riskofficer.tech/api/v1/brokers/available" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
When the user wants to refresh/update their portfolio from a connected broker:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/proxy/broker/{broker}/portfolio" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"sandbox": false}'
{broker}tinkoffalfasandboxfalsetrueIf response is
400missing_api_keyWhen the user wants to remove a broker connection:
curl -s -X DELETE "https://api.riskofficer.tech/api/v1/brokers/connections/tinkoff?sandbox=false" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
sandbox=falsesandbox=trueDELETE /portfolio/broker/{broker}?sandbox=falseDifference between the two delete endpoints:
| Action | DELETE /portfolio/broker/{id} | DELETE /brokers/connections/{id} |
|---|---|---|
| Deletes snapshots | ✅ Yes (archives history) | ❌ No (history kept) |
| Deletes connection | ❌ No | ✅ Yes |
| Can sync again without re-connecting | ✅ Yes | ❌ No |
By default, all risk calculations use the latest snapshot. You can pin a historical snapshot to run calculations on a past portfolio state — useful for backtesting risk or comparing "before vs after" rebalancing.
When the user wants to run risk calculations on a historical version of their portfolio:
curl -s -X PATCH "https://api.riskofficer.tech/api/v1/portfolio/active-snapshot" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"portfolio_key": "manual:My Portfolio", "snapshot_id": "{historical_snapshot_id}"}'
format:portfolio_key
| Portfolio type | Format | Example |
|---|---|---|
| Aggregated | | |
| Manual | | |
| Broker live | | |
| Broker sandbox | | |
Workflow:
GET /portfolio/history?days=90PATCH /portfolio/active-snapshotsnapshot_idportfolio_keyIn
: /portfolios/list
active_snapshot_idcurl -s -X DELETE "https://api.riskofficer.tech/api/v1/portfolio/active-snapshot?portfolio_key=manual:My%20Portfolio" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
User prompt examples:
When the user asks to calculate risk, VaR, or risk metrics:
curl -s -X POST "https://api.riskofficer.tech/api/v1/risk/calculate-var" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "portfolio_snapshot_id": "{snapshot_id}", "method": "historical", "confidence": 0.95, "horizon_days": 1, "force_recalc": false }'
Parameters:
method"historical""parametric""garch"confidence0.95horizon_days1force_recalcfalsetrueResponse:
reused_existing: truestatus: "done"var_95cvar_95sharpe_ratiocalculation_idcurl -s "https://api.riskofficer.tech/api/v1/risk/calculation/{calculation_id}" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Wait until
status: "done"When the user asks for past risk calculations:
curl -s "https://api.riskofficer.tech/api/v1/risk/history?limit=50" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Query params:
limitResponse:
calculationscalculation_idportfolio_snapshot_idstatusmethodvar_95cvar_95sharpe_ratiocreated_atcompleted_atWhen the user asks for a Monte Carlo simulation:
curl -s -X POST "https://api.riskofficer.tech/api/v1/risk/monte-carlo" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "portfolio_snapshot_id": "{snapshot_id}", "simulations": 1000, "horizon_days": 365, "model": "gbm", "force_recalc": false }'
Parameters:
simulations1000horizon_days365model"gbm""garch"confidence_levels[0.05, 0.50, 0.95]force_recalcfalsePoll:
GET /api/v1/risk/monte-carlo/{simulation_id}When the user asks for a stress test against historical crises:
First, get available crises:
curl -s "https://api.riskofficer.tech/api/v1/risk/stress-test/crises" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Then run:
curl -s -X POST "https://api.riskofficer.tech/api/v1/risk/stress-test" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "portfolio_snapshot_id": "{snapshot_id}", "crisis": "covid_19", "force_recalc": false }'
Parameters:
crisis/stress-test/crisescovid_192008_crisisforce_recalcfalsePoll:
GET /api/v1/risk/stress-test/{stress_test_id}When the user asks to optimize their portfolio or balance risks:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/{snapshot_id}/optimize" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "optimization_mode": "preserve_directions", "constraints": { "max_weight": 0.30, "min_weight": 0.02 }, "options": { "risk_measure": "variance", "turnover_limit": 0.3, "turnover_penalty": 0.1 } }'
:optimization_mode
"long_only""preserve_directions""unconstrained"
(optional, default options.risk_measure
"variance""variance""cvar"Turnover constraints (optional, require
current_weightsturnover_limitsum(|w_new - w_old|) <= limitturnover_penaltyPoll:
GET /api/v1/portfolio/optimizations/{optimization_id}GET /api/v1/portfolio/optimizations/{optimization_id}/resultIMPORTANT: For optimization, use
active_snapshot_id || snapshot_idWhen the user asks to maximize Calmar Ratio (CAGR / |Max Drawdown|):
Requires 200+ trading days of price history per ticker (backend requests 252 days). If the portfolio has short history, suggest Risk Parity instead.
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/{snapshot_id}/optimize-calmar" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "optimization_mode": "long_only", "constraints": { "max_weight": 0.50, "min_weight": 0.05, "min_expected_return": 0.0, "max_drawdown_limit": 0.15, "min_calmar_target": 0.5 }, "options": { "turnover_limit": 0.3, "turnover_penalty": 0.1 } }'
Poll:
GET /api/v1/portfolio/optimizations/{optimization_id}optimization_type === "calmar_ratio"GET /api/v1/portfolio/optimizations/{optimization_id}/resultcurrent_metricsoptimized_metricsPOST /api/v1/portfolio/optimizations/{optimization_id}/applyError
: not enough price history → explain the 200+ days requirement and suggest Risk Parity as alternative.INSUFFICIENT_HISTORY
IMPORTANT: Always show the full rebalancing plan and ask for explicit user confirmation before applying!
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/optimizations/{optimization_id}/apply" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Response:
new_snapshot_idWhen the user has views (expected returns with confidence) on specific assets and wants an optimal portfolio:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/optimize-bl" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "tickers": ["SBER", "GAZP", "LKOH", "ROSN"], "views": [ {"ticker": "SBER", "expected_return": 0.15, "confidence": 0.7}, {"ticker": "ROSN", "expected_return": -0.05, "confidence": 0.5} ], "constraints": { ... }, "options": { "risk_free_rate": 0.16, "tau": 0.05 }, "portfolio_snapshot_id": null, "currency": "RUB" }'
Parameters:
tickersviewsexpected_returnconfidenceconstraints.weight_bound_lowerconstraints.weight_bound_upperconstraints.max_gross_exposureconstraints.target_net_exposuremax_net_exposureconstraints.max_net_exposureconstraints.turnover_limitconstraints.turnover_penaltyportfolio_snapshot_idoptions.risk_free_rateoptions.tauportfolio_snapshot_idcurrency"RUB""RUB""USD"Response:
optimization_idstatus: "pending"GET /portfolio/optimizations/{id}GET /portfolio/optimizations/{id}/resultResult contains:
target_portfoliometricsbl_posterior_returnsApply:
POST /portfolio/optimizations/{id}/applyUser prompt examples:
When the user or AI agent wants to validate a target portfolio before execution. VaR is computed using historical method (empirical distribution from market data).
curl -s -X POST "https://api.riskofficer.tech/api/v1/risk/pre-trade-check" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "target_portfolio": {"SBER": 0.15, "GAZP": 0.10, "LKOH": 0.12, "ROSN": -0.08}, "amount": 1000000, "currency": "RUB", "constraints": { "max_var_pct": 5.0, "weight_bound_upper": 0.25, "weight_bound_lower": -0.15, "max_gross_exposure": 2.0, "max_net_exposure": 0.5, "max_sector_concentration": 0.35, "sector_limits": {"Energy": 0.30, "Finance": 0.25} } }'
Parameters:
target_portfolio{ticker: weight}amountcurrency"RUB""RUB""USD"constraintsmax_var_pctweight_bound_upperweight_bound_lowermax_gross_exposuremax_net_exposuremax_sector_concentrationsector_limits{sector_name: max_weight}{"Energy": 0.30}max_sector_concentrationResponse (synchronous, no polling):
{ "verdict": "pass", "num_positions": 4, "max_position_weight": 0.15, "var_95_pct": 3.21, "currency": "RUB", "exposure_metrics": { "net_exposure": 0.29, "gross_exposure": 0.45, "long_exposure": 0.37, "short_exposure": 0.08 }, "constraint_violations": [], "sector_exposures": { "Energy": 0.488889, "Finance": 0.333333, "Other": 0.177778 }, "result_hash": "0x...", "data_quality": { "tickers_requested": 4, "tickers_with_data": 4, "tickers_missing": [], "total_dates": 252, "dates_dropped": 0 } }
(optional, present when sector_exposures
max_sector_concentrationsector_limitssector_exposure[s] = sum(abs(w[t]) for t in sector) / gross_exposureabs(weight)
(optional): data_quality
tickers_requestedtickers_with_datatickers_missingtotal_datesdates_droppedtickers_without_sector
: verdict
"pass""fail""warning"User prompt examples:
When the user or platform wants to create several portfolios at once:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/manual/batch" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "portfolios": [ { "name": "Pod Alpha", "positions": [{"ticker": "SBER", "quantity": 100}, {"ticker": "GAZP", "quantity": -50}], "currency": "RUB" }, { "name": "Pod Beta", "positions": [{"ticker": "LKOH", "quantity": 30}], "currency": "RUB" } ] }'
Response: array of
{name, snapshot_id, status}When the user asks about diversification across portfolios/pods or re-correlation risk:
curl -s -X POST "https://api.riskofficer.tech/api/v1/portfolio/correlation" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{ "portfolio_ids": null, "window_days": 60, "include_crisis_regime": true, "analysis_currency": "RUB" }'
Parameters:
portfolio_idsnullwindow_daysinclude_crisis_regimeanalysis_currency"RUB""RUB""USD"Response: async — poll via
GET /portfolio/optimizations/{id}GET /portfolio/optimizations/{id}/resultResult contains:
{ "result_data": { "portfolio_names": ["Pod Alpha", "Pod Beta", "T-Bank"], "correlation_matrix": [[1.0, 0.35, 0.12], [0.35, 1.0, 0.48], [0.12, 0.48, 1.0]], "pairs": [ ... ], "avg_pairwise_correlation": 0.317, "analysis_currency": "RUB", "fx_source": "CBR", "fx_coverage": 1.0, "fx_conversions": { "Pod Alpha": "USD->RUB", "Pod Beta": "RUB" }, "crisis_regime": { "available": true, "avg_normal_correlation": 0.25, "avg_crisis_correlation": 0.72, "re_correlation_delta": 0.47, "n_crisis_days": 8, "n_normal_days": 52 } } }
Key metric:
re_correlation_deltaUser prompt examples:
When the user wants a different risk alert threshold for a specific portfolio:
curl -s -X PATCH "https://api.riskofficer.tech/api/v1/portfolio/{snapshot_id}/settings" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}" \ -H "Content-Type: application/json" \ -d '{"risk_threshold_var": 5.0}'
Parameters:
risk_threshold_varUser prompt examples:
Check which features are enabled:
curl -s "https://api.riskofficer.tech/api/v1/feature-flags" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Response:
{ "websocket_enabled": true, "subscription_required_for_quant": false, "pre_trade_check_enabled": true, "black_litterman_enabled": true, "cross_correlation_enabled": true, "cvar_risk_parity_enabled": true }
Note: Quant subscription is currently FREE for all users. All features work without payment.
curl -s "https://api.riskofficer.tech/api/v1/subscription/status" \ -H "Authorization: Bearer ${RISK_OFFICER_TOKEN}"
Currently all users return
has_subscription: trueVaR, Monte Carlo, Stress Test, and Optimization are asynchronous.
Polling pattern:
calculation_idsimulation_idoptimization_idstatuspendingprocessingdonefailedTypical times:
| Operation | Typical time |
|---|---|
| VaR | 3–10 seconds |
| Monte Carlo | 10–30 seconds |
| Stress Test | 5–15 seconds |
| Optimization | 10–30 seconds |
User communication:
Virtual / analytical scope: Portfolios and all operations (create, optimize, delete, sync) exist only inside RiskOfficer. This skill is for analysis and research; it does not place or execute real broker orders.
Single Currency Rule (manual/broker portfolios): Each portfolio must contain same-currency assets. Cannot mix SBER (RUB) with AAPL (USD). Aggregated portfolio is the exception — it auto-converts using CBR rates.
Short Positions: Negative
quantityoptimization_mode: "preserve_directions"Always search tickers first: Before creating or editing portfolios, use
/tickers/searchConfirmations: Always show what will change and ask for confirmation before: updating/deleting portfolios, applying optimizations, disconnecting brokers. These actions can be irreversible.
Async: VaR, Monte Carlo, Stress Test, and Optimization are async. Poll for results.
Subscription: Monte Carlo, Stress Test, and Optimization are Quant features (currently free). VaR is always free.
Broker Integration: Users must connect brokers via the RiskOfficer mobile app first. Cannot connect via chat (security).
Error Handling:
401 Unauthorized403 subscription_required400 missing_api_key400 currency_mismatch400 INSUFFICIENT_HISTORY400 MVO infeasible404 Not Found429 Too Many RequestsActive Snapshot:
active_snapshot_id/portfolios/listsnapshot_idactive_snapshot_id || snapshot_idresult_hash (ERC-8004): Optimize and VaR responses include
result_hashPre-trade check before apply: For AI agents building autonomous trade pipelines, always run
POST /risk/pre-trade-checkcurrency: "RUB""USD"Currency in APIs: Pre-trade accepts optional
currencycurrencyportfolio_snapshot_idanalysis_currencyMethodology and references: This skill includes a
references/methodology-var.mdmethodology-risk-parity.mdmethodology-calmar.mdmethodology-black-litterman.mdmethodology-pre-trade.mdmethodology-correlation.mdmethodology-aggregation.mdmethodology-hrp.mdmethodology-monte-carlo.mdmethodology-stress-test.mdmethodology-metrics.mdmethodology-auto-portfolio.mdreferences/academic-references.md"Show my portfolios" / "Покажи мои портфели" →
GET /portfolios/list"Show total portfolio" / "Total across all accounts" / "Сколько у меня всего?" →
GET /portfolio/aggregated?type=all"Show everything in dollars" / "Покажи в долларах" →
PATCH /portfolio/{aggregated_id}/settings{"base_currency": "USD"}GET /portfolio/aggregated"Add Sberbank to my portfolio" / "What's the ticker for Gazprom?" / "Добавь Газпром" →
GET /tickers/search?q=Sberbank&locale=enSBERRUBMOEX"How much is Tesla?" / "Сколько стоит Газпром?" →
GET /tickers/search?q=TSLA&include_prices=truecurrent_priceprice_change_percent"Create portfolio: long SBER 100 shares, short YNDX 50 shares" →
GET /tickers/searchPOST /portfolio/manual[{"ticker":"SBER","quantity":100},{"ticker":"YNDX","quantity":-50}]"What are the risks of my portfolio?" / "Analyze the risk" →
GET /portfolios/listPOST /risk/calculate-varmethod: "historical""Optimize by Calmar ratio" / "Maximize return per drawdown" / "Оптимизируй по Калмару" → Get
snapshot_idPOST /portfolio/{snapshot_id}/optimize-calmarINSUFFICIENT_HISTORYcurrent_metricsoptimized_metrics"Run Monte Carlo for 1 year" / "Запусти Монте-Карло" →
POST /risk/monte-carlosimulations: 1000, horizon_days: 365, model: "gbm""Run stress test" / "How would my portfolio survive 2008 crisis?" →
GET /risk/stress-test/crisesPOST /risk/stress-test"Calculate risk for my portfolio as it was last month" / "Посчитай риски как было месяц назад" →
GET /portfolio/history?days=45PATCH /portfolio/active-snapshotsnapshot_idportfolio_keyPOST /risk/calculate-varDELETE /portfolio/active-snapshot"Add Apple to my RUB portfolio" →
GET /tickers/search?q=AAPL"What changed in my portfolio?" / "Compare to last week" / "Что изменилось в портфеле?" →
GET /portfolio/historyGET /portfolio/snapshot/{id}/diff?compare_to={other_id}"Delete my test portfolio" / "Удали портфель 'Тест'" → Confirm: "This will permanently delete all N snapshots for 'Test'. Cannot be undone. Continue?" → On confirmation:
DELETE /portfolio/manual/Testarchived_snapshots"Disconnect Tinkoff" / "Отключи Тинькофф" → Confirm: "This will remove the Tinkoff connection. Portfolio history will be kept. Continue?" → On confirmation:
DELETE /brokers/connections/tinkoff?sandbox=false"I think Sber will return 15% and Gazprom 10%" / "Оптимизируй по Блэку-Литтерману" → Collect views: ask for tickers, expected returns, and confidence →
POST /portfolio/optimize-blPOST /portfolio/optimizations/{id}/apply"Check this before I trade" / "Проверь портфель перед исполнением" →
POST /risk/pre-trade-check"Create 3 pod portfolios" / "Создай несколько портфелей" →
POST /portfolio/manual/batch"How diversified are my pods?" / "Какая корреляция между портфелями?" →
POST /portfolio/correlationinclude_crisis_regime: truere_correlation_delta > 0.2"Optimize with CVaR" / "Оптимизируй по CVaR" →
POST /portfolio/{snapshot_id}/optimizeoptions: { risk_measure: "cvar" }No automatic installation available. Please visit the source repository for installation instructions.
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