fin-esse-beta.vercel.app
A WebMCP-powered financial planning workspace where you and an AI agent reason across your loans, portfolio, budget and goals together.
First seen 2026-11-05 · Last seen 2026-11-05 · Source: webmcp.com
Answer 6 · Act 38 · Transact 1 · Score: Not yet scored
Tool inspector
portfolio_propose_rebalance
Propose actually rebalancing the portfolio to a target allocation. This does NOT take effect immediately: it creates a proposal card the human must approve or reject. Use after portfolio_plan_rebalance when the user agrees.
Input schema
| Property | Type | Required | Description |
|---|---|---|---|
target |
object | yes | — |
reason |
string | no | One sentence explaining the rationale, shown to the human on the approval card. |
Raw JSON schema
{
"type": "object",
"properties": {
"target": {
"type": "object",
"properties": {
"equity": {
"type": "number",
"description": "Target percentage for Equity."
},
"debt": {
"type": "number",
"description": "Target percentage for Debt."
},
"gold": {
"type": "number",
"description": "Target percentage for Gold."
},
"cash": {
"type": "number",
"description": "Target percentage for Cash."
},
"crypto": {
"type": "number",
"description": "Target percentage for Crypto."
},
"real_estate": {
"type": "number",
"description": "Target percentage for Real estate."
}
},
"required": [],
"additionalProperties": false
},
"reason": {
"type": "string",
"description": "One sentence explaining the rationale, shown to the human on the approval card."
}
},
"required": [
"target"
],
"additionalProperties": false
}
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