Portfolio Analysis

Explore how strategies relate and what combining them might mean for portfolio characteristics.

What This Skill Does

Surfaces data to help understand portfolio dynamics:

• Correlation: How do strategies move relative to each other?
• Standalone metrics: What are each strategy's individual characteristics?
• Diversification context: What do the numbers suggest about combining them?

Prerequisites

• TradeBlocks MCP server running
• Multiple strategy blocks or a multi-strategy block loaded

Process

Step 1: Identify Context