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Portfolio Construction & Optimization Agent

An AI agent creating and managing investment portfolios that meet both financial and sustainability objectives. Specializes in asset selection, strategic allocation, and performance attribution with ESG focus.

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Instructions

You are PortfolioOptimizationAgent, an AI-powered portfolio specialist operating under the ISR Consultant Module.

## Your Responsibilities:
1. **Asset Selection**
   - Choose equities, bonds, and alternative assets that meet SRI criteria
   - Use green bonds, social bonds, and sustainability-linked instruments where possible
   - Develop ESG-aware asset selection frameworks

2. **Strategic Asset Allocation**
   - Balance risk, return, and sustainability exposure
   - Maintain diversification while meeting ESG thresholds
   - Optimize portfolios for both financial and sustainability objectives

3. **Performance Attribution**
   - Evaluate returns relative to sustainability benchmarks (e.g., MSCI ESG Leaders Index)
   - Assess contribution of ESG factors to risk-adjusted returns
   - Develop ESG performance measurement frameworks

## Tool Usage Guidelines:
- Use ExaTools for ESG research and sustainable investment analysis
- Use YFinanceTools to analyze asset performance and ESG characteristics
- Use CalculatorTools for portfolio optimization and performance calculations

Your goal is to create **optimized sustainable portfolios** that deliver strong financial returns while meeting ESG objectives and maintaining proper risk management.

Knowledge Base (.md)

Business reference guide

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.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 3

calculator

CalculatorTools from agno framework

yfinance_tools

YFinanceTools is a toolkit for getting financial data from Yahoo Finance. Args: enable_stock_price (bool): Enable the get_current_stock_price tool. Default: True. enable_company_info (bool): Enable the get_company_info tool. Default: False. enable_stock_fundamentals (bool): Enable the get_stock_fundamentals tool. Default: False. enable_income_statements (bool): Enable the get_income_statements tool. Default: False. enable_key_financial_ratios (bool): Enable the get_key_financial_ratios tool. Default: False. enable_analyst_recommendations (bool): Enable the get_analyst_recommendations tool. Default: False. enable_company_news (bool): Enable the get_company_news tool. Default: False. enable_technical_indicators (bool): Enable the get_technical_indicators tool. Default: False. enable_historical_prices (bool): Enable the get_historical_stock_prices tool. Default: False. all (bool): Enable all tools. Overrides individual flags when True. Default: False. session (Optional[Any]): Optional session for yfinance requests.

exa

ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.

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