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describe_allocationReport where a basket strategy stands on capital allocation and what to do next.
Area
Strategy Builder
Group
Config & allocation
Access
Read
Risk
Read-only
Details
Full description
Details
Resolve the basket-allocation decision for this strategy (progressive disclosure).
A basket (len(instruments) >= 2) must declare how its capital splits across instruments before it compiles. This thin, strategy-scoped tool reports current status:
not_applicable— a single-instrument leaf has no siblings to split.required_unset— a basket with no explicit allocation yet; returns the recommended call (equal_weight) and the alternatives.set— a basket whose allocation is already chosen; echoes it.
For the full set-allocation surface (score, top_n, rebalance rules) call builder_set_allocation.
Capabilities
Bounded options and operating modes surfaced above the full JSON schema.
No bounded capability options are declared for this tool.
Required Inputs
FieldTypeDescription
strategy_idstringStrategy IDOptional Inputs
None.