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describe_allocation

Report 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

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

strategy_idstringStrategy ID

Optional Inputs

None.
Quawd

A subscription SaaS platform for designing, backtesting, and paper-trading algorithmic trading strategies on equities and crypto — described in plain English to an AI agent, no code required.

© 2026 Quawd. All rights reserved.

Quawd is a software tool, not a broker-dealer or investment adviser, and does not provide investment advice. Trading involves substantial risk of loss. Backtested and hypothetical results have inherent limitations and are not indicative of future performance.