Tip

Ask your agent about investment allocation

2 min read
Your agent calls list_holdings, sums by ticker, divides each position's value by the total portfolio value, and returns percentages. Useful for concentration-risk checks: if any single position is more than 10-15% of total, that's worth flagging.

How the agent answers this

Your agent calls list_holdings.

Returns position value + cost basis + gain/loss per position. The agent computes the percentages.

Variant prompts

  • “What % of my portfolio is in my top 3 positions?”
  • “Am I overweight in tech?”
  • “Show me every position, sorted by value, with gain/loss.”

Setup

Sign in at bankbridge.money, connect your bank, paste the pre-filled snippet into your agent of choice (see setup guide), then ask one of the prompts above.