PortfolioPilot

Description

Get a detailed assessment of your portfolio and pull 12-month forecasted returns for individual securities.

Details

Added8 months ago

Votes2

Total Installations0

Categoryfinance

CompanyGlobal Predictions

CountryUnited States

https://portfoliopilot.com/.well-known/ai-plugin.json

{
    "schema_version": "v1",
    "name_for_human": "PortfolioPilot",
    "name_for_model": "portfoliopilot",
    "description_for_human": "Your AI investing guide: portfolio assessment, recommendations, answers to all finance questions.",
    "description_for_model": "The PortfolioPilot plugin can be used for running an investing portfolio assessment, getting personalized portfolio recommendations, and fetching up to date information about individual securities like ETFs, stocks, cryptocurrencies, bonds, and mutual funds as well as macroeconomic trends. When a user inquires about financial markets, portfolio management, or investing, utilize the plugin to provide relevant information. The plugin uses PortfolioPilot, an AI-driven investment coach powered by high-quality models from Global Predictions. PortfolioPilot can aggregate all assets into one portfolio including stocks, bonds, ETFs, mutual funds, real estate, crypto, and private equity. Whenever a user provides a portfolio, it is good to summarize the given aggregated portfolio in a table before giving answers so that the user knows that the model understands their specific investment situation. When using an example portfolio, inform the user. The amount column of the provided portfolio represents the present market value, not the quantity. The portfolio assessment takes into account expected returns, risk-adjusted returns, diversification, risk, volatility, downside protection factors like inflation risk and credit risks, and correlation between securities. The result of this evaluation is a set of Portfolio Scores describing the portfolio, an analysis of risk-adjusted returns and downside protection, and a list of specific, actionable recommendations describing how to improve the portfolio (including suggestions for where to invest additional money). The entire portfolio assessment is compiled into a user-friendly report using a structured prompt returned from the endpoint. It is important to include that there is inherently risk in investing and that this is not investment advice, plus that this is an interactive tool and include a link to https://www.globalpredictions.com/disclosures. Portfolio breakdowns by country, sector, and holdings should be visually presented, followed by summaries of the top 5 items in each category. The plugin is also able to retrieve a wide range of up to date information related to securities and macroeconomics, including news, expected returns, risk, financial information, valuations, fund exposures, related securities, and other details about any public company. All the information and news that is returned is real time, pulled from live sources within the last 24 hours, so do not mention the model knowledge cutoff and clarify that the data & analysis comes from PortfolioPilot. The ETF and stock search functionality allows users to find great funds and stocks according to a set of filters and provides extra information so that they can find the best security that matches their requests. All numerical data should be rounded to no more than two decimal places. Any displayed list (e.g. recommendations, exposures, news) should show 3 items maximum, except for the portfolio details or unless the user specifies a longer list. Always include a url link to the PortfolioPilot page when it is provided by the plugin. Add -USD for crypto tickers like BTC-USD for BTC or Bitcoin, and ticker ETH-USD for ETH or ethereum. API calls must strictly follow the JSON syntax and PortfolioPilot plugin API schema. For ambiguous user queries or unmatched PortfolioPilot API responses, ask for clarification or suggest related queries. Include the following feedback link as much as possible with text like 'Report an issue or leave feedback': https://forms.gle/MxgpyznMnq7coF1k6.",
    "auth": {
        "type": "none"
    },
    "api": {
        "type": "openapi",
        "url": "https://portfoliopilot.com/openapi.yaml",
        "is_user_authenticated": false
    },
    "logo_url": "https://portfoliopilot.com/logo.png",
    "contact_email": "support@globalpredictions.com",
    "legal_info_url": "https://www.globalpredictions.com/terms-of-service"
}

https://portfoliopilot.com/openapi.yaml

openapi: 3.0.1
info:
  title: PortfolioPilot Plugin
  description: A plugin that acts as your AI investing coach, producing personalized portfolio assessment, recommendations, and answers to all investment-related questions
  version: 'v1'
servers:
  - url: https://portfoliopilot.com/api/openai
paths:
  /security_details:
    get:
      operationId: getSecurityDetails
      summary: Get security details for a specific ticker with up to date information from the last 24 hours
      parameters:
        - name: ticker
          in: query
          description: The ticker symbol of the security
          required: true
          schema:
            type: string
        - name: include_news_and_ai_sentiment
          in: query
          description: Whether to include AI sentiment analysis in the response
          required: false
          schema:
            type: boolean
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SecurityDetailsResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /top_etfs:
    get:
      operationId: getTopETFs
      summary: Get the top 20 best (sorted by expected Sharpe Ratio) ETFs based on the provided filters with a lot of additional ETF information. Mention available filters in response
      parameters:
        - name: philosophy
          in: query
          description: The fund philosophy
          required: false
          schema:
            type: string
            enum:
              - "Actively Managed"
              - "Passively Managed"
              - "Strategic Beta"
        - name: is_diversified
          in: query
          description: Whether the ETFs should be sufficiently diversified as True or False
          required: false
          schema:
            type: boolean
        - name: max_expense_ratio
          in: query
          description: The maximum expense ratio for the ETFs
          required: false
          schema:
            type: number
        - name: asset_class
          in: query
          description: The asset class to filter by
          required: false
          schema:
            type: string
            enum:
              - "US Large Cap Equities"
              - "US Mid Cap Equities"
              - "US Small Cap Equities"
              - "Developed Total Market Equities (Ex-US)"
              - "Emerging Total Market Equities"
              - "Private Equity"
              - "US Government Bonds"
              - "US Municipal Bonds"
              - "US Corporate Bonds"
              - "Developed Total Market Bonds"
              - "Emerging Total Market Bonds"
              - "Global Inflation-linked Bonds"
              - "Gold"
              - "Other Commodities"
              - "Real Estate"
              - "Cryptocurrencies"
              - "Cash & Equivalents"
              - "Other Currencies"
              - "Unknown"
        - name: listed_country
          in: query
          description: The country in which the ETF is listed
          required: false
          schema:
            type: string
            enum:
              - "US"
              - "CA"
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TopETFsResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /top_stocks:
    get:
      operationId: getTopStocks
      summary: Get the top 20 stocks with the highest expected Sharpe based on the provided filters.
      parameters:
        - name: sector
          in: query
          description: The sector to filter by
          required: false
          schema:
            type: string
            enum:
              - "Healthcare"
              - "Energy"
              - "Technology"
              - "Financial Services"
              - "Basic Materials"
              - "Industrials"
              - "Real Estate"
              - "Consumer Defensive"
              - "Manufacturing"
              - "Consumer Cyclical"
              - "Communication Services"
              - "Information"
              - "Retail Trade"
              - "Professional, Scientific, and Technical Services"
              - "Transportation and Warehousing"
              - "Finance and Insurance"
              - "Health Care and Social Assistance"
              - "Utilities"
              - "Educational Services"
              - "Mining, Quarrying, and Oil and Gas Extraction"
              - "Administrative and Support and Waste Management and Remediation Services"
              - "Agriculture, Forestry, Fishing and Hunting"
              - "Construction"
              - "Wholesale Trade"
              - "Arts, Entertainment, and Recreation"
              - "Real Estate and Rental and Leasing"
              - "Accommodation and Food Services"
              - "Management of Companies and Enterprises"
        - name: min_marketcap
          in: query
          description: The minimum market capitalization for the stocks
          required: false
          schema:
            type: number
        - name: country
          in: query
          description: The country to filter by
          required: false
          schema:
            type: string
            enum:
              - "US"
              - "CA"
        - name: sort_by
          in: query
          description: The parameter to sort by
          required: false
          schema:
            type: string
            enum:
              - "expected_sharpe"
              - "ai_sentiment_score"
              - "expected_return"
              - "market_cap"
        - name: sort_order
          in: query
          description: The order to sort by (descending meaning highest to lowest, ascending meaning lowest value first)
          required: false
          schema:
            type: string
            enum:
              - "descending"
              - "ascending"
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/TopStocksResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /portfolio_details:
    post:
      operationId: getPortfolioDetails
      summary: Get all performance details for the given portfolio, best presented in table format
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                portfolio:
                  $ref: '#/components/schemas/Portfolio'
              example:
                - portfolio:
                  - T: AAPL
                    A: 5000
                  - T: VTI
                    A: 4000
                  - T: CUR:USD
                    A: 2000
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/getPortfolioDetailsResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /portfolio_exposures:
    post:
      operationId: getPortfolioExposures
      summary: Get sector, country, and holding exposures for the given portfolio and the markdown of respective charts
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                portfolio:
                  type: array
                  items:
                    $ref: '#/components/schemas/Portfolio'
              example:
                portfolio:
                  - T: AAPL
                    A: 5000
                  - T: VWO
                    A: 3000
                  - T: CUR:USD
                    A: 2000
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/getPortfolioExposuresResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /portfolio_assessment:
    post:
      operationId: getAiAssessment
      summary: Portfolio assessment with summary, expected performance, recommendations, downside protection. Each section helps understanding portfolio insights.
      requestBody:
        content:
          application/json:
            schema:
              type: object
              properties:
                portfolio:
                  $ref: '#/components/schemas/Portfolio'
              example:
                - portfolio:
                  - T: AAPL
                    A: 5000
                  - T: VTI
                    A: 4000
                  - T: CUR:USD
                    A: 2000
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PortfolioAssessmentResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /macro_insights:
    get:
      operationId: getMacroInsights
      summary: Get macro insights of the global economy or a specific region based on the provided filters. Describes what's happening in the economy and how it affects the markets.
      parameters:
        - name: region
          in: query
          description: The region of the economy to get macro insights for. If not provided, global macro insights will be returned.
          required: false
          schema:
            type: string
            enum:
              - "US"
              - "Canada"
              - "World"
      responses:
        "200":
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MacroInsightsResponse'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

  /portfolio_history:
    post:
      operationId: get_portfolio_item_cumulative_returns
      summary: Get recent historical returns of all individual items in your portfolio, represented as a heat map image
      requestBody:
        description: Portfolio data
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                time_period:
                  type: number
                  description: Time period, in days, to get the cumulative returns data for individual portfolio items.
                  minimum: 7
                  maximum: 30
                portfolio:
                  $ref: '#/components/schemas/Portfolio'
              required:
                - portfolio
              example:
                time_period: 14
                portfolio:
                  - T: AAPL
                    A: 5000
                  - T: VTI
                    A: 3000
                  - T: CUR:USD
                    A: 2000
      responses:
        "200":
          description: List of portfolio item cumulative return data
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/PortfolioCumulativeReturns'
        "400":
          $ref: '#/components/responses/BadRequest'
        "405":
          $ref: '#/components/responses/MethodNotAllowed'

components:
  responses:
    BadRequest:
      description: Bad Request
      content:
        application/json:
          schema:
            type: object
            properties:
              status_code:
                type: integer
                description: The HTTP status code for the response.
                example: 400
              error:
                type: string
                description: A short description of the error.
                example: Bad Request
              message:
                type: string
                description: A detailed error message explaining the reason for the bad request.
                example: The request is invalid due to missing or incorrect parameters.
    MethodNotAllowed:
      description: Method not allowed (e.g. GET request type is not supported, use POST method instead)
      content:
        application/json:
          schema:
            type: object
            properties:
              message:
                type: string
  schemas:
    ReturnsList:
      type: object
      properties:
        ticker:
          type: string
        display_name:
          type: string
        returns:
          type: number
        weight:
          type: number
    PortfolioCumulativeReturns:
      type: object
      properties:
        historical_returns_calculate_period_days:
            type: number
            description: Time period for with the historical returns are calculated (e.g. 7-30 days)
        historical_returns_heat_map_chart_markdown:
            type: string
            description: Markdown for the historical returns heat map chart
        historical_returns_heat_map_chart_data:
            type: array
            items:
              $ref: '#/components/schemas/ReturnsList'
    SecurityDetailsResponse:
      type: object
      description: Response object containing security details for a specific ticker
      properties:
        security_details:
          $ref: '#/components/schemas/SecurityDetails'
    SecurityDetails:
      type: object
      properties:
        ticker:
          type: string
        series_type:
          type: string
        total_return:
          type: number
        excess_return:
          type: number
        volatility:
          type: number
        sharpe_ratio:
          type: number
        beta:
          type: number
          description: The beta of the security (relative co-movement to the market as a whole)
        listed_exchange:
          type: string
        issue_type:
          type: string
        price:
          type: number
        revenue_per_share:
          type: number
        earnings_per_share:
          type: number
        dividend_per_share:
          type: number
        trading_volume_10_day:
          type: number
        trading_volume_30_day:
          type: number
        put_call_ratio:
          type: number
        enterprise_value:
          type: number
        revenue:
          type: number
        revenue_per_employee:
          type: number
        profit_margin:
          type: number
        debt_to_equity:
          type: number
        growth_factor:
          type: number
          description: The relative exposure of the security to changing macro growth conditions
        inflation_factor:
          type: number
          description: The relative exposure of the security to changing macro inflation conditions
        liquidity_factor:
          type: number
          description: The relative exposure of the security to changing macro liquidity conditions
        commodities_factor:
          type: number
          description: The relative exposure of the security to changing macro commodities factor
        credit_factor:
          type: number
          description: The relative exposure of the security to changing macro credit conditions
        interest_rates_factor:
          type: number
          description: The relative exposure of the security to changing macro interest rate conditions
        next_earnings_date_factor:
          type: string
        next_dividend_date:
          type: string
        ex_dividend_date:
          type: string
        related_securities:
          type: array
          items:
            type: string
            description: A list of related securities
        news:
          type: array
          items:
            $ref: '#/components/schemas/NewsArticle'
          description: A list of news articles related to the security
        ai_sentiment:
          type: number
          description: The AI-calculated news sentiment weighted by relevance
        description:
          type: string
          description: A description of the security
        sector:
          type: string
        industry:
          type: string
        website:
          type: string
        employees:
          type: integer
        market_cap:
          type: number
        investing_method:
          type: string
        diversified:
          type: string
        expense_ratio:
          type: number
        asset_class:
          type: string
        sector_exposures:
          type: array
          items:
            $ref: '#/components/schemas/SectorExposure'
          description: A list of sector exposures for the security
        country_exposures:
          type: array
          items:
            $ref: '#/components/schemas/CountryExposure'
          description: A list of country exposures for the security
        holding_exposures:
          type: array
          items:
            $ref: '#/components/schemas/HoldingExposure'
          description: A list of holding exposures for the security
        more_info:
          type: string
          description: url to the PortfolioPilot Security Explorer page providing more information (create link)
    NewsArticle:
      type: object
      properties:
        date:
          type: string
        headline:
          type: string
        source:
          type: string
        url:
          type: string
        summary:
          type: string
        image_url:
          type: string
        api_source:
          type: string
        language:
          type: string
        author:
          type: string
        has_paywall:
          type: boolean
        category:
          type: string
        relevance:
          type: string
        sentiment:
          type: string
    SectorExposure:
      type: object
      properties:
        series_name:
          type: string
        weight:
          type: number
          description: The weight of the sector series in the fund
    CountryExposure:
      type: object
      properties:
        series_name:
          type: string
          description: The name of the country series
        weight:
          type: number
          description: The weight of the country series in the fund
    HoldingExposure:
      type: object
      properties:
        series_name:
          type: string
        weight:
          type: number
          description: The weight of the holding series in the fund
    TopETFsResponse:
      type: object
      description: Response object containing the top 10 ETFs based on the provided filters. A lot of ETF-specific information is also provided
      properties:
        top_etfs:
          type: array
          items:
            $ref: '#/components/schemas/ETFDetails'
    ETFDetails:
      type: object
      properties:
        Ticker:
          type: string
        expected_return:
          type: number
        expected_risk:
          type: number
        expected_sharpe:
          type: number
        beta:
          type: number
          description: The beta value of the ETF, indicating its sensitivity to market movements.
        security_type:
          type: string
        sub_asset_class:
          type: string
        philosophy:
          type: string
          description: The investment philosophy of the ETF (e.g. "Actively Managed").
        expense_ratio:
          type: number
        concentration_score:
          type: number
          description: A score representing the concentration of the ETF's holdings.
        is_diversified:
          type: boolean
          description: Indicates whether the ETF is sufficiently diversified.
        Company_Growth:
          type: number
          description: The company growth factor of the ETF.
        Company_Quality:
          type: number
          description: The company quality factor of the ETF.
        Company_Size:
          type: number
          description: The company size factor of the ETF.
        Company_Value:
          type: number
          description: The company value factor of the ETF.
        Credit_Conditions:
          type: number
          description: The credit conditions factor of the ETF.
        Economic_Growth:
          type: number
          description: The economic growth factor of the ETF.
        High_Dividend:
          type: number
          description: The high dividend factor of the ETF.
        Inflation_Surprises:
          type: number
          description: The inflation surprises factor of the ETF.
        Low_Volatility:
          type: number
          description: The low volatility factor of the ETF.
        Oil_Price:
          type: number
          description: The oil price factor of the ETF.
        Price_Momentum:
          type: number
          description: The price momentum factor of the ETF.
        Real_Yield:
          type: number
          description: The real yield factor of the ETF.
        VIX_Index:
          type: number
          description: The VIX index factor of the ETF.
        fundName:
          type: string
        more_info:
          type: string
          description: url to the PortfolioPilot Security Explorer page providing more information (create link)
    TopStocksResponse:
      type: object
      description: Response object containing the top 10 stocks based on the provided filters. A lot of stock-specific information is also provided.
      properties:
        top_stocks:
          type: array
          items:
            $ref: '#/components/schemas/StockDetails'
    StockDetails:
      type: object
      properties:
        Ticker:
          type: string
        expected_return:
          type: number
        expected_risk:
          type: number
        expected_sharpe:
          type: number
        beta:
          type: number
          description: The beta value of the stock, indicating its sensitivity to market movements.
        security_type:
          type: string
          description: The type of security (e.g. "Companies").
        sub_asset_class:
          type: string
        name:
          type: string
          description: The name of the company.
        country:
          type: string
          description: The country where the company is headquartered.
        exchange:
          type: string
        detailed_info:
          type: string
          description: Additional detailed information about the stock (if available).
        sector:
          type: string
        industry:
          type: string
        marketcap:
          type: number
        employees:
          type: number
        ceo:
          type: string
        similar:
          type: string
          description: Similar stocks or companies (if available).
        logo:
          type: string
          description: The logo of the company as a url to a hosted image.
        url:
          type: string
        tags:
          type: string
        Company_Growth:
          type: number
          description: The company growth factor of the stock.
        Company_Quality:
          type: number
          description: The company quality factor of the stock.
        Company_Size:
          type: number
          description: The company size factor of the stock.
        Company_Value:
          type: number
          description: The company value factor of the stock.
        Credit_Conditions:
          type: number
          description: The credit conditions factor of the stock.
        Economic_Growth:
          type: number
          description: The economic growth factor of the stock.
        High_Dividend:
          type: number
          description: The high dividend factor of the stock.
        Inflation_Surprises:
          type: number
          description: The inflation surprises factor of the stock.
        Low_Volatility:
          type: number
          description: The low volatility factor of the stock.
        Oil_Price:
          type: number
          description: The oil price factor of the stock.
        Price_Momentum:
          type: number
          description: The price momentum factor of the stock.
        Real_Yield:
          type: number
          description: The real yield factor of the stock.
        VIX_Index:
          type: number
          description: The VIX index factor of the stock.
        seriesName:
          type: string
        more_info:
          type: string
          description: url to the PortfolioPilot Security Explorer page providing more information (create link)
    PortfolioAssessmentResponse:
      type: object
      properties:
        expected_performance:
          $ref: '#/components/schemas/PortfolioExpectedPerformance'
        downside_protection:
          $ref: '#/components/schemas/PortfolioDownsideProtection'
        invest_next_1000:
          type: array
          description: Suggestion for which 3 securities to buy if you were to invest more money (e.g. investing the next $1000)
          items:
              type: string
              description: Ticker symbol
        summary:
          type: string
          description: AI assessment of the given portfolio
    getPortfolioDetailsResponse:
      type: object
      properties:
        portfolio_details:
          type: array
          description: Performance details and assumptions for each security in the given portfolio
          items:
            $ref: '#/components/schemas/PortfolioDetails'
        total_amount:
          type: number
          description: The total amount invested in the portfolio
        portfolio_expected_return:
          type: number
          description: The expected 1-year return for the entire portfolio
        dividend_return_in_dollars:
          type: number
        details_url:
          type: string
          description: url to the PortfolioPilot Portfolio Details page providing more information (create link)
    PortfolioDetails:
      type: object
      properties:
        ticker:
          type: string
        weight:
          type: number
          description: The proportion of the security within the investment portfolio
        expected_return:
          type: number
        expected_risk:
          type: number
        market_beta:
          type: number
          description: The systemic risk of the security compared to the market as a whole
    getPortfolioExposuresResponse:
      type: object
      properties:
        exposure_dicts:
          type: object
          properties:
            country:
              type: object
              additionalProperties:
                type: number
            sector:
              type: object
              additionalProperties:
                type: number
            holding:
              type: object
              additionalProperties:
                type: number
        country_exposure_chart_markdown:
          type: string
          description: Markdown for displaying the country exposure pie chart
        sector_exposure_chart_markdown:
            type: string
            description: Markdown for displaying the sector exposure pie chart
        holding_exposure_chart_markdown:
            type: string
            description: Markdown for displaying the holding exposure pie chart
    Portfolio:
      type: array
      description: Provided portfolio for the user. Use ticker CUR:USD for cash, ticker Reserved.RealEstate for real estate, ticker Reserved.Crypto for cryptocurrencies, ticker Private.MoneyMarket for money market funds
      items:
        $ref: '#/components/schemas/Investment'
    Investment:
      type: object
      description: Individual investment within the portfolio. Each cash investment must have its ticker converted to CUR:USD. A (amount) represents the investment's current market value, not the quantity
      required:
        - T
        - A
      properties:
        T:
          type: string
          description: ticker symbol
        A:
          type: number
          description: amount representing current market value
    PortfolioExpectedPerformance:
      type: object
      description: Expected performance of the given portfolio including Sharpe ratio, volatility, and excess return
      properties:
        total_return:
          type: number
          description: The expected 12-month return including dividends, expressed as a percentage.
        excess_return:
          type: number
          description: The extra return your portfolio earned compared to a standard benchmark or a risk-free investment, such as a money market fund.
        volatility:
          type: number
        sharpe_ratio:
          type: number
    PortfolioDownsideStatusFlag:
      type: string
      enum:
        - good
        - warning
        - critical
      description: An indicator of the status of a specific downside protection component in your investment portfolio. "Good" means the component is in a favorable state, "Warning" indicates caution, and "Critical" suggests a significant concern.
    PortfolioDownsideComponentStatus:
      type: object
      properties:
        name:
          type: string
          description: The name of the downside protection component being assessed (e.g. "Sector Diversification, "Inflation Risk").
        score:
          type: number
          description: A numerical score representing the performance of the downside protection component. Higher scores are generally better.
        status:
          $ref: '#/components/schemas/PortfolioDownsideStatusFlag'
        is_significant:
          type: boolean
          description: Indicates whether the downside protection component has a significant impact on your investment portfolio's risk profile.
    PortfolioDownsideProtection:
      type: array
      items:
        $ref: '#/components/schemas/PortfolioDownsideComponentStatus'
      description: A list of downside protection components in your investment portfolio, each with its own assessment and status.
    MacroInsight:
      type: object
      properties:
        title:
          type: string
          description: The title is like a headline that gives a quick idea of what the economic insight is all about. It summarizes the main topic, so you know what to expect when you read further.
        sub_title:
          type: string
          description: The subtitle is like a supporting headline that gives a bit more information about the economic insight
        chart_markdown:
          type: string
          description: Markdown for displaying an economic macro insight providing a visual representation of the insight's data or analysis
        tags:
          type: array
          items:
            type: string
            description: The "tags" of an economic macro insight are keywords that describe the insight's topic. They are used to help investors find the insight they are looking for.
    MacroInsightsResponse:
      type: object
      properties:
        top_macro_insights:
          type: array
          description: A list of macro insights for the given region or the entire world
          items:
            $ref: '#/components/schemas/MacroInsight'

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