Redstone Markets

Use this when the user describes a portfolio of US stocks and ETFs with weights (e.g. "60% VTI, 40% BND", "equal parts AAPL, MSFT, NVDA") and wants to know how it would have done or how risky it is: returns over YTD, 1 year and 5 years (rebalanced quarterly), max drawdown, volatility, Sharpe, beta vs SPY, dividend yield and the correlation between holdings, charted against SPY, with a link that opens it on Redstone to save. 2 to 20 holdings. Not for live brokerage accounts, trading or allocation advice.

Use this when the user wants to compare 2 to 5 US stocks or ETFs side by side (e.g. "VOO vs QQQ", "SCHD or VYM?"): returns, drawdown, volatility, Sharpe, beta, dividend yield and how correlated they are, with an overlaid 1Y/5Y chart. End-of-day data for US large and mid caps, major foreign stocks and US ETFs. Not for intraday quotes or recommendations on what to buy.

Use this when the user asks about one public Redstone portfolio, usually a search_portfolios result: its holdings with each one's own figures, its returns over YTD, 1 year and 5 years, max drawdown, volatility, Sharpe, beta and dividend yield, charted against SPY. Not for a portfolio the user describes (use backtest_portfolio) or private portfolios.

Use this when the user asks how a single US stock or ETF has performed or how risky it is: YTD, 1-year and 5-year annualized returns, max drawdown, volatility, Sharpe, Sortino, beta, alpha and dividend yield, with a 1Y/5Y chart. End-of-day data for US large and mid caps, major foreign stocks and US ETFs. Not for intraday quotes, news, earnings, fundamentals or price targets.

Use this when the user wants a ranked list of US stocks or ETFs by a performance, risk or dividend yield metric, optionally within a sector or ETF category (e.g. "lowest volatility dividend ETFs", "highest yielding bond ETFs", "highest Sharpe tech stocks this year", "energy stocks with the smallest drawdown"). Covers about 2,900 US-listed stocks and about 1,200 US ETFs, end-of-day. Not for fundamentals (P/E, revenue), news or buy recommendations.

Use this when the user wants to see real portfolios to learn from or copy (e.g. "show me low-drawdown dividend portfolios", "portfolios that hold SCHD", "the best risk-adjusted portfolios on Redstone"): the public portfolios Redstone's users built and shared, and Redstone's model portfolios, with past-year returns, risk and yield. Describe the kind of portfolio with the figure filters where one fits; nameIncludes only matches names, so keep it for themes no figure captures, such as "AI". Up to 10 results. Not for the user's own brokerage account or for recommending a portfolio to buy.