Itô Basket Compare

Guardrails

• Do not provide investment advice or tell the user to buy, sell, hold, hedge, lever, or size a trade.
• Do not execute, prepare, or submit orders.
• Do not use private documents unless the user explicitly points to them.
• Use

  ITO_API_KEY

  only for read-only Itô basket/market data after explicit user request.
• If comparing against financials, preserve privacy and summarize only the fields needed for the comparison.

Comparison Modes

Basket vs Knowledge Base

1. Identify the basket theme and underliers.
2. Retrieve the user's relevant notes, docs, or memory snippets.
3. Map each underlier to claims, sources, uncertainties, and stale assumptions.
4. Return aligned signals, conflicting signals, and missing research.

Basket vs Portfolio Notes

1. Parse the user's watchlist, holdings summary, or exposure notes.
2. Compare themes, geographies, time horizons, and event outcomes.
3. Flag concentration, correlation, and duplicated narrative exposure.
4. Avoid recommendations; phrase output as inspection and questions.

Basket vs Financial Context

1. Accept only user-provided or explicitly selected financial context.
2. Identify liquidity, drawdown, time-horizon, and constraint mismatches.
3. Ask for missing constraints instead of guessing.

Output Contract

1. Basket summary
2. Comparison target
3. Matches
4. Conflicts or stale assumptions
5. Missing context
6. User-action checklist

This comparison is informational and not investment or trading advice.