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Investment Analysis Calculator

Advanced investment analysis tools for portfolio optimization and risk assessment.

Overview

The Investment Analysis Calculator provides comprehensive tools for analyzing investment opportunities, portfolio performance, and risk metrics.

Setup

from agno.agent import Agent
from enhancedtoolkits.calculators import InvestmentAnalysisCalculatorTools

# Add to agent
agent = Agent(
    name="Investment Analyst",
    model="gpt-4",
    tools=[InvestmentAnalysisCalculatorTools()]
)

Available Functions

Return Analysis

  • calculate_roi() - Return on investment calculations
  • calculate_cagr() - Compound annual growth rate
  • calculate_sharpe_ratio() - Risk-adjusted returns

Portfolio Analysis

  • calculate_portfolio_return() - Weighted portfolio returns
  • calculate_portfolio_risk() - Portfolio volatility and risk
  • optimize_portfolio() - Portfolio optimization algorithms

Valuation Models

  • calculate_dcf() - Discounted cash flow valuation
  • calculate_capm() - Capital asset pricing model
  • calculate_wacc() - Weighted average cost of capital

Example Usage

# Agent automatically has access to these functions
response = agent.run(
    "Calculate the Sharpe ratio for a portfolio with 12% return, 8% risk-free rate, and 15% volatility"
)