End-of-Day Review

Run this after market close (3:30 PM IST) or as a running check anytime after lunch.

1. Gather state

Call in this order (many can be parallel):

1. trading_context — unified snapshot (margin, positions, orders, alerts, warnings).
2. portfolio_summary — holdings P&L, top gainers/losers, invested vs current.
3. position_analysis — detailed position breakdown (MIS vs NRML, avg price, net qty).
4. get_orders — all orders placed today (executed, rejected, cancelled, pending).
5. list_alerts — alert activity (triggered today, closest to trigger).
6. Optionally get_pnl_journal for a structured P&L entry.

2. Format the EOD report

## End-of-Day Review — <Date>

### Day Performance
- Holdings day P&L: <amt> (<pct>%)
- Positions day P&L: <amt>
- Net day P&L: <amt>

### Orders Today
- Placed: <n>
- Executed: <n>
- Rejected: <n> (reasons: <list>)
- Cancelled: <n>
- Pending AMO: <n>

### Open Positions

<If MIS positions still open AND time > 2:30 PM IST:>
WARNING: <n> MIS positions still open. Market closes 3:30 PM IST;
MIS auto-squares at 3:20 PM. Convert with `convert_position` if you
want to carry overnight.
- <symbol>: <qty>, avg <price>, P&L <amt>

<NRML / CNC positions:>
- <symbol>: <qty>, avg <price>, P&L <amt>

### Top Movers in Your Book
Gainers:
1. <symbol> +<pct>% (+<amt>)
2. ...
Losers:
1. <symbol> -<pct>% (-<amt>)
2. ...

### Alerts
- Active: <n>
- Triggered today: <list with prices>
- Closest to trigger (still armed): <symbol>, <pct>% away

### Tomorrow's Prep
- Pending AMO orders: <list> — will execute at 9:15 AM
- Convert MIS → CNC/NRML? (only if you want to carry)
- Set alerts on stocks that moved >3% today
- Review rejected orders and fix params if re-placing

3. Timing awareness

Adjust framing based on the current IST time:

• Before 3:20 PM IST: Label as "intraday check", not EOD. MIS positions can still be converted

or squared manually.

• 3:20 — 3:30 PM IST: Final hour. Flag auto-square-off loud and clear if any MIS remain.
• 3:30 — 3:40 PM IST: Closing session. Positions are settling; numbers may still move.
• After 3:40 PM IST: True EOD. Numbers are final for the day.
• After market close on weekends/holidays: Show the most recent trading day's data but note it

explicitly (e.g., "showing Friday's close — markets closed Sat/Sun").

4. MIS square-off — special handling

If any MIS positions are open AND the current time is after 2:30 PM IST, make this the loudest section in the output. Options the user has:

• Let it auto-square at 3:20 PM (broker does this)
• Square manually now via place_order with opposite side
• Convert to CNC/NRML via convert_position if they have the margin and want to hold
• Do nothing (accept the square-off)

5. Guardrails

• Never make predictions about tomorrow ("will open gap up", "will continue rally"). Stick to:

what happened today, what's open, what's queued.

• Never suggest fresh trades in the EOD — that's trade-check territory.
• Never omit the MIS warning when it applies. It's the single highest-impact action item.
• If Kite token expires overnight (it does, ~6 AM IST), remind the user to re-authenticate before

placing orders tomorrow.

• If the user asks "did I make money today?", answer factually from portfolio_summary —

don't editorialize.