> ## Documentation Index
> Fetch the complete documentation index at: https://toolathlon.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock Build Position

> Allocate $1M USD across US, Hong Kong, and A-shares in a 4:3:3 ratio, purchasing whole shares using today’s opening prices and exchange rates, and populate the position table accordingly.

> **Toolathlon-Verified** · Website task ID `126` · Canonical task `stock-build-position`
>
> [View the task source at `d57361c0`](https://github.com/hkust-nlp/Toolathlon/tree/d57361c0f1582cf9a0675c0753315bb6b004bd0e/tasks/finalpool/stock-build-position)

## Required Tools

<Card>
  <div className="tools-container">
    <div className="mcp-servers-container">
      <div className="mcp-servers-title">
        MCP Servers
      </div>

      <div className="mcp-servers-grid">
        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/QdN2Y6f6c_GBV7Vj/icons/excel.png?fit=max&auto=format&n=QdN2Y6f6c_GBV7Vj&q=85&s=cadff9a1748ae18b2d36eabf71bc7f59" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/excel.png" />

          <span className="mcp-server-name">excel</span>
        </div>

        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/v2Ad3GlVGK-9gZ_R/icons/yahoo.png?fit=max&auto=format&n=v2Ad3GlVGK-9gZ_R&q=85&s=2ea18c5900a96dfb668a2225a5dc14c0" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/yahoo.png" />

          <span className="mcp-server-name">yahoo-finance</span>
        </div>

        <div className="mcp-server-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/v2Ad3GlVGK-9gZ_R/icons/terminal.png?fit=max&auto=format&n=v2Ad3GlVGK-9gZ_R&q=85&s=649c9eaee40fc4b5379e1faa127c84b7" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/terminal.png" />

          <span className="mcp-server-name">terminal</span>
        </div>
      </div>
    </div>

    <div className="local-tools-container">
      <div className="mcp-servers-title">
        Local Tools
      </div>

      <div className="local-tools-grid">
        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/ucpMq24upueB4g4R/icons/claim_done.png?fit=max&auto=format&n=ucpMq24upueB4g4R&q=85&s=94ee5a6cf860bae09936a702c6c6c648" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="14" height="14" data-path="icons/claim_done.png" />

          <span className="local-tool-name">claim\_done</span>
        </div>

        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/v2Ad3GlVGK-9gZ_R/icons/python.png?fit=max&auto=format&n=v2Ad3GlVGK-9gZ_R&q=85&s=6e4e3cca411e7f15013ce15afa0dd155" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="64" height="64" data-path="icons/python.png" />

          <span className="local-tool-name">python\_execute</span>
        </div>

        <div className="local-tool-item">
          <Icon icon="filter-list" size={20} color="#4286f6" />

          <span className="local-tool-name">handle\_overlong\_tool\_outputs</span>
        </div>

        <div className="local-tool-item">
          <Icon icon="bars-progress" size={20} color="#4286f6" />

          <span className="local-tool-name">manage\_context</span>
        </div>

        <div className="local-tool-item">
          <img alt="" aria-hidden="true" src="https://mintcdn.com/hkust/ucpMq24upueB4g4R/icons/history.png?fit=max&auto=format&n=ucpMq24upueB4g4R&q=85&s=25d885756cf14ced8475bd94adfdecb7" style={{height: "20px", width: "20px", margin: 0, padding: 0, display: 'inline-block'}} width="14" height="14" data-path="icons/history.png" />

          <span className="local-tool-name">history</span>
        </div>
      </div>
    </div>
  </div>
</Card>

## Instruction

I am preparing to open a stock position today. `stock.xlsx` contains the companies I want to purchase and and I plan to buy all the company shares in the form(Alibaba to be bought as a Hong Kong stock, and BYD, Ping An Insurance and Wuxi AppTec as A-shares). Please establish the position according to a 4:3:3 ratio for US stocks, Hong Kong stocks, and A-shares, respectively. My total capital is \$1 million USD. Please calculate exchange rates and stock prices based on today's (if today is not a trading day then just use the data from the latest trading day) opening prices. Purchases should be made in whole shares, and A-shares must be bought in multiples of 100 shares (one lot). Based on this, please provide me with a position-building plan and fill in the blank spaces in the table with the final position information. Fill the Initial\_position\_size with numbers only. Please stop there and do not perform any additional actions.

## Initial State

### Local Workspace

<div className="file-tree">
  <a href="https://github.com/hkust-nlp/Toolathlon/tree/d57361c0f1582cf9a0675c0753315bb6b004bd0e/tasks/finalpool/stock-build-position/initial_workspace">workspace</a>/
  └── stock.xlsx
</div>

## Legacy Trajectories

<Warning>
  These replays were produced on the original Toolathlon release. They are retained for historical inspection and are not Toolathlon-Verified results.
</Warning>

* ✅ [Claude-4.5-Sonnet](https://toolathlon-traj.xyz/claude-4.5-sonnet_stock-build-position)
* ❌ [Deepseek-v3.2-Exp](https://toolathlon-traj.xyz/deepseek-v3.2-exp_stock-build-position)