# Overlays

Instruments flagged as **Overlay** in the *Define Portfolios* screen are not included when calculating the sum of weights constraint during optimization.&#x20;

![Classifying instruments as Overlays](/files/-MEyZmTDIZhOIv5CfUxn)

Some examples of overlay instruments are options, futures, swaps, and other derivative risk management instruments. We assume that these instruments do not require capital unlike instruments in the cash markets.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://wpahelp.windhamlabs.com/overlays.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
