Trend Card
trend_cardRead-onlyIdempotent
Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a series name (repeating the label once per series) to stack them with a legend. Pass items to list the composition behind the number.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Usually omit this. Optional one-line insight rendered inside the card. Only pass it when you ALREADY have the figures in hand from a call you made for another reason — never make an extra tool call just to write a note, because that round trip delays the card itself. When you do add one, say something the card does not already show (what drove a change, what to watch), in one sentence, and never guess a number. | |
| items | No | Optional rows under the chart — the composition behind the number (accounts behind a net worth, categories behind a month's spend). Each is { name, detail, value, color?, prompts? }. `color` is a named colour for the dot ('blue', 'green', …); omit it and rows are coloured in order. `prompts` are follow-up questions offered when the row is tapped — each string is shown as the menu label AND sent to the assistant verbatim, so keep them short and self-contained ('How has my Brokerage changed?', not 'changed?'). OMIT `prompts` unless a row needs something its name cannot imply: left out, the card builds its own drill-down from `name`, which saves you writing the same sentence once per row. | |
| start | No | ||
| title | No | Trend | |
| change | No | The change over the period, in the same unit as `current`. Send it together with `start` whenever you have them: the card leads with this figure, and left out it has to work back from `change_pct`, which is close but not the real number. | |
| points | No | ||
| current | No | ||
| upIsGood | No | false for cost-like metrics: an increase renders red, a decrease green. | |
| nextSteps | No | One short follow-up the user might ask next, in the form icon|question — 'calendar|Show me last month'. Phrase the question the way the user would say it, and take the icon from the table in the app instructions; any other name renders blank. Always supply 2-3. The card itself ignores them. | |
| change_pct | No | ||
| chartStyle | No | 'bar' draws discrete bars on a labelled x axis — better for comparing periods against each other, and the only style that stacks series. 'line' is the continuous trend. | line |
| periodLabel | No | Past 12 months | |
| valueFormat | No | How the hero value and change are formatted. | currency |
| valueSuffix | No | Optional unit appended to values, e.g. ' subs' or '/mo'. |