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Create a portfolio

create_portfolio

Put several of your saved strategies together as a portfolio, each with a share of the capital, and see their combined result — equity, drawdown, Sharpe, each one's contribution, and how correlated they are. Combining saved backtests costs nothing. Pro.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "name": "<name>",
      "strategies": "<strategies>"
    },
    "name": "create_portfolio"
  }
}

Input Schema

NameRequiredDescriptionDefault
nameYes
strategiesYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already establish it is a non-destructive write (readOnlyHint=false, destructiveHint=false, openWorldHint=false). The description adds real context beyond that: cost behavior, a Pro tier requirement, and a preview of the returned analytics (equity, drawdown, Sharpe, contribution, correlation). It does not disclose persistence/auth details beyond the tier gate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

A single, front-loaded sentence that leads with the action, then the output, then cost/tier. Dense and informative with em-dash framing, and no filler. Slightly run-on but every clause carries value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema, the description usefully previews return contents and adds cost/tier context. It is nearly complete for a create tool; minor gaps are the lack of linkage to downstream tools (e.g., run_portfolio) and behavior on name collisions.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Top-level schema description coverage is 0%, so the description carries weight. It clarifies the 'weight' concept via 'each with a share of the capital' (the nested items do document id and weight with a default of 1). But the required 'name' parameter is never addressed, so the compensation is only partial.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource: 'Put several of your saved strategies together as a portfolio.' This is clearly the creation operation, distinguishable from get_portfolio (fetch), run_portfolio (execute), and update_portfolio (modify). The scope of the tool is unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides a cost guideline ('Combining saved backtests costs nothing') and a tier gate ('Pro'), which are useful usage signals. However, it names no alternative tools and gives no explicit when-to-use/when-not-to-use guidance relative to update_portfolio or run_portfolio, leaving the agent to infer.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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