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Run a real DCA backtest on historical data

run_dca_backtest

Simulates dollar-cost averaging into one asset using dcamethod.com's own engine and historical price data. Returns total invested, final value, profit, CAGR, average buy price, best/worst month and purchase count. Dates outside the available range are clamped to it.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountYesUSD invested per purchase, e.g. 100
symbolYesAsset symbol or name, e.g. 'BTC', 'AAPL', 'gold'
end_dateNoOptional ISO date (YYYY-MM-DD); defaults to latest available
frequencyYesPurchase schedule
start_dateNoOptional ISO date (YYYY-MM-DD); defaults to earliest available

TDQS

A4/5.0
Behavior3/5

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

No annotations provided, so the description must disclose behavior. It mentions date clamping and lists return values, but does not state whether the operation is read-only (simulation is non-destructive) or any required permissions. While it covers core behavior, it lacks some safety context.

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

Conciseness5/5

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

Two sentences front-load the purpose and return values, with no redundant information. Every sentence adds value, and the structure is efficient.

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?

Given 5 parameters (3 required), no output schema, and no annotations, the description covers the essential purpose, return values, and date clamping edge case. It is nearly complete for a simulation tool, missing only error handling or validation details.

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?

Schema coverage is 100%, so the baseline is 3. The description does not add additional parameter-level details beyond what the schema already provides. It lists return values but no parameter meaning enrichment.

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?

The description clearly states it simulates dollar-cost averaging using a specific engine and historical data. It distinguishes itself from siblings like get_method and list_assets, which are about retrieving method info and asset lists, not simulation.

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

Usage Guidelines4/5

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

The description explains what the tool does and returns, and mentions date clamping. However, it does not explicitly state when to use vs. alternatives or provide exclusions. Siblings are sufficiently different to imply usage, leaving minimal ambiguity.

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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TDQS

A4.2/5.0
Disambiguation5/5

Each tool has a clear, distinct purpose: explaining the method, listing assets, and running backtests. No functional overlap.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern (get_method, list_assets, run_dca_backtest) with snake_case, making them predictable.

Tool Count5/5

Three tools cover the essential needs for a DCA toolset: method description, asset discovery, and backtesting. The count is well-scoped without being too sparse or excessive.

Completeness4/5

The set covers core DCA operations, but lacks features like comparing multiple assets or customizing backtest parameters, which could be useful. Still, no critical gaps for basic usage.

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