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Folionomiq

How many real bets, and who carries the risk

portfolio_structure
Read-onlyIdempotent

How many independent bets the holdings add up to (from how they move together, not how many tickers there are), each holding's share of the risk beside its share of the money, and the same over recent years only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
baseNoCurrency every figure is expressed in (USD, EUR, GBP, CAD…). Default USD.
holdingsYesWhat is held: {ticker: weight or amount}. Weights need not sum to one; amounts in the base currency are also accepted (then the crises are shown in money). 1 to 100 holdings. Tickers as the exchange lists them (VOO, VWCE.DE, XAW.TO; 'CASH.USD' for cash).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
dataNoWhere the prices came from and what was missing or repaired.
_fenceYesWhat these figures are and are not: descriptive, no forecast, no advice. Repeat its sense when presenting the result.
recentNoThe same figures over the recent years only.
max_weightNoIts share of the money, 0 to 1.
n_holdingsNoHoldings measured.
effective_betsNoEffective number of independent bets (from correlations, not the ticker count).
max_risk_tickerNoThe holding carrying the largest share of the portfolio's risk.
top_factor_shareNoShare of the movement explained by the single strongest common factor.
max_weight_tickerNoThe largest holding by money.
risk_contributionsNo[ticker, share of risk] pairs.
max_risk_contributionNoThat holding's share of the risk, 0 to 1.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, covering safety. The description adds methodological context (co-movement analysis, recent-years window) without contradicting annotations, enhancing transparency beyond the structured fields.

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?

The description is a single dense sentence with no filler, front-loading the primary output. It is efficient but slightly packed; a minor split into two sentences could improve readability without adding length.

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 the output schema and annotations, the description sufficiently conveys what the tool returns and its input needs. It does not specify edge cases like how 'recent years' is defined, but that is acceptable given the structured fields cover the essentials.

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% for both parameters (holdings and base). The description does not add extra meaning to parameters beyond what the schema already documents, so it sits at the baseline 3.

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 states precisely what the tool computes: the number of independent bets derived from co-movement, each holding's share of risk versus money, and the same metrics over recent years. It explicitly differentiates from ticker count and names the core outputs, making it distinct from sibling tools like measure_portfolio or portfolio_report.

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?

The description implies usage for portfolio risk analysis but does not explicitly mention when to prefer this tool over alternatives or when not to use it. There is no comparison to siblings, leaving the agent to infer context from the purpose alone.

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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