Get portfolio
get_portfolioPaper desk portfolio snapshot: equity, cash, buying power, day P&L and total P&L vs cash funded.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
get_portfolioPaper desk portfolio snapshot: equity, cash, buying power, day P&L and total P&L vs cash funded.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Changes observed during successful MCP inspections.
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, idempotentHint, openWorldHint=false and destructiveHint=false, so the safety profile is fully covered. The description adds only that this is the 'paper desk' (i.e., simulated) portfolio, a useful but modest bit of context; it says nothing about freshness, caching, or account scoping.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single compact sentence that front-loads the resource and then lists the returned metrics; every clause carries information with no filler.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
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 enumerates the returned fields, which partially compensates. But for a zero-arg tool surrounded by get_my_portfolio / get_positions / get_my_positions, the missing disambiguation of which portfolio is being read is a real completeness gap.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool takes zero parameters, so the schema carries no semantic burden and the baseline is 4. Nothing in the description contradicts or needs to compensate for the empty input schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb+resource ('portfolio snapshot') and enumerates the fields returned (equity, cash, buying power, day P&L, total P&L), which is concrete. However, it does not distinguish itself from close siblings like get_my_portfolio or get_my_positions, so an agent cannot tell which portfolio tool to pick from the text alone.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
There is no 'use this when...' guidance and no mention of alternatives such as get_my_portfolio, despite the sibling list containing several near-identical portfolio/position tools. The agent is left to infer usage from the name 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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