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Find shared and model portfolios

search_portfolios
Read-onlyIdempotent

Use this when the user wants to see real portfolios to learn from or copy (e.g. "show me low-drawdown dividend portfolios", "portfolios that hold SCHD", "the best risk-adjusted portfolios on Redstone"): the public portfolios Redstone's users built and shared, and Redstone's model portfolios, with past-year returns, risk and yield. Describe the kind of portfolio with the figure filters where one fits; nameIncludes only matches names, so keep it for themes no figure captures, such as "AI". Up to 10 results. Not for the user's own brokerage account or for recommending a portfolio to buy.

Input Schema

NameRequiredDescriptionDefault
holdsNoTickers every result must hold
limitNo
orderNodesc puts the highest first; for drawdown the highest is the shallowestdesc
madeByNocommunity: portfolios users built and shared; redstone: Redstone's model portfoliosanyone
sortByNosharpe1y
minSharpeNo
nameIncludesNoWords to look for in portfolio names, e.g. 'dividend' or 'AI'; any one matching is enough
minReturn1yPctNo
minDividendYieldPctNo
maxDrawdownNoWorseThanPctNoKeep portfolios whose worst fall over the past year was no deeper than this, e.g. -10

Output Schema

NameRequiredDescriptionDefault
urlYesRedstone's portfolio library, to sort and filter
asOfYesMarket date (YYYY-MM-DD) of the latest close behind every number
portfoliosYes
totalMatchesYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already cover read-only, idempotent and non-destructive, so the description does not need to restate safety. It adds real context beyond them: result cap ('Up to 10 results') and the fact that results carry past-year returns, risk and yield. It stops short of describing pagination or result-completeness behavior, which keeps it off a 5.

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?

Front-loaded with the use case, then the filter-selection rule, then the exclusions, so the most important content comes first. The single dense sentence packs in nested parentheticals and quoted examples, making it slightly harder to scan than it needs to be.

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 an output schema present, the description needn't explain return shapes, and it covers when to use, when not to, result caps and filter strategy for a 10-parameter tool. Minor gap: the numeric threshold parameters and default ordering are not given any semantic framing.

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

Parameters4/5

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

Schema coverage is only 50%, and the description compensates by explaining the crucial filter-selection rule: use the figure filters when a metric expresses the intent, and reserve nameIncludes for themes no figure captures like 'AI'. It doesn't clarify sortBy, minSharpe or the min* thresholds, leaving several undocumented params to be inferred from their names.

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 (search public/community and Redstone model portfolios) with concrete example queries, and clearly separates it from get_portfolio ('Not for the user's own brokerage account') and the metric tools by naming the returned dimensions (past-year returns, risk, yield). An agent can pick it over its siblings without opening a schema.

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

Usage Guidelines5/5

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

Explicit trigger ('when the user wants to see real portfolios to learn from or copy'), concrete utterance examples, an explicit exclusion zone (own brokerage account, recommending a portfolio to buy), and routing guidance on choosing figure filters vs nameIncludes. Nothing is left to inference.

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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