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close_trade

Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerNoAlternative to trade_id: the ticker of your single open trade.
trade_idNoThe trade id (from list_my_trades). Preferred when known.
exit_dateYesExit date — ISO date (YYYY-MM-DD) or datetime.
exit_priceYesExit price per share/unit.
exit_reasonNoOptional: why you exited.
lesson_learnedNoOptional: a post-trade reflection — what you learned.
emotional_stateNoOptional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.

TDQS

A4.1/5.0
Behavior3/5

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

Annotations are minimal (readOnlyHint=false, destructiveHint=false) and do not describe side effects. The description adds that the tool records an exit reflection (price, date, feelings, lessons), and implies a state change from open to closed. However, it does not disclose what happens after closing (e.g., whether the trade moves to a close history, affects journal stats, or is irreversible). Given the mutation nature and lack of annotation support, more behavioral detail would be beneficial, but the provided info is adequate.

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?

The description is two sentences, front-loaded with the core action and followed by necessary identification guidance. No filler words or repetition of schema details. Every sentence adds value.

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

Completeness3/5

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

For a 7-parameter mutation tool with no output schema, the description covers the main purpose, identification options, and optional reflection fields. However, it does not explicitly state that one of trade_id/ticker is required (schema doesn't require either), nor describe the post-close behavior or return value. These gaps make it not fully complete, but it is functional for common usage.

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 100%, so the baseline is 3. The description adds meaningful semantics by explaining the trade_id vs ticker alternative: 'Identify the trade by id, or by ticker if you have a single open position for it.' It also maps 'how you felt and what you learned' to optional reflection parameters, which adds context beyond field names. This elevates the score above baseline.

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 opens with a specific verb and resource: 'Close an open trade in your Trading Journal with an exit reflection.' This clearly states what the tool does, including the key differentiator (exit reflection) that separates it from delete_trade or update_trade. The mention of closing an open trade is unambiguous and aligns with the tool name.

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 gives clear context for when to use the tool (to close an open trade) and includes a conditional identification rule: use ticker only if you have a single open position. However, it does not explicitly compare against alternatives like delete_trade or update_trade, nor state when not to use it. Still, the context is clear enough for correct selection.

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

A3.9/5.0
Disambiguation4/5

With 57 tools, most have distinct purposes (market data, journaling, watchlists). A few related tools (get_price_alignment vs get_crypto_price_alignment, get_market_pulse vs get_market_movers) could cause miselection, but descriptions clarify asset types and scope.

Naming Consistency4/5

Tools predominantly use get_/list_/create_/update_/delete_ verbs with clear noun suffixes. Minor deviations like start_here, whoami, add_to_watchlist, and remove_from_watchlist break the pure verb_noun pattern, but the style is consistent and readable.

Tool Count1/5

At 57 tools, the server is far beyond the well-scoped range. While the domain is broad, this many tools will overwhelm an agent's capability to select accurately, and many could be consolidated (e.g., separate financial statements).

Completeness5/5

The server covers watchlist CRUD, trading journaling, market data (fundamentals, statements, news, transcripts), analysis tools, and community features. No obvious dead ends; lifecycle coverage is thorough for the described domain.

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