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get_instrument_overview

Read-onlyIdempotent

Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

TDQS

A4.2/5.0
Behavior5/5

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

The description adds meaningful behavioral context beyond the annotations: data freshness ('refresh on a daily cycle and can lag the latest close by one session') and the distinction between stocks (fundamentals) and ETFs (holdings). This provides useful operational insight for the agent, and there is no contradiction with the readOnly/idempotent hints.

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 that efficiently convey the tool's scope, components, and a key caveat about data freshness. The website analogy adds clarity without redundancy, and there is zero filler.

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?

For a composite tool with no output schema, the description covers the main content categories and a crucial timing caveat. It lacks explicit detail about the exact response structure or any potential limitations, but given the breadth of what it returns, it is reasonably complete. A score of 4 reflects that it could mention pagination or volume but is sufficient for an agent to set expectations.

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?

The schema covers 100% of the single parameter 'ticker' with a clear description including examples. The tool description does not add new parameter-specific semantics beyond restating that it's a single instrument, so the baseline of 3 applies because the schema already does the heavy lifting.

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 the tool provides a comprehensive overview of a single instrument, listing specific components (identification, Market Mood, price alignment, fundamentals/holdings, news). It also distinguishes from sibling tools by framing it as the 'equivalent of opening the /analysis page on the website', which contrasts with the narrow single-aspect sibling tools like get_mood_for_ticker or get_price_alignment.

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 when to use the tool ('Everything we offer about a single instrument in one shot') but does not explicitly state exclusions or name alternatives. It hints that for a full snapshot this is the go-to tool, but it doesn't say 'if you only need mood, use get_mood_for_ticker'. Thus usage guidance is implied rather than explicit.

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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