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get_portfolio_analysis

Read-onlyIdempotent

Returns asset allocation by type/country/top stocks and distribution by sector, market cap, dividend yield, beta, and P/E.

Args:
    portfolio_id: One of the IDs returned by list_my_portfolios.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / (root)
      Previous value: -{
      -  "properties": {
      -    "result": {
      -      "title": "Result",
      -      "type": "string"
      -    }
      -  },
      -  "required": [
      -    "result"
      -  ],
      -  "title": "get_portfolio_analysisOutput",
      -  "type": "object"
      -}New value: +null
  2. First observed

TDQS

A4.3/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and non-destructive, so the safety profile is disclosed. The description adds the behavioral fact that portfolio_id must be obtained from list_my_portfolios, which is useful but not a major new behavioral trait. No contradictions exist.

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 compact and front-loaded with a comprehensive list of output dimensions in one sentence, followed by an Args block. Every sentence earns its place; there is no redundancy or filler.

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

Completeness5/5

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

For a read-only analysis tool with one parameter and no output schema, this description is complete. It explains what to expect (allocation/distribution data) and how to satisfy the input (portfolio_id from list_my_portfolios). No major gaps remain.

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 0% for portfolio_id, so the description must compensate. It explicitly connects the parameter to list_my_portfolios, giving the agent a clear way to obtain valid IDs. This is valuable semantic context that the schema alone lacks, though it doesn't cover additional formats or constraints.

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 uses the specific verb 'Returns' and clearly enumerates the resource: asset allocation by type/country/top stocks and distribution by sector, market cap, dividend yield, beta, and P/E. This distinguishes it from sibling portfolio tools like get_portfolio_holdings or get_portfolio_overview by specifying the exact analytical content.

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 provides clear context about when to use this tool: when you need allocation and distribution metrics for a portfolio. It also gives a crucial prerequisite—portfolio_id must come from list_my_portfolios. However, it does not explicitly contrast with alternatives or state when not to use it, so it misses the full 5.

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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