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Trandence Trading Journal

Breakdown by ticker

get_symbol_breakdown

Trades grouped by ticker over a period: how many, net P&L, fees and win rate for each. This is the tool for "which symbols do I trade most / lose most on" — it covers every trade in the range, unlike get_trades which returns only the newest rows. Options count under their underlying: NVDA shares and NVDA calls are one row.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMost-traded tickers to return (default 30)
endDateNoInclusive end date (YYYY-MM-DD)
startDateNoInclusive start date (YYYY-MM-DD)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.4/5.0
Behavior4/5

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

With no annotations, the description carries the behavioral disclosure burden. It explains that the tool covers every trade in the range, aggregates options under their underlying (NVDA shares and calls merge into one row), and returns specific metrics. This goes well beyond a generic 'returns breakdown' statement, though it does not discuss auth, rate limits, or ordering behavior.

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?

Three sentences deliver the result, the use case, the sibling distinction, and the key aggregation rule. Every sentence earns its place, and the most important scoping details are front-loaded.

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 an aggregation/read tool with no annotations or output schema, the description is quite complete: it names the output metrics, date range, inclusion scope, and the unusual option-underlying behavior. Minor gaps like default date handling and exact ordering are not critical for correct invocation.

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?

Schema coverage is 100%, so the schema already documents limit, startDate, and endDate. The description adds only general context like 'over a period' and 'most-traded', which is useful but not a substantial supplement to the parameter documentation.

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 states a specific operation: trades grouped by ticker with concrete metrics (count, net P&L, fees, win rate). It names the resource (ticker breakdown over a period) and explicitly distinguishes itself from get_trades, so an agent can select it without opening the 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?

It gives the exact question this tool answers ('which symbols do I trade most / lose most on') and explains when not to use it by contrasting with get_trades, which only returns the newest rows. This is explicit when/when-not guidance.

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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