PortfolioFit

Evaluate portfolio alignment

evaluate_portfolio_alignment

Idempotent

Compare a clean mandate with normalized holdings. Do not send PDF, CSV, spreadsheet, or factsheet files; extract them before calling.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "holdings": "<holdings>",
      "idempotency_key": "<idempotency_key>"
    },
    "name": "evaluate_portfolio_alignment"
  }
}

Input Schema

Name	Required	Description	Default
`rules`	No
`mandate`	No
`holdings`	Yes
`analysis_name`	No	Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each calculation still needs its own idempotency_key.
`base_currency`	No		USD
`portfolio_name`	No		Portfolio
`idempotency_key`	Yes
`source_warnings`	No
`composition_scope`	No		unknown

Output Schema

Name	Required	Description	Default
No arguments

Schema Changelog

Changes observed during successful MCP inspections.

Changed7 schema fields changedOct 10, 2026

addedInput schema / properties / analysis_name

Added value: +{
+  "anyOf": [
+    {
+      "maxLength": 255,
+      "minLength": 1,
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "description": "Optional private grouping name. The same case-sensitive name, after trimming outer whitespace, reuses one group for this user. Omit it for an independent operation. Keep the name on retries; each calculation still needs its own idempotency_key.",
+  "title": "Analysis Name"
+}

removedOutput schema / $defs / CapabilityLimitExceededOutput

Removed value: -{
-  "additionalProperties": false,
-  "properties": {
-    "capability": {
-      "title": "Capability",
-      "type": "string"
-    },
-    "code": {
-      "const": "capability_limit_exceeded",
-      "title": "Code",
-      "type": "string"
-    },
-    "message": {
-      "title": "Message",
-      "type": "string"
-    },
-    "plan": {
-      "title": "Plan",
-      "type": "string"
-    },
-    "resolution_paths": {
-      "items": {
-        "$ref": "#/$defs/CapabilityLimitResolutionPath"
-      },
-      "minItems": 1,
-      "title": "Resolution Paths",
-      "type": "array"
-    },
-    "retryable_now": {
-      "const": false,
-      "default": false,
-      "title": "Retryable Now",
-      "type": "boolean"
-    },
-    "same_idempotency_key_reusable": {
-      "const": true,
-      "default": true,
-      "title": "Same Idempotency Key Reusable",
-      "type": "boolean"
-    },
-    "status": {
-      "const": "quota_exceeded",
-      "title": "Status",
-      "type": "string"
-    },
-    "usage": {
-      "$ref": "#/$defs/CapabilityLimitUsage"
-    }
-  },
-  "required": [
-    "code",
-    "status",
-    "message",
-    "capability",
-    "plan",
-    "usage",
-    "resolution_paths"
-  ],
-  "title": "CapabilityLimitExceededOutput",
-  "type": "object"
-}

addedOutput schema / $defs / GroupedAlignmentOutput

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "analysis_id": {
+      "title": "Analysis Id",
+      "type": "string"
+    },
+    "analysis_name": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ],
+      "title": "Analysis Name"
+    },
+    "analysis_url": {
+      "title": "Analysis Url",
+      "type": "string"
+    },
+    "capability": {
+      "const": "portfolio_alignment.v1",
+      "title": "Capability",
+      "type": "string"
+    },
+    "findings": {
+      "items": {
+        "additionalProperties": true,
+        "type": "object"
+      },
+      "title": "Findings",
+      "type": "array"
+    },
+    "meta": {
+      "$ref": "#/$defs/InvocationMeta"
+    },
+    "rule_results": {
+      "items": {
+        "additionalProperties": true,
+        "type": "object"
+      },
+      "title": "Rule Results",
+      "type": "array"
+    },
+    "status": {
+      "enum": [
+        "compliant",
+        "non_compliant",
+        "insufficient_evidence"
+      ],
+      "title": "Status",
+      "type": "string"
+    },
+    "summary": {
+      "title": "Summary",
+      "type": "string"
+    },
+    "warnings": {
+      "items": {
+        "type": "string"
+      },
+      "title": "Warnings",
+      "type": "array"
+    }
+  },
+  "required": [
+    "analysis_id",
+    "analysis_name",
+    "analysis_url",
+    "capability",
+    "status",
+    "summary",
+    "meta"
+  ],
+  "title": "GroupedAlignmentOutput",
+  "type": "object"
+}

addedOutput schema / $defs / GroupedLimitOutput

Added value: +{
+  "additionalProperties": false,
+  "properties": {
+    "analysis_id": {
+      "title": "Analysis Id",
+      "type": "string"
+    },
+    "analysis_name": {
+      "anyOf": [
+        {
+          "type": "string"
+        },
+        {
+          "type": "null"
+        }
+      ],
+      "title": "Analysis Name"
+    },
+    "analysis_url": {
+      "title": "Analysis Url",
+      "type": "string"
+    },
+    "capability": {
+      "title": "Capability",
+      "type": "string"
+    },
+    "code": {
+      "const": "capability_limit_exceeded",
+      "title": "Code",
+      "type": "string"
+    },
+    "message": {
+      "title": "Message",
+      "type": "string"
+    },
+    "plan": {
+      "title": "Plan",
+      "type": "string"
+    },
+    "resolution_paths": {
+      "items": {
+        "$ref": "#/$defs/CapabilityLimitResolutionPath"
+      },
+      "minItems": 1,
+      "title": "Resolution Paths",
+      "type": "array"
+    },
+    "retryable_now": {
+      "const": false,
+      "default": false,
+      "title": "Retryable Now",
+      "type": "boolean"
+    },
+    "same_idempotency_key_reusable": {
+      "const": true,
+      "default": true,
+      "title": "Same Idempotency Key Reusable",
+      "type": "boolean"
+    },
+    "status": {
+      "const": "quota_exceeded",
+      "title": "Status",
+      "type": "string"
+    },
+    "usage": {
+      "$ref": "#/$defs/CapabilityLimitUsage"
+    }
+  },
+  "required": [
+    "analysis_id",
+    "analysis_name",
+    "analysis_url",
+    "code",
+    "status",
+    "message",
+    "capability",
+    "plan",
+    "usage",
+    "resolution_paths"
+  ],
+  "title": "GroupedLimitOutput",
+  "type": "object"
+}

removedOutput schema / $defs / PortfolioAlignmentOutput

Removed value: -{
-  "additionalProperties": false,
-  "properties": {
-    "capability": {
-      "const": "portfolio_alignment.v1",
-      "title": "Capability",
-      "type": "string"
-    },
-    "findings": {
-      "items": {
-        "additionalProperties": true,
-        "type": "object"
-      },
-      "title": "Findings",
-      "type": "array"
-    },
-    "meta": {
-      "$ref": "#/$defs/InvocationMeta"
-    },
-    "rule_results": {
-      "items": {
-        "additionalProperties": true,
-        "type": "object"
-      },
-      "title": "Rule Results",
-      "type": "array"
-    },
-    "status": {
-      "enum": [
-        "compliant",
-        "non_compliant",
-        "insufficient_evidence"
-      ],
-      "title": "Status",
-      "type": "string"
-    },
-    "summary": {
-      "title": "Summary",
-      "type": "string"
-    },
-    "warnings": {
-      "items": {
-        "type": "string"
-      },
-      "title": "Warnings",
-      "type": "array"
-    }
-  },
-  "required": [
-    "capability",
-    "status",
-    "summary",
-    "meta"
-  ],
-  "title": "PortfolioAlignmentOutput",
-  "type": "object"
-}

changedOutput schema / anyOf

Previous value: -[
-  {
-    "$ref": "#/$defs/PortfolioAlignmentOutput"
-  },
-  {
-    "$ref": "#/$defs/CapabilityLimitExceededOutput"
-  }
-]New value: +[
+  {
+    "$ref": "#/$defs/GroupedAlignmentOutput"
+  },
+  {
+    "$ref": "#/$defs/GroupedLimitOutput"
+  }
+]

changedOutput schema / title

Previous value: -"PortfolioAlignmentToolOutput"New value: +"GroupedAlignmentToolOutput"

Changed1 schema field changedAug 7, 2026

addedInput schema / $defs / AlignmentHolding / properties / weight / description

Added value: +"Portfolio weight. Prefer a decimal share such as 0.24 for 24%. Percentage-point inputs such as 24 are also accepted and normalized when the supplied holdings use that convention."

First observedAug 3, 2026

TDQS

B3.1/5.0

Behavior3/5

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

Annotations already declare idempotentHint=true and destructiveHint=false, and the description adds a useful pre-call constraint about input preparation. But readOnlyHint=false means this has side effects (it stores an analysis), and the description never states that the operation persists state, nor does it mention idempotency-key behavior or any limits, leaving the non-read-only nature unexplained.

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?

Two front-loaded sentences with no filler; the constraint clause is placed after the purpose statement where it is easy to scan. It is arguably under-sized for a 9-parameter tool, but there is no wasted text.

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

Completeness2/5

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

For a tool with 9 parameters, a nested rule structure, and near-zero schema description coverage, two sentences are not enough; the agent lacks guidance on the rule objects, weight/currency conventions, and the required idempotency_key. The presence of an output schema excuses omitting return values, but the input side remains largely undocumented.

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

Parameters2/5

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

Schema description coverage is only 11% across 9 parameters, so the description must carry the load — yet it only gestures at two of them (mandate, holdings) via 'clean mandate' and 'normalized holdings'. Nothing explains rules, composition_scope, source_warnings, base_currency, portfolio_name, or idempotency_key semantics.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb+resource pair: compare a mandate against holdings. An agent can distinguish it from constraint or statistics siblings, though the phrasing 'clean mandate' / 'normalized holdings' assumes domain vocabulary rather than stating plainly that it evaluates alignment rules against a portfolio.

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?

It gives one explicit exclusion — do not pass PDF/CSV/spreadsheet/factsheet files, extract first — which is a genuine when-not condition. However there is no positive context for when to choose this over calculate_portfolio_constraints or calculate_portfolio_statistics, and no prerequisites or sequencing guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

All PortfolioFit tools Inspect

Try in Browser

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources

Need Help?