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Journal P&L breakdown

journal_breakdown
Read-only

Where the P&L actually comes from: closed trades in the window grouped nine ways — weekday, time of day, hold time, symbol, side, position size, tag, rating and asset class — each group with trade count, wins, losses, net P&L, average net P&L and win rate (breakevens excluded). Defaults to all time, since groups need sample size; narrow with range or from/to. The tool for 'what am I good or bad at' questions; journal_overview has the headline numbers. Requires signing in with a LuxAlgo account (OAuth).

Input Schema

NameRequiredDescriptionDefault
toNoInclusive end day (YYYY-MM-DD, journal timezone). Overrides `range`.
fromNoInclusive start day (YYYY-MM-DD, journal timezone). Overrides `range`.
rangeNoNamed window ending today in the journal timezone. Ignored when from/to are given.
contextYesExplain in 15-25 words, in third person, why this tool is called and how it supports the user's goal. For analytics only. You MUST describe only the abstract purpose of the tool call. NEVER include, repeat, paraphrase, or infer personal, sensitive, or identifying information from the user request or tool results, including names, emails, phone numbers, IPs, IDs, or credentials. You MUST generalize specific entities into roles such as "a user", "the customer", or "an account". Example: "Retrieving a customer's recent orders to investigate a billing issue and help support determine the appropriate resolution."
accountsNoJournal account ids to scope to (from journal_list_accounts). Omit for every account, archived ones included. Unknown ids are rejected.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.6/5.0
Behavior4/5

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

Annotations already cover the safety profile (readOnlyHint=true, destructiveHint=false, openWorldHint=true), so the bar is lower, and the description still adds real context: authentication via a LuxAlgo OAuth account, breakevens excluded from win-rate math, and a sensible all-time default chosen for sample size. It does not describe result volume/pagination for what could be nine groups of many symbols, which is the one remaining gap.

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?

Front-loaded with what the tool returns and where the data comes from, then defaults, then sibling routing, then auth — a logical order. The nine-dimension enumeration and result-field list are long, but each clause carries information an agent would otherwise have to guess since there is no output schema.

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?

With no output schema, the description compensates by naming the per-group metrics returned (trade count, wins, losses, net P&L, average net P&L, win rate) and the breakeven exclusion. Combined with the default-window rule, the narrowing parameters, the OAuth requirement, and sibling routing, an agent has everything needed to call this correctly.

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, but the description adds semantics the schema lacks: the default window is all time and the reason for it, plus a stated preference for `range` or `from`/`to` when narrowing. The `accounts` and `context` parameters are left entirely to the schema, which documents them well.

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?

States a specific verb and resource (P&L sourced from closed trades in a window, grouped nine ways by weekday, time of day, hold time, symbol, side, size, tag, rating, asset class) and explicitly contrasts itself with journal_overview as the headline-numbers tool. An agent can distinguish it from every sibling without opening a 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?

Gives an explicit selection rule ('the tool for "what am I good or bad at" questions') and names the alternative (journal_overview) for the headline case. It also states the default window and how to narrow it with `range` or `from`/`to`, so the when-to-use decision is fully specified.

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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