Skip to main content
Glama

Add Portfolio Lot

AddPortfolioLot

Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker. For an option, pass both its underlying ticker and verified OCC symbol; unknown or expired contracts are rejected. quantity is signed: positive for long shares/contracts, negative for short stock or written options. costPerUnit is always the positive per-share price or option premium, never the per-contract total. Identical retries within the duplicate window return the existing lot instead of adding another.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoOptional. A short note from the user about this lot, up to 256 characters.
tickerYesStock ticker. For an option, the UNDERLYING ticker, e.g. AAPL.
quantityYesSigned size: shares for a stock, contracts for an option. Negative for a short sale or a written option.
portfolioYesThe portfolio to add to, by name.
costPerUnitYesPrice per share, always positive: paid for a long, received for a short. For an option, the premium per share (a $3.20 contract is 3.20, not 320).
acquiredDateYesThe trade date, as yyyy-MM-dd. Cannot be in the future.
optionContractNoOptional. The OCC option symbol, e.g. O:AAPL260724C00110000. Provide it to record an option contract; omit it for shares.

TDQS

A4.6/5.0
Behavior5/5

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

Annotations only indicate a non-read, non-destructive operation. The description adds substantial behavior: rejects unknown/expired contracts, requires verified OCC symbols for options, signed quantity semantics, positive costPerUnit, and idempotent retries within a duplicate window. This goes well beyond annotations and is critical for correct usage.

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 dense but each sentence adds unique value. It leads with purpose, then covers inference prohibition, instrument specifics, quantity/cost semantics, and idempotency in a logical order. No redundant or filler content; every sentence earns its place.

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?

Given the tool's complexity (7 parameters, 5 required) and no output schema, the description covers all critical usage constraints: instrument selection, signed quantity, cost semantics, rejection rules, and duplicate behavior. It doesn't mention prerequisites like portfolio existence, but that's a minor gap likely handled elsewhere. Overall, it's quite complete for a write operation.

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% with detailed descriptions, so the baseline is 3. The description adds meaningful cross-parameter context: that for options you must pass both the underlying ticker and the optionContract, and that costPerUnit is never the per-contract total. These relationships are not explicit in the schema, elevating the score.

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 first sentence states a specific verb ('Record') and resource ('a user-confirmed purchase or sale in the caller's portfolio'). It clearly indicates this is a write operation for adding lots, distinguishing it from siblings like UpdatePortfolioLot, RemovePortfolioLot, and GetMyPortfolio. The purpose is unambiguous.

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 gives clear context for instrument types (stock vs option), requires user confirmation ('Never infer or guess'), and explains idempotency for retries. It does not explicitly name alternative tools, but the context and sibling names make it obvious that this is for adding new lots. The guidance is solid but could be strengthened by explicitly saying 'use this to add a new lot, not to modify or close an existing one.'

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

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

TDQS

B3.4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, with detailed descriptions that cross-reference related alternatives. A few near-duplicate names could cause misselection, notably SearchDocument versus SearchDocuments and GetCftcPositioning versus GetLatestCftcPositioning.

Naming Consistency5/5

Tool names consistently follow a VerbNoun camelCase pattern: Get for retrievals, Search for discovery, List/Read for document access, and Add/Close/Remove/Update/Watch/Create/Delete for portfolio mutations. Despite the large count, there is no mixing of naming conventions or unpredictable verb styles.

Tool Count1/5

108 tools is an extreme surface area, far beyond the 3-15 well-scoped range and well past the 25+ threshold. Even for a broad financial data platform, this creates a heavy selection burden and substantial context overhead for agents.

Completeness4/5

The server covers an unusually wide domain: prices, fundamentals, SEC filings, options, insider activity, 13F holdings, short interest, macro data, funds, IPOs, and full portfolio lifecycle management. Notable gaps remain, such as a basic company profile/ticker-resolution tool, dividend history, and analyst estimates, so it is not a perfect 5.