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Market-Wide 13F Activity

GetMarketWide13FActivity
Read-only

Get the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter. The bucket argument selects one of: top-buys (Δ shares > 0 ranked by Δ value desc), top-sells (Δ shares < 0 ranked by Δ value asc), new-positions (stocks ranked by count of filers initiating a position), sold-out-positions (stocks ranked by count of filers exiting). Δ Value is the change in stored quarter-end position value and includes the quarter's price move on held shares, so use Δ Shares to read the position change itself. The output publishes the first complete 13F report quarter and refuses comparisons that cross that corpus boundary. Use this to answer 'what's the consensus 13F move this quarter?'

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
bucketYesBucket: top-buys, top-sells, new-positions, or sold-out-positions
maxResultsNoMaximum number of stocks to return (default: 20, clamped to 1-500)
reportDateNoQuarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false. The description adds behavioral context beyond that: it clarifies that Δ Value includes the quarter's price move on held shares, advises using Δ Shares to read the position change itself, and discloses that the output starts from the first complete 13F quarter and refuses comparisons crossing that boundary. This adds valuable nuance about output semantics and data limitations.

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?

The description is four sentences long, each carrying substantive information: the main definition, bucket mechanics, the Δ Value caveat, and the corpus boundary. It avoids filler and front-loads the primary action, though it could be slightly more structured with lists or breaks.

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?

The tool is moderately complex with four distinct modes and a subtle data caveat. The description covers all modes, the caveat, and the boundary condition, and it provides a concrete use case. With no output schema, it would benefit from a brief note on output structure, but the expected leaderboard format is reasonably implied.

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?

The input schema already describes all three parameters with details such as bucket enum values, maxResults default (20) and clamp (1-500), and reportDate snapping behavior. With 100% schema coverage, the description need not repeat these; it only adds bucket ranking context, which is helpful but not critical. Baseline 3 is appropriate.

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 opens with a specific action: 'Get the market-wide 13F leaderboards for a given quarter' and enumerates the four bucket types (top-buys, top-sells, new-positions, sold-out-positions). It explicitly differentiates from siblings by scoping to 'across all 13F filers' and by naming 'market-wide' versus tools like GetTopBuyersSellers or GetMarketWideCongressionalActivity.

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 an explicit use case: 'Use this to answer "what's the consensus 13F move this quarter?"' It also explains the available buckets and the boundary behavior, providing clear context. However, it does not name alternative tools or state when not to use it, so it falls short of full exclusion 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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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.