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openfinance_list_investment_transactions

Read-onlyIdempotent

Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized expenses (brokerageFee, incomeTax, settlementFee, custodyFee, stockExchangeFee, etc.). Use after openfinance_list_investments to get the investment_id.

Bulk support: accepts investment_ids for batched execution.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
page_sizeNo
investment_idYes
investment_idsNo

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, destructiveHint=false, so safety profile is clear. The description adds moderate context about what transactions are returned and bulk support, but does not disclose pagination behavior or rate limits. No contradiction with annotations.

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?

Two short paragraphs, front-loaded with purpose, then return field details, then usage note. Every sentence adds value without redundancy or verbosity.

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

Completeness3/5

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

Explains return fields well despite no output schema, provides prerequisite and bulk note. However, missing description for pagination parameters (page, page_size) and lack of error/limit information make it incomplete for full practical use.

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 0%, so description must compensate. It implicitly explains investment_id (required, obtained from prior call) and investment_ids (for bulk). However, page and page_size are not described at all, leaving a significant gap for a list tool that likely supports pagination.

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 clearly states it returns movement history for a specific investment position with explicit transaction types (BUY/SELL/TAX/INTEREST/AMORTIZATION/TRANSFER) and lists many returned fields. It effectively distinguishes from sibling tools like openfinance_list_investments (which lists investments) and openfinance_list_transactions (general transactions).

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?

Provides clear prerequisite: 'Use after openfinance_list_investments to get the investment_id.' Also mentions bulk support with investment_ids. However, does not explicitly state when not to use or mention alternatives, but the context with sibling tools provides indirect 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

A4.1/5.0
Disambiguation4/5

Most tools map clearly to a distinct openfinance resource or action (accounts, transactions, bills, investments, loans, connections, provider health), and the platform utilities are a separate family. The only realistically confusable pairs are openfinance_list_transactions vs openfinance_list_transactions_by_item and openfinance_list_accounts vs openfinance_get_accounts_detail, but the descriptions draw sharp boundaries between them.

Naming Consistency4/5

The 19 openfinance_* tools follow a strong openfinance_<verb>_<noun> convention, with only minor exceptions like openfinance_provider_status and openfinance_list_transactions_by_item. The six platform tools mix bare verbs (authenticate, connect), nouns (marketplace, toolkit_info), and verb_noun (report_bug, show_version), but they are clearly a separate utility layer.

Tool Count3/5

25 tools sits at the top of the 'feels heavy' band. The number is defensible for a full Open Finance data product plus platform management tools, but an agent is exposed to a lot of surface area, and the same server mixes a banking-data adapter with a marketplace/utility layer.

Completeness5/5

The openfinance surface covers the full lifecycle: search/connect/reconnect/disconnect banks, force-sync, item status, provider incidents, accounts, balances, transactions per account and per connection, credit-card bills with paid-status derivation, investments and investment transactions, loans, loan detail, and transaction categorization. Platform tools cover auth, connection status, toolkit state, version, bug reporting, and marketplace operations, so there are no obvious dead ends.