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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

A4.5/5.0
Behavior4/5

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

Annotations already establish read-only, idempotent, and non-destructive behavior. The description adds value beyond annotations by detailing the row structure (quantity, value, amount, netAmount, agreedRate, brokerageNumber, itemized expenses) and disclosing bulk execution support. It does not mention pagination behavior, but this is a minor gap given the safety profile is clear.

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 concise and front-loaded: the first sentence states the core purpose, followed by a list of returned fields. The second paragraph adds bulk usage without excess. Every sentence contributes useful information, with no filler or redundancy.

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?

There is no output schema, so the description must explain return values, which it does thoroughly by listing the fields per row. It also covers input requirements (investment_id), usage context (after list_investments), and batch capability. For a read-only list tool, this is sufficiently complete.

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 description coverage is 0%, so the description must compensate. It explains how to obtain investment_id via openfinance_list_investments and clarifies that investment_ids enables batch processing. The page/page_size parameters are left to standard conventions, which is acceptable, but not fully documented.

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 the tool returns movement history for a specific investment position, enumerating transaction types (BUY/SELL/TAX/INTEREST/AMORTIZATION/TRANSFER). It distinguishes itself from sibling tools like openfinance_list_transactions by focusing on investment-specific movements and referencing a prerequisite tool (openfinance_list_investments) to obtain the required investment_id.

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 explicit sequencing guidance: 'Use after openfinance_list_investments to get the investment_id.' Also mentions bulk support via investment_ids for batched execution. However, it does not explicitly state when to use this tool over alternatives like openfinance_list_transactions, only implying the investment-specific context.

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

A4.3/5.0
Disambiguation4/5

The openfinance_* tools are mostly distinct list/get/update/sync operations, and the non-openfinance tools are clearly separate platform utilities. A few pairs could be confused, such as openfinance_list_accounts vs openfinance_get_accounts_detail, or openfinance_get_item_status vs openfinance_list_connections, but the descriptions generally make the intended use clear.

Naming Consistency4/5

The domain tools follow a consistent openfinance_verb_noun pattern, making the bulk of the API predictable. The deviation comes from the six non-prefixed platform tools, and one or two names like openfinance_provider_status are noun-led rather than verb-led, but overall the convention is coherent.

Tool Count3/5

25 tools is at the heavy end of the range, and the server would feel tighter if some get/list pairs were consolidated. However, the breadth is somewhat justified by the number of Open Finance resource types covered: accounts, transactions, bills, investments, loans, connections, categories, and sync/status operations plus platform utilities.

Completeness5/5

The Open Finance surface is thorough: connection lifecycle, account data, balances, transactions, credit card bills, investments, loans, categories, sync, and provider health are all covered. There are no significant dead ends, and the additional platform tools handle authentication, marketplace discovery, and system information.