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Pensiata - Bulgarian Pension Fund Analytics

list_holdings_reports

List available markdown holdings reports for Bulgarian pension funds.

Reports contain detailed portfolio holdings data extracted from official PDF filings and converted to structured markdown with metadata (allocation %, exposure, top holdings).

Use this tool to discover what reports are available before loading specific ones with read_holdings_report. Filter by manager, fund type, or date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
date_toNo
date_fromNo
fund_typeNo
manager_slugNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

TDQS

A4.5/5.0
Behavior4/5

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

With no annotations, the description carries the full burden. It adds meaningful context by explaining that reports are derived from PDF filings, converted to markdown, and include metadata like allocation %, exposure, and top holdings. It does not explicitly state the tool is read-only, but the list/discovery framing makes that behavior apparent, and the added provenance details go beyond basic semantics.

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 three sentences, each earning its place: the first states the core action, the second explains the content and provenance of the reports, and the third gives usage guidance. There is no fluff or repetition; the structure is front-loaded and efficient.

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?

For a simple list/discovery tool with all optional parameters and an output schema, the description is fully sufficient. It covers what the tool lists, what the reports contain, how to use it in relation to `read_holdings_report`, and the available filters. The output schema handles return details, so no further exposition is needed.

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?

Schema description coverage is 0%, so the description must compensate. It mentions filtering by 'manager, fund type, or date range,' which loosely maps to all four parameters (manager_slug, fund_type, date_from, date_to), but it does not provide exact value formats (e.g., date syntax, slug format). This is a partial compensation, leaving some ambiguity about how to fill the parameters.

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 verb and resource: 'List available markdown holdings reports for Bulgarian pension funds.' It clearly distinguishes this discovery tool from the sibling `read_holdings_report` by stating it is for listing before loading specific reports. The scope is precise.

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?

Explicit guidance is provided: 'Use this tool to discover what reports are available before loading specific ones with read_holdings_report.' It also names the filter dimensions (manager, fund type, date range), giving clear context for when to use the tool and what it is for.

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

C2.9/5.0
Disambiguation2/5

Many tools have identical aliases (e.g., list_funds and get_bulgarian_pension_funds, list_benchmarks and get_bulgarian_pension_benchmarks), creating ambiguity. An agent would struggle to choose between them. Additionally, cache_stats is unrelated to the core domain, adding confusion.

Naming Consistency2/5

Naming patterns are inconsistent: some tools use short verb_noun (list_funds, compute_metric), while aliases are long and verbose (get_bulgarian_pension_fund_managers). Mixing both styles without clear distinction harms predictability.

Tool Count3/5

26 tools is on the high side, but many are aliases; the unique tool count is around 16-17, which is reasonable for a comprehensive analytics server. However, the alias redundancy makes the list feel bloated.

Completeness4/5

The tool set covers discovery (list_funds, list_managers, list_benchmarks), data retrieval (get_nav_series, get_holdings_reports_index), computation (compute_metric, rank), simulation (simulate_saver_outcome), and legal documents (search_pension_law). Missing are tools for updating or creating data, which is acceptable for an analytics server. A minor gap is the lack of a direct fund detail tool besides NAV.