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Glama

xpay✦ Finance Collection

getHolderIndustryBreakdown

The Holders Industry Breakdown API provides an overview of the sectors and industries that institutional holders are investing in. This API helps analyze how institutional investors distribute their holdings across different industries and track changes in their investment strategies over time.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesCIK number
yearYesYear of filing
quarterYesQuarter of filing (1-4)

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added
  2. Removed
  3. First observed

TDQS

C2.6/5.0
Behavior2/5

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

No annotations are provided, and the description does not disclose important behavioral traits such as whether this returns historical trends, single-period data, or any limitations. It mentions 'track changes over time' but gives no details about data source (e.g., 13F filings), time range constraints, or how the breakdown is structured.

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 concise at two sentences, with no significant fluff. The first sentence is a bit generic, but the second adds value by explaining the analytical purpose. It is appropriately sized for a simple tool.

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

Completeness2/5

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

Given the tool has no output schema, three required parameters, and no annotations, the description should clarify the expected output, how to interpret the industry breakdown, and the exact meaning of CIK. It does not, leaving the agent to guess critical details about invocation and result interpretation.

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 schema covers 100% of parameters with basic descriptions (CIK number, Year of filing, Quarter of filing), so the baseline is 3. However, the description adds no meaning beyond the schema and does not clarify that 'cik' likely refers to the institutional holder's CIK, which is a critical semantic gap.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states the tool provides an overview of sectors/industries that institutional holders invest in, which conveys the general resource. However, it lacks a specific verb like 'get' or 'retrieve' and does not distinguish this from sibling tools like getFundSectorWeighting or getHolderPerformanceSummary, making the exact action and scope ambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

There is no guidance on when to use this tool versus alternatives, nor any mention of prerequisites or context for using the CIK, year, and quarter parameters. The description only implies it is for analyzing institutional holder industry breakdowns without specifying suitable scenarios or exclusions.

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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