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Gouliath1

Portfolio Tracker MCP Server

by Gouliath1

get_portfolio_pnl

Calculate portfolio profit and loss using current market values. View summary totals and individual position performance with optional live price refresh from Yahoo Finance.

Instructions

Get portfolio profit and loss analysis with current market values, including summary totals and individual position performance

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
refreshNoWhether to force refresh current prices from Yahoo Finance (slower but more accurate)
Behavior3/5

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

With no annotations, the description carries full burden. It mentions current market values but does not disclose whether data may be stale without refresh, nor any side effects like external API calls. Adequate but lacks depth.

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?

Single sentence front-loads the core purpose and is concise (20 words). Could be slightly restructured for readability, but no unnecessary words.

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?

For a simple tool with one optional parameter and no output schema, the description is sufficient. It states what the tool returns, though it could hint that refresh triggers a slower operation. Generally complete.

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 covers the only parameter (refresh) with a description, so baseline is 3. The description adds no additional semantic value for parameters beyond what schema provides.

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 verb 'Get' and the resource 'portfolio profit and loss analysis', specifying it includes summary totals and individual position performance. It effectively distinguishes from siblings like get_portfolio_positions and get_position_details.

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

Usage Guidelines3/5

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

No explicit guidance is given on when to use this tool versus alternatives. The description implies it is for P&L analysis, but does not mention when not to use it or provide context like refresh usage.

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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