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Haizzz

Sharesight MCP Server

by Haizzz

get_performance_report

Retrieve portfolio performance reports with gains analysis, holdings breakdown, and benchmark comparisons for investment tracking and analysis.

Instructions

Retrieves the performance report for a portfolio with gains, holdings breakdown, and benchmarks

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesThe portfolio ID
start_dateNoStart date YYYY-MM-DD (defaults to portfolio inception)
end_dateNoEnd date YYYY-MM-DD (defaults to today)
consolidatedNoSet to true for consolidated portfolio views
include_salesNoInclude or exclude sales
report_combinedNoReceive combined totals for same instruments across portfolios
groupingNoGroup by: country, currency, custom_group, industry_classification, investment_type, market, portfolio, sector_classification, ungrouped
custom_group_idNoCustom group ID (requires grouping=custom_group)
include_limitedNoInclude holdings limited by user plan
benchmark_codeNoBenchmark code and market (e.g., SPY.NYSE)
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It states 'Retrieves' implying a read-only operation, but doesn't disclose behavioral traits such as authentication requirements, rate limits, data freshness, or error handling. For a tool with 10 parameters and no annotations, this is a significant gap in transparency.

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 a single, efficient sentence that front-loads the core purpose. It avoids unnecessary words, though it could be slightly more structured by explicitly mentioning key parameters or usage scenarios to enhance clarity without adding bulk.

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's complexity (10 parameters, no annotations, no output schema), the description is insufficient. It lacks details on return format, error conditions, performance implications, or how parameters affect the report. For a data retrieval tool with many options, more context is needed to guide effective use.

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 100%, providing detailed parameter documentation. The description adds minimal value beyond the schema by mentioning report content like 'gains, holdings breakdown, and benchmarks', which loosely relates to parameters like grouping or benchmark_code. However, it doesn't explain parameter interactions or semantics beyond what's in the schema, meeting the baseline for high coverage.

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

Purpose4/5

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

The description clearly states the action ('Retrieves') and resource ('performance report for a portfolio'), with specific content details ('gains, holdings breakdown, and benchmarks'). It distinguishes from siblings like get_portfolio or get_holding by focusing on performance metrics, but doesn't explicitly contrast with get_performance_index_chart, which might overlap in purpose.

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?

No guidance on when to use this tool versus alternatives like get_performance_index_chart or get_portfolio is provided. The description implies usage for performance data but lacks explicit context, prerequisites, or exclusions, leaving the agent to infer based on tool names alone.

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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