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Kris-Wang05

ibkr-mcp

by Kris-Wang05

get_positions

Retrieve all open positions in your IBKR account, including quantity, average cost, market price, market value, and unrealized profit/loss.

Instructions

Return all open positions with quantity, average cost, market price, market value and unrealized P&L.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
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 of behavioral disclosure. It only states it returns data but does not comment on read-only nature, authentication needs, rate limits, or any side effects. Minimal behavioral context.

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?

Single sentence that is front-loaded with the main action ('Return all open positions') and includes essential details efficiently. 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?

Given zero parameters and an existing output schema, the description adequately covers what the tool does. It could mention if any state changes occur, but for a read-only reporting tool, it is complete enough.

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?

The tool has zero parameters and schema coverage is 100%. The description adds value by enumerating the output fields, which is helpful beyond the empty input schema. Baseline for 0 params is 4.

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 it returns open positions with specific fields (quantity, average cost, market price, market value, unrealized P&L). It effectively distinguishes from sibling tools like get_open_orders and get_trades.

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?

The description implies it is for retrieving positions, but does not explicitly state when to use it versus alternatives or provide any when-not-to-use guidance. Usage is implied by the name and 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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