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KyuRish

trading212-mcp-server

fetch_portfolio_performance

Read-onlyIdempotent

Compute per-position total returns including dividends and price P/L, identify best and worst performers, and generate a detailed performance report beyond basic portfolio summary.

Instructions

Build a detailed performance report across all positions by combining
current holdings, recent order history, and dividend payouts.

Calculates per-position total returns (price P/L + dividends) and identifies
best and worst performers. Use this for deeper analysis than fetch_portfolio_summary
provides, especially when dividend income matters.

Returns:
    dict with currency, total_price_ppl, total_dividends, total_return,
    best_performer, worst_performer, positions (each with invested, current_value,
    price_ppl, dividends, total_return, return_pct, held_since), recent_filled_orders

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior5/5

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

Beyond annotations (readOnlyHint, etc.), the description details the exact calculations (total returns, best/worst performers) and the return dict structure. No contradictions with annotations.

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 concise: two sentences for purpose/usage, then a bullet-like list of returns. Every sentence adds value, no filler.

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 zero-parameter tool with no output schema, the description covers the key output structure thoroughly. It lacks examples or caveats, but is sufficient for correct invocation.

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?

No parameters exist, so the baseline is 4. The description adds no parameter info (none needed) but effectively conveys the tool's behavior.

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 explicitly states it builds a detailed performance report combining holdings, orders, and dividends. It clearly distinguishes itself from the sibling tool fetch_portfolio_summary by mentioning deeper analysis and dividend relevance.

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?

The description provides explicit guidance: 'Use this for deeper analysis than fetch_portfolio_summary provides, especially when dividend income matters.' This clearly states when to use and names an alternative.

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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