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KyuRish

trading212-mcp-server

fetch_portfolio_summary

Read-onlyIdempotent

Get a complete portfolio snapshot combining account info, cash balance, and open positions in one call. Returns total value, cash available, invested, profit/loss, P/L percentage, position count, and top holdings sorted by value.

Instructions

Produce a complete portfolio snapshot in one call by combining account info,
cash balance, and all open positions into a single aggregated response.

This is the recommended starting point for portfolio analysis. It calculates
total value, P/L percentages, and ranks holdings by current value. For
per-position performance with dividends, use fetch_portfolio_performance instead.

Returns:
    dict with currency, total_value, cash_available, invested, profit_loss,
    profit_loss_pct, position_count, positions (sorted by value descending),
    and top_holdings (top 5)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds the return format (dictionary fields) but does not disclose additional behavioral traits beyond what annotations provide. No contradiction.

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?

Two short paragraphs: first sentence defines purpose, second gives usage recommendation, third distinguishes sibling, then lists return fields. Front-loaded and efficient with no extraneous text.

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

Completeness5/5

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

Given zero parameters, adequate annotations, and no output schema, the description fully covers what the tool does, how to use it, and what it returns. No gaps identified.

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 present in schema, and schema coverage is 100% (empty). Baseline for 0 parameters is 4. Description adds no parameter information, which is appropriate.

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?

Clearly states 'complete portfolio snapshot' combining multiple data sources. Distinguishes itself from fetch_portfolio_performance by specifying its scope (all positions vs. per-position performance).

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?

Explicitly labels itself as 'recommended starting point' and directs to an alternative (fetch_portfolio_performance) for per-position dividend performance, providing clear when-to-use guidance.

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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