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Read-onlyIdempotent

Evaluate a stock ticker against your portfolio using criteria like cost, liquidity, age, concentration, overlap, and diversification of drawdowns. Get reasons and figures to determine if it's a good fit.

Instructions

Judge a NEW ticker against the user's book (offline, read-only, propose-only): cost, liquidity, age, concentration, overlap with what they hold, and whether it diversified their past drawdowns — each with a reason and the figures behind it. Use to answer 'is TICKER a good fit'. Fetches TICKER's price history on demand if it isn't cached (unless ASSET_MCP_OFFLINE is set). Never a buy recommendation or a return forecast.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYes

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
noteNoRead-only: figures are derived from your transaction log and the on-disk price cache. Uncached prices are fetched online on demand — a one-time core warm on the first cold call, plus any new ticker you ask about (set ASSET_MCP_OFFLINE=1 to keep it strictly offline); a value still unavailable shows null (n/a), never a guess. This is a view, not financial advice.
checksYes
tickerYes
verdictYesPASS | WARN | FAIL | N/A — necessary, not sufficient; never a prediction
Behavior5/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true. The description adds critical behavioral detail: it is 'offline, read-only, propose-only', fetches price history on demand if not cached (unless ASSET_MCP_OFFLINE is set), and explicitly states it is not a buy recommendation or return forecast. This goes beyond what annotations provide.

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 three sentences with no redundancy. It is front-loaded with the main action and criteria, then adds behavioral details and a critical negation. Every sentence adds value without wasting words.

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?

The description fully addresses the tool's purpose, behavior, constraints (offline, read-only, cache behavior), and what it is not. With one parameter and an output schema present, nothing more is needed for the agent to understand and correctly invoke the tool.

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?

Only one parameter 'ticker' with schema coverage 0%, but the description references 'TICKER' multiple times, explaining it is used to fetch price history and evaluate against the user's book. This adds meaning beyond the schema's minimal definition, though it could be more explicit about the expected format (e.g., ticker symbol string).

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 uses the strong verb 'Judge' and specifies the resource 'NEW ticker against the user's book'. It lists the evaluation criteria (cost, liquidity, age, etc.) and explicitly contrasts with sibling tools by noting it is offline, read-only, and propose-only. It also states the intended use case: 'Use to answer "is TICKER a good fit"'.

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

Usage Guidelines4/5

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

The description clearly directs when to use the tool: 'Use to answer "is TICKER a good fit"'. It also explicitly states what the tool is not ('Never a buy recommendation or a return forecast'). However, it does not provide explicit guidance on when to avoid using it or differentiate it from siblings like propose_allocation or portfolio_summary beyond the inherent purpose.

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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