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get_portfolio_analytics

Retrieve portfolio analytics including total return, Sharpe ratio, sector allocation, and top performers to evaluate investment performance.

Instructions

Get pre-computed analytics for a portfolio — total return, Sharpe ratio, sector allocation, top winners/losers.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
portfolio_idYesPortfolio ID
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 'Get pre-computed analytics', implying a read-only operation, but doesn't disclose behavioral traits like authentication needs, rate limits, data freshness, or error conditions. This is a significant gap for a tool with no annotation coverage.

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 a single, efficient sentence that front-loads the purpose and lists key metrics. Every word earns its place, with no redundancy or wasted space.

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

Completeness3/5

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

Given no annotations, no output schema, and a simple input schema, the description is minimally adequate but incomplete. It covers what analytics are returned but lacks context on behavior, errors, or output format, which is problematic for a tool with no structured safety or output information.

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%, so the schema already documents the 'portfolio_id' parameter. The description adds no additional meaning about the parameter (e.g., format, where to find it, or examples). Baseline 3 is appropriate when the schema does the heavy lifting.

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 verb 'Get' and the resource 'pre-computed analytics for a portfolio', with specific metrics listed (total return, Sharpe ratio, etc.). It distinguishes this from sibling tools that focus on companies, alerts, or other resources, though it doesn't explicitly contrast with them.

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 is provided on when to use this tool versus alternatives. While it's implied this is for portfolio analytics, there's no mention of prerequisites (e.g., needing an existing portfolio) or comparisons to other portfolio-related tools (none are listed in siblings).

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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