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edit_snapshot

Update shares, average price, or current price for a holding in a financial snapshot by specifying the date and ticker. Keep portfolio records accurate.

Instructions

Update shares, avg_price, or current_price for a specific holding in a snapshot. Identified by date + ticker.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYesSnapshot date (YYYY-MM-DD)
tickerYesStock ticker symbol
sharesNo
avg_priceNo
current_priceNo
Behavior3/5

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

Annotations are absent, so the description bears the burden. It says 'update,' indicating mutation, but doesn't disclose side effects, permissions, or response behavior. It's adequate but not comprehensive.

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, front-loaded, no fluff. Every word adds value.

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?

No output schema or return value explanation. The tool is simple, but completeness could be improved by noting what the response looks like or error conditions.

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 coverage is 40% with descriptions for date and ticker. The description adds context by naming the updatable fields (shares, avg_price, current_price) but doesn't explain constraints like exclusiveMinimum. Partially compensates.

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 the tool updates specific fields (shares, avg_price, current_price) for a holding identified by date and ticker. It distinguishes from sibling tools like add_snapshot and delete_snapshot.

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?

No explicit guidance on when to use this tool vs alternatives like edit_txn. The description implies it's for editing snapshot holdings but doesn't state exclusions or prerequisites.

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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