Skip to main content
Glama

List my portfolios

list_portfolios
Read-only

List your signed-in Bullrun portfolios with computed summaries: total value, day change, cost basis, total return, and position counts. Start here for an overview of all holdings.

Instructions

Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
privacyModeNo"full" (default) includes absolute $; "weights_only" hides cash/value/cost-basis and keeps only %.
Behavior5/5

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

Discloses read-only nature (consistent with readOnlyHint annotation), describes returned fields (name, value, day change, etc.), and explains privacyMode behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Efficiently structured with usage guidance first, then functional details, and parameter specifics. Slightly verbose but no extraneous information.

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?

Fully covers tool purpose, when to use, authentication requirements, parameter details, and relationship to sibling tools. No gaps given simplicity of tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The enum parameter privacyMode is explained beyond the schema: default behavior and what each value yields, compensating for schema's minimal description.

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 lists the signed-in Bullrun user's virtual portfolios with computed summaries, distinguishing it from sibling tools that require a specific portfolio ID.

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 states when to use (user refers to 'their' portfolios/holdings) and when not (use get_portfolio_context/get_portfolio_analytics for specific portfolios), and mentions required OAuth scope.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/ferinator/bullrun-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server