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florinel-chis

trading212-mcp

get_portfolio

Read-only

List all open positions in your Trading 212 account with ticker, quantity, average and current prices, and unrealized profit/loss.

Instructions

List all open positions in the account.

Returns up to limit positions, each with: ticker (Trading 212 identifier, e.g. "AAPL_US_EQ"), quantity (shares held, fractional allowed), averagePrice and currentPrice (per share, instrument currency), ppl (unrealized profit/loss, account currency), fxImpact (currency-conversion component of ppl, account currency; null when the instrument trades in the account currency), and initialFillDate (ISO 8601 timestamp the position was opened).

Rate limit: 1 request per 1 second.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of positions to return.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

Beyond the readOnlyHint annotation, the description discloses the rate limit (1 request per 1 second) and details the response fields, adding valuable behavioral context.

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 well-structured: action first, then response fields in a clear list, then rate limit. No unnecessary 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?

Given the output schema exists, the description thoroughly explains return fields and rate limit. For a simple list tool, it is complete.

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?

Schema coverage is 100% with description for 'limit'. The description reinforces the parameter's effect ('Returns up to ``limit`` positions'), adding value beyond the schema.

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 verb 'List' and resource 'all open positions in the account', distinguishing it from siblings like 'get_position' (singular) and 'get_pie'.

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?

The description implies usage for listing all positions, but does not explicitly state when to use this tool versus alternatives (e.g., 'get_position' for a single position). No when-not or alternative tool names are provided.

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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