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portfolio

Aggregate balances, positions, and risk metrics from multiple exchanges into a single portfolio summary.

Instructions

Cross-exchange portfolio summary: balances, positions, and risk metrics across all 4 exchanges

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

The description indicates it is read-only and aggregates data, but without annotations, it lacks details on permissions, data freshness, or response format. It is adequate but not rich.

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?

A single, front-loaded sentence that efficiently conveys the tool's purpose and scope. No unnecessary words.

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

Completeness4/5

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

Given no parameters or output schema, the description covers the essential purpose and scope. However, it lacks specifics on which risk metrics are included or how data is ordered, leaving minor gaps.

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?

No parameters exist, so the description cannot add meaning. With 100% schema coverage and zero parameters, a baseline of 4 is appropriate.

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?

Description clearly states it provides a cross-exchange portfolio summary with specific elements (balances, positions, risk metrics) across all 4 exchanges. This clearly distinguishes it from sibling tools like get_balance or get_positions.

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?

While the description implies it's for an overall portfolio view, it doesn't explicitly state when to use it versus alternatives like get_balance (single exchange) or get_positions. No when-not-to-use guidance is given.

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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