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l4b4r4b4b4
by l4b4r4b4b4

list_portfolios

Retrieve a list of all stored portfolios with summary metrics like Sharpe ratio. Quickly assess portfolio performance and metadata in one view.

Instructions

List all stored portfolios with summary information.

Returns a list of all portfolios in the store with their key metrics and metadata.

Returns: Dictionary containing: - portfolios: List of portfolio summaries - count: Number of portfolios

Example: result = list_portfolios() for pf in result['portfolios']: print(f"{pf['name']}: Sharpe={pf['metrics']['sharpe']:.2f}")

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

With no annotations provided, the description carries the full burden for behavioral disclosure. It describes the output structure but does not mention side effects, authorization requirements, rate limits, or data freshness. The description meets basic transparency but lacks deeper details.

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 concise at about 100 words, including an example. It is well-structured: a clear first-line purpose, followed by details, then an illustrative example. Every sentence adds value without redundancy.

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 tool's simplicity (0 params, simple list operation) and the presence of an output schema (not shown but indicated), the description covers the essential aspects: what it returns (list of portfolios with metrics), including count. It provides sufficient context for the agent to understand the tool's action.

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?

The input schema has zero parameters, so the description does not need to explain parameters. According to guidelines, a baseline of 4 is appropriate when no parameters exist. The description does not add any parameter information, but none is needed.

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 'List all stored portfolios with summary information,' specifying the verb, resource, and scope. It distinguishes from sibling tools like get_portfolio (single portfolio) and create_portfolio, and includes an example that reinforces its purpose.

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 portfolios, but it does not provide explicit guidance on when to use this tool versus alternatives (e.g., get_portfolio for a specific portfolio) or when not to use it. The usage context is implied by sibling tool names but not directly stated.

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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