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lodetomasi

Portfolio Copilot

by lodetomasi

list_portfolio_snapshots

Lists stored monthly portfolio snapshot dates in chronological order, oldest first, so you can review historical portfolio states.

Instructions

Every stored monthly snapshot date (portfolio.snapshots, data/private/snapshots, git-ignored, local-only), oldest first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

With no annotations, the description carries the burden of revealing behavior. It discloses that snapshots are local-only, git-ignored, stored under data/private/snapshots, and returned oldest first. This is useful context, though it does not explicitly state that the operation has no side effects.

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 a single, efficient, front-loaded sentence that covers the resource, scope, storage details, and ordering without any wasted 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?

For a zero-parameter listing tool, the description is complete: it states what is listed, where the data comes from, and the output ordering. No output schema exists, but the expected content is clear enough for an agent to invoke the tool correctly.

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 tool has zero parameters, so the description has no parameter semantics to add. The baseline of 4 applies because there is nothing for the description to explain.

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 identifies the resource (stored monthly snapshot dates), the storage location, and the ordering of results. It also implicitly distinguishes this tool from siblings like save_portfolio_snapshot and compare_snapshots by focusing on listing what exists.

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 when to use the tool: to enumerate available snapshot dates. However, it does not explicitly state when not to use it or point to alternatives such as compare_snapshots or save_portfolio_snapshot, so the usage guidance is only implicit.

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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