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longbridge

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Create DCA Plan

dca_create

Set up a recurring investment plan with dollar-cost averaging. Choose daily, weekly, or monthly frequency, specify amount and security symbol, and optionally set day of week or month.

Instructions

Create a DCA recurring investment plan. frequency: Daily/Weekly/Monthly. day_of_week (Weekly): Mon/Tue/Wed/Thu/Fri. day_of_month (Monthly): 1-28.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"
amountYesAmount to invest per cycle, e.g. "100"
frequencyYesInvestment frequency: Daily, Weekly, Monthly
day_of_weekNoDay of week for Weekly frequency: Mon, Tue, Wed, Thu, Fri
day_of_monthNoDay of month for Monthly frequency (1-28)
allow_marginNoAllow margin financing (default false)
Behavior3/5

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

Annotations indicate non-read-only, non-destructive, non-idempotent, open-world. Description adds that it creates a recurring plan and specifies frequency options, but does not detail side effects (e.g., duplicate handling, confirmation of creation).

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?

Extremely concise with one sentence and parameter hints, front-loading the purpose. However, structure could be improved by grouping parameters more clearly.

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

Completeness2/5

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

Description lacks context on what happens after creation (e.g., return value, confirmation), prerequisites, error conditions, or side effects. For a creation tool with 6 parameters and no output schema, more completeness is needed.

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

Parameters2/5

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

Schema coverage is 100%, but the description merely repeats schema parameter descriptions (e.g., 'frequency: Daily/Weekly/Monthly') without adding new meaning or context beyond what is already in the input 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?

Clearly states 'Create a DCA recurring investment plan' with specific verb and resource. Distinguishes from sibling tools like dca_update, dca_stop, etc. which are for other operations.

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?

Implied usage is to create a new plan, but no explicit guidance on when to use this vs alternatives like dca_update (for modifying existing plans) or when not to use it (e.g., if plan already exists).

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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