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longbridge

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Create DCA Plan

dca_create

Create a recurring investment plan that automatically invests a fixed amount in a security at specified intervals (daily, weekly, or monthly).

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)
Behavior2/5

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

Annotations indicate write operation (readOnlyHint=false) and non-idempotent (idempotentHint=false), but the description adds no behavioral context beyond that. It does not disclose side effects, permissions, or what happens on successful 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?

Two concise sentences with front-loaded purpose. No wasted words, but the parameter hints could be better integrated (e.g., as bullet points).

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?

The description is incomplete for a creation tool with 6 parameters and conditional fields. It does not explain return values (no output schema) or handling of conditional parameters (e.g., day_of_week only for Weekly). Lacks guidance on initialization behavior.

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

Parameters3/5

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

Schema coverage is 100%, providing adequate parameter descriptions. The description adds minimal value (e.g., listing day values) but does not compensate for the lack of clarity on conditional requirements (e.g., day_of_week/weekly). Baseline 3 applies.

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 'Create' and the resource 'DCA recurring investment plan', distinguishing it from sibling tools like dca_list or dca_stop by specifying it's for creating plans.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance is provided on when to use this tool versus alternatives (e.g., dca_update for modifying, dca_list for viewing). Prerequisites or conditions for using different parameters (e.g., frequency-based day fields) are not clarified.

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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