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longbridge

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Create DCA Plan

dca_create

Set up a recurring investment plan using dollar-cost averaging. Choose daily, weekly, or monthly frequency and specify the investment amount per cycle.

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?

The description indicates a write operation ('Create'), consistent with annotations (readOnlyHint=false). However, it adds no additional behavioral details beyond the annotations, such as whether the plan starts immediately, what happens on duplicate, or side effects. Annotations already provide non-destructive and open-world hints.

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?

The description is a single sentence followed by three compact lines listing parameter constraints. It is concise and front-loads the purpose, though it lacks a structured 'when to use' section.

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?

Given the tool has 6 parameters, no output schema, and is a create operation, the description is minimal. It does not explain return values, validation rules, or how the parameters interact (e.g., relationship between frequency and day_of_week/day_of_month). The annotations (openWorldHint=true) suggest possible side effects that are not addressed.

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?

The input schema has 100% coverage with parameter descriptions. The description reinforces frequency, day_of_week, and day_of_month but does not add new meaning beyond what the schema already provides. Baseline 3 is appropriate given full schema coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it creates a DCA recurring investment plan, which is distinct from sibling tools like dca_list, dca_update, etc. However, it does not explicitly differentiate itself from other creation tools like create_watchlist_group, but the domain is clear.

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?

The description lists the frequency options and related parameters but provides no guidance on when to choose Daily vs Weekly vs Monthly, nor does it mention when to use this tool instead of dca_update or other DCA tools.

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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