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longbridge

longbridge

Official

Institutional Views

institutional_views
Read-onlyIdempotent

Retrieve the monthly distribution of institutional ratings (buy, outperform, hold, underperform, sell) over time for a given security to analyze rating trends.

Instructions

Get monthly institutional rating distribution timeline. Returns months[]{date, buy, outperform, hold, underperform, sell, total} for trend analysis.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "700.HK"
Behavior4/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true, so safety is clear. The description adds what the return structure includes (months[] with fields), which is behavioral context beyond annotations. No contradictions.

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?

A single sentence that clearly states the action, resource, and output format. Every word is necessary, and the structure is front-loaded and efficient.

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

Completeness4/5

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

For a simple tool with one parameter and no output schema, the description covers the return structure. It could mention the time range or default behavior, but overall it is sufficient given the low complexity.

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 single parameter 'symbol' is already well-described in the schema ('Security symbol, e.g. "700.HK"'), and the description does not add further meaning. Since schema coverage is 100%, baseline 3 is appropriate.

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 uses a specific verb ('Get') and resource ('monthly institutional rating distribution timeline'), and distinguishes from sibling tools like institution_rating or institution_rating_history by specifying it's a distribution timeline with monthly granularity and fields like buy, outperform, etc.

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

Usage Guidelines4/5

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

The description states it is 'for trend analysis', which implies when to use, but does not explicitly exclude alternatives or mention when not to use (e.g., for latest single rating). This is clear but lacks explicit differentiation from siblings.

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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