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longbridge

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IPO Profit / Loss

ipo_profit_loss
Read-onlyIdempotent

View IPO profit and loss summary with per-stock breakdown. Get total cost, value, return, and individual stock details for periods all, YTD, 1Y, or 3Y.

Instructions

Show IPO profit/loss summary and per-stock breakdown. Returns {total_cost, total_value, total_return, items[]{symbol, cost, current_value, return_rate}}. period: all/ytd/1y/3y.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod filter: "all", "ytd", "1y", "3y" (default: "all")
pageNoPage number (default: 1)
sizeNoPage size (default: 20)
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and openWorldHint, covering safety and repeatability. The description adds return structure and period options, but no additional behavioral traits.

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 consists of two efficient sentences: first states purpose and output structure, second details parameter. No 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 read-only tool with no output schema, the description provides the complete return structure and covers all parameters. Context is sufficient for correct invocation.

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% with all three parameters described. The description replicates the period parameter enum values but adds no further meaning beyond the 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?

The description clearly states 'Show IPO profit/loss summary and per-stock breakdown' and specifies the return structure, distinguishing it from related IPO tools like ipo_calendar or ipo_orders.

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 usage with a period filter but does not provide explicit guidance on when to use this tool versus alternatives, nor any when-not scenarios.

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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