longbridge

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by longbridge

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Rust

Hybrid

Shareholder Detail

shareholder_detail

Read-onlyIdempotent

Retrieve a shareholder's holding and trade history for a security. Use with an object_id from shareholder_top to get detailed records; trade details appear for insider filers.

Instructions

Get a single shareholder's holding and trade history. Requires object_id from shareholder_top. Note: trading_details[] is empty for institutional (13F) holders — it is only populated for insider/individual filers (Form 4).

Input Schema

TableJSON Schema

Name	Required	Description
`_jq`	No	Optional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data \| map({symbol}). Omit for the full response.
`symbol`	Yes	Security symbol, e.g. "AAPL.US"
`object_id`	Yes	Shareholder object_id from shareholder_top tool

Schema Changelog

Changes observed during successful MCP inspections.

Changed2 schema fields changedv0.12.0Sep 23, 2026

addedInput schema / properties / _jq / description

Added value: +"Optional jq filter (jaq syntax) applied to this tool's JSON response before it is returned; it never changes the upstream request. One output is returned as-is, several as a JSON array, none as []. Module imports and the `env`/`debug`/`stderr` builtins are unavailable. Example: .data | map({symbol}). Omit for the full response."

removedInput schema / properties / object_id / format
```
Removed value: -"int64"
```

Changed2 schema fields changedv0.10.6Sep 10, 2026

addedInput schema / properties / _jq
```
Added value: +{
+  "type": "string"
+}
```

changedOutput schema / (root)

Previous value: -{
-  "$defs": {
-    "ShareholderTrading": {
-      "properties": {
-        "accum_buy": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "accum_sell": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "net_buy": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "period": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "trading_details": {
-          "items": {
-            "$ref": "#/$defs/ShareholderTradingDetail"
-          },
-          "type": [
-            "array",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    },
-    "ShareholderTradingDetail": {
-      "properties": {
-        "filing_date": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "security_type": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "trading_date": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "trading_price": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "trading_shares": {
-          "type": [
-            "string",
-            "null"
-          ]
-        },
-        "trading_type": {
-          "type": [
-            "string",
-            "null"
-          ]
-        }
-      },
-      "type": "object"
-    }
-  },
-  "properties": {
-    "holding_periods": {},
-    "holding_summary": {},
-    "name": {
-      "type": [
-        "string",
-        "null"
-      ]
-    },
-    "owner_source": {
-      "type": [
-        "string",
-        "null"
-      ]
-    },
-    "trading_periods": {},
-    "tradings": {
-      "items": {
-        "$ref": "#/$defs/ShareholderTrading"
-      },
-      "type": [
-        "array",
-        "null"
-      ]
-    }
-  },
-  "type": "object"
-}New value: +null

Changed1 schema field changedv0.7.1Jun 26, 2026
- removedInput schema / title
```
Removed value: -"ShareholderDetailParam"
```
Changed22 schema fields changedv0.6.0Jun 26, 2026
- removedOutput schema / $defs / ShareholderTrading / description
```
Removed value: -"One per-period trading record in `shareholder_detail`'s `tradings`.\n\nSubset of documented fields; upstream may return more."
```
- removedOutput schema / $defs / ShareholderTrading / properties / accum_buy / description
```
Removed value: -"Accumulated buys."
```
- removedOutput schema / $defs / ShareholderTrading / properties / accum_sell / description
```
Removed value: -"Accumulated sells."
```
- removedOutput schema / $defs / ShareholderTrading / properties / net_buy / description
```
Removed value: -"Net buys."
```
- removedOutput schema / $defs / ShareholderTrading / properties / period / description
```
Removed value: -"Reporting period."
```
- removedOutput schema / $defs / ShareholderTrading / properties / trading_details / description
```
Removed value: -"Individual trades. Empty for institutional (13F) holders; populated\nonly for insider / individual filers (Form 4)."
```
- removedOutput schema / $defs / ShareholderTradingDetail / description
```
Removed value: -"One trade in `shareholder_detail`'s `trading_details`.\n\nSubset of documented fields; upstream may return more."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / filing_date / description
```
Removed value: -"Filing date."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / security_type / description
```
Removed value: -"Security type."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / trading_date / description
```
Removed value: -"Trade date."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / trading_price / description
```
Removed value: -"Trade price."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / trading_shares / description
```
Removed value: -"Number of shares traded."
```
- removedOutput schema / $defs / ShareholderTradingDetail / properties / trading_type / description
```
Removed value: -"Trade type (buy / sell)."
```
- removedOutput schema / $schema
```
Removed value: -"https://json-schema.org/draft/2020-12/schema"
```
- removedOutput schema / description
```
Removed value: -"Returned by `shareholder_detail`. A single holder's holding and trade\nhistory.\n\nSubset of documented fields; upstream may return more."
```
- removedOutput schema / properties / holding_periods / description
```
Removed value: -"Holding periods. Shape unspecified by the description; raw JSON."
```
- removedOutput schema / properties / holding_summary / description
```
Removed value: -"Holding summary. Shape unspecified by the description; raw JSON."
```
- removedOutput schema / properties / name / description
```
Removed value: -"Holder name."
```
- removedOutput schema / properties / owner_source / description
```
Removed value: -"Holder source: Company / Institution / Person / Insider."
```
- removedOutput schema / properties / trading_periods / description
```
Removed value: -"Trading periods. Shape unspecified by the description; raw JSON."
```
- removedOutput schema / properties / tradings / description
```
Removed value: -"Per-period trading records."
```
- removedOutput schema / title
```
Removed value: -"ShareholderDetailResponse"
```

Changed1 schema field changedv0.5.6Jun 12, 2026

changedOutput schema / (root)

Previous value: -nullNew value: +{
+  "$defs": {
+    "ShareholderTrading": {
+      "description": "One per-period trading record in `shareholder_detail`'s `tradings`.\n\nSubset of documented fields; upstream may return more.",
+      "properties": {
+        "accum_buy": {
+          "description": "Accumulated buys.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "accum_sell": {
+          "description": "Accumulated sells.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "net_buy": {
+          "description": "Net buys.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "period": {
+          "description": "Reporting period.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "trading_details": {
+          "description": "Individual trades. Empty for institutional (13F) holders; populated\nonly for insider / individual filers (Form 4).",
+          "items": {
+            "$ref": "#/$defs/ShareholderTradingDetail"
+          },
+          "type": [
+            "array",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    },
+    "ShareholderTradingDetail": {
+      "description": "One trade in `shareholder_detail`'s `trading_details`.\n\nSubset of documented fields; upstream may return more.",
+      "properties": {
+        "filing_date": {
+          "description": "Filing date.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "security_type": {
+          "description": "Security type.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "trading_date": {
+          "description": "Trade date.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "trading_price": {
+          "description": "Trade price.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "trading_shares": {
+          "description": "Number of shares traded.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "trading_type": {
+          "description": "Trade type (buy / sell).",
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "type": "object"
+    }
+  },
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "description": "Returned by `shareholder_detail`. A single holder's holding and trade\nhistory.\n\nSubset of documented fields; upstream may return more.",
+  "properties": {
+    "holding_periods": {
+      "description": "Holding periods. Shape unspecified by the description; raw JSON."
+    },
+    "holding_summary": {
+      "description": "Holding summary. Shape unspecified by the description; raw JSON."
+    },
+    "name": {
+      "description": "Holder name.",
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "owner_source": {
+      "description": "Holder source: Company / Institution / Person / Insider.",
+      "type": [
+        "string",
+        "null"
+      ]
+    },
+    "trading_periods": {
+      "description": "Trading periods. Shape unspecified by the description; raw JSON."
+    },
+    "tradings": {
+      "description": "Per-period trading records.",
+      "items": {
+        "$ref": "#/$defs/ShareholderTrading"
+      },
+      "type": [
+        "array",
+        "null"
+      ]
+    }
+  },
+  "title": "ShareholderDetailResponse",
+  "type": "object"
+}

Addedv0.4.5May 28, 2026

TDQS

A4.4/5.0

Behavior4/5

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

Annotations already declare readOnlyHint, openWorldHint, idempotentHint, and non-destructive. The description adds valuable context beyond annotations by disclosing the conditional population of trading_details[] for institutional vs. insider filers, which is not inferable from the schema or annotations. No contradiction with annotations.

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?

Two sentences with no filler. The core purpose is front-loaded in the first sentence, and the caveat about trading_details is concise and placed second. Every sentence adds value.

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?

Given the tool's moderate complexity and the fact that the output schema is absent, the description covers the essential facts: what it returns, the prerequisite, and a key data-population caveat. It could be more explicit about the response structure, but the information provided is sufficient for correct invocation.

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

Parameters4/5

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

Schema coverage is 100%, so parameters are well-documented in the schema. The description adds meaning by specifying that object_id originates from shareholder_top, giving the agent a clear source for a required parameter. This is a small but useful addition beyond the schema's generic description.

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?

States a specific verb ('Get') and resource ('a single shareholder's holding and trade history'), which is unambiguous. It distinguishes itself from sibling tools like shareholder_top by explicitly requiring its object_id, and from other detail tools by the 'single shareholder' scope.

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?

Explicitly states the prerequisite of obtaining object_id from shareholder_top, which tells the agent the correct calling sequence. The note about trading_details[] being empty for institutional holders provides a clear condition for when trade history will be present, though it doesn't explicitly name alternative tools for that case.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

Shareholder Detail

Instructions

Input Schema

Schema Changelog

TDQS

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