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longbridge

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Shareholder Detail

shareholder_detail
Read-onlyIdempotent

Retrieve a shareholder's holding and trade history, including accumulative buy/sell and detailed insider transactions. Requires object_id from top shareholders.

Instructions

Get a single shareholder's holding and trade history. Requires object_id from shareholder_top. Returns name, owner_source (Company/Institution/Person/Insider), tradings[]{period, accum_buy, accum_sell, net_buy, trading_details[]{trading_date, trading_type, trading_shares, trading_price, security_type, filing_date}}, holding_summary, holding_periods, trading_periods. Note: trading_details[] is empty for institutional (13F) holders — it is only populated for insider/individual filers (Form 4).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYesSecurity symbol, e.g. "AAPL.US"
object_idYesShareholder object_id from shareholder_top tool
Behavior4/5

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

Annotations already declare readOnlyHint, idempotentHint, openWorldHint as true, so safe read behavior is known. Description adds behavioral detail about trading_details being empty for institutional holders, which is beyond annotations.

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?

Description is a single paragraph that efficiently covers purpose, input, output structure, and a notable edge case. No wasted words, though slightly dense.

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?

With no output schema, the description lists key return fields and explains edge cases. It sufficiently informs the agent about what to expect for a tool with 2 simple parameters.

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%, so both parameters are well-documented in the schema. Description reinforces object_id's origin but doesn't add new semantic details 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 explicitly states 'Get a single shareholder's holding and trade history,' which is a specific verb+resource. It distinguishes from sibling tools like shareholder_top by requiring object_id from that tool.

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?

It specifies the prerequisite ('Requires object_id from shareholder_top') and notes that trading_details is empty for institutional holders, guiding when to expect different data. Could mention alternatives more explicitly.

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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