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longbridge

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Stock Positions

stock_positions
Read-onlyIdempotent

Retrieve current stock positions across all channels. For US accounts, includes an asset overview with cash, stocks, options, crypto, and buy power.

Instructions

Get current stock positions across all channels. US accounts only: an additional us_asset_overview field {cash_list, stock_list, option_list, crypto_list, cash_buy_power, overnight_buy_power} is included alongside the existing data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
listYes
warningsNo
us_asset_overviewNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. Changed1 schema field changedv0.10.2
    • addedOutput schema / properties / warnings
      Added value: +{
      +  "items": {
      +    "type": "string"
      +  },
      +  "type": [
      +    "array",
      +    "null"
      +  ]
      +}
  2. Changed6 schema fields changedv0.8.4
    • addedOutput schema / $defs / UsAssetOverview
      Added value: +{
      +  "properties": {
      +    "account_type": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "cash_buy_power": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "cash_list": {
      +      "items": {
      +        "$ref": "#/$defs/UsCashPosition"
      +      },
      +      "type": [
      +        "array",
      +        "null"
      +      ]
      +    },
      +    "crypto_list": {
      +      "items": {
      +        "$ref": "#/$defs/UsCryptoPosition"
      +      },
      +      "type": [
      +        "array",
      +        "null"
      +      ]
      +    },
      +    "currency": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "multi_leg": {},
      +    "option_list": {
      +      "items": {
      +        "$ref": "#/$defs/UsOptionPosition"
      +      },
      +      "type": [
      +        "array",
      +        "null"
      +      ]
      +    },
      +    "overnight_buy_power": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "stock_list": {
      +      "items": {
      +        "$ref": "#/$defs/UsStockPosition"
      +      },
      +      "type": [
      +        "array",
      +        "null"
      +      ]
      +    }
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / $defs / UsCashPosition
      Added value: +{
      +  "properties": {
      +    "currency": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "frozen_buy_cash": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "outstanding": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "settled_cash": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "total_amount": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "total_cash": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    }
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / $defs / UsCryptoPosition
      Added value: +{
      +  "properties": {
      +    "average_cost": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "currency": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "symbol": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    }
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / $defs / UsOptionPosition
      Added value: +{
      +  "properties": {
      +    "average_cost": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "currency": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "due_date": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "market_price": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "name": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "position_side": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "quantity": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "strike_price": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "symbol": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "today_pl": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "type": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "underlying_code": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    }
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / $defs / UsStockPosition
      Added value: +{
      +  "properties": {
      +    "average_cost": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "currency": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "industry_name": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "last_done": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "market": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "market_price": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "name": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "position_side": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "prev_close": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "quantity": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "symbol": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "today_pl": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    }
      +  },
      +  "type": "object"
      +}
    • addedOutput schema / properties / us_asset_overview
      Added value: +{
      +  "anyOf": [
      +    {
      +      "$ref": "#/$defs/UsAssetOverview"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ]
      +}
  3. Changed14 schema fields changedv0.6.0
    • removedOutput schema / $defs / StockPosition / properties / available_quantity / description
      Removed value: -"Quantity available to sell (excludes locked / pending)."
    • removedOutput schema / $defs / StockPosition / properties / cost_price / description
      Removed value: -"Cost price (per the client's choice of average or diluted cost)."
    • removedOutput schema / $defs / StockPosition / properties / currency / description
      Removed value: -"Settlement currency, e.g. \"USD\" / \"HKD\"."
    • removedOutput schema / $defs / StockPosition / properties / init_quantity / description
      Removed value: -"Holding quantity at market open (pre-market baseline)."
    • removedOutput schema / $defs / StockPosition / properties / market / description
      Removed value: -"Market code, e.g. \"US\" / \"HK\"."
    • removedOutput schema / $defs / StockPosition / properties / quantity / description
      Removed value: -"Total holding quantity."
    • removedOutput schema / $defs / StockPosition / properties / symbol / description
      Removed value: -"Security symbol, e.g. \"700.HK\"."
    • removedOutput schema / $defs / StockPosition / properties / symbol_name / description
      Removed value: -"Display name of the security."
    • removedOutput schema / $defs / StockPositionChannel / properties / account_channel / description
      Removed value: -"Broker channel identifier. Always emitted as `null` for privacy."
    • removedOutput schema / $defs / StockPositionChannel / properties / stock_info / description
      Removed value: -"Stock positions held in this channel."
    • removedOutput schema / $schema
      Removed value: -"https://json-schema.org/draft/2020-12/schema"
    • removedOutput schema / description
      Removed value: -"Returned by `stock_positions`. Top-level wraps a `list` array\n(one entry per linked broker channel), each carrying its own positions."
    • removedOutput schema / properties / list / description
      Removed value: -"Position channels — one entry per broker channel."
    • removedOutput schema / title
      Removed value: -"StockPositionsResponse"
  4. Addedv0.4.5
  5. Removedv0.4.0
  6. Addedv0.3.2
  7. Removedv0.3.1
  8. First observedv0.1.12

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already cover the safety profile (read-only, idempotent, non-destructive), so the bar for extra behavioral disclosure is lower. The description adds meaningful context by revealing that US accounts receive an extra us_asset_overview field with a specific list of sub-fields, which is not visible in the 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?

The description is two sentences with no filler. The primary action is front-loaded in the first sentence, and the second sentence adds only the necessary US-account-specific conditional detail.

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?

With no parameters, an output schema present, and annotations covering safety and idempotency, the description supplies the remaining needed context: the data scope, channel coverage, and the US-specific additional field. Nothing essential is missing for an agent to select and invoke this tool correctly.

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?

The tool has zero parameters, so the schema provides full coverage by default. Per the calibration baseline for 0-parameter tools, the description does not need to explain parameters, and it appropriately avoids inventing parameter-related detail.

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 ('current stock positions across all channels'), making the tool's purpose immediately clear. It also distinguishes it from sibling tools like fund_positions or short_positions by the 'stock positions' and 'all channels' 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?

The phrase 'current stock positions across all channels' clearly establishes when this tool is appropriate: whenever current, cross-channel stock position data is needed. The US-accounts-only qualifier provides additional context about applicability, though no explicit exclusions or alternative tool names are given.

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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