OpenInvest
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TDQS
Scored across 21 tools
Each tool serves a distinct function: strategy allocation, asset tracking, cash operations, trade recording, committee decisions, news management, etc. No two tools have overlapping purposes; descriptions clearly delineate responsibilities.
Tool names follow a consistent verb-first pattern (e.g., set_allocations, track_asset, record_execution). Even single-word verbs like buy/sell fit naturally. No mixing of conventions or confusing variations.
21 tools cover a broad domain (strategy, portfolio, committee, news) without feeling bloated. Each tool earns its place, though the count is slightly above the typical ideal range. Still well-scoped for the server's purpose.
The tool surface covers CRUD for assets, cash, trades, and strategy, plus committee operations and news ingestion. Minor gaps exist (e.g., no direct rebalancing or order execution), but these are intentional design choices.