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set_allocations

Idempotent

Set the target allocation of stock and cash for an investment strategy. Both values must sum to approximately 1.0.

Instructions

Update the strategy's target stock/cash allocation ratio. The two values must sum to ≈1.0; schema validation rejects and rolls back any write that would corrupt the strategy file.

Use when the user says e.g. "set my target to 70% stock / 30% cash".

Args: target_allocation_stock: Stock weight in [0, 1], e.g. 0.7. target_allocation_cash: Cash weight in [0, 1], e.g. 0.3.

Returns: The updated allocation, or {"status": "error", "error": ...}.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
target_allocation_cashYesCash weight in [0, 1], e.g. 0.3. Must sum to ~1.0 with stock.
target_allocation_stockYesStock weight in [0, 1], e.g. 0.7. Must sum to ~1.0 with cash.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations indicate idempotent and not destructive. Description adds that schema validation rejects and rolls back corrupting writes, providing behavioral safety context 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.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Efficient use of words: one introductory paragraph, bulleted args, return description. No redundant content.

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?

Covers purpose, parameter semantics, behavioral traits, and return value. No gaps given the tool's simplicity and presence of output schema.

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 covers both parameters with descriptions. Description adds concrete example (0.7, 0.3) and restates the sum constraint, adding slight extra value over 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?

Clearly states 'Update the strategy's target stock/cash allocation ratio' with specific verb and resource. Includes constraint that values must sum to ~1.0 and schema validation ensures safety. Distinguishes from sibling 'decisions' 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?

Provides explicit usage example ('set my target to 70% stock / 30% cash'). Could benefit from mentioning when not to use or alternatives, but example is sufficient for typical use.

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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