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Read-only

Get a full portfolio snapshot: cash per currency, holdings with average cost and live price, and unrealized P&L per position and total.

Instructions

Get a full snapshot of the user's portfolio: cash balances per currency, every holding with units / average cost / live price, and unrealized P&L per position and in total.

Use when the user asks "show my portfolio", "how is my P&L", or before proposing any trade. Read-only; fetches live quotes, so values change between calls.

Returns: Object with cash (currency → amount), holdings (list of positions with symbol, units, avg_cost, live price, market value, pnl_pct), and portfolio-level totals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Annotations already declare readOnlyHint=true; description adds that it fetches live quotes and values change between calls, plus details on returns. No contradiction.

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?

Three sentences, each serving a purpose: scope, usage, output. No filler, well front-loaded.

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?

Tool has no params and output schema exists; description explains output structure in enough detail for an agent to understand what it returns. Fully covers needed context.

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?

No parameters exist (0 params, 100% schema coverage). Description adds no param info, but none needed. Baseline 4 for no-param tool.

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?

Description clearly states 'Get a full snapshot of the user's portfolio' and lists specific contents (cash, holdings, P&L). Distinguishes from siblings like history and live_prices by being a comprehensive overview.

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 says 'Use when the user asks "show my portfolio", "how is my P&L", or before proposing any trade.' Also notes it's read-only. Lacks explicit when-not or direct sibling differentiation, but context is clear.

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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