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strategy

Read-only

Retrieve your investment strategy including target stock/cash allocation, tracked assets with constraints, and consolidated insights to verify trade compatibility with your plan.

Instructions

Get the user's investment strategy: target stock/cash allocation, the list of tracked assets (per-asset investment cap, purchase channel, fee settings), and long-term insights distilled by the nightly Dreaming memory-consolidation job.

Use when deciding whether a proposed trade fits the user's plan, or when the user asks "what is my strategy / what am I tracking". Read-only.

Returns: Object with target_allocation (stock/cash ratios), target_assets (tracked symbols with constraints), and insights (distilled lessons from past decisions).

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 provide readOnlyHint=true. The description adds context about the return value structure and the nightly Dreaming job, enhancing transparency beyond what annotations provide.

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?

Well-organized with clear sections and bullet points, though slightly verbose. Every sentence adds value, making it effective without being overly long.

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?

Given zero parameters and an existing output schema, the description fully covers the tool's purpose, usage, and return structure. No gaps remain.

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, so baseline 4 applies. The description does not need to add parameter information.

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 clearly states it retrieves the user's investment strategy, including target allocation, tracked assets, and insights. This distinguishes it from sibling tools like set_allocations, track_asset, and untrack_asset.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly tells when to use: 'Use when deciding whether a proposed trade fits the user's plan, or when the user asks "what is my strategy / what am I tracking".' Also marks as read-only, differentiating from mutating tools.

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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