Skip to main content
Glama
mark-liu

ibkr-mcp

by mark-liu

ibkr_positions

Retrieves all portfolio positions with profit/loss, market value, and weight percentage, sorted by largest market value first.

Instructions

Get all portfolio positions with P&L, market value, and weight %.

Returns positions sorted by absolute market value (largest first).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

With no annotations, the description must disclose behavioral traits. It mentions sorting by absolute market value (largest first), which is helpful, but lacks information about authentication, rate limits, or behavior when no positions exist. Some transparency but incomplete.

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?

Two sentences, no wasted words. The first sentence states the purpose, the second adds a key behavioral detail (sorting). Front-loaded and efficient.

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 output schema, the description provides sufficient information about what the tool returns and its sorting behavior. No additional context seems necessary for a straightforward read operation.

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 is 4. The description adds meaning beyond the empty schema by explaining the return data (positions with P&L, market value, weight %) and sorting, which is valuable context for the agent.

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 the verb 'Get' and the resource 'portfolio positions', and specifies returned fields (P&L, market value, weight %) and sorting behavior. This distinguishes it from sibling tools like ibkr_account_summary and ibkr_quote.

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

Usage Guidelines3/5

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

The description implies usage for viewing positions but does not explicitly state when to use this tool versus alternatives like ibkr_account_summary, nor does it mention when not to use it. No exclusions or contextual cues provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/mark-liu/ibkr-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server