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refresh_portfolio

Recalculate portfolio P&L after recording transactions to see immediate updated profit and loss.

Instructions

Recalculate the user's portfolio P&L. Use after recording a batch of transactions if you want immediate fresh numbers. Requires IWMM_API_KEY.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

With no annotations, the description carries full burden. It discloses that the tool requires IWMM_API_KEY, but does not explain side effects (e.g., whether it overwrites data, is async, or how long it takes). Minimal behavioral context for a mutation-like tool.

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 concise sentences. The first states the core purpose, the second provides usage context. No wasted words, front-loaded with the action.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a zero-parameter tool with no output schema, the description is fairly complete: it explains the goal, when to use, and a requirement (API key). Could potentially explain what P&L computes, but likely sufficient.

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 in the schema, and description coverage is 100% by default. The description does not need to add parameter meaning, so baseline score of 4 is appropriate.

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 the action 'Recalculate the user's portfolio P&L' with a specific verb and resource. Distinguishes from sibling read-only tools like get_portfolio_summary by indicating it performs a calculation/refresh. Also provides a use case ('after recording a batch of transactions').

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 tells when to use the tool: 'Use after recording a batch of transactions if you want immediate fresh numbers.' This is clear guidance, though it does not explicitly mention when not to use it or reference alternatives.

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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