No user-submitted related servers found.
Scored across 39 tools
Several tool clusters overlap: get_symbol_data, get_market_data_for_asset, get_historical_data, get_position, and get_asset_profile all retrieve symbol/asset-level data, and get_portfolio_details, get_portfolio_holdings, get_portfolio_performance, get_investments, and get_dividends all return time-grouped portfolio breakdowns. Descriptions do differentiate them (e.g. current price vs. historical date vs. position quantity vs. company metadata), which keeps selection mostly possible, but an agent must read carefully to pick correctly.
Nearly all tools are snake_case with a leading verb, but the verb set is broad (get/create/update/delete/add/upsert/remove/lookup/transfer/export/import) and there are minor inconsistencies like lookup_symbols vs get_*, upsert_asset_profile vs update_activity, and remove_from_watchlist vs delete_*. Still, the pattern is largely predictable and readable.
39 tools is heavy even for a full portfolio-management API, spanning accounts, activities, balances, asset profiles, market data, watchlist, benchmarks, import/export, and health. It exceeds the 25+ 'too many' threshold and could be consolidated (e.g. merging the asset-data getters).
Coverage is broad: CRUD for accounts and activities, balance history, asset profiles, market data, watchlist add/remove, benchmarks, portfolio reporting, import/export, and health. Minor gaps exist (no create/update benchmark, no get-single-activity by ID), but most workflows are fully covered.