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mhajder

Ghostfolio MCP Server

by mhajder

get_benchmark_performance

Read-onlyIdempotent

Compare your portfolio's performance against a benchmark symbol from a specific start date, with optional filters for accounts, asset classes, and tags.

Instructions

Compare portfolio performance against a benchmark symbol starting from a specific date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tagsNoOptional comma-separated list of tags to filter by
symbolYesSymbol/ticker of the benchmark (e.g. 'URTH', 'AAPL')
accountsNoOptional comma-separated list of account IDs to filter by
date_rangeNoTime range. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, maxmax
start_dateYesStart date in YYYY-MM-DD format for comparison
data_sourceYesData source for the benchmark (e.g. 'YAHOO', 'COINGECKO')
asset_classesNoOptional comma-separated list of asset classes to filter by
filter_symbolNoOptional symbol/ticker to filter by
filter_data_sourceNoOptional data source to filter by
with_excluded_accountsNoWhether to include excluded accounts in the calculations

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true. The description adds only the start date constraint, which is also described in the schema. No additional behavioral context such as output format or limitations is provided.

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?

Single sentence with no fluff. The description is front-loaded and concise, though it could pack more information without becoming verbose.

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

Completeness3/5

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

Given 10 parameters, an output schema, and annotations, the description is minimally sufficient. It covers the core purpose but does not hint at filtering capabilities or what the output represents.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the schema itself documents all parameters. The description does not add meaning beyond the schema, meeting the baseline expectation.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool compares portfolio performance against a benchmark symbol starting from a specific date. However, it does not distinguish from sibling tools like get_benchmarks or get_portfolio_performance, which could overlap.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives. There is no mention of when it should not be used or which sibling tool might be more appropriate for different scenarios.

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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