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mhajder

Ghostfolio MCP Server

by mhajder

get_portfolio_performance

Read-onlyIdempotent

Get portfolio performance data with returns and benchmark comparisons for any time period.

Instructions

Get portfolio performance data including returns, benchmarks, and performance metrics.

Retrieves comprehensive performance metrics for your portfolio including returns, benchmarks, and performance comparisons over the specified time period.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
date_rangeNoTime range for performance data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, maxmax

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

Annotations already declare readOnlyHint and idempotentHint, so the safety profile is clear. The description adds basic behavioral context (returns, benchmarks, time period) but does not elaborate on performance metrics or limitations. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is only two sentences but they are largely redundant, repeating 'returns, benchmarks, and performance metrics'. Could be more concise by merging the sentences.

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?

With an output schema present, return value documentation is not needed. The description covers the core function adequately but lacks guidance on how this tool relates to similar sibling tools, leaving some ambiguity.

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%, and the description reinforces the date_range parameter by mentioning 'specified time period'. However, it adds no new details beyond what the schema provides, so baseline score applies.

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 retrieves portfolio performance data including returns and benchmarks. It distinguishes from siblings like get_benchmark_performance by implying a more comprehensive scope, but could be more explicit about the difference.

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 like get_benchmark_performance or get_portfolio_details. The description does not mention prerequisites or scenarios where other tools are preferred.

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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