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rhll07

wealvest-ai

analyze_portfolio

Evaluate an investment portfolio using your age, income, savings, risk tolerance, and investment horizon to ensure alignment with your financial goals.

Instructions

Analyze an investment portfolio based on investor profile and financial goals.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
ageYesInvestor age
financialGoalYesPrimary financial goal (e.g., Retirement, Buying a Home)
monthlyIncomeYesMonthly income
riskToleranceYesRisk tolerance
currentSavingsYesCurrent savings
investmentHorizonYesInvestment horizon in years
monthlyInvestmentYesAmount invested every month
Behavior2/5

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

No annotations are provided, so the description carries the full burden. It only says 'analyze', loosely implying a read-only operation, but does not disclose output format, limitations, side effects, or any behavioral specifics. With 7 inputs and no output schema, this is a significant gap.

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?

The description is one concise sentence, front-loading the verb and avoiding redundancy. It is efficiently structured, but the brevity sacrifices depth; however, the dimension rewards lack of fluff, so a moderately high score is appropriate.

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

Completeness2/5

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

With 7 required parameters, no output schema, and no annotations, the description is insufficient. It does not clarify the nature of the analysis result, expected output structure, or any prerequisites/limitations. The description is too sparse for the tool's complexity.

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 description coverage is 100%, so the baseline is 3. The description adds a high-level framing ('investor profile and financial goals') but does not provide any additional param-specific meaning beyond what the schema already documents.

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 uses a specific verb ('analyze') and resource ('investment portfolio'), and mentions the basis ('investor profile and financial goals'). It distinguishes from siblings like assess_risk (focused on risk) and simulate_investment (simulation), though 'analyze' is somewhat generic and doesn't specify the kind of analysis.

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?

The description provides no explicit guidance on when to use this tool versus alternatives. There is no mention of exclusions or comparison to sibling tools like assess_risk or generate_report. The context is only implied through the phrase 'based on investor profile and financial goals', which is not enough.

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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