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turtlehq-tech

turtlestack-lite

Official

get_consolidated_portfolio

Get a single consolidated portfolio by aggregating holdings from all authenticated brokers in your session, giving you a complete view of your investments.

Instructions

Get consolidated view of all holdings across all authenticated brokers in your session

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

No annotations are provided, so the description carries the burden. It indicates a read-only operation via 'Get' and clarifies session/authentication scope, but it doesn't describe failure modes, empty states, or whether any side effects occur.

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?

One concise sentence, front-loaded with the verb and resource, with no filler or repetition.

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?

Complexity is low (no params), but without annotations or an output schema, the description could say more about the composition of the consolidated view and prerequisites. It communicates the key aggregation scope but leaves some gaps.

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?

There are zero parameters, and the description adds meaningful context by explaining that the operation implicitly spans all authenticated brokers in the session. This justifies the empty schema and adds value beyond it.

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?

The description uses a specific verb 'Get' with a clear resource ('consolidated view of all holdings') and scope ('across all authenticated brokers in your session'). This distinguishes it from sibling tools like get_portfolio and get_positions, which appear to operate per broker.

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?

It clearly states the intended context: use when you need holdings aggregated across all authenticated brokers. It does not explicitly name alternatives or exclusions, but the per-broker siblings make the distinction obvious.

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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