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wshobson

MaverickMCP

backtest_portfolio

Backtest a trading strategy across multiple stock symbols to evaluate portfolio performance with configurable parameters.

Instructions

Backtest a strategy across multiple symbols (portfolio).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolsYesList of stock symbols
strategyNoStrategy type to applysma_cross
start_dateNoStart date (YYYY-MM-DD)
end_dateNoEnd date (YYYY-MM-DD)
initial_capitalNoStarting capital
position_sizeNoPosition size per symbol (0.1 = 10%)
fast_periodNo
slow_periodNo
periodNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations exist, and the description does not disclose behavioral traits such as whether the tool is read-only, requires authentication, or has side effects. The agent is left unaware of potential impacts.

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 very concise at one sentence, but it sacrifices necessary detail. While efficient, it could be more informative without becoming verbose.

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?

For a tool with 9 parameters and multiple sibling tools, the description is too sparse. It does not explain return values, strategy options, or how parameters like period relate to the backtest, even though an output schema exists.

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

Parameters2/5

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

The description adds no parameter context beyond the schema. Critical parameters like fast_period, slow_period, and period are undocumented in the schema, and the description does not clarify them, leaving gaps in understanding.

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 backtests a strategy across multiple symbols, distinguishing it from single-symbol backtesting tools like backtest_signal. However, it could be more specific about strategy types or the portfolio scope.

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 is provided on when to use this tool versus alternatives like run_backtest, compare_strategies, or backtest_signal. The agent receives no context for selection.

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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