dev.stocklake/stocklake

get_stock

Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call. Key fields: - price, change_pct, prev_close, week52_high/low, volume, avg_volume - market_cap, enterprise_value, beta - pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate - debt_to_equity, profit_margins, return_on_equity, free_cashflow - revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm - analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus) - analyst_rating_score: 1.0–5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell) - analyst_target: mean analyst price target - analyst_count: number of analyst opinions - indicators: RSI, MACD, Bollinger Bands, SMA20/SMA200, EMA20/EMA200, ATR, ma_50, ma_200 - description: company business description - website, employees, officers (top 5: name, title, total_pay) - updated_at: last data sync timestamp Available to all tiers.

get_stock_news

AI-analysed news for a stock, newest first. Only returns articles processed by our AI pipeline (sentiment, flag score, summary). - days: look-back window in days (default 30, max 30) - limit: max articles returned (default 10, max 10) - status: "ok" = articles returned | "empty" = no news in window - Per article: title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_stock_history

Daily OHLCV price history for a stock. - days: number of trading days to return (default 90, max 365) - Returns: { symbol, days, count, history[] } - Per bar: date, open, high, low, close, volume

get_earnings_calendar

Upcoming earnings dates for stocks in the Stocklake universe. - days: look-ahead window in days (default 7, max 30) - Returns: { window_days, from_date, to_date, count, results[] } - Each result: symbol, name, sector, market_cap, price, rsi, earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward - Sorted by earnings_date ascending. - Dates sourced from market data — treat is_estimate=true dates as approximate. Available to all tiers.

get_market_assessment

Combined AI market assessment: macro regime + market outlook in a single call. Produced every ~4 hours by the market intelligence pipeline. Two distinct perspectives returned together: - REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take" → use for position sizing and asset allocation decisions - OUTLOOK (BULLISH/NEUTRAL/BEARISH): answers "which direction and sectors to trade" → use for sector preference and directional bias Both share the same pipeline run so they are always in sync. - history_count: include last N prior assessments for each (0-3, default 0) - regime_*: risk posture fields — regime, regime_bias, regime_confidence, regime_rationale, key_risks, watch_for, vix_at_assessment, regime_updated_at - indicators.macro_data: FRED macro data (yield curve, Fed funds, cpi_index, unemployment, M2) - indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal - indicators.market_sentiment: CNN Fear & Greed value and label - market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors NOTE: point-in-time snapshot recorded when AI ran — not live prices (use get_market_pulse for live) - outlook_*: directional fields — outlook, outlook_conviction, equity_view, preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_sector_intelligence

AI-assessed sector intelligence: signal, cycle stage, rotation signal, drivers, alerts, and computed statistics per sector (RSI distribution, breadth, performance 1W/1M, top/bottom movers, historical percentiles). Pass a sector name for a single sector, or omit the parameter (or pass None) to get the latest assessment for all 11 sectors. Refreshed every ~4 hours by the market intelligence pipeline. Available to pro tier only (AI pipeline costs). For informational purposes only. Not financial advice.

get_sentiment_profile

Get AI-synthesized insider + institutional sentiment for a stock. Returns combined signal (BULLISH/BEARISH/NEUTRAL etc.), flag_score (8+=notable), confidence, per-source breakdown, and a human-readable summary. Data covers insider transactions (SEC Form 4) and institutional holdings. Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

search_stocks

Filter and rank stocks from the Stocklake universe. - sector: e.g. "Technology", "Healthcare", "Financial Services" - country: e.g. "United States", "Germany" - rsi_signal: "oversold" (<30) | "overbought" (>70) | "neutral" (30–70) - analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell" - min_volume: minimum daily volume (e.g. 1000000) - min_market_cap_b: minimum market cap in billions (e.g. 10 = $10B+) - max_market_cap_b: maximum market cap in billions (e.g. 2 = small-cap only up to $2B) - max_pe_forward: maximum forward P/E ratio filter (e.g. 20 = value screens) - sort_by: "change_pct" | "volume" | "market_cap" | "rating" | "rsi_asc" (oversold first) | "rsi_desc" (overbought first) - limit: max 50 (default 20) - Returns: { count, filters, results[] } — each result includes symbol, name, sector, price, change_pct, volume, market_cap, rsi, pe_forward, analyst_rating, rating (0–10), direction Available to all tiers.

get_stock_rating

Technical rating (0–10) for a stock with per-indicator breakdown. Uses RSI, MACD, Bollinger Bands, and SMA50/SMA200 trend analysis. - rating: 0–10 composite score - direction: BULLISH (≥6) | NEUTRAL (4–6) | BEARISH (≤4) - signals: per-indicator breakdown with verdict and strength Available to all tiers (guest, free, pro) — computed from stored indicators, no AI cost.

get_stocks

Batch stock data for up to 50 symbols in a single call. Returns a dict keyed by symbol. Missing symbols are omitted from the result. Each symbol in the batch counts as one call toward the daily limit. Available to all tiers.

get_market_pulse

Live market health snapshot in a single call. Aggregates key market indicators without requiring multiple tool calls. No AI cost — reads live data directly from the market data feed. Returns: - vix: VIX level and change_pct (from live stocks data) - fear_greed: value (0-100) and label (e.g. "neutral", "greed", "fear") - breadth: market-wide RSI distribution — oversold_pct, overbought_pct, neutral_pct, universe_size - indices: SPY, QQQ, IWM prices + RSI + 1-week performance - bonds: TLT (long-duration bonds), GLD (gold) - updated_at: when the breadth/fear_greed snapshot was last recorded Available to all tiers.

No parameters.

get_stock_ai_summary

AI research summary for a stock — verdict, confidence, key points, and risk factors. Generated by the Stocklake AI pipeline (stock_ai_summary.py) on a nightly refresh cycle. Returns: - verdict: "bullish" | "bearish" | "neutral" - confidence: 0-10 (how confident the AI is in its assessment) - flag_score: 0-10 (how notable/interesting this stock is right now — 8+ = worth attention) - summary: 2-4 sentence AI narrative - key_points: list of 3-5 bullish/neutral observations - risks: list of 2-3 specific risk factors - price_at_generation: stock price when the summary was generated - generated_at: UTC timestamp of last generation Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_discovery_ideas

AI-screened stock ideas actively flagged by the Stocklake pipeline. These are stocks the pipeline's AI agents have identified as worth attention — sourced from news analysis, sector screening, and sentiment signals. Parameters: - direction: "LONG" | "SHORT" | "BOTH" (default: all) - min_conviction: minimum conviction score 0-10 (default 7) - min_flag_score: minimum flag score 0-10 (default 8; 9+ = high conviction) - source: filter by signal source — "news" | "screener" | "sentiment" (default: all) - limit: max results to return (default 25, max 50) Returns: - count: number of ideas returned - ideas[]: each with symbol, direction, conviction (0-10), confidence (0-10), flag_score (0-10), source, rationale, expires - Note: ideas expire daily — active ideas represent the pipeline's current view. Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_news_feed

Top AI-flagged news across all tracked stocks — the market-wide news briefing. Unlike get_stock_news (per-symbol), this scans the entire universe and returns the most notable articles ranked by AI flag score, newest first within each score tier. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_flag_score: minimum AI flag score (default 8, min 5, max 10) 8 = notable · 9 = high-impact · 10 = exceptional - days: look-back window in days (default 3, max 10) - limit: max articles returned (default 10, max 25) - Per article: symbol, title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

get_screener

Power screener — filter stocks by technicals, fundamentals, and AI signals. More capable than search_stocks: exact RSI bounds, MACD/SMA filters, presets, and AI fields. Parameters: - sector: e.g. "Technology", "Healthcare", "Financial Services" - min_rsi / max_rsi: exact RSI bounds (e.g. min_rsi=30, max_rsi=50 = post-oversold recovery zone) - sma_trend: "above_200" (price above 200-day MA) | "below_200" - macd_signal: "bullish" (MACD line above signal) | "bearish" - min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today) - min_market_cap_b / max_market_cap_b: market cap in billions - max_pe_forward: maximum forward P/E (e.g. 20 = value screen) - min_flag_score: minimum AI flag score 0-10 (pro tier only — silently ignored for free) - preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only) oversold = RSI≤35 + above SMA200 · overbought = RSI≥65 momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = flag_score≥7 - sort_by: "market_cap" | "rsi" | "perf_1d" | "analyst_rating" | "flag_score" (pro) - sort_dir: "asc" | "desc" (default "desc") - limit: 1–50 (default 20) Pro tier: adds flag_score + ai_verdict to every result row, enables min_flag_score filter and high_conviction preset. All other filters available to all tiers.

get_market_movers

Top market movers from the Stocklake universe — gainers, losers, most active. - category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories) - limit: results per category (default 10, max 20) - min_market_cap_b: filter to stocks above this market cap in billions (e.g. 1.0 = $1B+) Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap Available to all tiers.

get_technical_signals

Structured technical signal summary — agent-ready labeled outputs for a stock. Unlike get_stock_rating (composite score + nested breakdown), this returns flat labeled signals optimized for programmatic consumption without parsing raw numbers. Returns: - overall: BULLISH | NEUTRAL | BEARISH (composite) - rsi: value + signal label (oversold / recovering / neutral / approaching_overbought / overbought) - macd: signal (bullish/bearish), histogram, strength (strong/moderate/weak) - bollinger: position (below_lower / lower_half / upper_half / above_upper), bandwidth_pct - sma200: trend (above/below), gap_pct (distance from 200-day MA as %) - sma50: trend (above/below), gap_pct - williams_r: value (0 to -100) + signal (overbought >-20 / neutral / oversold <-80) - ultimate_osc: value (0-100) + signal (overbought >70 / neutral / oversold <30) - vix_fix: value + percentile (vs trailing year) + signal (elevated_fear / calm) — fear gauge - williams_ad: trend (rising/falling/flat) + divergence (bullish/bearish/None) — flow direction Williams %R + Ultimate Oscillator are blended into the overall composite. Available to all tiers.

get_sector_rotation

All 11 market sectors in one call — signals, breadth, and momentum for rotation analysis. Where get_sector_intelligence gives deep analysis for one sector, this gives the rotation picture across all sectors simultaneously. Use for: identifying sector rotation, finding leading vs lagging sectors, spotting breadth divergences, allocating capital across sectors. Returns per sector (sorted by signal strength, LEADING first): - signal: LEADING | STRONG | NEUTRAL | WEAK | LAGGING - confidence: 0-10 - alert: notable condition (narrow breadth, extreme RSI, etc.) - avg_rsi: sector-average RSI - sma200_breadth_pct: % of stocks in sector above their 200-day MA - oversold_pct / overbought_pct: RSI distribution extremes - perf_1w_pct / perf_1m_pct: average sector performance - updated_at: when this sector was last assessed by the AI pipeline - history_count: include last N prior signal states per sector (0-3, default 0) Pro tier only — AI-enriched sector signals. For informational purposes only. Not financial advice.

get_symbol_context

Full research context for a symbol in one call — fundamentals, AI summary, news, sentiment, and discovery status. Replaces 5 separate calls: get_stock + get_stock_ai_summary + get_stock_news + get_sentiment_profile + get_discovery_ideas (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, confidence, flag_score, full summary, key_points, risks - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_flag_score, ai_summary) - sentiment: signal, confidence, insider_trend (buying/selling/neutral), institutional_pct - discovery: active discovery idea for this symbol, if any (direction, conviction, rationale) All data is pre-computed by the Stocklake AI pipeline — no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice.

get_earnings_intelligence

Upcoming earnings with AI context — flag scores, verdicts, and risk factors per stock. Combines the earnings calendar with AI pipeline data to surface which upcoming earnings events are worth monitoring. Parameters: - days_ahead: look-ahead window in days (default 14, max 30) - sector: filter to one sector (e.g. "Technology") - min_flag_score: only return stocks with AI flag score >= this value (optional) Returns per stock (sorted by earnings_date ascending): - earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated - symbol, name, sector, price, rsi, market_cap - eps_trailing, eps_forward (earnings expectations context) - ai_verdict, ai_flag_score, ai_confidence (nightly AI pipeline) - ai_risks: top 2 AI-identified risk factors - analyst_rating, analyst_target Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.