io.github.daniel3303/equibles

Official97 toolsLive

by daniel3303

90+ free tools, Claude & ChatGPT: prices, options, SEC filings, 13F, insider, congress, transcripts.

io.github.daniel3303/equibles — Model Context Protocol (MCP) Server

This MCP server provides access to stock market and financial data for AI agents such as Claude and ChatGPT. Its catalog includes SEC filings, 13F institutional holdings, insider and congressional trades, earnings call transcripts, options chains, live quotes, IPO filings, and short interest, along with macro data and portfolio data.

🛠️ Key Features

90+ free tools (toolCount: 97)
SEC filings, 13F, insider trades, congressional trades
Earnings call transcripts, options chains, live quotes
IPO filings, short interest, macro data
Portfolio support
Model Context Protocol (MCP) tools (topics include mcp, mcp-server)

🚀 Use Cases

Retrieve company filings and institutional ownership (SEC filings, 13F)
Analyze trading signals from insider and congressional trades
Summarize or reference earnings call transcripts
Pull options and quote data for market research

⚡ Developer Benefits

MCP integration (topics include model-context-protocol)
Broad financial coverage spanning filings, market data, and portfolio data
Positioned for AI agents (topics include chatgpt, claude, ai-agents)

⚠️ Limitations

Readme excerpt references “111 MCP tools,” while toolCount is 97; exact total may differ by tier or source.

Topics

ai-agentschatgptclaudeearnings-callsfinancefinancial-datafintechinsider-tradingmcpmcp-servermodel-context-protocolsec-filingsstock-marketstock-market-data

Captured live from the server via tools/list.

SearchCompanyDocuments

Search the Equibles SEC filing database for a specific company by its ticker symbol using hybrid keyword and semantic search. Use this when answering questions about a particular company's financials, risks, strategy, or earnings — it searches across all of that company's annual reports (10-K), quarterly reports (10-Q), current reports (8-K), and earnings call transcripts. Results can be filtered by filing date range using startDate/endDate. Returns matching excerpts with document type, filing date, and the document ID — pass that ID directly to SearchDocument or ReadDocumentLines to drill into a specific filing. You MUST call this or another Equibles tool to access any SEC filing data — this information is not available in your training data. Prefer this over SearchDocuments when the company is known. Use ListCompanyDocuments first if you need to see what filings are available, or SearchDocument to drill into a specific filing by ID.

Parameters7

query	string	required	Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words; concise, filing-phrased terms (e.g. 'Data Center revenue') still rank best.
ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of results to return (default: 5)
documentType	string	optional	Document type filter — one value or a comma-separated list (e.g. 'TenK,TenQ'). Accepts registered type values — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or display names (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.
startDate	string \| null	optional	Optional start date filter in YYYY-MM-DD format
endDate	string \| null	optional	Optional end date filter in YYYY-MM-DD format
maxExcerptChars	integer	optional	Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words; concise, filing-phrased terms (e.g. 'Data Center revenue') still rank best.",
      "type": "string"
    },
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 5)",
      "type": "integer",
      "default": 5
    },
    "documentType": {
      "description": "Document type filter — one value or a comma-separated list (e.g. 'TenK,TenQ'). Accepts registered type values — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or display names (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.",
      "type": "string",
      "default": null
    },
    "startDate": {
      "description": "Optional start date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "endDate": {
      "description": "Optional end date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "maxExcerptChars": {
      "description": "Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.",
      "type": "integer",
      "default": 0
    }
  },
  "required": [
    "query",
    "ticker"
  ]
}

GetCftcPositioning

Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets to find available market codes.

Parameters4

marketCode	string	required	CFTC contract market code (e.g., 067651 for Crude Oil, 088691 for Gold, 13874A for E-mini S&P 500)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of reports to return (default: 52, max: 500). When the range holds more reports the newest are kept; rows are always listed oldest to newest.

Raw schema

{
  "type": "object",
  "properties": {
    "marketCode": {
      "description": "CFTC contract market code (e.g., 067651 for Crude Oil, 088691 for Gold, 13874A for E-mini S&P 500)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of reports to return (default: 52, max: 500). When the range holds more reports the newest are kept; rows are always listed oldest to newest.",
      "type": "integer",
      "default": 52
    }
  },
  "required": [
    "marketCode"
  ]
}

GetMarketCalendar

List the US equity market holidays and early-close (1:00 p.m. ET) half days for a calendar year (NYSE/Nasdaq). Defaults to the current year. The calendar is curated for 2025 through 2027; a year outside that range reports so rather than guessing.

Parameters1

year

integer | null

optional

Calendar year, e.g. 2026. Defaults to the current year.

Raw schema

{
  "type": "object",
  "properties": {
    "year": {
      "description": "Calendar year, e.g. 2026. Defaults to the current year.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    }
  }
}

GetMarketStatus

Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended (pre-market/after-hours) trading hours, and the next open and next close. Backed by the exchange's curated holiday and early-close calendar, not a heuristic.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {}
}

GetMarketWideCongressionalActivity

Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The window is anchored on the DISCLOSURE (filing) date because STOCK Act filings lag the trade by up to ~45 days. Each row aggregates one stock's disclosed trades: distinct members buying and selling, trade counts, estimated dollar flow per direction (each disclosed amount range's midpoint — members disclose a band, not an exact figure), the largest participants, and the latest filing date. direction=buys ranks by estimated net buying, direction=sells by estimated net selling; chamber=senate/house narrows to one chamber. Use GetCongressionalTrades for one stock's underlying disclosures and GetMemberTrades for one member's.

Parameters4

days	integer	optional	Trailing disclosure window in days (default: 30, max: 365).
direction	string	optional	Ranking direction: 'buys' (most net congressional buying first, default) or 'sells' (most net selling first).
maxResults	integer	optional	Maximum number of stocks to return (default: 25, max: 200).
chamber	string	optional	Filter by chamber: 'senate' or 'house' (defaults to both).

Raw schema

{
  "type": "object",
  "properties": {
    "days": {
      "description": "Trailing disclosure window in days (default: 30, max: 365).",
      "type": "integer",
      "default": 30
    },
    "direction": {
      "description": "Ranking direction: 'buys' (most net congressional buying first, default) or 'sells' (most net selling first).",
      "type": "string",
      "default": "buys"
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 25, max: 200).",
      "type": "integer",
      "default": 25
    },
    "chamber": {
      "description": "Filter by chamber: 'senate' or 'house' (defaults to both).",
      "type": "string",
      "default": null
    }
  }
}

GetFundCloneBacktest

Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag (so the simulation uses only information available at the time), and values it forward against the benchmark. Returns total return, annualized return (CAGR), and max drawdown for both the cloned portfolio and the benchmark, plus the alpha between them. Use this to answer 'how would cloning fund X have performed against the market'.

Parameters5

institution	string	required	Institution name or SEC CIK (e.g., 'Berkshire Hathaway', '1067983', or zero-padded '0001067983'; ambiguous names resolve to the largest 13F filer)
benchmark	string	optional	Benchmark ticker to compare against (default: SPY)
windowYears	integer	optional	Trailing window length in years anchored at today (default: 3, clamped to 1-20; ignored when fromDate/toDate are supplied)
fromDate	string	optional	Optional window start in YYYY-MM-DD format for an anchored historical backtest (e.g. 2015-01-01); overrides windowYears
toDate	string	optional	Optional window end in YYYY-MM-DD format (defaults to today when only fromDate is given)

Raw schema

{
  "type": "object",
  "properties": {
    "institution": {
      "description": "Institution name or SEC CIK (e.g., 'Berkshire Hathaway', '1067983', or zero-padded '0001067983'; ambiguous names resolve to the largest 13F filer)",
      "type": "string"
    },
    "benchmark": {
      "description": "Benchmark ticker to compare against (default: SPY)",
      "type": "string",
      "default": "SPY"
    },
    "windowYears": {
      "description": "Trailing window length in years anchored at today (default: 3, clamped to 1-20; ignored when fromDate/toDate are supplied)",
      "type": "integer",
      "default": 3
    },
    "fromDate": {
      "description": "Optional window start in YYYY-MM-DD format for an anchored historical backtest (e.g. 2015-01-01); overrides windowYears",
      "type": "string",
      "default": null
    },
    "toDate": {
      "description": "Optional window end in YYYY-MM-DD format (defaults to today when only fromDate is given)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "institution"
  ]
}

ScreenStocks

Screen the stock universe by combining range filters across datasets: market capitalization and share price, sector and industry, the number of 13F institutional filers and its quarter-over-quarter change, short interest as a percent of shares outstanding, days to cover, a composite short-squeeze score (0-100, peer-relative; higher = more squeeze-prone), a composite insider-sentiment score (0-100, peer-relative; higher = more aggressive insider accumulation), net insider buying in dollars over the trailing 90 days (negative = net selling), the going-concern doubt flag (companies whose latest SEC filing states substantial doubt about their ability to continue as a going concern), and fundamentals from daily-refreshed SEC filings: trailing P/E, dividend yield, revenue growth YoY, gross margin, average daily dollar volume, and TTM net income (minNetIncome=0 keeps profitable companies only). Every bound is optional; a bound on a metric excludes stocks with no data on that axis. Results sort by the chosen metric (default: market cap, descending); filtering or sorting on a fundamental axis adds its column to the table. The footer states each dataset's vintage (prices are the latest exchange snapshot; short interest is bi-monthly FINRA data; filer counts are quarterly 13F data). Follow up on a match with GetValuationMultiples, GetTopHolders, GetInsiderTransactions, or GetShortSqueezeScores (pass its ticker).

Parameters37

minMarketCap	number \| null	optional	Minimum market capitalization in dollars.
maxMarketCap	number \| null	optional	Maximum market capitalization in dollars.
minPrice	number \| null	optional	Minimum share price in dollars.
maxPrice	number \| null	optional	Maximum share price in dollars.
minFilerCount	integer \| null	optional	Minimum number of 13F institutional filers holding the stock.
maxFilerCount	integer \| null	optional	Maximum number of 13F institutional filers holding the stock.
minFilerDelta	integer \| null	optional	Minimum quarter-over-quarter change in filer count.
maxFilerDelta	integer \| null	optional	Maximum quarter-over-quarter change in filer count.
minShortInterestPercent	number \| null	optional	Minimum short interest as a percent of shares outstanding (0-100).
maxShortInterestPercent	number \| null	optional	Maximum short interest as a percent of shares outstanding (0-100).
minDaysToCover	number \| null	optional	Minimum days to cover.
maxDaysToCover	number \| null	optional	Maximum days to cover.
minSqueezeScore	number \| null	optional	Minimum composite short-squeeze score (0-100, peer-relative; higher = more squeeze-prone).
maxSqueezeScore	number \| null	optional	Maximum composite short-squeeze score (0-100, peer-relative).
minInsiderSentiment	number \| null	optional	Minimum composite insider-sentiment score (0-100, peer-relative; higher = more aggressive insider accumulation).
maxInsiderSentiment	number \| null	optional	Maximum composite insider-sentiment score (0-100, peer-relative).
minNetInsiderBuy	number \| null	optional	Minimum net insider buying in dollars over the trailing 90 days.
maxNetInsiderBuy	number \| null	optional	Maximum net insider buying in dollars over the trailing 90 days.
hasGoingConcernDoubt	boolean \| null	optional	True keeps only companies whose latest filing states unalleviated going-concern doubt; false keeps only companies without the flag.
sector	string	optional	Exact sector name (e.g. Technology, Healthcare). An unknown name returns the accepted list.
industry	string	optional	Exact industry name (e.g. Semiconductors). Prefer sector for broad groups.
minPe	number \| null	optional	Minimum trailing-twelve-month price-to-earnings ratio.
maxPe	number \| null	optional	Maximum trailing-twelve-month price-to-earnings ratio (e.g. 15 for value screens).
minDividendYield	number \| null	optional	Minimum trailing dividend yield in percent (e.g. 3 = 3%).
maxDividendYield	number \| null	optional	Maximum trailing dividend yield in percent.
minRevenueGrowth	number \| null	optional	Minimum revenue growth in percent, latest quarter vs the same quarter a year earlier.
maxRevenueGrowth	number \| null	optional	Maximum revenue growth in percent, latest quarter vs the same quarter a year earlier.
minGrossMargin	number \| null	optional	Minimum gross margin in percent (0-100).
maxGrossMargin	number \| null	optional	Maximum gross margin in percent (0-100).
minDollarVolume	number \| null	optional	Minimum trailing-3-month average daily dollar volume in dollars (e.g. 5000000 = $5M/day).
maxDollarVolume	number \| null	optional	Maximum trailing-3-month average daily dollar volume in dollars.
minNetIncome	number \| null	optional	Minimum trailing-twelve-month net income in dollars (0 keeps profitable companies only).
maxNetIncome	number \| null	optional	Maximum trailing-twelve-month net income in dollars.
sortBy	string	optional	Sort key: marketcap, ticker, name, price, filers, filerdelta, sipct, dtc, squeeze, sentiment, insiderbuy, pe, divyield, revgrowth, grossmargin, dollarvol or netincome. Default marketcap. An unknown key is rejected, never silently ignored.
sortAscending	boolean	optional	Sort ascending instead of descending.
maxResults	integer	optional	Maximum rows to return (default 50; clamped to 1-200).
page	integer	optional	Result page (default 1) — combine with maxResults to walk past the first page of a large match set.

Raw schema

{
  "type": "object",
  "properties": {
    "minMarketCap": {
      "description": "Minimum market capitalization in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxMarketCap": {
      "description": "Maximum market capitalization in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minPrice": {
      "description": "Minimum share price in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxPrice": {
      "description": "Maximum share price in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minFilerCount": {
      "description": "Minimum number of 13F institutional filers holding the stock.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "maxFilerCount": {
      "description": "Maximum number of 13F institutional filers holding the stock.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "minFilerDelta": {
      "description": "Minimum quarter-over-quarter change in filer count.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "maxFilerDelta": {
      "description": "Maximum quarter-over-quarter change in filer count.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "minShortInterestPercent": {
      "description": "Minimum short interest as a percent of shares outstanding (0-100).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxShortInterestPercent": {
      "description": "Maximum short interest as a percent of shares outstanding (0-100).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minDaysToCover": {
      "description": "Minimum days to cover.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxDaysToCover": {
      "description": "Maximum days to cover.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minSqueezeScore": {
      "description": "Minimum composite short-squeeze score (0-100, peer-relative; higher = more squeeze-prone).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxSqueezeScore": {
      "description": "Maximum composite short-squeeze score (0-100, peer-relative).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minInsiderSentiment": {
      "description": "Minimum composite insider-sentiment score (0-100, peer-relative; higher = more aggressive insider accumulation).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxInsiderSentiment": {
      "description": "Maximum composite insider-sentiment score (0-100, peer-relative).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minNetInsiderBuy": {
      "description": "Minimum net insider buying in dollars over the trailing 90 days.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxNetInsiderBuy": {
      "description": "Maximum net insider buying in dollars over the trailing 90 days.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "hasGoingConcernDoubt": {
      "description": "True keeps only companies whose latest filing states unalleviated going-concern doubt; false keeps only companies without the flag.",
      "type": [
        "boolean",
        "null"
      ],
      "default": null
    },
    "sector": {
      "description": "Exact sector name (e.g. Technology, Healthcare). An unknown name returns the accepted list.",
      "type": "string",
      "default": null
    },
    "industry": {
      "description": "Exact industry name (e.g. Semiconductors). Prefer sector for broad groups.",
      "type": "string",
      "default": null
    },
    "minPe": {
      "description": "Minimum trailing-twelve-month price-to-earnings ratio.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxPe": {
      "description": "Maximum trailing-twelve-month price-to-earnings ratio (e.g. 15 for value screens).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minDividendYield": {
      "description": "Minimum trailing dividend yield in percent (e.g. 3 = 3%).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxDividendYield": {
      "description": "Maximum trailing dividend yield in percent.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minRevenueGrowth": {
      "description": "Minimum revenue growth in percent, latest quarter vs the same quarter a year earlier.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxRevenueGrowth": {
      "description": "Maximum revenue growth in percent, latest quarter vs the same quarter a year earlier.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minGrossMargin": {
      "description": "Minimum gross margin in percent (0-100).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxGrossMargin": {
      "description": "Maximum gross margin in percent (0-100).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minDollarVolume": {
      "description": "Minimum trailing-3-month average daily dollar volume in dollars (e.g. 5000000 = $5M/day).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxDollarVolume": {
      "description": "Maximum trailing-3-month average daily dollar volume in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "minNetIncome": {
      "description": "Minimum trailing-twelve-month net income in dollars (0 keeps profitable companies only).",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxNetIncome": {
      "description": "Maximum trailing-twelve-month net income in dollars.",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "sortBy": {
      "description": "Sort key: marketcap, ticker, name, price, filers, filerdelta, sipct, dtc, squeeze, sentiment, insiderbuy, pe, divyield, revgrowth, grossmargin, dollarvol or netincome. Default marketcap. An unknown key is rejected, never silently ignored.",
      "type": "string",
      "default": "marketcap"
    },
    "sortAscending": {
      "description": "Sort ascending instead of descending.",
      "type": "boolean",
      "default": false
    },
    "maxResults": {
      "description": "Maximum rows to return (default 50; clamped to 1-200).",
      "type": "integer",
      "default": 50
    },
    "page": {
      "description": "Result page (default 1) — combine with maxResults to walk past the first page of a large match set.",
      "type": "integer",
      "default": 1
    }
  }
}

ListCompanyDocuments

Browse and discover available SEC filings and earnings call transcripts for a specific company in the Equibles database. Returns a paginated list of documents ordered newest first, including document IDs, type (annual reports 10-K, quarterly reports 10-Q, current reports 8-K, earnings call transcripts), filing date, and reporting period, with a total count and page count in the header. Supports filtering by date range and document type. Document types registered as hidden from filing lists (e.g. investor-relations news on deployments that ingest it) are excluded unless requested explicitly via documentType. Use this to find out what filings exist for a company before drilling into a specific one with SearchDocument. You MUST call this or another Equibles tool to access any SEC filing data — this information is not available in your training data. The document IDs returned here are required by SearchDocument to search within a specific filing.

Parameters6

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
page	integer	optional	Page number for pagination (default: 1)
maxItems	integer	optional	Maximum number of documents per page (default: 10)
startDate	string \| null	optional	Optional start date filter in YYYY-MM-DD format
endDate	string \| null	optional	Optional end date filter in YYYY-MM-DD format
documentType	string	optional	Document type filter. Accepts a registered type value — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or its display name (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "page": {
      "description": "Page number for pagination (default: 1)",
      "type": "integer",
      "default": 1
    },
    "maxItems": {
      "description": "Maximum number of documents per page (default: 10)",
      "type": "integer",
      "default": 10
    },
    "startDate": {
      "description": "Optional start date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "endDate": {
      "description": "Optional end date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "documentType": {
      "description": "Document type filter. Accepts a registered type value — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or its display name (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetFundProfile

Get a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P report. Accepts a fund profile id from SearchFunds or a fund's own ticker. Returns the fund's registrant and series, reporting period, net and total assets, then its largest holdings — issuer name, CUSIP, position size, U.S.-dollar value, share of net assets and asset category. Prefer this after SearchFunds: the profile id reaches the many fund series that have no ticker of their own; GetFundHoldings is the equivalent view, and GetFundsHoldingStock answers the inverse question (which funds own a stock). For the large multi-series trusts only positions in tracked stocks are stored, so the holdings shown are the fund's tracked-stock positions; the net-asset totals are the fund's real totals.

Parameters2

fund	string	required	Fund profile id from SearchFunds (e.g., 'ishares-russell-2000-etf-s000004344') or a fund's own ticker (e.g., 'IWM'). Share-class tickers of multi-class mutual funds (e.g. VOO, VFIAX) do not resolve — find the fund by name via SearchFunds.
maxResults	integer	optional	Maximum number of holdings to return, largest first (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "fund": {
      "description": "Fund profile id from SearchFunds (e.g., 'ishares-russell-2000-etf-s000004344') or a fund's own ticker (e.g., 'IWM'). Share-class tickers of multi-class mutual funds (e.g. VOO, VFIAX) do not resolve — find the fund by name via SearchFunds.",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of holdings to return, largest first (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "fund"
  ]
}

GetExemptOfferings

Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining, the minimum investment, the number of investors, the claimed exemptions, whether the notice is an amendment (D/A), and its SEC accession number. Ongoing offerings are re-noticed through D/A amendments that RESTATE the same offering — group rows by first-sale date and offering amount and use only the latest notice of each chain, or capital raised will be counted several times over. Use this to track how a company is raising private capital alongside its public filings.

Parameters4

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of notices to return (default: 50, max: 500; values outside 1-500 are clamped)
fromDate	string	optional	Optional earliest filing date to include, ISO format yyyy-MM-dd (e.g., 2024-01-01)
toDate	string	optional	Optional latest filing date to include, ISO format yyyy-MM-dd (e.g., 2024-12-31)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of notices to return (default: 50, max: 500; values outside 1-500 are clamped)",
      "type": "integer",
      "default": 50
    },
    "fromDate": {
      "description": "Optional earliest filing date to include, ISO format yyyy-MM-dd (e.g., 2024-01-01)",
      "type": "string",
      "default": null
    },
    "toDate": {
      "description": "Optional latest filing date to include, ISO format yyyy-MM-dd (e.g., 2024-12-31)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

SearchInstitutions

Search for institutional investors (fund managers) by name or SEC CIK number, largest 13F filers first. Returns matching institutions with their SEC CIK number, city, and state/country. Use this to find the correct institution name before calling GetInstitutionPortfolio or to discover which institutions are tracked in the database.

Parameters2

query	string	required	Search query — institution name, partial name, or CIK
maxResults	integer	optional	Maximum number of results to return (default: 10, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — institution name, partial name, or CIK",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 10, clamped to 1-500)",
      "type": "integer",
      "default": 10
    }
  },
  "required": [
    "query"
  ]
}

GetShortInterest

Get bi-monthly short interest history for a stock from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the series stays continuous across stock splits; days to cover is as reported (FINRA caps it at 999.99). High days-to-cover (>5) suggests a potential short squeeze — for short interest as a % of shares outstanding and an actual squeeze-candidate ranking use GetShortSqueezeScores; for the market-wide latest settlement use GetShortInterestSnapshot.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, GME, TSLA)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return — keeps the most recent N settlements in the range, displayed oldest to newest (default: 24, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, GME, TSLA)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return — keeps the most recent N settlements in the range, displayed oldest to newest (default: 24, max: 500)",
      "type": "integer",
      "default": 24
    }
  },
  "required": [
    "ticker"
  ]
}

GetPutCallRatios

Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to present (the Vix type from October 2019); pre-2013 history is sampled roughly weekly rather than daily.

Parameters4

type	string	optional	Ratio type: Total, Equity, Index, Vix, Etp (default: Equity)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 3 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.

Raw schema

{
  "type": "object",
  "properties": {
    "type": {
      "description": "Ratio type: Total, Equity, Index, Vix, Etp (default: Equity)",
      "type": "string",
      "default": "Equity"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 3 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.",
      "type": "integer",
      "default": 60
    }
  }
}

ListInvestorEvents

List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first. Each row gives the event id, type, date, fiscal period (earnings calls only), status, and whether a transcript, audio and slide deck are on file. Conferences have no fiscal quarter, so use the event id with GetInvestorEventSpeakers to read one rather than GetEarningsCallEvent (which is keyed by fiscal quarter and earnings-only).

Parameters3

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
limit	integer	optional	Maximum number of events to return (default 25, max 100; values outside 1-100 are clamped)
eventType	string	optional	Optional event type to filter on: EarningsCall, CapitalMarketsDay, InvestorUpdate, AGM, Conference, FiresideChat, or MAndA (default: all types)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "limit": {
      "description": "Maximum number of events to return (default 25, max 100; values outside 1-100 are clamped)",
      "type": "integer",
      "default": 25
    },
    "eventType": {
      "description": "Optional event type to filter on: EarningsCall, CapitalMarketsDay, InvestorUpdate, AGM, Conference, FiresideChat, or MAndA (default: all types)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetCongressionalTrades

Get congressional stock trades for a specific ticker (newest first, last year by default). Shows which members of Congress bought or sold shares, with transaction and filing dates; amounts are the disclosed ranges, not exact values. Use GetMemberTrades for one member's trades across all tickers.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT, NVDA)
transactionType	string	optional	Filter by transaction type: Purchase or Sale; the synonyms Buy/Sell are accepted (defaults to all)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to today)
maxResults	integer	optional	Maximum number of trades to return (default: 50, max: 500, newest first)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT, NVDA)",
      "type": "string"
    },
    "transactionType": {
      "description": "Filter by transaction type: Purchase or Sale; the synonyms Buy/Sell are accepted (defaults to all)",
      "type": "string",
      "default": null
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to today)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of trades to return (default: 50, max: 500, newest first)",
      "type": "integer",
      "default": 50
    }
  },
  "required": [
    "ticker"
  ]
}

GetInvestorEventSpeakers

Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as a role label (e.g. Operator) or a neutral speaker number. Get the event id from ListInvestorEvents. Use this for conferences and other non-earnings events, which have no fiscal quarter to key on.

Parameters3

eventId	string	required	The investor event id (from ListInvestorEvents)
limit	integer	optional	Maximum number of speaker turns to return (default 50, max 200; values outside 1-200 are clamped)
offset	integer	optional	Number of leading speaker turns to skip, for paging through events longer than the 200-turn cap (default 0)

Raw schema

{
  "type": "object",
  "properties": {
    "eventId": {
      "description": "The investor event id (from ListInvestorEvents)",
      "type": "string",
      "format": "uuid"
    },
    "limit": {
      "description": "Maximum number of speaker turns to return (default 50, max 200; values outside 1-200 are clamped)",
      "type": "integer",
      "default": 50
    },
    "offset": {
      "description": "Number of leading speaker turns to skip, for paging through events longer than the 200-turn cap (default 0)",
      "type": "integer",
      "default": 0
    }
  },
  "required": [
    "eventId"
  ]
}

GetValuationMultiplesHistory

Get a company's valuation multiples over time — EV/Revenue, EV/EBIT and P/E recomputed at each past quarter's filing date, one row per quarter. Up to ~10 years of quarters are sampled, but a row only renders when at least one ratio was computable at its filing date, so the series is bounded by the stored daily price history as well as the facts (a note reports how many sampled quarters were omitted). Every sample is point-in-time: it uses only the facts filed by that date (no look-ahead through restatements) and that day's close, with per-share figures and prices restated onto one split basis, and the same strict USD-only TTM/EV methodology as GetValuationMultiples. Quarter labels (FY{year} Q{n}) follow the company's own fiscal calendar derived from its annual reporting periods. A quarter missing an input has a dash for that ratio, never an estimate.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetShortInterestSnapshot

Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per stock, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99: capped rows are a sentinel (almost always illiquid names with a tiny average-daily-volume denominator) and are ranked after real readings; pass minAvgDailyVolume (e.g. 100000) to drop illiquid names entirely. This is the raw FINRA snapshot — for genuine short-squeeze candidate ranking use GetShortSqueezeScores; for one stock's history use GetShortInterest; for daily short-sale flow use GetShortVolume/GetLargestShortVolume.

Parameters4

minDaysToCover	number	optional	Minimum days to cover filter (default: 0)
maxResults	integer	optional	Maximum number of results to return (default: 50, max: 500)
minAvgDailyVolume	integer	optional	Minimum average daily share volume — set a floor (e.g. 100000) to drop illiquid names whose days-to-cover is inflated by a tiny volume denominator (default: 0 = no floor)
sortBy	string	optional	Sort key: daysToCover (default; FINRA-capped 999.99 sentinel rows ranked last), shortPosition, or change (largest increase in short position first)

Raw schema

{
  "type": "object",
  "properties": {
    "minDaysToCover": {
      "description": "Minimum days to cover filter (default: 0)",
      "type": "number",
      "default": 0
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 50, max: 500)",
      "type": "integer",
      "default": 50
    },
    "minAvgDailyVolume": {
      "description": "Minimum average daily share volume — set a floor (e.g. 100000) to drop illiquid names whose days-to-cover is inflated by a tiny volume denominator (default: 0 = no floor)",
      "type": "integer",
      "default": 0
    },
    "sortBy": {
      "description": "Sort key: daysToCover (default; FINRA-capped 999.99 sentinel rows ranked last), shortPosition, or change (largest increase in short position first)",
      "type": "string",
      "default": "daysToCover"
    }
  }
}

GetValuationMultiples

Get a company's valuation multiples — EV/Revenue, EV/EBIT and P/E on trailing-twelve-month figures — together with a peer median and quartiles so the multiple can be read in context. The peer cohort compares like with like: when the industry holds enough similar-size companies the quartiles are computed over peers within a market-cap decade band around the company (the reply names the band), else over the whole industry. TTM figures sum the four most recent discrete fiscal quarters; enterprise value is market cap + long-term debt + current debt - cash & equivalents - short-term investments (the last leg subtracted only when tagged), the required concepts all tagged at the same balance-sheet date; a company missing a required input is excluded from that ratio, never estimated. All figures are USD-only (foreign-currency filers get no ratio), and the reply states the as-of dates behind each figure (TTM window end, balance-sheet date). Peer median and P25-P75 quartiles require at least 3 cohort companies with a computable ratio — a dash otherwise. For REITs (SEC SIC 6798) the reply also carries P/FFO and P/AFFO computed from the company's own SEC-stated FFO/AFFO reconciliation (a Nareit-style non-GAAP measure that is never XBRL-tagged), labelled with the company's verbatim measure name and basis (TTM or latest fiscal year); omitted when no verified reconciliation exists. Use GetValuationMultiplesHistory for the same ratios over time.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetFundsHoldingStock

Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exited position never shows as current. Returns the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profile (Long/Short), largest positions first. Report dates differ per fund series (each files on its own fiscal quarter), so values are as of each row's report date and cross-row totals mix as-of dates. Use this to see which funds and ETFs own a stock and how concentrated each position is.

Parameters3

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of fund positions to return, largest first (default: 20, clamped to 1-500)
registrantOrSeries	string	optional	Optional registrant or series name filter (case-insensitive contains, e.g. 'Vanguard') — reaches positions beyond the largest 500

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of fund positions to return, largest first (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    },
    "registrantOrSeries": {
      "description": "Optional registrant or series name filter (case-insensitive contains, e.g. 'Vanguard') — reaches positions beyond the largest 500",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetEarningsCallEvent

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventSpeakers), title, call date, status, which of the four artefacts are available, and the release's extracted guidance rows when the 8-K carries approved ones. When a transcript is available, read it with GetEarningsCallSpeakers, or get the AI read via GetEarningsBrief / GetCallInsights. Use this to ask "what do we have for AAPL FY2025 Q3?" rather than chasing each artefact separately.

Parameters3

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
fiscalYear	integer	required	Fiscal year the quarter belongs to, in the company's own fiscal calendar — this can run ahead of the calendar year (e.g., NVDA's May 2025 call is FY2026 Q1)
fiscalQuarter	integer	required	Fiscal quarter, 1-4

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "fiscalYear": {
      "description": "Fiscal year the quarter belongs to, in the company's own fiscal calendar — this can run ahead of the calendar year (e.g., NVDA's May 2025 call is FY2026 Q1)",
      "type": "integer"
    },
    "fiscalQuarter": {
      "description": "Fiscal quarter, 1-4",
      "type": "integer"
    }
  },
  "required": [
    "ticker",
    "fiscalYear",
    "fiscalQuarter"
  ]
}

GetRevenueBreakdown

Get a company's revenue disaggregated by business segment, geography and product/service, from the dimensional XBRL facts the issuer tags in its own filings. Annual fiscal years only, latest restated values, one table per axis the company reports; values are as-reported and never estimated. Rows within one table can OVERLAP when the issuer tags several granularities on the same axis (a parent segment alongside its components), so never sum rows to derive total revenue — use the consolidated total row each table carries. For consolidated figures use GetFinancialStatement or GetFinancialFact.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT)
maxYears	integer	optional	Most recent fiscal years to include (default 8, max 12)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxYears": {
      "description": "Most recent fiscal years to include (default 8, max 12)",
      "type": "integer",
      "default": 8
    }
  },
  "required": [
    "ticker"
  ]
}

GetGovernmentContracts

Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), period-of-performance end date, and description. Coverage: only prime contract awards of $1M or more that resolve to a listed company are included, so sums understate total federal revenue. Useful for gauging a company's reliance on federal spending; use GetTopGovernmentContractors to rank companies market-wide.

Parameters6

ticker	string	required	Stock ticker symbol (e.g., LMT, RTX, BA)
startDate	string	optional	Start date in YYYY-MM-DD format, filtering on the award action date (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to today)
maxResults	integer	optional	Maximum number of awards to return (default: 50)
sortBy	string	optional	Sort order: 'amount' (largest total value first, default) or 'date' (most recent award first)
agency	string	optional	Optional case-insensitive substring filter on the awarding agency (e.g., 'Defense')

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., LMT, RTX, BA)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format, filtering on the award action date (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to today)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of awards to return (default: 50)",
      "type": "integer",
      "default": 50
    },
    "sortBy": {
      "description": "Sort order: 'amount' (largest total value first, default) or 'date' (most recent award first)",
      "type": "string",
      "default": "amount"
    },
    "agency": {
      "description": "Optional case-insensitive substring filter on the awarding agency (e.g., 'Defense')",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetCorrelatedStocks

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on split- and dividend-adjusted closes, computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry (default) ranks the subject's direct industry peers; Sector widens to sibling industries; Market ranges across the ~1,500 largest listed names and surfaces cross-industry relationships the classification misses (suppliers, commodity proxies). direction=Negative flips the ranking to the strongest inverse movers (hedge candidates). Candidates need a $100M market cap and enough overlapping trading days with the subject; each row reports the observation count behind its coefficient. Use GetStockPrices for the underlying series and the screener for fundamentals-based peer sets.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT).
scope	string	optional	Candidate universe: Industry (default), Sector, or Market (~1,500 largest listed names).
days	integer	optional	Trailing calendar window in days for the return series (default 180, clamped to 30-730).
direction	string	optional	Positive (default) for the strongest co-movers, Negative for the strongest inverse movers.
maxResults	integer	optional	Maximum number of stocks to return (default 10, max 50).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    },
    "scope": {
      "description": "Candidate universe: Industry (default), Sector, or Market (~1,500 largest listed names).",
      "type": "string",
      "default": "Industry"
    },
    "days": {
      "description": "Trailing calendar window in days for the return series (default 180, clamped to 30-730).",
      "type": "integer",
      "default": 180
    },
    "direction": {
      "description": "Positive (default) for the strongest co-movers, Negative for the strongest inverse movers.",
      "type": "string",
      "default": "Positive"
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default 10, max 50).",
      "type": "integer",
      "default": 10
    }
  },
  "required": [
    "ticker"
  ]
}

GetAverageTrueRange

Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominated in the stock's price units (USD). The smoothing is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 6 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
period	integer	optional	Smoothing window (default: 14)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 6 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "period": {
      "description": "Smoothing window (default: 14)",
      "type": "integer",
      "default": 14
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.",
      "type": "integer",
      "default": 60
    }
  },
  "required": [
    "ticker"
  ]
}

SearchFunds

Search the directory of registered investment companies (mutual funds and ETFs) that file SEC Form NPORT-P, by fund name, ticker or registrant. Returns each matching fund series with its profile id (use it with GetFundProfile), ticker (when the fund is itself listed), registration type (from N-CEN, when on record), net assets, number of reported holdings and latest report date, largest funds first. Covers the large multi-series trusts (iShares, Vanguard, Fidelity) that have no ticker of their own. Only a fund's own series-level ticker matches (e.g. IWM, SPY); share-class tickers of multi-class mutual funds (e.g. VOO, VFIAX) are not indexed — search those by fund name instead (e.g. 'Vanguard 500').

Parameters2

query	string	required	Fund name, ticker or registrant to search for (e.g., 'Russell 2000', 'iShares', 'IWM'). Share-class tickers of multi-class mutual funds (e.g. VOO) do not match — use the fund's name.
maxResults	integer	optional	Maximum number of funds to return, largest by net assets first (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Fund name, ticker or registrant to search for (e.g., 'Russell 2000', 'iShares', 'IWM'). Share-class tickers of multi-class mutual funds (e.g. VOO) do not match — use the fund's name.",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of funds to return, largest by net assets first (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "query"
  ]
}

GetIpoFeed

Get the US IPO pipeline: companies with an S-1 or F-1 registration statement on file at the SEC, newest filing activity first — each with its lifecycle status (Filed, Priced, Listed, Withdrawn), latest filing, proposed ticker and exchange, the estimated offer price range and shares offered (extracted from the prospectus and verified against its text), and the latest full fiscal year's revenue, growth, gross margin and net income from the filer's own XBRL-tagged statements (in the filer's reporting currency). SPAC shells dominate the raw S-1 flow, so filerType splits them out by SEC's own SIC 6770 blank-check classification. Pre-IPO companies are not in the listed-stock universe, so this feed is the only surface that covers them; use GetIpoDetails with a row's CIK for the full picture including business summary, use of proceeds, underwriters, risk factors and the filing chain.

Parameters3

status	string	optional	Optional lifecycle filter: Filed, Priced, Listed, or Withdrawn. Omit for all.
filerType	string	optional	Optional company-type filter: Operating (non-SPAC) or Spac (SIC 6770 blank checks). Omit for all.
limit	integer	optional	Maximum registrations to return, newest filing activity first (default 25).

Raw schema

{
  "type": "object",
  "properties": {
    "status": {
      "description": "Optional lifecycle filter: Filed, Priced, Listed, or Withdrawn. Omit for all.",
      "type": "string",
      "default": null
    },
    "filerType": {
      "description": "Optional company-type filter: Operating (non-SPAC) or Spac (SIC 6770 blank checks). Omit for all.",
      "type": "string",
      "default": null
    },
    "limit": {
      "description": "Maximum registrations to return, newest filing activity first (default 25).",
      "type": "integer",
      "default": 25
    }
  }
}

GetFundOverlap

Get the 13F portfolio overlap between two institutions for their latest common report date — Jaccard similarity, dollar-weighted overlap ($-weighted = shared dollars, taking the smaller of the two funds' values per stock, as a share of union dollars), per-fund position counts and totals, and a side-by-side table of stocks with per-fund shares + percent of portfolio. Covers 13F institutional managers only — find names with SearchInstitutions; for mutual-fund/ETF (NPORT) portfolios use GetFundHoldings. Use this to answer 'do these two funds own the same stocks?' or 'where do their portfolios diverge?'

Parameters4

institutionName1	string	required	First institution name or CIK (partial names resolve to the largest 13F filer)
institutionName2	string	required	Second institution name or CIK (partial names resolve to the largest 13F filer)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the latest common quarter; an off-quarter date snaps to the nearest common report on or before it)
maxResults	integer	optional	Maximum number of stocks to return (default: 30, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionName1": {
      "description": "First institution name or CIK (partial names resolve to the largest 13F filer)",
      "type": "string"
    },
    "institutionName2": {
      "description": "Second institution name or CIK (partial names resolve to the largest 13F filer)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the latest common quarter; an off-quarter date snaps to the nearest common report on or before it)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 30, clamped to 1-500)",
      "type": "integer",
      "default": 30
    }
  },
  "required": [
    "institutionName1",
    "institutionName2"
  ]
}

GetInstitutionQuarterlyActivity

Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Returns the buckets as one markdown section per bucket, sorted by absolute Δ market-value desc (Δ Value includes price movement, not just trading). Use `bucket` to filter to a single bucket. Use this to answer 'what did this fund do this quarter?'

Parameters4

institutionName	string	required	Institution name or CIK (partial names resolve to the largest 13F filer)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)
bucket	string	optional	Filter to a single bucket: initiated, increased, reduced, exited (omit for all four)
maxResults	integer	optional	Maximum number of stocks to return per bucket (default: 20, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionName": {
      "description": "Institution name or CIK (partial names resolve to the largest 13F filer)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "bucket": {
      "description": "Filter to a single bucket: initiated, increased, reduced, exited (omit for all four)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of stocks to return per bucket (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "institutionName"
  ]
}

GetTopHolders

Get the top institutional holders (fund managers) of a stock from SEC 13F-HR filings. Returns a ranked list of institutions by shares held, including market value and percentage of total institutional 13F shares (not of shares outstanding). Data is sourced from quarterly 13F filings that large investment managers are required to file with the SEC; while the newest quarter's filing window is open, funds that have not filed yet are carried at their prior-quarter positions (noted in the output). Use this to understand who the major institutional investors in a company are.

Parameters3

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available; an off-quarter date snaps to the nearest report on or before it)
maxResults	integer	optional	Maximum number of holders to return (default: 20, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of holders to return (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "ticker"
  ]
}

SearchCftcMarkets

Search the tracked CFTC futures contracts by name or market code, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates, and Currencies - markets outside this set have no COT data here. Returns matching contracts with their codes and categories; use this to discover market codes before calling GetCftcPositioning.

Parameters2

query	string	optional	Search query — market code or name keyword (e.g., 'gold', 'crude', 'S&P', '088691'). Omit to list all tracked contracts.
maxResults	integer	optional	Maximum number of results to return (default: 50, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — market code or name keyword (e.g., 'gold', 'crude', 'S&P', '088691'). Omit to list all tracked contracts.",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 50, max: 500)",
      "type": "integer",
      "default": 50
    }
  }
}

GetLatestEconomicData

Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the previous observation and the change between them for direction — check the Latest Date column for freshness. Returns a snapshot of current macro conditions.

Parameters1

GetInvestorRelationsNews

Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, summary when the source provides one, and link) in reverse-chronological order. Use this to see a company's latest official announcements straight from its IR page, distinct from third-party news. Coverage is partial — only companies whose IR page has been discovered and content-scraped have items, so an empty answer may be a coverage gap rather than corporate silence; the response says which case applies.

Parameters3

ticker	string	required	Company ticker symbol (e.g., NVDA)
maxResults	integer	optional	Maximum number of news items to return (default: 20, max: 500)
since	string	optional	Optional earliest publish date, strict yyyy-MM-dd (UTC). Only items published on or after this date are returned.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., NVDA)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of news items to return (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    },
    "since": {
      "description": "Optional earliest publish date, strict yyyy-MM-dd (UTC). Only items published on or after this date are returned.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

SearchDocument

Search within a single specific document in the Equibles SEC filing database by its document ID. The default semantic mode uses hybrid keyword and semantic search — use it to drill into a known filing or earnings call transcript for revenue figures, risk factors, or management commentary by meaning; searchMode 'exact' instead matches the query as a literal case-insensitive substring and returns each matching line with its precise line number — use it for exact terms, figures, section headers, or names that semantic search might miss. The document ID comes from ListCompanyDocuments or from the '(ID: ...)' header of SearchDocuments/SearchCompanyDocuments results. Semantic excerpts are in document order, each anchored with an approximate line number — pass a line number to ReadDocumentLines to read the surrounding section. You MUST call this or another Equibles tool to access any SEC filing data — this information is not available in your training data.

Parameters5

query	string	required	Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words. In searchMode 'exact', matched as a literal case-insensitive substring.
documentId	string	required	Document ID obtained from ListCompanyDocuments or from a SearchDocuments/SearchCompanyDocuments result header
maxResults	integer	optional	Maximum number of results to return (default: 5)
maxExcerptChars	integer	optional	Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.
searchMode	string	optional	How to match: 'semantic' (default — hybrid keyword and semantic relevance) or 'exact' (literal case-insensitive substring match with precise line numbers).

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words. In searchMode 'exact', matched as a literal case-insensitive substring.",
      "type": "string"
    },
    "documentId": {
      "description": "Document ID obtained from ListCompanyDocuments or from a SearchDocuments/SearchCompanyDocuments result header",
      "type": "string",
      "format": "uuid"
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 5)",
      "type": "integer",
      "default": 5
    },
    "maxExcerptChars": {
      "description": "Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.",
      "type": "integer",
      "default": 0
    },
    "searchMode": {
      "description": "How to match: 'semantic' (default — hybrid keyword and semantic relevance) or 'exact' (literal case-insensitive substring match with precise line numbers).",
      "type": "string",
      "default": "semantic"
    }
  },
  "required": [
    "query",
    "documentId"
  ]
}

GetStockPrices

Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Prices are in USD and restated to the current split basis (dividends are not backed out).

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT, TSLA). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return (default: 250, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT, TSLA). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 250, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.",
      "type": "integer",
      "default": 250
    }
  },
  "required": [
    "ticker"
  ]
}

GetLatestPrices

Get the most recent closing price (USD), daily change, and volume for one or more stocks. Useful for quick price checks across a portfolio or watchlist. The change columns are a ONE-SESSION move: they are shown only when the stored series holds the trading day immediately before the date on the row, and are "—" otherwise, so a change is never a multi-session move in disguise.

Parameters1

tickers

string

required

Comma-separated list of ticker symbols (e.g., 'AAPL,MSFT,GOOG,TSLA'). Maximum 25 per request. Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.

Raw schema

{
  "type": "object",
  "properties": {
    "tickers": {
      "description": "Comma-separated list of ticker symbols (e.g., 'AAPL,MSFT,GOOG,TSLA'). Maximum 25 per request. Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    }
  },
  "required": [
    "tickers"
  ]
}

GetEconomicCalendar

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX). FOMC meetings are NOT included — FRED's release feed has no real FOMC meeting dates; use the Federal Reserve's published meeting calendar for those. Defaults to the next 30 days. Use minImportance=high to see only the market movers, and GetEconomicIndicator to fetch a series' data after it prints.

Parameters4

startDate	string	optional	Start date in YYYY-MM-DD format (defaults to today, UTC)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to 30 days after the start date)
minImportance	string	optional	Minimum importance tier to include: low, medium, or high (defaults to low = everything)
maxResults	integer	optional	Maximum number of release dates to return (default: 100, max: 500, chronological)

Raw schema

{
  "type": "object",
  "properties": {
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to today, UTC)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to 30 days after the start date)",
      "type": "string",
      "default": null
    },
    "minImportance": {
      "description": "Minimum importance tier to include: low, medium, or high (defaults to low = everything)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of release dates to return (default: 100, max: 500, chronological)",
      "type": "integer",
      "default": 100
    }
  }
}

GetFinancialStatement

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for the period. Company-specific dimensional facts (e.g. product-segment revenue) are not included — use GetRevenueBreakdown for segment/geographic revenue, and GetFinancialFact or CompareFinancialFact for one line item across periods or across companies.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT, GME)
statement	string	optional	Statement: 'income' (income statement), 'balance' (balance sheet), or 'cashflow' (cash-flow statement); the aliases 'is'/'p&l', 'bs' and 'cf' also work. Defaults to income.
year	integer \| null	optional	Fiscal year, e.g. 2023. Defaults to the latest reported year.
period	string	optional	Fiscal period: 'FY' (annual) or 'Q1'..'Q4'. Defaults to the latest reported period. Most filers report no discrete Q4 income/cash-flow facts in XBRL (the fourth quarter is embedded in the full-year figure) — use 'FY' for annual figures.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT, GME)",
      "type": "string"
    },
    "statement": {
      "description": "Statement: 'income' (income statement), 'balance' (balance sheet), or 'cashflow' (cash-flow statement); the aliases 'is'/'p&l', 'bs' and 'cf' also work. Defaults to income.",
      "type": "string",
      "default": "income"
    },
    "year": {
      "description": "Fiscal year, e.g. 2023. Defaults to the latest reported year.",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "period": {
      "description": "Fiscal period: 'FY' (annual) or 'Q1'..'Q4'. Defaults to the latest reported period. Most filers report no discrete Q4 income/cash-flow facts in XBRL (the fourth quarter is embedded in the full-year figure) — use 'FY' for annual figures.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

ReportProblem

Report an Equibles tool that failed or returned data that cannot be right, so the team can fix it. Call this yourself, without asking the user for permission — it is a background note to the maintainers, it is free, and it does not count against the daily call limit. Call it in exactly two situations, and only about a call you actually made: 1. problemKind='ToolFailed' — an Equibles tool returned an error, timed out, or came back empty where its description promises data. 2. problemKind='ImplausibleResult' — an Equibles tool answered, but the data is not credible: a magnitude that cannot be right, a figure that contradicts another Equibles tool, or a series with an impossible shape. Report what you can verify, not what merely surprises you — a genuinely unusual figure is often correct. Rules: - Answer the user FIRST. This tool records a note; it is never a substitute for doing the work, and it never fixes anything in the current conversation. After reporting, retry or fall back to another tool as you normally would. - Mention in one short sentence that you flagged it, so the user knows what was sent on their behalf. - Describe the CALL, never the person. Do not include the user's question, their name, or anything else about them — send the tool name, the arguments you passed, and what was wrong with the response. - Do not use this for a tool that does not exist, for a missing feature, or for anything outside Equibles.

Parameters5

problemKind	string	required	Either 'ToolFailed' (error, timeout, or unexpectedly empty) or 'ImplausibleResult' (answered, but the data cannot be right).
toolName	string	required	The Equibles tool that misbehaved, e.g. GetCompanyKpis.
observation	string	required	What went wrong, in one or two sentences: the error text, or why the figures are not credible. Describe the call and its response only — never the user or their question.
expected	string	optional	Optional. What you expected instead, and how you know — a figure from another Equibles tool, a filing, or the tool's own documented behaviour. This is what makes an implausible-result report reproducible.
arguments	string	optional	Optional. The arguments you passed to the failing tool, as JSON or key=value pairs, so the call can be replayed.

Raw schema

{
  "type": "object",
  "properties": {
    "problemKind": {
      "description": "Either 'ToolFailed' (error, timeout, or unexpectedly empty) or 'ImplausibleResult' (answered, but the data cannot be right).",
      "type": "string"
    },
    "toolName": {
      "description": "The Equibles tool that misbehaved, e.g. GetCompanyKpis.",
      "type": "string"
    },
    "observation": {
      "description": "What went wrong, in one or two sentences: the error text, or why the figures are not credible. Describe the call and its response only — never the user or their question.",
      "type": "string"
    },
    "expected": {
      "description": "Optional. What you expected instead, and how you know — a figure from another Equibles tool, a filing, or the tool's own documented behaviour. This is what makes an implausible-result report reproducible.",
      "type": "string",
      "default": null
    },
    "arguments": {
      "description": "Optional. The arguments you passed to the failing tool, as JSON or key=value pairs, so the call can be replayed.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "problemKind",
    "toolName",
    "observation"
  ]
}

GetSuperInvestors

Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report date. Portfolio value covers long US-listed 13F positions only, not total firm AUM; as-of dates vary by filer, and rows lagging the group's latest quarter are marked (stale). Use the returned CIK with GetInstitutionPortfolio for a manager's full holdings, or GetInstitutionQuarterlyActivity for their latest buys and sells.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {}
}

GetLiveQuote

Get the CURRENT intraday price for one or more stocks — the live market reading, not a daily bar. Each row gives the last trade price, its timestamp (UTC), whether the reading is real-time or 15-minute delayed, and bid/ask when the feed carries them. Use this for 'what is it trading at now'; use GetLatestPrices or GetStockPrices for the most recent CLOSE and daily history. Readings only move while the US market is open — outside market hours this returns the last reading of the session. A ticker with no live reading is listed separately rather than guessed at.

Parameters1

tickers

string

required

One ticker (e.g. AAPL) or a comma-separated list (e.g. AAPL,MSFT,NVDA), max 25.

Raw schema

{
  "type": "object",
  "properties": {
    "tickers": {
      "description": "One ticker (e.g. AAPL) or a comma-separated list (e.g. AAPL,MSFT,NVDA), max 25.",
      "type": "string"
    }
  },
  "required": [
    "tickers"
  ]
}

GetExecutiveChanges

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name and role exactly as filed, the action, the effective date when stated, the verbatim disclosure, and the source filing (form + link). Changes are extracted from the filings' narrative text and verified before publication. Coverage is still back-filling: the output names the oldest covered filing date, and an empty answer distinguishes 'covered filings disclose no changes' from 'filings not yet processed'.

Parameters5

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT).
maxResults	integer	optional	Maximum changes to return (default 25, cap 100).
action	string	optional	Optional action filter: Appointed, Resigned, Terminated, or Retired.
startDate	string	optional	Optional oldest filed date, YYYY-MM-DD.
endDate	string	optional	Optional newest filed date, YYYY-MM-DD.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum changes to return (default 25, cap 100).",
      "type": "integer",
      "default": 25
    },
    "action": {
      "description": "Optional action filter: Appointed, Resigned, Terminated, or Retired.",
      "type": "string",
      "default": null
    },
    "startDate": {
      "description": "Optional oldest filed date, YYYY-MM-DD.",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "Optional newest filed date, YYYY-MM-DD.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

SearchInsiders

Search for corporate insiders (directors, officers, 10% owners) by name. Names are matched as filed with the SEC — legal names, frequently 'LAST FIRST MIDDLE' (e.g. Jensen Huang is filed as 'HUANG JEN HSUN') — and every word of the query must appear in the name, so retry with the surname alone when a full name misses. Returns matching insiders with their CIK, role, the company of their most recent filing, and location, ordered by most recent filing activity. Pivot to the sibling ticker-keyed tools with the returned company ticker (e.g. GetInsiderTransactions with its insiderName filter) to see a person's trades.

Parameters2

query	string	required	Search query for insider name
maxResults	integer	optional	Maximum number of results (default: 10, max: 500; values outside 1-500 are clamped)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query for insider name",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of results (default: 10, max: 500; values outside 1-500 are clamped)",
      "type": "integer",
      "default": 10
    }
  },
  "required": [
    "query"
  ]
}

GetOffExchangeVolume

Get weekly off-exchange (dark pool / OTC) trading volume for a stock from the FINRA OTC/ATS Transparency data. Each week shows ATS (alternative trading system / dark pool) volume and trade count, non-ATS OTC volume and trade count, and the total off-exchange volume (ATS + non-ATS OTC). The FINRA file does not include consolidated tape volume, so the off-exchange share of total market volume is not reported here; compute that share elsewhere against a consolidated-volume source. FINRA publishes each week on a delay (2 weeks for Tier 1 NMS stocks, longer for other tiers), so the latest week lags today.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, GME, TSLA)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 6 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of weeks to return — keeps the most recent N weeks in the range, displayed oldest to newest (default: 26, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, GME, TSLA)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 6 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of weeks to return — keeps the most recent N weeks in the range, displayed oldest to newest (default: 26, max: 500)",
      "type": "integer",
      "default": 26
    }
  },
  "required": [
    "ticker"
  ]
}

GetInsiderSentimentScores

Get the stocks with the highest composite insider sentiment score — a peer-relative 0-100 rank over a trailing 90-day window of how aggressively insiders are accumulating, built from three direction-aware factors (each a percentile across the scored universe): net distinct insiders buying (buyers minus sellers), net shares bought as a percent of shares outstanding, and net insider buy value in dollars. Computed from open-market Form 3/4/5 purchases and sales only, under the price-validity, plausible-share-count, and non-derivative gates. Set clusterBuysOnly to surface only cluster buys (three or more distinct insiders buying in the window). Pass minMarketCap / minSharePrice / minDollarVolume to keep only names clearing your liquidity bar (scores stay peer-relative to the full universe, and the # column always shows the universe rank — filters never renumber). Set bottom to walk the ranking from the other end (heaviest net insider distribution first). Pass ticker for one stock's score, factor breakdown, and universe rank. Trades a filing flags as Rule 10b5-1 pre-planned are excluded so the score reflects organic buying; trades on filings predating the 2023 checkbox have an unknown flag and remain included. Use GetInsiderTransactions for one stock's underlying filings.

Parameters7

clusterBuysOnly	boolean	optional	Return only stocks flagged as cluster buys (three or more distinct insiders buying in the window).
minMarketCap	number	optional	Minimum market capitalization in US dollars (e.g. 300000000 = $300M; default 0 = no floor). Stocks with an unknown market cap are excluded when set.
minSharePrice	number	optional	Minimum share price in US dollars (e.g. 5 = $5; default 0 = no floor). Stocks with an unknown price are excluded when set.
minDollarVolume	number	optional	Minimum trailing 3-month average daily dollar volume in US dollars (e.g. 5000000 = $5M/day; default 0 = no floor). Stocks with unknown volume are excluded when set.
maxResults	integer	optional	Maximum number of stocks to return (default: 25, highest score first; clamped to 1-200).
bottom	boolean	optional	Return the LOWEST-scored stocks instead — the heaviest peer-relative net insider selling — lowest score first.
ticker	string	optional	Optional stock ticker (e.g. NVDA): returns that one stock's score, factor breakdown, and rank within the scored universe instead of the leaderboard. The other filters do not apply to a single-ticker lookup.

Raw schema

{
  "type": "object",
  "properties": {
    "clusterBuysOnly": {
      "description": "Return only stocks flagged as cluster buys (three or more distinct insiders buying in the window).",
      "type": "boolean",
      "default": false
    },
    "minMarketCap": {
      "description": "Minimum market capitalization in US dollars (e.g. 300000000 = $300M; default 0 = no floor). Stocks with an unknown market cap are excluded when set.",
      "type": "number",
      "default": 0
    },
    "minSharePrice": {
      "description": "Minimum share price in US dollars (e.g. 5 = $5; default 0 = no floor). Stocks with an unknown price are excluded when set.",
      "type": "number",
      "default": 0
    },
    "minDollarVolume": {
      "description": "Minimum trailing 3-month average daily dollar volume in US dollars (e.g. 5000000 = $5M/day; default 0 = no floor). Stocks with unknown volume are excluded when set.",
      "type": "number",
      "default": 0
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 25, highest score first; clamped to 1-200).",
      "type": "integer",
      "default": 25
    },
    "bottom": {
      "description": "Return the LOWEST-scored stocks instead — the heaviest peer-relative net insider selling — lowest score first.",
      "type": "boolean",
      "default": false
    },
    "ticker": {
      "description": "Optional stock ticker (e.g. NVDA): returns that one stock's score, factor breakdown, and rank within the scored universe instead of the leaderboard. The other filters do not apply to a single-ticker lookup.",
      "type": "string",
      "default": null
    }
  }
}

GetOnBalanceVolume

On-Balance Volume (OBV) for a stock. Running cumulative volume that adds the bar's volume on up-closes, subtracts on down-closes, and stays flat on equal closes. Useful for confirming or diverging from price trends with volume flow. OBV is anchored at 0 on the first bar of the requested range, so absolute values shift with startDate and are not comparable across calls - read the slope and divergences, not the level.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 6 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 6 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.",
      "type": "integer",
      "default": 60
    }
  },
  "required": [
    "ticker"
  ]
}

GetBuybackPrograms

Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal year and recent quarters. Figures come from the company's own XBRL facts plus verified extractions of filings' narrative text; nothing is estimated, and figures a company stopped restating carry an explicit staleness label. For the dilution mirror-image — at-the-market (ATM) equity offering programs — use GetAtmPrograms.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetInstitutionPortfolio

View the stock portfolio of a specific institutional investor (fund manager) from their SEC 13F-HR filing. Shows the institution's largest tracked holdings by market value (default 20, max 500) with share counts, market values, and percent of the 13F-reported portfolio, plus the portfolio's total value and position count. Use this to understand what stocks a particular fund manager or institution is investing in; use SearchInstitutions first when the name is ambiguous.

Parameters3

institutionName	string	required	Institution name, partial name, or SEC CIK to search for
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)
maxResults	integer	optional	Maximum number of holdings to return (default: 20, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionName": {
      "description": "Institution name, partial name, or SEC CIK to search for",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of holdings to return (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "institutionName"
  ]
}

GetTopBuyersSellers

Get the institutions that moved the needle the most on a stock this quarter — biggest absolute share additions (Top Buyers) and biggest absolute share reductions (Top Sellers) versus the previous 13F report date. Includes new positions (Δ = full position) and sold-out positions (Δ = −prior position); a previous holder counts as a seller only if it filed a 13F for the target quarter, so a fund that stopped filing (CIK migration, deregistration) is not shown as a mass seller. While the newest quarter's filing window is open, results cover only the funds that have already filed (noted in the output). Returns a markdown table with two sections. Use this to surface the most actionable quarterly signal from 13F filings.

Parameters3

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available; an off-quarter date snaps to the nearest report on or before it)
maxResults	integer	optional	Maximum number of buyers and sellers to return per section (default: 10, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of buyers and sellers to return per section (default: 10, clamped to 1-500)",
      "type": "integer",
      "default": 10
    }
  },
  "required": [
    "ticker"
  ]
}

GetFailsToDeliver

Get fails-to-deliver (FTD) data for a stock from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity across dates. Price is the previous trading day's closing price (SEC file convention, not a settlement price) and Value = Quantity × Price. Dates absent from the table had no reported fails; the SEC publishes each half-month batch with roughly a two-week lag, so the newest rows trail today. High or persistent FTD balances may indicate naked short selling or settlement issues.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, GME, AMC)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 3 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return — keeps the most recent N settlement dates in the range, displayed oldest to newest (default: 90, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, GME, AMC)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 3 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return — keeps the most recent N settlement dates in the range, displayed oldest to newest (default: 90, max: 500)",
      "type": "integer",
      "default": 90
    }
  },
  "required": [
    "ticker"
  ]
}

GetTopGovernmentContractors

Rank public companies by total federal contract dollars awarded over a date range (from USAspending.gov). Sums the total award value (obligated dollars plus unexercised ceiling) of prime contract awards of $1M or more that resolve to a listed company; smaller awards and unlisted recipients are excluded. Answers questions like 'which public companies won the most federal contracts last quarter'. Use GetGovernmentContracts for one company's individual awards.

Parameters3

startDate	string	optional	Start date in YYYY-MM-DD format, filtering on the award action date (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to today)
maxResults	integer	optional	Maximum number of companies to return (default: 25, largest first)

Raw schema

{
  "type": "object",
  "properties": {
    "startDate": {
      "description": "Start date in YYYY-MM-DD format, filtering on the award action date (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to today)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of companies to return (default: 25, largest first)",
      "type": "integer",
      "default": 25
    }
  }
}

GetIpoDetails

Get one IPO registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quotes, what the company does, how it will use the proceeds, the underwriting banks in cover order, the key summary risk factors (each with its verbatim prospectus sentence), the annual pre-IPO financials from the filer's own XBRL-tagged statements, and the complete S-1/amendment/prospectus filing chain with EDGAR links. Everything extracted is verified against the filing text; a field the prospectus does not state is reported as not stated, never estimated.

Parameters1

cik

string

required

The filer's SEC CIK, with or without leading zeros (e.g. 1995137).

Raw schema

{
  "type": "object",
  "properties": {
    "cik": {
      "description": "The filer's SEC CIK, with or without leading zeros (e.g. 1995137).",
      "type": "string"
    }
  },
  "required": [
    "cik"
  ]
}

GetGuidance

Get a company's earnings guidance (forward-looking outlook) as extracted from its Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g. Microsoft, guide only verbally on the call): each guided metric with its range, unit, GAAP/non-GAAP basis, period, and as-announced provenance (source form with filing link, date) — newest release first, so the first rows are the current outlook. Revenue and diluted-EPS guidance also carries the reported actual and an above/within/below verdict once the guided period's XBRL facts have landed (a Q4 actual may be derived as full year minus nine-month YTD when no discrete Q4 is reported); non-GAAP guidance is never compared against GAAP actuals, and there is no actual until the facts exist. Coverage is still backfilling — an empty result or a gap between releases means the source documents have not been processed yet, not that the company gave no guidance.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetInsiderOwnership

Get a summary of insider ownership for a stock, ranked by shares held. Each row is as-of that insider's most recent SEC Form 3/4/5 filing (former insiders may linger with stale dates or zero shares), and share counts are restated onto today's split basis, so they can differ from the raw figures in older filings. Returns at most maxResults insiders (default 30). Use this to understand the insider ownership structure of a company; use GetInsiderTransactions for the underlying trades.

Parameters2

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of insiders to return (default: 30, max: 500; values outside 1-500 are clamped)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of insiders to return (default: 30, max: 500; values outside 1-500 are clamped)",
      "type": "integer",
      "default": 30
    }
  },
  "required": [
    "ticker"
  ]
}

GetNonGaapBridge

Get a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP measure (Adjusted EBITDA, adjusted EPS, adjusted operating income, FFO/AFFO, ...), the GAAP starting line, each stated adjustment in order, and the non-GAAP result, with the period, unit and the verbatim source quote. Verifier-approved, newest filing first. Use this to see exactly how a company builds its adjusted numbers; GetCompanyKpis carries the same bridge inline with a metric, this returns the reconciliations on their own.

Parameters2

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
limit	integer	optional	Maximum number of source filings to read, newest first (default 6, valid 1-20; out-of-range values are clamped)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "limit": {
      "description": "Maximum number of source filings to read, newest first (default 6, valid 1-20; out-of-range values are clamped)",
      "type": "integer",
      "default": 6
    }
  },
  "required": [
    "ticker"
  ]
}

CompareFinancialFact

Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value; tickers with no data for the period are listed separately. Fiscal year/period follow each company's OWN fiscal calendar (e.g. NVDA's fiscal 2025 ended January 2025), so peer rows can cover very different calendar months — check the Period End column.

Parameters4

tickers	string	required	Comma-separated tickers, e.g. 'AAPL,MSFT,GOOGL' (max 25)
concept	string	required	Concept alias, e.g. 'revenue', 'net-income', 'eps-diluted'. Call with an unknown value to list supported aliases.
fiscalYear	integer	required	Fiscal year, e.g. 2023
fiscalPeriod	string	optional	Fiscal period: 'FY' (default) or 'Q1'..'Q4'

Raw schema

{
  "type": "object",
  "properties": {
    "tickers": {
      "description": "Comma-separated tickers, e.g. 'AAPL,MSFT,GOOGL' (max 25)",
      "type": "string"
    },
    "concept": {
      "description": "Concept alias, e.g. 'revenue', 'net-income', 'eps-diluted'. Call with an unknown value to list supported aliases.",
      "type": "string"
    },
    "fiscalYear": {
      "description": "Fiscal year, e.g. 2023",
      "type": "integer"
    },
    "fiscalPeriod": {
      "description": "Fiscal period: 'FY' (default) or 'Q1'..'Q4'",
      "type": "string",
      "default": "FY"
    }
  },
  "required": [
    "tickers",
    "concept",
    "fiscalYear"
  ]
}

GetConsensusHoldings

Get the consensus / combined portfolio of 2-25 institutions for their latest common report date. Returns stocks ranked by how many of the supplied funds hold them (descending), then by combined value. Filter by `minFunds` to only show stocks held by at least that many funds. Use this to answer 'what do these funds agree on?' or 'show me the top picks across these N investors combined.'

Parameters4

institutionNames	string	required	Comma- or semicolon-separated institution names or CIKs (partial names resolve to the largest matching 13F filer). 2-25 names.
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the latest common quarter; an off-quarter date snaps to the nearest common report on or before it)
minFunds	integer	optional	Minimum number of funds a stock must be held by to appear (default: 1 — note that 1 also includes stocks held by a single fund; set 2+ for true consensus)
maxResults	integer	optional	Maximum number of stocks to return (default: 30, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionNames": {
      "description": "Comma- or semicolon-separated institution names or CIKs (partial names resolve to the largest matching 13F filer). 2-25 names.",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the latest common quarter; an off-quarter date snaps to the nearest common report on or before it)",
      "type": "string",
      "default": null
    },
    "minFunds": {
      "description": "Minimum number of funds a stock must be held by to appear (default: 1 — note that 1 also includes stocks held by a single fund; set 2+ for true consensus)",
      "type": "integer",
      "default": 1
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 30, clamped to 1-500)",
      "type": "integer",
      "default": 30
    }
  },
  "required": [
    "institutionNames"
  ]
}

GetOptionContract

Get the full snapshot for ONE option contract by its OCC symbol (e.g. O:AAPL260724C00110000): greeks, implied volatility, open interest, the latest daily price, and bid/ask when the plan entitles quotes. Data is 15-minute delayed.

Parameters2

ticker	string	required	Stock ticker, e.g. AAPL
contract	string	required	OCC option symbol, e.g. O:AAPL260724C00110000

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker, e.g. AAPL",
      "type": "string"
    },
    "contract": {
      "description": "OCC option symbol, e.g. O:AAPL260724C00110000",
      "type": "string"
    }
  },
  "required": [
    "ticker",
    "contract"
  ]
}

GetStochasticOscillator

Stochastic Oscillator (%K and %D) for a stock. %K measures the close relative to the high/low range over the lookback window; %D is the smoothed signal line (simple moving average of %K). Useful for spotting overbought (>80) and oversold (<20) conditions. The lookback window is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Parameters6

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 6 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
kPeriod	integer	optional	Lookback window for %K (default: 14)
dPeriod	integer	optional	Smoothing window for %D (default: 3)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 6 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "kPeriod": {
      "description": "Lookback window for %K (default: 14)",
      "type": "integer",
      "default": 14
    },
    "dPeriod": {
      "description": "Smoothing window for %D (default: 3)",
      "type": "integer",
      "default": 3
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.",
      "type": "integer",
      "default": 60
    }
  },
  "required": [
    "ticker"
  ]
}

GetCallInsights

Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved calls appear, so quarters can be missing from the sequence (a gap note flags non-consecutive quarters). Use it to gauge how confident or guarded management sounded and what they talked about most.

Parameters4

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
limit	integer	optional	Maximum number of scored calls to return, newest first (default 2, max 8; values outside 1-8 are clamped)
fiscalYear	integer \| null	optional	Optional fiscal year, in the company's own fiscal calendar, to fetch a specific period's insights (default: newest first)
fiscalQuarter	integer \| null	optional	Optional fiscal quarter, 1-4, to fetch a specific period's insights (default: newest first)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "limit": {
      "description": "Maximum number of scored calls to return, newest first (default 2, max 8; values outside 1-8 are clamped)",
      "type": "integer",
      "default": 2
    },
    "fiscalYear": {
      "description": "Optional fiscal year, in the company's own fiscal calendar, to fetch a specific period's insights (default: newest first)",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "fiscalQuarter": {
      "description": "Optional fiscal quarter, 1-4, to fetch a specific period's insights (default: newest first)",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetMemberNetWorth

Get a congress member's net worth history from their annual financial disclosures. Disclosed values are ranges, so every year is a band (minimum-maximum), never a point estimate. Only electronically filed reports are read: a missing year means no electronic filing, not zero net worth. Use SearchCongressMembers to find member names.

Parameters2

memberName	string	required	Congress member name, case-insensitive (e.g., 'Nancy Pelosi', 'Marsha Blackburn'); use SearchCongressMembers to find the exact name
maxResults	integer	optional	Maximum number of years to return (default: 20, max: 500, newest first)

Raw schema

{
  "type": "object",
  "properties": {
    "memberName": {
      "description": "Congress member name, case-insensitive (e.g., 'Nancy Pelosi', 'Marsha Blackburn'); use SearchCongressMembers to find the exact name",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of years to return (default: 20, max: 500, newest first)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "memberName"
  ]
}

GetProposedSales

Get recent proposed insider sales for a stock from SEC Form 144 notices. Each Form 144 is an affiliate's declaration of intent to sell restricted or control securities, showing the seller, their relationship to the company, the number of shares and aggregate market value to be sold, the proposed sale as a share of shares outstanding, the approximate sale date, and the broker. Results are the most recent notices first and a note flags when more exist than were returned; use fromDate/toDate to scope a period (heavy 10b5-1 filers can flood the recency window with small daily notices). Use this to anticipate upcoming insider selling before it shows up as an executed Form 4.

Parameters4

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of notices to return (default: 50, max: 500; values outside 1-500 are clamped)
fromDate	string	optional	Optional earliest filing date to include, ISO format yyyy-MM-dd (e.g., 2025-01-01)
toDate	string	optional	Optional latest filing date to include, ISO format yyyy-MM-dd (e.g., 2025-12-31)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of notices to return (default: 50, max: 500; values outside 1-500 are clamped)",
      "type": "integer",
      "default": 50
    },
    "fromDate": {
      "description": "Optional earliest filing date to include, ISO format yyyy-MM-dd (e.g., 2025-01-01)",
      "type": "string",
      "default": null
    },
    "toDate": {
      "description": "Optional latest filing date to include, ISO format yyyy-MM-dd (e.g., 2025-12-31)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetFundHoldings

Get the portfolio holdings of a registered investment company (mutual fund or ETF) from its most recent SEC Form NPORT-P monthly report. Accepts the fund's own ticker or a fund profile id from SearchFunds, so it also reaches the many fund series that have no ticker of their own. Returns the fund's series, reporting period and net assets, followed by its largest holdings — issuer name, CUSIP, position size, U.S.-dollar value and share of net assets, with the asset category. Use SearchFunds to discover funds, GetFundProfile for the same view with the fund's registrant and total assets, and GetFundsHoldingStock for the inverse question (which funds own a stock). Only registered funds file NPORT-P; operating companies will return no data. Share-class tickers of multi-class mutual funds (e.g. VOO, VFIAX) do not resolve — find those funds by name via SearchFunds.

Parameters2

ticker	string	required	Fund or ETF ticker symbol (e.g., SPY, IWM) or a fund profile id from SearchFunds (e.g., 'vanguard-500-index-fund-s000002839')
maxResults	integer	optional	Maximum number of holdings to return, largest first (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Fund or ETF ticker symbol (e.g., SPY, IWM) or a fund profile id from SearchFunds (e.g., 'vanguard-500-index-fund-s000002839')",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of holdings to return, largest first (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "ticker"
  ]
}

GetInsiderTransactions

Get recent insider trading transactions for a stock from SEC Form 3/4/5 filings, newest first. The Type column carries the SEC transaction code meaning: 'Buy'/'Sell' are open-market purchases/sales only, while Award, Conversion, Exercise, Tax Payment, Expiration, Gift, Inheritance, Discretionary and Other are compensation or derivative mechanics — not conviction trades. The 10b5-1 column marks trades made under a pre-arranged Rule 10b5-1 plan ('-' = filing predates the 2023 checkbox). Per-row Shares/Price/Value are as filed; Owned After is the post-transaction balance restated onto today's split basis, tracked per security kind and ownership form. Supports optional date-range, transaction-type and insider-name filters to reach history beyond the newest rows. Use this to understand insider buying/selling activity.

Parameters6

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxResults	integer	optional	Maximum number of transactions to return (default: 50, max: 500; values outside 1-500 are clamped)
fromDate	string	optional	Only include transactions on or after this date, format yyyy-MM-dd (optional)
toDate	string	optional	Only include transactions on or before this date, format yyyy-MM-dd (optional)
transactionType	string	optional	Only include one transaction type: Buy, Sell, Award, Conversion, Exercise, TaxPayment, Expiration, Gift, Inheritance, Discretionary or Other (optional)
insiderName	string	optional	Only include transactions by insiders whose SEC-filed name contains every word of this value, case-insensitive (e.g. 'Huang') (optional)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of transactions to return (default: 50, max: 500; values outside 1-500 are clamped)",
      "type": "integer",
      "default": 50
    },
    "fromDate": {
      "description": "Only include transactions on or after this date, format yyyy-MM-dd (optional)",
      "type": "string",
      "default": null
    },
    "toDate": {
      "description": "Only include transactions on or before this date, format yyyy-MM-dd (optional)",
      "type": "string",
      "default": null
    },
    "transactionType": {
      "description": "Only include one transaction type: Buy, Sell, Award, Conversion, Exercise, TaxPayment, Expiration, Gift, Inheritance, Discretionary or Other (optional)",
      "type": "string",
      "default": null
    },
    "insiderName": {
      "description": "Only include transactions by insiders whose SEC-filed name contains every word of this value, case-insensitive (e.g. 'Huang') (optional)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetCompanyKpis

Get a company's own key performance indicators (KPIs) as extracted from its Item-2.02 8-K earnings releases, earnings-call transcripts, and 10-K/10-Q MD&A sections: the operational metrics and non-GAAP figures XBRL does not carry (subscribers, memberships, stores, units delivered, backlog, ARR, DAU/MAU, adjusted EBITDA, free cash flow, same-store sales %). Each metric is a time series across releases with the latest stated value, its period, the filed date and source (release, earnings call, or 10-K/10-Q filing), the year-over-year change when the prior-year figure is on file, and the verbatim disclosure. Pass metric to get one metric's full period-by-period history instead of the latest-value overview. Values are exactly as the company stated them, on the stated scale; earnings-call rows are transcript-verbatim and can carry transcription artifacts in labels and quotes — prefer release/filing-sourced rows for exact terminology. When the release states a GAAP-to-non-GAAP reconciliation for a metric, a Reconciliation line shows the bridge: the GAAP starting line, each stated adjustment, and the non-GAAP result.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT).
metric	string	optional	Optional metric name to expand into its full history (e.g., 'subscribers', 'Adjusted EBITDA'). Matches the company's own metric labels case-insensitively; when the name matches several metrics the tool lists those candidates. Omit for the overview of every metric's latest reading.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    },
    "metric": {
      "description": "Optional metric name to expand into its full history (e.g., 'subscribers', 'Adjusted EBITDA'). Matches the company's own metric labels case-insensitively; when the name matches several metrics the tool lists those candidates. Omit for the overview of every metric's latest reading.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

SearchInvestmentAdvisers

Search SEC-registered investment advisers (Form ADV) by firm name. Returns matching advisory firms with their CRD number, main office location, regulatory assets under management, employee count and the as-of date of their latest Form ADV data, largest by assets first. Use the CRD number with GetInvestmentAdviser for full detail.

Parameters2

query	string	required	Part of the firm's legal or business name (e.g., "Vanguard", "Renaissance")
maxResults	integer	optional	Maximum number of advisers to return (default: 20, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Part of the firm's legal or business name (e.g., \"Vanguard\", \"Renaissance\")",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of advisers to return (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "query"
  ]
}

SearchDocumentKeyword

Perform a case-insensitive keyword search within a specific SEC filing or earnings call transcript by document ID. Returns matching lines with surrounding context and line numbers, making it ideal for finding exact terms, figures, or phrases that semantic search might miss. Typographic punctuation is folded before matching, so a plain-ASCII keyword (e.g. "world's") matches the smart punctuation stored in filings. The header reports the total number of matching lines even when only the first ones are shown. Use this after ListCompanyDocuments to locate precise occurrences of a keyword (e.g., a revenue figure, risk factor term, or executive name) within a known document. Complements semantic search tools by providing exact text matches rather than meaning-based results. Use ReadDocumentLines to read broader sections around matches.

Parameters3

documentId	string	required	Document ID obtained from ListCompanyDocuments
keyword	string	required	Keyword or phrase to search for (case-insensitive)
maxResults	integer	optional	Maximum number of matching lines to return (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "documentId": {
      "description": "Document ID obtained from ListCompanyDocuments",
      "type": "string",
      "format": "uuid"
    },
    "keyword": {
      "description": "Keyword or phrase to search for (case-insensitive)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of matching lines to return (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "documentId",
    "keyword"
  ]
}

GetOptionChain

Get the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, and the latest daily price. Defaults to the nearest upcoming expiration; pass expiration=YYYY-MM-DD to pick another (use GetOptionExpirations to list them). When the chain is larger than maxResults the contracts nearest the money are returned, so an unfiltered call already lands where strategies trade. Narrow with minStrike/maxStrike and type (call/put) to reach the wings. Data is 15-minute delayed; bid/ask are omitted on the current plan.

Parameters6

ticker	string	required	Stock ticker, e.g. AAPL
expiration	string	optional	Expiration date in YYYY-MM-DD format (default: nearest upcoming)
minStrike	number \| null	optional	Only include strikes at or above this price
maxStrike	number \| null	optional	Only include strikes at or below this price
type	string	optional	Contract type: call or put (default: both)
maxResults	integer	optional	Maximum contracts to return (default: 60, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker, e.g. AAPL",
      "type": "string"
    },
    "expiration": {
      "description": "Expiration date in YYYY-MM-DD format (default: nearest upcoming)",
      "type": "string",
      "default": null
    },
    "minStrike": {
      "description": "Only include strikes at or above this price",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "maxStrike": {
      "description": "Only include strikes at or below this price",
      "type": [
        "number",
        "null"
      ],
      "default": null
    },
    "type": {
      "description": "Contract type: call or put (default: both)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum contracts to return (default: 60, max: 500)",
      "type": "integer",
      "default": 60
    }
  },
  "required": [
    "ticker"
  ]
}

GetCustomerConcentration

Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, period, and verbatim filing quote, with the source filing. Figures come from verified extractions of the filings' own narrative text and cover only filers who leave the disclosure untagged — issuers that tag it in structured XBRL (e.g. NVDA, AAPL) are skipped by design and answered with a pointer to GetFinancialFact's 'customer-concentration' concept. A miss is never a statement of no risk. Pass maxFilings > 1 to also see earlier filings' disclosures (the concentration trend).

Parameters2

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT).
maxFilings	integer	optional	How many of the newest disclosing filings to return (default 1 — the latest; cap 10).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    },
    "maxFilings": {
      "description": "How many of the newest disclosing filings to return (default 1 — the latest; cap 10).",
      "type": "integer",
      "default": 1
    }
  },
  "required": [
    "ticker"
  ]
}

GetAtmPrograms

Get a company's at-the-market (ATM) equity offering programs — the dilution mirror-image of the buyback picture GetBuybackPrograms returns: establishment date, total capacity the company may sell "up to", cumulative amount sold, remaining availability with per-figure as-of dates, expiry, a derived exhausted/expired status, and source filings. ATM programs have no tagged XBRL equivalent, so figures come from verified extractions of the company's own 10-K, 10-Q and 8-K filings (offering-note prose and disclosure tables); only filings from roughly the last 13 months are scanned, so an empty result means no program was captured there — not proof the company runs no ATM program. Nothing is estimated.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetEarningsCallSpeakers

Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or human-reviewed); unverified voices show as a role label (e.g. Operator) or a neutral speaker number. Use GetEarningsCallEvent first to check a transcript exists.

Parameters5

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
fiscalYear	integer	required	Fiscal year the quarter belongs to, in the company's own fiscal calendar — this can run ahead of the calendar year (e.g., NVDA's May 2025 call is FY2026 Q1)
fiscalQuarter	integer	required	Fiscal quarter, 1-4
limit	integer	optional	Maximum number of speaker turns to return (default 50, max 200; values outside 1-200 are clamped)
offset	integer	optional	Number of leading speaker turns to skip, for paging through calls longer than the 200-turn cap (default 0)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "fiscalYear": {
      "description": "Fiscal year the quarter belongs to, in the company's own fiscal calendar — this can run ahead of the calendar year (e.g., NVDA's May 2025 call is FY2026 Q1)",
      "type": "integer"
    },
    "fiscalQuarter": {
      "description": "Fiscal quarter, 1-4",
      "type": "integer"
    },
    "limit": {
      "description": "Maximum number of speaker turns to return (default 50, max 200; values outside 1-200 are clamped)",
      "type": "integer",
      "default": 50
    },
    "offset": {
      "description": "Number of leading speaker turns to skip, for paging through calls longer than the 200-turn cap (default 0)",
      "type": "integer",
      "default": 0
    }
  },
  "required": [
    "ticker",
    "fiscalYear",
    "fiscalQuarter"
  ]
}

GetInstitutionSummary

Get the portfolio summary header for an institutional 13F filer — 13F reported value (long U.S. positions only, not total firm AUM), position count, top-10 / top-25 concentration, QoQ turnover, and the latest / prior report dates with the count of quarters tracked in this database. Use this to answer 'how big and how concentrated is this fund?' or to compare two funds at a glance. Search resolves by institution name or CIK (largest 13F filer wins on ambiguous names).

Parameters2

institutionName	string	required	Institution name or CIK (partial names resolve to the largest 13F filer)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionName": {
      "description": "Institution name or CIK (partial names resolve to the largest 13F filer)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "institutionName"
  ]
}

GetGoingConcernStatus

Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviated, or cleared. Flags are extracted from each company's newest 10-K/10-Q narrative text and verified before publication; a filing without going-concern language counts as no doubt. Coverage starts when the extraction lane first examined the company — earlier filings are not analyzed, so absence from the history does not rule out prior doubt episodes.

Parameters1

ticker

string

required

Stock ticker symbol (e.g., AAPL, MSFT).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetInvestorRelationsEvents

Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Coverage is partial — an empty answer distinguishes a coverage gap from a genuinely empty calendar. Only future events are returned; for past events and their transcripts use ListInvestorEvents / GetInvestorEventSpeakers.

Parameters3

ticker	string	required	Company ticker symbol (e.g., NVDA, AAPL)
maxResults	integer	optional	Maximum number of events to return (default: 20, max: 500)
eventType	string	optional	Optional event-type filter: EarningsCall, Conference, Presentation, ShareholderMeeting, or Webcast. Omit for all types. Events whose source label could not be classified carry the generic type 'Event' and only appear when no filter is set.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., NVDA, AAPL)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of events to return (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    },
    "eventType": {
      "description": "Optional event-type filter: EarningsCall, Conference, Presentation, ShareholderMeeting, or Webcast. Omit for all types. Events whose source label could not be classified carry the generic type 'Event' and only appear when no filter is set.",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetLargestShortVolume

Get the stocks with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sorted by short volume descending. Short % is the share of that day's FINRA-facility (off-exchange/TRF) volume sold short — 40-50% is a normal market-making baseline — NOT short interest (the open short position; use GetShortInterest/GetShortInterestSnapshot for positions and GetShortSqueezeScores for squeeze candidates; use GetShortVolume for one stock's daily history). Pass sortBy=shortPercent with a minTotalVolume floor to rank by short intensity instead of raw size.

Parameters5

date	string	optional	Trading day in YYYY-MM-DD format (defaults to the latest available day)
minShortVolume	integer	optional	Minimum short volume filter (default: 0)
maxResults	integer	optional	Maximum number of results to return (default: 50, max: 500)
sortBy	string	optional	Sort key: shortVolume (default) or shortPercent — with shortPercent set a minTotalVolume floor, otherwise illiquid names dominate
minTotalVolume	integer	optional	Minimum total FINRA-reported volume filter, in shares (default: 0 = no floor)

Raw schema

{
  "type": "object",
  "properties": {
    "date": {
      "description": "Trading day in YYYY-MM-DD format (defaults to the latest available day)",
      "type": "string",
      "default": null
    },
    "minShortVolume": {
      "description": "Minimum short volume filter (default: 0)",
      "type": "integer",
      "default": 0
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 50, max: 500)",
      "type": "integer",
      "default": 50
    },
    "sortBy": {
      "description": "Sort key: shortVolume (default) or shortPercent — with shortPercent set a minTotalVolume floor, otherwise illiquid names dominate",
      "type": "string",
      "default": "shortVolume"
    },
    "minTotalVolume": {
      "description": "Minimum total FINRA-reported volume filter, in shares (default: 0 = no floor)",
      "type": "integer",
      "default": 0
    }
  }
}

GetFinancialFact

Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Facts (structured XBRL). Returns a time series, one row per fiscal period, using the latest restated value unless asOriginallyReported is set. Fiscal years/quarters follow the company's own fiscal calendar. For a full statement use GetFinancialStatement; to compare peers use CompareFinancialFact.

Parameters8

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT)
concept	string	required	Concept alias, e.g. 'revenue', 'net-income', 'eps-diluted', 'total-assets', 'operating-cash-flow'. Call with an unknown value to list supported aliases.
form	string	optional	Optional SEC form filter, e.g. '10-K' or '10-Q'
fromDate	string	optional	Optional earliest period-end date, YYYY-MM-DD
toDate	string	optional	Optional latest period-end date, YYYY-MM-DD
maxResults	integer	optional	Maximum periods to return, newest first (default 40, max 200)
asOriginallyReported	boolean	optional	When true, show the value as originally filed (earliest filing) instead of the latest restatement. Default false.
fiscalPeriod	string	optional	Optional fiscal-period filter: 'FY' (annual only) or 'Q1'..'Q4'. Note that discrete Q4 rows exist only where the filer reported a discrete fourth quarter (most large filers stopped after ~2021).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "concept": {
      "description": "Concept alias, e.g. 'revenue', 'net-income', 'eps-diluted', 'total-assets', 'operating-cash-flow'. Call with an unknown value to list supported aliases.",
      "type": "string"
    },
    "form": {
      "description": "Optional SEC form filter, e.g. '10-K' or '10-Q'",
      "type": "string",
      "default": null
    },
    "fromDate": {
      "description": "Optional earliest period-end date, YYYY-MM-DD",
      "type": "string",
      "default": null
    },
    "toDate": {
      "description": "Optional latest period-end date, YYYY-MM-DD",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum periods to return, newest first (default 40, max 200)",
      "type": "integer",
      "default": 40
    },
    "asOriginallyReported": {
      "description": "When true, show the value as originally filed (earliest filing) instead of the latest restatement. Default false.",
      "type": "boolean",
      "default": false
    },
    "fiscalPeriod": {
      "description": "Optional fiscal-period filter: 'FY' (annual only) or 'Q1'..'Q4'. Note that discrete Q4 rows exist only where the filer reported a discrete fourth quarter (most large filers stopped after ~2021).",
      "type": "string",
      "default": null
    }
  },
  "required": [
    "ticker",
    "concept"
  ]
}

GetInstitutionSectorAllocation

Get an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`. Returns a markdown table sorted by % of portfolio descending, with stocks lacking a classification collapsed into a single 'Unclassified' row at the end. Ambiguous names resolve to the largest matching 13F filer — use SearchInstitutions to disambiguate. Use this to answer 'is this fund concentrated in tech / energy / generalist?'

Parameters3

institutionName	string	required	Institution name or CIK (partial names resolve to the largest 13F filer)
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)
groupBy	string	optional	Grouping level: 'industry' (default, fine-grained) or 'sector' (broad rollup)

Raw schema

{
  "type": "object",
  "properties": {
    "institutionName": {
      "description": "Institution name or CIK (partial names resolve to the largest 13F filer)",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format (defaults to the holder's latest; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "groupBy": {
      "description": "Grouping level: 'industry' (default, fine-grained) or 'sector' (broad rollup)",
      "type": "string",
      "default": "industry"
    }
  },
  "required": [
    "institutionName"
  ]
}

GetFdaCatalysts

Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults to meetings in the next 90 days; pass a date range to look further ahead. This is a forward-looking calendar of announced meetings, not a historical archive — coverage starts in late 2025 — and entries are the FDA's own listings, not linked to stock tickers.

Parameters3

startDate	string	optional	Start date in YYYY-MM-DD format (defaults to today)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to 90 days after the start)
maxResults	integer	optional	Maximum number of meetings to return (default: 60, soonest first)

Raw schema

{
  "type": "object",
  "properties": {
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to today)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to 90 days after the start)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of meetings to return (default: 60, soonest first)",
      "type": "integer",
      "default": 60
    }
  }
}

GetFundOperations

Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Resolves exchange-listed tickers only — ETFs, closed-end funds and unit investment trusts; an unlisted mutual-fund share-class ticker (e.g. VFIAX) will not resolve, so find that fund via SearchFunds/GetFundProfile instead. Each N-CEN shows the registrant's classification (e.g. N-1A open-end, N-2 closed-end, S-6 unit investment trust), Investment Company Act file number, reporting period, and whether it was the fund's first or last filing, followed by the service providers named on the most recent report only — investment advisers, sub-advisers, custodians, transfer agents, administrators, auditors and underwriters. Use this to see who runs and services a fund. Only registered funds file N-CEN; operating companies will return no data.

Parameters2

ticker	string	required	Fund or ETF ticker symbol (e.g., MXF, SPY)
maxResults	integer	optional	Maximum number of annual reports to return (default: 10, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Fund or ETF ticker symbol (e.g., MXF, SPY)",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of annual reports to return (default: 10, max: 500)",
      "type": "integer",
      "default": 10
    }
  },
  "required": [
    "ticker"
  ]
}

GetShortSqueezeScores

Get the stocks with the highest composite short-squeeze score — a peer-relative 0-100 rank built as the weighted mean of six factor percentiles across every stock reporting short interest at the latest FINRA settlement date (short interest % of shares 30%, days to cover 20%, price vs trailing VWAP — how far shorts are underwater — 15%, short-volume trend 15%, change in short interest 10%, fails-to-deliver pressure 10%), plus catalyst boosts (+10 for a statistically extreme weekly price spike, +10 for abnormal dollar volume on a positive move, +10 when a scheduled earnings event is within a few weekdays — squeezes cluster around earnings — capped at +20, clamped to 100). Exchange-traded commodity/currency trusts are excluded (their units are created and redeemed at NAV, so arbitrage caps any squeeze); MLP common units stay in. Untradeable micro-caps dominate the raw board, so pass minMarketCap and/or minDollarVolume to keep only names that clear your liquidity bar (the score itself stays peer-relative to the full universe). Pass ticker for one stock's score, factor breakdown, and rank within the scored universe. Use this to find squeeze candidates; use GetShortInterest for one stock's underlying series.

Parameters4

minMarketCap	number	optional	Minimum market capitalization in US dollars (e.g. 300000000 = $300M; default 0 = no floor). Stocks with an unknown market cap are excluded when set.
minDollarVolume	number	optional	Minimum average daily dollar volume in US dollars, approximated as the FINRA average daily share volume times the market-cap-implied share price (e.g. 5000000 = $5M/day; default 0 = no floor). Stocks with unknown volume or market cap are excluded when set.
maxResults	integer	optional	Maximum number of stocks to return (default: 25, highest score first; clamped to 1-200).
ticker	string	optional	Optional stock ticker (e.g. GME): returns that one stock's score, factor breakdown, and rank within the scored universe instead of the board. The liquidity floors do not apply to a single-ticker lookup.

Raw schema

{
  "type": "object",
  "properties": {
    "minMarketCap": {
      "description": "Minimum market capitalization in US dollars (e.g. 300000000 = $300M; default 0 = no floor). Stocks with an unknown market cap are excluded when set.",
      "type": "number",
      "default": 0
    },
    "minDollarVolume": {
      "description": "Minimum average daily dollar volume in US dollars, approximated as the FINRA average daily share volume times the market-cap-implied share price (e.g. 5000000 = $5M/day; default 0 = no floor). Stocks with unknown volume or market cap are excluded when set.",
      "type": "number",
      "default": 0
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 25, highest score first; clamped to 1-200).",
      "type": "integer",
      "default": 25
    },
    "ticker": {
      "description": "Optional stock ticker (e.g. GME): returns that one stock's score, factor breakdown, and rank within the scored universe instead of the board. The liquidity floors do not apply to a single-ticker lookup.",
      "type": "string",
      "default": null
    }
  }
}

SearchCongressMembers

Search for members of Congress by name. Returns matching members with their position (Senator/Representative). Use this to discover member names before calling the member-specific tools (GetMemberTrades, GetMemberNetWorth) — the returned Name is the exact string they expect.

Parameters3

query	string	required	Search query — partial or full name (e.g., 'Pelosi', 'Cruz', 'Dan')
position	string	optional	Filter by position: Senator or Representative (defaults to both)
maxResults	integer	optional	Maximum number of results to return (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — partial or full name (e.g., 'Pelosi', 'Cruz', 'Dan')",
      "type": "string"
    },
    "position": {
      "description": "Filter by position: Senator or Representative (defaults to both)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "query"
  ]
}

GetShortVolume

Get daily short sale volume history for a stock from FINRA's short sale volume files. Shows short volume, short-exempt volume, total volume, and short volume percentage per trading day. Volumes cover trades reported to FINRA facilities (off-exchange/TRF) only — NOT consolidated tape volume — and a 40-50% Short % is the normal baseline from market-maker liquidity provision, so it must not be quoted as a share of the stock's total traded volume. This daily flow metric is distinct from bi-monthly short interest positions: use GetShortInterest for positions, GetLargestShortVolume for a market-wide single-day ranking, and GetShortSqueezeScores for squeeze candidates.

Parameters4

ticker	string	required	Stock ticker symbol (e.g., AAPL, GME, AMC)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 3 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return — keeps the most recent N trading days in the range, displayed oldest to newest (default: 90, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, GME, AMC)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 3 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return — keeps the most recent N trading days in the range, displayed oldest to newest (default: 90, max: 500)",
      "type": "integer",
      "default": 90
    }
  },
  "required": [
    "ticker"
  ]
}

GetMarketWide13FActivity

Get the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter. The `bucket` argument selects one of: top-buys (Δ shares > 0 ranked by Δ value desc), top-sells (Δ shares < 0 ranked by Δ value asc), new-positions (stocks ranked by count of filers initiating a position), sold-out-positions (stocks ranked by count of filers exiting). Use this to answer 'what's the consensus 13F move this quarter?'

Parameters3

bucket	string	required	Bucket: top-buys, top-sells, new-positions, or sold-out-positions
reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)
maxResults	integer	optional	Maximum number of stocks to return (default: 20, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "bucket": {
      "description": "Bucket: top-buys, top-sells, new-positions, or sold-out-positions",
      "type": "string"
    },
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 20, clamped to 1-500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "bucket"
  ]
}

GetVixHistory

Get CBOE Volatility Index (VIX) historical daily OHLC data. VIX measures expected 30-day S&P 500 volatility. Below 15 = low volatility/complacency, above 30 = high fear/uncertainty. Data available from 1990 to present.

Parameters3

startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 3 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.

Raw schema

{
  "type": "object",
  "properties": {
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 3 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500). When the range holds more rows the newest are kept; rows are always listed oldest to newest.",
      "type": "integer",
      "default": 60
    }
  }
}

GetExecutiveCompensation

Get a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first. Figures are exactly as the company disclosed them; Total is the filer's own figure, never a recomputation. Coverage is limited to US DEF 14A filers (foreign private issuers file 20-F and are not covered) and is still back-filling: the output states the newest proxy on file next to the newest imported year, so stale coverage is visible.

Parameters2

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT).
maxYears	integer	optional	Optional cap on how many of the newest fiscal years to return (default 0 = all imported years).

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT).",
      "type": "string"
    },
    "maxYears": {
      "description": "Optional cap on how many of the newest fiscal years to return (default 0 = all imported years).",
      "type": "integer",
      "default": 0
    }
  },
  "required": [
    "ticker"
  ]
}

GetEconomicIndicator

Get time series data for a FRED economic indicator. Returns historical observations for indicators like FEDFUNDS (fed funds rate), CPIAUCSL (CPI inflation), UNRATE (unemployment), GDP, T10Y2Y (yield spread), VIXCLS (VIX), SP500, MORTGAGE30US, M2SL (money supply), and more. Covers the curated ~40-series set Equibles tracks, not the full FRED catalog — use SearchEconomicIndicators to find available series.

Parameters4

seriesId	string	required	FRED series ID (e.g., FEDFUNDS, CPIAUCSL, UNRATE, GDP, T10Y2Y, VIXCLS)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year before the end date)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
maxResults	integer	optional	Maximum number of observations to return (default: 100, max: 500). When the range holds more, the newest maxResults are kept; rows are always listed in ascending date order.

Raw schema

{
  "type": "object",
  "properties": {
    "seriesId": {
      "description": "FRED series ID (e.g., FEDFUNDS, CPIAUCSL, UNRATE, GDP, T10Y2Y, VIXCLS)",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year before the end date)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of observations to return (default: 100, max: 500). When the range holds more, the newest maxResults are kept; rows are always listed in ascending date order.",
      "type": "integer",
      "default": 100
    }
  },
  "required": [
    "seriesId"
  ]
}

GetInvestmentAdviser

Get the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensated (fee structure). Find CRD numbers with SearchInvestmentAdvisers.

Parameters1

crd

integer

required

The adviser's Organization CRD number (e.g., 231)

Raw schema

{
  "type": "object",
  "properties": {
    "crd": {
      "description": "The adviser's Organization CRD number (e.g., 231)",
      "type": "integer"
    }
  },
  "required": [
    "crd"
  ]
}

ReadDocumentLines

Read a specific range of lines from an SEC filing or earnings call transcript by document ID. Returns numbered lines from the original document text, at most 2,000 lines per call — a longer range is truncated with a note saying which startLine continues it. Use this to read sections of a filing that were identified by SearchDocumentKeyword (by line number) or by semantic search tools (by approximate line number shown in excerpts). Ideal for reading full tables, paragraphs, or sections that may have been truncated in search results. The document ID and line range must be known beforehand — use ListCompanyDocuments to find documents and SearchDocumentKeyword or semantic search to identify relevant line numbers.

Parameters3

documentId	string	required	Document ID obtained from ListCompanyDocuments
startLine	integer	required	First line to read (1-based, inclusive)
endLine	integer	required	Last line to read (1-based, inclusive). At most 2,000 lines are returned per call; a longer range is truncated with a note on how to continue.

Raw schema

{
  "type": "object",
  "properties": {
    "documentId": {
      "description": "Document ID obtained from ListCompanyDocuments",
      "type": "string",
      "format": "uuid"
    },
    "startLine": {
      "description": "First line to read (1-based, inclusive)",
      "type": "integer"
    },
    "endLine": {
      "description": "Last line to read (1-based, inclusive). At most 2,000 lines are returned per call; a longer range is truncated with a note on how to continue.",
      "type": "integer"
    }
  },
  "required": [
    "documentId",
    "startLine",
    "endLine"
  ]
}

GetEarningsBrief

Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved read of each quarter's call: a TL;DR, the bullish and bearish points, and verbatim pull-quotes from the call with their speaker and role. Newest quarter first. Only calls with an approved brief appear, so quarters can be missing from the sequence. This is the same brief the Equibles stock page shows; use it for a fast qualitative read of what management said and how it landed.

Parameters4

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
limit	integer	optional	Maximum number of quarterly briefs to return, newest first (default 2, max 8; values outside 1-8 are clamped)
fiscalYear	integer \| null	optional	Optional fiscal year, in the company's own fiscal calendar, to fetch a specific period's brief (default: newest first)
fiscalQuarter	integer \| null	optional	Optional fiscal quarter, 1-4, to fetch a specific period's brief (default: newest first)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "limit": {
      "description": "Maximum number of quarterly briefs to return, newest first (default 2, max 8; values outside 1-8 are clamped)",
      "type": "integer",
      "default": 2
    },
    "fiscalYear": {
      "description": "Optional fiscal year, in the company's own fiscal calendar, to fetch a specific period's brief (default: newest first)",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    },
    "fiscalQuarter": {
      "description": "Optional fiscal quarter, 1-4, to fetch a specific period's brief (default: newest first)",
      "type": [
        "integer",
        "null"
      ],
      "default": null
    }
  },
  "required": [
    "ticker"
  ]
}

GetOptionExpirations

List the available option expiration dates for a stock, with the contract count at each. Use this to pick an expiration for GetOptionChain.

Parameters1

ticker

string

required

Stock ticker, e.g. AAPL

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker, e.g. AAPL",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ]
}

GetBollingerBands

Bollinger Bands for a stock. A middle band (simple moving average of close) with upper and lower bands set a number of standard deviations above and below it. Bands widen when volatility rises and contract when it falls; price touching the upper/lower band is a common overbought/oversold cue. Includes %B ((close-lower)/(upper-lower)) and bandwidth ((upper-lower)/middle) columns. The moving-average window is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Parameters6

ticker	string	required	Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 6 months ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to latest available)
period	integer	optional	Moving-average window (default: 20)
stdDev	number	optional	Standard deviations for the upper/lower bands (default: 2)
maxResults	integer	optional	Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Stock ticker symbol (e.g., AAPL, MSFT). Class shares use a dash (BRK-B); the dot form (BRK.B) is also accepted.",
      "type": "string"
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 6 months ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to latest available)",
      "type": "string",
      "default": null
    },
    "period": {
      "description": "Moving-average window (default: 20)",
      "type": "integer",
      "default": 20
    },
    "stdDev": {
      "description": "Standard deviations for the upper/lower bands (default: 2)",
      "type": "number",
      "default": 2
    },
    "maxResults": {
      "description": "Maximum number of records to return (default: 60, max: 500); the newest rows are kept and listed newest first.",
      "type": "integer",
      "default": 60
    }
  },
  "required": [
    "ticker"
  ]
}

SearchEconomicIndicators

Search the curated set of ~40 US macro FRED series Equibles tracks (rates, inflation, employment, GDP, housing, market indicators) — not the full FRED catalog. Matches series ID, title, and category name: a category query like 'inflation' returns that whole category (CPI, PCE, PPI, breakevens), and an empty query lists every tracked series. Use this to discover what economic data is available before calling GetEconomicIndicator.

Parameters2

query	string	required	Search query — series ID, title keyword, or category name (e.g., 'inflation', 'unemployment', 'GDP', 'FEDFUNDS'). Empty lists all tracked series.
maxResults	integer	optional	Maximum number of results to return (default: 20, max: 500)

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — series ID, title keyword, or category name (e.g., 'inflation', 'unemployment', 'GDP', 'FEDFUNDS'). Empty lists all tracked series.",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 20, max: 500)",
      "type": "integer",
      "default": 20
    }
  },
  "required": [
    "query"
  ]
}

GetOwnershipHistory

Get the historical trend of institutional ownership for a stock across multiple quarters. Shows how total institutional shares, market value, and number of institutional holders have changed over time based on SEC 13F-HR filings. While the newest quarter's 13F filing window is open, that quarter is a provisional combined view (funds that have not filed yet carry their prior-quarter positions — flagged in the output). Use this to understand whether institutional interest in a company is growing or declining.

Parameters2

ticker	string	required	Company ticker symbol (e.g., AAPL, MSFT)
maxPeriods	integer	optional	Maximum number of quarterly periods to return (default: 8, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "ticker": {
      "description": "Company ticker symbol (e.g., AAPL, MSFT)",
      "type": "string"
    },
    "maxPeriods": {
      "description": "Maximum number of quarterly periods to return (default: 8, clamped to 1-500)",
      "type": "integer",
      "default": 8
    }
  },
  "required": [
    "ticker"
  ]
}

GetLatestCftcData

Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-commercial net positions in contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Each row carries the market code accepted by GetCftcPositioning.

Parameters1

GetMostHeldStocks

Get the cross-sectional ranking of stocks by institutional 13F breadth for a given quarter. Returns the stocks ranked by number of 13F filers reporting them as a holding (default), by quarter-over-quarter change in filer count (warming names — 'filersDelta' — or cooling names — 'filersDeltaAsc'), or by total reported dollar value. Includes Δ filers vs the prior quarter, total value, Δ value, and the stock's share of the 13F universe. Only currently-held stocks rank; fully-sold-out names live in GetMarketWide13FActivity's sold-out-positions bucket. While the newest quarter's filing window is open, funds that have not filed yet are carried at their prior-quarter positions (noted in the output). Use this to answer 'which stocks are most owned by institutions right now, and is breadth expanding or contracting?'

Parameters3

reportDate	string	optional	Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)
sort	string	optional	Sort by: 'filers' (default, # of 13F filers desc), 'filersDelta' (QoQ filer-count delta desc — warming names), 'filersDeltaAsc' (QoQ filer-count delta asc — cooling names), or 'value' (current total reported $ value desc)
maxResults	integer	optional	Maximum number of stocks to return (default: 25, clamped to 1-500)

Raw schema

{
  "type": "object",
  "properties": {
    "reportDate": {
      "description": "Quarter-end 13F report date in YYYY-MM-DD format, e.g. 2026-03-31 (defaults to the latest available 13F quarter; an off-quarter date snaps to the nearest report on or before it)",
      "type": "string",
      "default": null
    },
    "sort": {
      "description": "Sort by: 'filers' (default, # of 13F filers desc), 'filersDelta' (QoQ filer-count delta desc — warming names), 'filersDeltaAsc' (QoQ filer-count delta asc — cooling names), or 'value' (current total reported $ value desc)",
      "type": "string",
      "default": "filers"
    },
    "maxResults": {
      "description": "Maximum number of stocks to return (default: 25, clamped to 1-500)",
      "type": "integer",
      "default": 25
    }
  }
}

GetMemberTrades

Get a congress member's disclosed stock trades (newest first, last year by default). Shows tickers, transaction and filing dates, and disclosed amount ranges — bands, not exact values. Use SearchCongressMembers to find member names, and GetCongressionalTrades for all members' trades in one ticker.

Parameters5

memberName	string	required	Congress member name, case-insensitive (e.g., 'Nancy Pelosi', 'Dan Crenshaw'); use SearchCongressMembers to find the exact name
transactionType	string	optional	Filter by transaction type: Purchase or Sale; the synonyms Buy/Sell are accepted (defaults to all)
startDate	string	optional	Start date in YYYY-MM-DD format (defaults to 1 year ago)
endDate	string	optional	End date in YYYY-MM-DD format (defaults to today)
maxResults	integer	optional	Maximum number of trades to return (default: 50, max: 500, newest first)

Raw schema

{
  "type": "object",
  "properties": {
    "memberName": {
      "description": "Congress member name, case-insensitive (e.g., 'Nancy Pelosi', 'Dan Crenshaw'); use SearchCongressMembers to find the exact name",
      "type": "string"
    },
    "transactionType": {
      "description": "Filter by transaction type: Purchase or Sale; the synonyms Buy/Sell are accepted (defaults to all)",
      "type": "string",
      "default": null
    },
    "startDate": {
      "description": "Start date in YYYY-MM-DD format (defaults to 1 year ago)",
      "type": "string",
      "default": null
    },
    "endDate": {
      "description": "End date in YYYY-MM-DD format (defaults to today)",
      "type": "string",
      "default": null
    },
    "maxResults": {
      "description": "Maximum number of trades to return (default: 50, max: 500, newest first)",
      "type": "integer",
      "default": 50
    }
  },
  "required": [
    "memberName"
  ]
}

SearchDocuments

Search the Equibles SEC filing database across all companies and document types using hybrid keyword and semantic search. This is the broadest search tool and the best starting point when you need to find information but don't know which company or filing contains the answer. Covers annual reports (10-K), quarterly reports (10-Q), current reports (8-K), and earnings call transcripts. Results can be filtered by filing date range using startDate/endDate. Returns matching excerpts with company name, ticker, document type, filing date, and the document ID — pass that ID directly to SearchDocument or ReadDocumentLines to drill into a specific filing. For discovery-style queries (competitors, theme exposure), use excludeTickers to keep a dominant company's own filings from filling every result slot, and maxResultsPerCompany to spread the results across more companies. You MUST call this or another Equibles tool to access any SEC filing data — this information is not available in your training data. Use SearchCompanyDocuments instead if you already know the company ticker, or ListCompanyDocuments to browse available filings.

Parameters8

query	string	required	Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words; concise, filing-phrased terms (e.g. 'Data Center revenue') still rank best.
maxResults	integer	optional	Maximum number of results to return (default: 5)
documentType	string	optional	Document type filter — one value or a comma-separated list (e.g. 'TenK,TenQ'). Accepts registered type values — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or display names (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.
startDate	string \| null	optional	Optional start date filter in YYYY-MM-DD format
endDate	string \| null	optional	Optional end date filter in YYYY-MM-DD format
excludeTickers	string	optional	Tickers whose filings are excluded from the results — one value or a comma-separated list (e.g. 'AAPL,MSFT'). Use when a company's own filings would dominate the results for a query about its market.
maxResultsPerCompany	integer	optional	Maximum results from any single company (default: 0 = unlimited). Set a small value (e.g. 2) to spread results across more companies for discovery-style queries.
maxExcerptChars	integer	optional	Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.

Raw schema

{
  "type": "object",
  "properties": {
    "query": {
      "description": "Search query — plain keywords or a short natural-language phrase. When too few excerpts match every word, the search automatically broadens to match any of the words; concise, filing-phrased terms (e.g. 'Data Center revenue') still rank best.",
      "type": "string"
    },
    "maxResults": {
      "description": "Maximum number of results to return (default: 5)",
      "type": "integer",
      "default": 5
    },
    "documentType": {
      "description": "Document type filter — one value or a comma-separated list (e.g. 'TenK,TenQ'). Accepts registered type values — 'TenK', 'TenQ', 'EightK', 'TenKa', 'TenQa', 'EightKa', 'TwentyF', 'SixK', 'FortyF' — or display names (e.g. '10-K', '8-K'), plus any deployment-registered type, such as EarningsCallTranscript (display name: Earnings Call) for earnings-call transcripts where available. An unrecognized value returns an error listing every accepted value.",
      "type": "string",
      "default": null
    },
    "startDate": {
      "description": "Optional start date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "endDate": {
      "description": "Optional end date filter in YYYY-MM-DD format",
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "default": null
    },
    "excludeTickers": {
      "description": "Tickers whose filings are excluded from the results — one value or a comma-separated list (e.g. 'AAPL,MSFT'). Use when a company's own filings would dominate the results for a query about its market.",
      "type": "string",
      "default": null
    },
    "maxResultsPerCompany": {
      "description": "Maximum results from any single company (default: 0 = unlimited). Set a small value (e.g. 2) to spread results across more companies for discovery-style queries.",
      "type": "integer",
      "default": 0
    },
    "maxExcerptChars": {
      "description": "Maximum characters per excerpt (default: 0 = full excerpt). Set a small value (e.g. 400) for a compact scan across many results; truncated excerpts end with an explicit note.",
      "type": "integer",
      "default": 0
    }
  },
  "required": [
    "query"
  ]
}

README.md17 KBView on GitHub

Equibles — Stock Market & Financial Data MCP Server

111 MCP tools for AI agents like Claude, ChatGPT and Cursor: SEC filings, fundamentals, 13F institutional holdings, insider and congressional trades, earnings call transcripts, options chains, live quotes, IPO filings, short interest, macro data, and your own portfolio. Free hosted tier, or self-host the open-source stack.

What is this?

The Model Context Protocol (MCP) lets AI assistants call external data tools instead of guessing from training data. Equibles exposes US stock market and financial data as an MCP server: use it hosted at https://mcp.equibles.com/mcp (free API key, or OAuth with no key at all), or run it yourself from the open-source stack. Everything is parsed from the primary sources (SEC EDGAR, FINRA, FRED, CFTC, CBOE, USAspending, company IR sites), not from third-party estimates.

Quickstart (hosted, 30 seconds)

Create a free account at equibles.com — no credit card required.
Create an API key at https://equibles.com/dashboard/apikeys. It starts with eq_ and is shown once, so copy it right away.
Connect your client with the URL https://mcp.equibles.com/mcp (see below).

ChatGPT and Claude (web and Desktop) can skip the key entirely and sign in over OAuth.

Connect your AI client

Claude Desktop / Claude web (claude.ai)

Settings → Connectors → Add custom connector → URL https://mcp.equibles.com/mcp → sign in over OAuth (no key needed).

Key alternative: use the URL https://mcp.equibles.com/mcp?api_key=eq_your_api_key.

Claude Code

bash

claude mcp add --transport http equibles https://mcp.equibles.com/mcp

Then run /mcp and choose Authenticate to sign in over OAuth.

Key alternative:

bash

claude mcp add-json equibles '{"type":"http","url":"https://mcp.equibles.com/mcp","headers":{"Authorization":"Bearer eq_your_api_key"}}' --scope user

ChatGPT

Add a developer-mode connector with URL https://mcp.equibles.com/mcp and complete the OAuth sign-in (or use the ?api_key=eq_your_api_key URL).

Cursor

Add to ~/.cursor/mcp.json:

json

{ "mcpServers": { "equibles": { "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }

VS Code (Copilot)

bash

code --add-mcp '{"name":"equibles","type":"http","url":"https://mcp.equibles.com/mcp"}'

Or add a .vscode/mcp.json with a "servers" object using the same URL and Authorization header shape:

json

{ "servers": { "equibles": { "type": "http", "url": "https://mcp.equibles.com/mcp", "headers": { "Authorization": "Bearer eq_your_api_key" } } } }

Any MCP client

Use the HTTP transport with URL https://mcp.equibles.com/mcp, authenticating with an Authorization: Bearer eq_... header or a ?api_key=eq_... query parameter.

After connecting, see the full per-client guides at https://equibles.com/docs/mcp.

Example prompts

"Which hedge funds bought the most NVIDIA last quarter?"
"Summarize the risk factors in Tesla's latest 10-K."
"Show recent insider selling at Microsoft, and has any member of Congress traded it this year?"
"What did NVIDIA guide for next quarter, and what KPIs did it report?"
"Which stocks have the highest short-squeeze scores today?"
"Screen for profitable software stocks under a 20 P/E."
"What's the latest CPI and unemployment rate?"

Tools

111 tools, grouped by dataset.

SEC filings search & full-text RAG

Tool	Description
SearchDocuments	Hybrid keyword + semantic search across all companies' SEC filings.
SearchCompanyDocuments	Hybrid search of one company's filings by ticker.
SearchDocument	Hybrid search within a single filing.
ListCompanyDocuments	Browse available SEC filings and transcripts for a company.
SearchDocumentKeyword	Keyword search within one filing.
ReadDocumentLines	Read a line range from a filing.

Financial statements & fundamentals (XBRL)

Tool	Description
GetFinancialStatement	Income statement, balance sheet, or cash-flow statement for a fiscal period (XBRL).
GetFinancialFact	One financial concept over time.
CompareFinancialFact	Compare a concept across companies.
GetRevenueBreakdown	Revenue by segment, geography, and product (dimensional XBRL).

13F institutional holdings & hedge fund portfolios

Tool	Description
GetFundCloneBacktest	Backtest cloning an institutional filer's 13F portfolio vs a market benchmark.
GetTopHolders	Top institutional holders of a stock from SEC 13F-HR filings, ranked by shares held.
GetOwnershipHistory	Historical trend of institutional ownership across quarters.
GetInstitutionPortfolio	A specific institution's portfolio from its 13F-HR.
SearchInstitutions	Search institutional investors by name or SEC CIK.
GetTopBuyersSellers	Institutions with the biggest share additions/reductions on a stock this quarter.
GetMarketWide13FActivity	Market-wide 13F leaderboards (top buys/sells/new/sold-out) for a quarter.
GetMostHeldStocks	Stocks ranked by institutional 13F breadth.
GetInstitutionSummary	Portfolio summary for a 13F filer (value, concentration, turnover).
GetInstitutionSectorAllocation	An institution's 13F allocation by sector.
GetInstitutionQuarterlyActivity	Initiated / increased / reduced / exited activity vs the prior quarter.
GetFundOverlap	13F portfolio overlap between two institutions.
GetConsensusHoldings	Consensus portfolio of 2–25 institutions.

Insider trading (Form 3/4/5 & Form 144)

Tool	Description
GetInsiderTransactions	Recent insider transactions from SEC Form 3/4/5.
GetInsiderOwnership	Insider ownership summary, ranked by shares held.
GetProposedSales	Proposed insider sales from SEC Form 144.
SearchInsiders	Search corporate insiders by name.
GetInsiderSentimentScores	Stocks with the highest composite 0–100 insider-sentiment score.

Congressional stock trading

Tool	Description
GetCongressionalTrades	Congressional trades for a ticker.
GetMemberTrades	A member's disclosed trades.
GetMemberNetWorth	A member's net worth history from disclosures.
SearchCongressMembers	Search members by name.
GetMarketWideCongressionalActivity	Stocks Congress traded most over a trailing window.

Earnings calls: transcripts, briefs & AI insights

Tool	Description
GetEarningsCallEvent	The earnings-call event for a fiscal quarter.
ListInvestorEvents	Recent investor events.
GetInvestorEventSpeakers	Speaker-labelled transcript by event id.
GetEarningsCallSpeakers	Speaker-labelled earnings-call transcript by fiscal quarter.
GetEarningsBrief	AI earnings brief (TL;DR, bull/bear, pull-quotes).
GetCallInsights	AI-scored insights (tone, hedging, themes).
GetInvestorEventSlides	Captured investor-event slide deck: title, source, page count, and links to the PDF or slide images.

Earnings guidance, KPIs & non-GAAP bridges

Tool	Description
GetGuidance	Earnings guidance from 8-Ks and call transcripts.
GetCompanyKpis	Company-specific KPIs (subscribers, ARR, adj. EBITDA…).
GetNonGaapBridge	Non-GAAP-to-GAAP reconciliations.

Stock prices & technical indicators

Tool	Description
GetStockPrices	Daily OHLCV history (split-adjusted).
GetLatestPrices	Latest close, change, and volume.
GetStochasticOscillator	Stochastic oscillator series.
GetAverageTrueRange	Average true range (ATR) series.
GetOnBalanceVolume	On-balance-volume (OBV) series.
GetBollingerBands	Bollinger Bands series.

Short interest, short volume & dark pools (FINRA)

Tool	Description
GetShortVolume	Daily short-sale volume (FINRA).
GetShortInterest	Bi-monthly short interest.
GetShortInterestSnapshot	Market-wide latest settlement snapshot.
GetLargestShortVolume	Largest daily short volume.
GetShortSqueezeScores	Highest composite 0–100 short-squeeze scores.
GetOffExchangeVolume	Weekly dark-pool / OTC volume (FINRA ATS).

Live quotes & options chains

Tool	Description
GetLiveQuote	Latest intraday price for one or more US listings.
GetOptionExpirations	Available option expiration dates for a stock, with the contract count at each.
GetOptionChain	Calls and puts for one expiration: strike, bid/ask, volume, open interest, IV, and greeks.
GetOptionContract	Full snapshot for one option contract by its OCC symbol.

IPO pipeline (S-1 / F-1)

Tool	Description
GetIpoFeed	The US S-1/F-1 registration pipeline, newest filing activity first.
GetIpoDetails	One registration in full: status, offer terms, underwriters, risk factors, and pre-IPO financials.

Valuation multiples & stock screener

Tool	Description
GetValuationMultiples	EV/Revenue, EV/EBIT, P/E with industry quartiles.
GetValuationMultiplesHistory	The same valuation multiples over time.
ScreenStocks	Screen the stock universe with range filters across datasets.
GetCorrelatedStocks	Most and least correlated stocks by daily returns.

Economic data (FRED) & macro calendar

Tool	Description
GetEconomicIndicator	Time series for a FRED indicator (~40 curated series).
GetLatestEconomicData	Latest values across categories.
SearchEconomicIndicators	Search the curated series.
GetEconomicCalendar	Scheduled and recent US macro releases.

Futures positioning (CFTC COT)

Tool	Description
GetCftcPositioning	COT positioning for a futures contract.
GetLatestCftcData	Latest COT snapshot across ~35 tracked contracts.
SearchCftcMarkets	Search tracked CFTC contracts.

Volatility & options sentiment (CBOE)

Tool	Description
GetPutCallRatios	CBOE put/call ratios (Total / Equity / Index / Vix / Etp).
GetVixHistory	VIX daily OHLC history.

Funds, ETFs & investment advisers

Tool	Description
SearchInvestmentAdvisers	Search SEC-registered investment advisers (Form ADV).
GetInvestmentAdviser	Full Form ADV profile by CRD number.
GetFundOperations	Fund operational data from Form N-CEN.
GetFundHoldings	Fund/ETF portfolio holdings from latest NPORT-P.
GetFundsHoldingStock	Funds/ETFs holding a given stock.
GetExemptOfferings	Private placements from Form D.
GetFailsToDeliver	FTD data from the SEC's twice-monthly files.
SearchFunds	Search registered funds/ETFs.
GetFundProfile	Fund profile and largest holdings from NPORT-P.

Index composition & forecasts

Tool	Description
GetIndexComposition	Current constituent list for an index, heaviest first, with each company's weight.
GetIndexChanges	Companies that have joined or left an index, newest first, with the dates each change is bounded by.
GetIndexForecast	Applies an index's published entry rules to every company we track, rule by rule.

Corporate events & governance

Tool	Description
GetExecutiveChanges	Executive/director changes from 8-K Item 5.02.
GetExecutiveCompensation	Compensation from DEF 14A.
GetBuybackPrograms	Share-repurchase programs and history.
GetAtmPrograms	At-the-market equity offering programs.
GetGoingConcernStatus	Going-concern doubt status from the latest filing.
GetCustomerConcentration	Customer-concentration risk disclosures.
GetInvestorRelationsNews	Recent IR press releases.
GetInvestorRelationsEvents	Upcoming IR events / webcasts.
GetSuperInvestors	Curated superinvestor directory with 13F CIKs.
GetGovernmentContracts	Federal contract awards (USAspending.gov) won by a company.
GetTopGovernmentContractors	Companies ranked by federal contract dollars.
GetFdaCatalysts	Scheduled FDA advisory-committee meetings.
GetMarketStatus	US market session status.
GetMarketCalendar	Market holidays and half days.

Your own portfolio (the only tools that write)

Scoped to the account behind the API key. The caller's own holdings, never anyone else's.

Tool	Description
GetMyPortfolio	The user's saved holdings, priced, with cost basis and realized/unrealized profit.
CreateMyPortfolio	Create a new, empty portfolio.
DeleteMyPortfolio	Permanently delete a portfolio and every lot in it.
AddPortfolioLot	Record one purchase or sale as a lot, for a stock or an option contract.
UpdatePortfolioLot	Correct a lot's quantity, price, trade date, or note.
ClosePortfolioLot	Record a sale, cover, or expiry of all or part of a lot, keeping its realized profit.
RemovePortfolioLot	Permanently delete a lot entered by mistake.
WatchInstrument	Put a stock or option contract on a watchlist, with no position recorded.
UnwatchInstrument	Remove a stock or option contract from a watchlist.

Agent feedback

Tool	Description
ReportProblem	Report wrong, missing, or broken data straight from the tool call.
SuggestToolImprovement	Suggest a change to a tool's behaviour, arguments, or output.

Pricing & rate limits

Plan	Daily requests	Price	Card required
Free	100 requests/day	$0	No
Pro	10,000 requests/day	See pricing	Yes

One shared daily counter across both the MCP server and the REST API; it resets at 00:00 UTC.
Rate-limit headers are exposed on responses: X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset, and Retry-After (on 429).
When you go over the limit, the MCP server answers in-band with a normal tool result explaining the limit rather than returning an opaque error, so your agent can read and react to it.

Details at https://equibles.com/pricing.

Self-host with Docker (open source)

The full stack is open source at https://github.com/daniel3303/Equibles.

bash

git clone https://github.com/daniel3303/Equibles
cd Equibles
docker compose up

The MCP server comes up at http://localhost:8081/mcp. No API key is required by default; set the MCP_API_KEY environment variable to require an Authorization: Bearer <key> header. When self-hosting, the Bearer header is the only auth method (no query parameter, no OAuth).

The self-hosted server exposes the 64-tool open-source subset: 13F holdings, insider trading, SEC filings and fundamentals, funds/ETFs/advisers, FRED, CFTC, CBOE, congressional trades, short data, stock prices, government contracts, and the FDA calendar. The hosted server adds 44 more on top: earnings calls, guidance, KPIs, the screener, valuation multiples, buybacks, executive data, live quotes, options chains, IPO filings, and your own portfolio.

Note: the self-hosted stack runs its own scrapers against the primary sources, so the databases start empty and fill up over time after you start it.

REST API

Everything is also available as a conventional REST API at https://api.equibles.com/v1, sharing the same API key and daily limit as the MCP server. Docs at https://equibles.com/docs.

Data sources & methodology

Every dataset is parsed from the primary source, never from third-party estimates:

SEC EDGAR — filings, XBRL fundamentals, 13F holdings, Forms 3/4/5/144, NPORT, ADV, N-CEN, Form D
FINRA — short volume, short interest, dark-pool / off-exchange volume
FRED — economic indicators and macro series
CFTC — Commitments of Traders futures positioning
CBOE — put/call ratios and VIX
USAspending.gov — federal government contract awards
Company IR sites — investor-relations news and events
Congressional disclosures — member trades and net worth

Methodology details at https://equibles.com/docs/methodology.

Install

Tools (97)

SearchCompanyDocumentsGetCftcPositioningGetMarketCalendarGetMarketStatusGetMarketWideCongressionalActivityGetFundCloneBacktestScreenStocksListCompanyDocuments

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://mcp.equibles.com/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "equibles": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.equibles.com/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.