Finance MCP

Historical macroeconomic series from the BLS with month-over-month and year-over-year changes — the numbers behind the inflation and labour narrative. Args: series: Comma-separated keys or a list. BLS (default source): cpi, cpi_sa, core_cpi, unemployment, payrolls, ppi, avg_hourly_pay, labor_force. Central banks and markets (source="markets"): fed_funds, fed_target_upper, ecb_deposit, ecb_refi, boe_bank_rate, boe_sonia, boj_call_rate, us_2y, us_10y, us_30y, curve_10y_2y, curve_10y_3m, breakeven_10y, us_cpi, us_core_pce, us_gdp_real, us_unemp…

Price action and 50+ technical indicators for a symbol, reported as measured values with each indicator's own standard reading (oversold / overbought, above / below its signal line, inside / outside its band). This is the usual starting point for a single symbol. For the full picture including fundamentals, filings and insider activity, call get_company_profile instead of chaining calls. No BUY/SELL score is produced unless you ask for one. The composite verdict is a fixed-weight heuristic that underperformed buy-and-hold in backtest, and an unvalidated score anchors judgment even when it is…

Performs multi-timeframe analysis across Daily (D), 1-Hour (H1), and 15-Min (M15) for a symbol to compute a Confluence Score. Args: symbol: Stock ticker (e.g. AAPL, KBANK).

Fetches the most recent news headlines for a given stock using Yahoo Finance. Crucial for analyzing fundamental catalysts or identifying the source of technical momentum breakouts. Args: symbol: Ticker symbol (e.g. AAPL, TSLA). count: Number of headlines to return (default 10).

Fetches raw OHLCV (Open, High, Low, Close, Volume) candlestick bars for a symbol. Use when you need the price series itself — to eyeball recent action or do your own maths. For indicators and a reading of them use get_market_analysis. Args: symbol: The stock symbol (e.g. AAPL, KBANK). interval: Bar interval (D, M1, M5, M15, M30, H1, W). count: Number of bars to return (default 20).

Working orders on the configured broker account.

Open positions on the configured broker account, with per-currency marks.

Options analytics beyond a raw chain: implied-volatility rank and percentile against the past year of realised volatility, the ATM straddle's implied move, put/call skew, and Black-Scholes greeks for near-the-money strikes. Args: symbol: Ticker symbol (e.g. MU, NVDA). expiration: Expiry as YYYY-MM-DD. Defaults to the nearest expiry.

Option chain around the money, with IV rank and the market-implied expected move at the top — the two numbers that tell you whether the board is cheap or dear and how far it is priced to travel. Strikes are selected to bracket spot, not taken from one end of the ladder. For greeks and put/call skew as well, call get_options_analytics; to hunt unusual flow call get_unusual_options. Args: symbol: The stock symbol (e.g. AAPL, SPY, NVDA). expiration: Expiry as YYYY-MM-DD. Defaults to the nearest. strikes: How many strikes either side of spot to show (default 6).

Analyses the live account: position-level P&L, concentration, and portfolio volatility/beta versus SPY. Highlights over-concentration and correlated clusters.

Scans the 11 major S&P sector ETFs (Technology, Financials, Energy, Healthcare, Industrial, Consumer, Utilities, Real Estate, Materials) by momentum to identify sector rotation.

Fetches short interest metrics (Short % of Float, Days to Cover / Short Ratio, Shares Short) for squeeze or squeeze-fade thesis. Args: symbol: Stock ticker (e.g. GME, TSLA, NVDA).

Scans for unusual options activity (Volume > Open Interest or high IV > 50%) to detect smart money positioning. Args: symbol: Stock ticker (e.g. AAPL, NVDA, TSLA).

What has actually changed since a point in time: new SEC filings, macro releases that have printed, and outsized price moves. Every other tool here answers "what is true now". Answering "what is new" without this means refetching everything and diffing by hand, which is expensive and easy to get wrong. This does the diff against a timestamp you supply. Args: symbols: Tickers to check, comma-separated or a list. Filings and price moves are per-symbol; leave empty for macro only. since: A window ("24h", "3d", "2w"), a date ("2026-08-01"), or an ISO timestamp ("2…

Volume-by-price for a symbol: point of control, value area, and the high and low volume nodes around the current price. Answers "where did this market previously agree on value, and where did it refuse to trade" — the auction-theory reading that price and oscillators cannot give. High volume nodes are shelves the market accepted and tends to revisit; low volume nodes are thin prices it rejected, and price usually travels through them quickly, so they act as breakout levels. Args: symbol: Stock ticker (e.g. AAPL, NVDA). interval: Bar size — D, W, M, H1, M30, M15, M5, M1 (default D). …

Runs IBKR's market scanner and returns the matches. IBKR is the only broker here with a real scanner, so this tool exists only when IBKR is the configured broker. Unlike get_sector_heatmap, which infers rotation from eleven ETF price pulls, this is the exchange-side scan. Args: scan_code: e.g. TOP_PERC_GAIN, TOP_PERC_LOSE, MOST_ACTIVE, HOT_BY_VOLUME. instrument: Instrument class, e.g. STK. location: Market, e.g. STK.US.MAJOR. limit: Maximum rows to show.

Logs a trade, market thesis, or trading theorem to the local Trading Journal database. Includes atomic file writing & de-duplication protection. Args: symbol: The stock symbol (e.g. AAPL, KBANK). action: The trade action: BUY, SELL, HOLD, or SYSTEM THESIS. price: Price per share of the asset at entry/thesis. size: Size of the trade in number of shares (0 for thesis only). rationale: Structured reason, thesis logic, or mathematical theorem why this trade/position is entered. confidence: Confidence level from 1 (lowest) to 10 (highest).

Asks the broker to price and validate an order WITHOUT placing it. Non-binding and safe. Returns the broker's estimated cost and transaction fee, plus a buying-power comparison. Use this before draft_order to check affordability and fees. Args: symbol: Ticker symbol (e.g. AAPL, MU). action: BUY or SELL. quantity: Number of shares (fractional allowed). order_type: LMT (Limit) or MKT (Market). limit_price: Required when order_type is LMT.

Read a named section out of a company's latest filing, or search its text. Filings are far too large to hand over whole — a Micron 10-K is ~610,000 tokens raw and ~97,000 after stripping markup — so this locates what you asked for and returns it under a character budget. Args: symbol: Ticker symbol (e.g. MU, AAPL). form: Filing type — 10-K, 10-Q, 8-K, S-1, DEF 14A. section: Item number to extract: 1 (Business), 1A (Risk Factors), 3 (Legal), 7 (MD&A), 7A (Market Risk), 8 (Financial Statements), 9A (Controls). query: Instead of a section, return excerpts around each mat…

Corporate actions on instruments this Saxo account holds — dividends, splits, tenders, rights issues — with their election deadlines. Saxo is the only broker here that exposes these, so this tool exists only when Saxo is the configured broker. Args: event_states: Saxo event state filter, e.g. Pending or Completed. limit: Maximum events to show.

Scans a list of stock tickers, calculates consensus score & regime, and returns a ranked verdict table. Args: symbols: Symbols as a comma-separated string ("AAPL, TSLA, NVDA") or a list (["AAPL", "TSLA"]). interval: Bar interval (D, M15, H1).

Sets a local price or technical indicator alert for a ticker (e.g. "RSI < 30" or "PRICE > 250"). Args: symbol: Ticker symbol (e.g. NVDA, AAPL). condition: One of PRICE_ABOVE, PRICE_BELOW, RSI_BELOW, RSI_ABOVE, MACD_CROSS_BULL, MACD_CROSS_BEAR. Anything else is refused rather than saved as an alert that can never fire. target_value: The price or indicator threshold value. note: Rationale or note for why this alert is set.

Test a BLS registration key against the live API and report which tier it unlocks. A mistyped key does not raise an error — it silently drops you to the 25/day unregistered limit, which only surfaces days later as an exhausted quota. Run this once after setting BLS_API_KEY. Args: key: Key to test. Omit to test whatever BLS_API_KEY is currently set to.