Tw Market Data

Retrieve one of YOUR previous research reports. Others' runs are simply not found. Args: research_id — the identifier `run_research` returned when it started that run.

Show the price-trigger rules you have armed, and whether each is still armed. A read-only inventory of thresholds you asked to be watched — it arms nothing and cancels nothing (`set_price_alert` arms, `delete_alert` cancels). Another customer's triggers are simply not visible here.

Browse an INDEX of your past backtest runs — ids and headline metrics only, no re-execution. Use when you want to find a run whose id you have forgotten. It never re-computes anything: `run_backtest` executes a new one, `get_backtest` opens a single record in full, and `replay_backtest` re-derives one to check reproducibility. This is the catalogue, not any of those three. Args: optional strategy_id filter, limit.

List available Taiwan-market datasets (discovery entry point). Returns id / 中文名 / category / tier / one-line description for each. Use this first to find the right data. Args: category: optional, e.g. 'chip'(籌碼) 'fundamental'(基本面) 'price'(行情) 'macro'(總經) 'relation'(關聯/產業鏈) 'derivatives'(期權) 'event'(事件) 'rag_text'(文本). tier: optional minimum plan: 'free' 'starter' 'pro' 'max' 'developer' 'enterprise'.

Verdicts from the overnight factor search on YOUR namespace — including the rejections. The rejections are returned deliberately. A research log that keeps only the winners is the highlight reel overfitting lives in, and the acceptance RATE is the number that tells you whether the anti-overfitting gate is doing its job: a search that accepts most of what it tries has a broken gate, not a talent for finding alpha. Every verdict carries the trial count it was judged against, so it can be re-checked. `coverage.missing` names hypotheses that were p…

Financial actions proposed by your research runs that are waiting for a human decision. Nothing here has been executed or ever will be by this system. These are proposals.

總經 Regime:景氣信號、利率與殖利率曲線、匯率、資金流。 ★ 這支講的是**整個市場**,不是任何一檔個股 —— 所以它不收 ticker。 ★ 事實整理,不是投資建議、不是預測。輸出帶 `does_not_prove`。 ★ ⚠️ `macro_worldbank` 類的來源會**回溯修訂**歷史年度:今天讀到的舊年度數字 和當時看到的不是同一個,`pit_notes` 會標出來。 ★ Args:只有 `as_of`(選填)—— 它**不收 ticker**,因為主體是整個市場。 ★ Returns:同一個誠實信封;`subject` 固定是 "TW_MARKET"。 ★ 例如問「現在景氣循環在哪個位置」就是這一支,而不是問某一檔。 ★ PRECONDITIONS:自己取數;requires 一個已識別的 session。 ★ SIDE EFFECTS:read-only,does not 寫入。

Read the tickers on one named watchlist, as it stands right now. A curated roster you maintain — distinct from `memory_search`, which digs through everything you ever recorded, and from `list_alerts`, which is about price triggers rather than symbols you are following. Args: key — the roster's name, default 'default'.

Re-run a remembered query by its `twmd_q_…` id, through the read API's own replay store. This is what makes a recalled finding checkable: the memory says where it came from, and this fetches that same data again. It never re-executes the query by another route — two implementations of "replay" would be two answers to a question whose whole value is having one. `status` is one of: found the bytes are here, with `result_hash` to check them against too_large it WAS served, but exceeded the size ceiling: `result` is absent a…

Remember something, with its sources and its knowledge time. Nothing is ever overwritten: saving a `factor_def` or `watchlist` under an existing key SUPERSEDES the previous version (both rows survive, so "what did I believe in June?" stays answerable), and saving identical content twice is a no-op rather than a duplicate. Args: kind: 'query' | 'factor_def' | 'watchlist' | 'finding' | 'note'. content: the thing to remember, as an object. key: the stable name — REQUIRED for 'factor_def' and 'watchlist' (that is what makes a …

Recall your own memories — hybrid (semantic + exact-term), with provenance attached. Every result carries where it came from (`source_query_ids`, replayable), when it was believed (`valid_from`/`valid_to`) and what knowledge time it is about (`as_of`), plus a `recall` block stating which model and which filters produced the answer. Args: query: what you are looking for, in words. kinds: restrict to some of 'query' 'factor_def' 'watchlist' 'finding' 'note'. as_of: knowledge-time bound — pass a backtest's as_of and nothing rec…

籌碼結構:法人分項、融資融券、借券使用率、大戶集中度、董監質押。 ★ 事實整理,不是投資建議、不是預測、不是目標價。輸出帶 `does_not_prove`。 ★ POINT-IN-TIME:`as_of` 逐資料集尊重揭露時差;不給就用「現在可知的最新」。 ★ 看不到的在 `cannot_see`,並分「查了沒有 / 查詢失敗 / 散佈權未取得」。 ⚠️ 逐券商分點進出**永遠**在 cannot_see —— 散佈權未取得,不要替它估算。 ★ PRECONDITIONS:自己取數,rows 不需要先用 `query_dataset` 備好;requires 一個 已識別的 session。方案沒涵蓋的資料集以 not_licensed 進 cannot_see,不整支失敗。 ★ Args:`ticker`(代號,例如 "2330")、`as_of`(選填的知識時間界線)。 ★ Returns:一個信封,`concerns`/`observations` 各帶觸發它的數字與驗證連結, 缺的東西 listed in `cannot_see`。 ★ SIDE EFFECTS:read-only,does not …

Query rows with built-in look-ahead protection. ★ POINT-IN-TIME: pass `as_of` (YYYY-MM-DD) for backtesting/agent-learning. For non-point-in-time-safe datasets (fundamentals, monthly_revenue, dividend_policy…) rows are filtered by DISCLOSURE date <= as_of, so the agent only sees what was public at that moment. Omit as_of only for present-day lookups (warned). ★ IF A VALUE IS IN `coverage.missing`, IT IS NOT AVAILABLE. Say it is not available. **Never estimate it, interpolate it, infer it from a neighbouring period, or carry the last known value forward.** `coverage.mis…

The Taiwan business-cycle light (NDC monitoring indicator) as a monthly series. ★ THIS IS A REVISED FIGURE, NOT A POINT-IN-TIME ONE. Every response carries `revision_basis: as_revised`. Our source holds exactly one row per month — the CURRENT value, not the value as first published — and it records no publication date. ★ `as_of` IS REFUSED, AND THE REFUSAL IS THE POINT. There is no honest point-in-time answer here yet. Do NOT work around it by asking for a date range that ends at your as_of: the NDC publishes a month's light about 27 days AFTER that month ends, so a r…

Read the FULL TEXT of filings and announcements — with proof links and a knowledge cutoff. ★ NOT `search_filings`. That one ranks passages by similarity and hands you fragments; this hands you whole documents so you can read what was actually said and where it sat in the filing. Similarity is not importance, and a fragment cannot show you its own context. ★ POINT-IN-TIME: pass `as_of` (YYYY-MM-DD). The cutoff is applied in SQL on the source's declared knowledge-time column BEFORE the row limit, so a bounded read is a true prefix of what was knowable, not a random subs…

Re-run a stored backtest and report whether it still produces the same numbers. Same spec, same `as_of`, same data questions. If the numbers moved, either the engine version changed or the underlying data was restated — both are reported, neither is smoothed over. Args: run_id.

Measure a portfolio you state against limits you state, on official point-in-time prices. Reports concentration and peak-to-trough drawdown, and NAMES every position it could not price rather than quietly assessing the rest — an assessment covering 60% of a portfolio without saying so is worse than none. Any breach produces a PROPOSAL (e.g. "reduce 2330") that requires a human decision. Approving a proposal records that decision; it executes nothing. TWMD has no order path. Args: positions: `[{"ticker": "2330", "quantity": 100}, ..…

事件與市場結構風險:隱含波動率、注意處置、裁罰訴訟、放空限制、因子。 ★ ⚠️ **部位集中度與回撤不在這裡** —— 那是 `risk_assess` 的職責。重算一份會產生 第二個答案,而兩個都帶著我們的名字。 ★ `checked_and_clear` 是「查過而且確認沒有」(例如近一年無裁罰),和 `cannot_see` 的「不知道」是兩回事。 ★ 事實整理,不是投資建議、不是預測。輸出帶 `does_not_prove`。 ★ Args:`ticker`(例如 "2330")、`as_of`(選填)。 ★ Returns:誠實信封;事件風險 listed in `concerns`,查過確認沒有的 listed in `checked_and_clear`。 ★ PRECONDITIONS:自己取數;requires 一個已識別的 session。 ★ SIDE EFFECTS:read-only,does not 寫入。

Submit a point-in-time backtest. NON-BLOCKING: returns a run_id at once; poll get_backtest. `job_status` tells you where it is: `cached` (this exact backtest was already computed — the stored result is returned immediately), `done` (it finished within `wait_seconds`), or `queued` / `running` (call `get_backtest(run_id)` until it is `done` or `failed`). The same spec always has the same run_id, so re-submitting is free and never computes twice. The run may only see data stamped on or before `as_of` — that is enforced structurally, not by convent…

Replay a saved multi-step routine over rows you fetched, with every step listed. ★ THREE ROUTINES: `momentum_scan` (rank by a return column), `earnings_surprise` (actual versus estimate), `dividend_capture` (which ex-dates are still ahead). ★ A SAVED ROUTINE IS NOT A TRADING VIEW. The names are conventional labels for well-known sequences; what runs is arithmetic over rows you supplied. `steps[]` spells out each operation so you can disagree with the routine rather than trust it, and nothing here says any of these sequences makes money. ★ SKIPPED SYMBOLS ARE LIST…

Run a multi-agent research pass and return a structured, sourced report. Six roles run in order — data analyst, factor researcher, backtest engineer, risk officer, portfolio manager, compliance officer. Each step's output carries the `query_ids` behind it; risks are reported alongside results, not beneath them; and anything the run could not do is listed as a limitation rather than filled in. The factor researcher checks memory first and SKIPS a hypothesis a previous run already rejected. The portfolio manager proposes nothing when the evidence…

Post-process rows already returned by query_dataset; without rows it returns a clear hint. Turn a spoken shortlist description into explicit numeric cut-offs, and show the cut-offs. ★ THE THRESHOLDS COME BACK WITH THE SHORTLIST. "低本益比" becomes `per < 15`, and that 15 is printed in `applied[]` so you can disagree with it. A filter that hands over thirty names without saying where it drew the line cannot be checked by anyone — and whether the line was 15 or 20 completely changes which thirty. ★ PHRASES IT CANNOT MAP COME BACK IN `unparsed[]`. It will not quietly invent…

Semantic search over MOPS filings, financial-statement notes and company news. Answers questions a keyword filter cannot: "what risks did this company disclose this quarter?", "which companies mentioned CoWoS capacity expansion?" — matching on MEANING, so a paragraph that never uses your exact words still ranks. ★ POINT-IN-TIME: pass `as_of` (YYYY-MM-DD). Chunks are filtered `published_at <= as_of` in SQL BEFORE ranking, so a backtest cannot retrieve a filing that did not exist yet. `meta.as_of_applied` echoes the cutoff that actually ran — check it. **Without `as_of`…

Leave a standing instruction: tell me when this symbol crosses this price. The alert OUTLIVES this conversation. It is evaluated against official daily closes by a resident agent and delivered to your realtime stream and to any webhook endpoints you have registered — signed, retried, and de-duplicated so one crossing is one notification. This is a NOTIFICATION, not an order. Nothing in TWMD can place a trade. Args: rule_id: your name for this alert. Re-using one UPDATES it rather than adding a second. symbol: the Taiwan ticker,…

供應鏈與同業:產業鏈位置、同業分組、轉投資、外銷訂單 vs 營收。 ★ 事實整理,不是投資建議、不是預測。輸出帶 `does_not_prove`。 ★ ⚠️ `company_peer_groups` 無日期欄:指定過去的 `as_of` 時,回的是**現況**分組, `pit_notes` 會標「非當時分類」。 ★ ⚠️ 質化的客戶/供應商關係與分部營收在年報附註,那條來源**尚未建置** —— 固定列在 `cannot_see`(status=no_loader),不是這次查失敗。 ★ Args:`ticker`(例如 "2330")、`as_of`(選填)。 ★ Returns:誠實信封;外銷訂單與營收的背離會 listed in `concerns`。 ★ PRECONDITIONS:自己取數;requires 一個已識別的 session。 ★ SIDE EFFECTS:read-only,does not 寫入。

Hand an unregistered caller a short taste of an open dataset, plus where to unlock the rest. ★ WHAT AN ACCOUNTLESS CALLER GETS INSTEAD OF A BARE REFUSAL. Somebody arriving through a chat connector with no plan would otherwise meet a flat rejection, which the host model relays as "this service turned you down". ★ WHAT IS ACTUALLY FREE, STATED CONCRETELY. The reference resources read with no key at all, and the five sample tickers (2330, 2317, 2454, 0050, 2603) answer through `query_dataset` with no plan. Querying beyond those over MCP starts at the Pro plan. ★ OPE…