Equibles
SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.
| Endpoint | https://mcp.equibles.com/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.5 |
| Now | 150 tools · grade D (52) · pin ts_58e2f3d1b0342eb1ad6d055fb6f5a4e4 · protocol 2025-06-18 |
| First / last listed | 2026-11-06 03:16 UTC / 2026-11-06 03:16 UTC |
| Grade over time | 2026-11-06: D (52), 150 tools |
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Tools: GetLatestClosingPrices GetCftcPositioning AddPortfolioLot GetMarketStatus GetMarketWideCongressionalActivity GetEuropeanDirectorTransactions GetTranscriptPhraseTrend GetWebDataFeed ScreenStocks GetHolderTargets GetFundProfile GetInvestorEventTranscript GetInstitutionConsensusHoldings SearchListings GetEuropeanShortPositions SearchInstitutions GetShortInterest GetPutCallRatios ListInvestorEvents GetOptionTermStructure GetCongressionalTrades GetInstitutionCloneBacktest CompareInstitutionPortfolios GetValuationMultiplesHistory GetUpcomingInvestorEvents GetDividendHistory UpdatePortfolioLot GetShortInterestSnapshot GetOptionChainSummary GetValuationMultiples GetFormDOfferings GetFundsHoldingStock GetHolderMix GetEarningsCallEvent GetIndexChanges GetEtfProfile GetRevenueBreakdown GetHolderTypeFlows GetGovernmentContracts GetCorrelatedStocks GetAverageTrueRange GetOwnershipSummary GetMyPortfolio CreateMyPortfolio SearchFunds SuggestToolImprovement GetEtfHoldings GetEarningsCallTranscript GetIpoFeed GetShareholderVoteResults GetIndexForecast GetLatestEconomicIndicators GetInstitutionQuarterlyActivity GetTopHolders ClosePortfolioLot GetEarningsCallToneAndThemes GetOptionChainSession SearchCftcMarkets GetEarningsCallThemeHistory GetIndexComposition GetSupplyChainOverlap GetLatestCftcPositioning GetInvestorRelationsNews SearchDocument GetOwnershipSignals GetBeneficialOwnership GetCanadianFundHoldings GetMajorShareholdings GetCanadianShortPositions GetInstitutionStyleHistory GetStockPrices GetEconomicCalendar GetFinancialStatement ListFilings ReportProblem GetSuperInvestors GetLiveQuote DeleteMyPortfolio GetExecutiveChanges SearchEtfs SearchInsiders GetOffExchangeVolume UnwatchInstrument GetInsiderSentimentScores GetOnBalanceVolume GetInstitutionalOwnershipHistory GetStockProfile ListWebDataFeeds GetBuybackPrograms GetOptionTrades GetAnalystEstimates WatchInstrument GetInstitutionPortfolio GetDebtInstrument GetFailsToDeliver GetTopGovernmentContractors GetCanadianInsiderTransactions GetIpoDetails GetGuidance GetForm144ProposedSales GetInstitutionBeneficialOwnership GetInvestorEventSlideMetadata GetInsiderOwnership GetNonGaapBridge CompareFinancialFact GetOrganization GetOptionContract GetFdaAdvisoryCommitteeMeetings GetStochasticOscillator RemovePortfolioLot GetDebtProfile GetAllHolders GetMemberNetWorth GetOptionContractHistory GetFundNcenReports GetInsiderTransactions GetCompanyKpis SearchInvestmentAdvisers GetMarketHolidayCalendar GetOptionChain GetCustomerConcentration GetAtmPrograms GetInstitutionSummary GetGoingConcernStatus GetEarningsCallQuestions GetSupplyChain GetStockSplits GetLargestShortVolume GetFinancialFact GetInstitutionSectorAllocation GetShortSqueezeScores SearchCongressMembers GetShortVolume GetMarketWide13FActivity GetVixHistory GetExecutiveCompensation GetEconomicIndicator GetInvestmentAdviser ReadDocumentLines GetEarningsBrief AnalyzeOptionStrategy GetOptionExpirations GetBollingerBands GetTopInstitutionalBuyersSellers GetEuropeanFundHoldings ListExchanges SearchEconomicIndicators GetMostHeldStocks GetMemberTrades SearchDocuments
GetLatestClosingPrices | Get each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session settles; use the Date column. Change is omitted when the immediately prior trading session is absent; for a MIC:TICKER row params: tickers* |
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. params: marketCode*, startDate, endDate, maxResults |
AddPortfolioLot | Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker; a listing on another exchange is its MIC:TICKER symbol (e.g. XPAR:AIR, as ScreenStocks returns it). For an option, pass both its underlying ticker (MIC:TICKER for a Canadian contract, e.g. XTSE:RY) and verified OCC symbol from GetOptionChain; unk params: portfolio*, ticker*, quantity*, costPerUnit*, acquiredDate*, optionContract, note, fxRate |
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 earl params: none |
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 the STOCK Act's general outside filing deadline is 45 days after a trade; late or amended records can arrive later. Each row aggregates one stock params: days, direction, maxResults, chamber |
GetEuropeanDirectorTransactions | Get the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or the security's ISIN, so rows can include the issuer's other instruments. Each row gives the transaction date, the person and role, a related person where reported, params: ticker*, maxResults, offset |
GetTranscriptPhraseTrend | Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one or two short quotes. Whole-word and case-insensitive, so "AI" never matches "said"; spellings that differ by a hyphen or a join count together ("copilot" also fin params: ticker*, phrase*, calls |
GetWebDataFeed | Get the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is read-only, never triggers a live run, and preserves the last good result after a newer failure. To create or manage a tracker, tell the user to open the Equibles Portal and choose Dashboard → Trackers: https://www.equibles.com/trackers params: dataFeed*, capturedAtOrBefore |
ScreenStocks | Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the holders' estimated cost), short data, insider activity, valuation, growth, margins, liquidity and earnings. Exact sector, industry, covered-index membership and go params: minMarketCap, maxMarketCap, minPrice, maxPrice, minFilerCount, maxFilerCount, minFilerDelta, maxFilerDelta, minShortInterestPercent, maxShortInterestPercent, minDaysToCover, maxDaysToCover, minSqueezeScore, maxSqueezeScore, minInsiderSentiment, maxInsiderSentiment, minNetInsiderBuy, maxNetInsiderBuy, hasGoingConcernDoubt, sector, industry, index, minPe, maxPe, minDividendYield, maxDividendYield, minRevenueGrowth, maxRevenueGrowth, minGrossMargin, maxGrossMargin, minDollarVolume, maxDollarVolume, minNetIncome, maxNetIncome, minInstitutionalOwnership, maxInstitutionalOwnership, minConvictionShare, maxConvictionShare, minCrowding, maxCrowding |
GetHolderTargets | Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no class of the stock itself, ranked by the money they have in those peers. A stock with no overlap peers falls back to its sector's largest operating-company 13F holdings; a fund has no targets. Each targ params: ticker*, sort, maxResults |
GetFundProfile | Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest stored positions. Some multi-series trusts store only tracked-stock positions; reported counts and asset totals still descr params: fund*, maxResults, offset |
GetInvestorEventTranscript | 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 confer params: eventId*, limit, offset |
GetInstitutionConsensusHoldings | Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or more for positions shared by multiple filers. params: institutionNames*, reportDate, minInstitutions, maxResults |
SearchListings | Find exchange listings by company name or ticker (query), by ISIN (isin), or list every listing of one exchange or country, across the US and other exchanges. Each row gives the symbol other tools accept (a bare ticker for a US listing, MIC:TICKER such as XETR:SIE for another exchange), the company, country, trading currency, ISIN, security type and whether it is the company's main listing. An ISI params: query, isin, exchange, market, maxResults, offset |
GetEuropeanShortPositions | Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder disclosures from registers such as France's AMF, the Netherlands' AFM and the Spanish, German, Belgian, Irish, Polish, Finnish and Danish registers, plus published params: ticker*, maxResults |
SearchInstitutions | Search the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches. Verified brand aliases such as Fidelity, Vanguard, and BlackRock include their current flagship CIK. Results are largest within the recently-active filing bucket first and include lates params: query*, maxResults, holderTypes |
GetShortInterest | Get bi-monthly short interest history for an exact stock or ETF listing 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) params: ticker*, startDate, endDate, maxResults |
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. params: type, startDate, endDate, maxResults |
ListInvestorEvents | List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings calls only), status, and each material's status (available, pending, notPublished, failed, notAttempted, noCallHeld) for transcript, audio and slides. Read a conference by event id with GetInvestorEvent params: ticker*, limit, eventType, offset, includeUncaptured |
GetOptionTermStructure | Compare the nearest upcoming expirations side by side: at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, put/call ratios and max pain for each. An expiration that could not be read stays in the table, marked. Nothing here is a forecast. Plus reads delayed indicative quotes, Pro real-time; the Free plan is answered with an upgrade note. US tickers o params: ticker*, maxExpirations |
GetCongressionalTrades | Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed instrument (such as stock, option, or bond). Use GetMemberTrades for one member's transactions across all tickers. params: ticker*, transactionType, startDate, endDate, maxResults, offset |
GetInstitutionCloneBacktest | 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, and values each exact listed security on raw closing prices. Returns price return (dividends exclud params: institution*, benchmark, windowYears, fromDate, toDate |
CompareInstitutionPortfolios | Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Resolve filer names with SearchInstitutions. For mutual-fund or ETF NPORT portfolios, use GetFundProfile. params: institutionName1*, institutionName2*, reportDate, maxResults |
GetValuationMultiplesHistory | Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA, P/E, Price/Sales and Price/Book, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is recomputed at its filing date from facts then available and that day's raw close; non-GAAP cells name their TTM or fiscal-year basis. Completed exact-primary split reconciliation preserves older samples; anchors be params: ticker* |
GetUpcomingInvestorEvents | 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. Also states the next earnings call when one is known beyond the listed events: a scheduled call, or an estimate projected from the params: ticker*, maxResults, eventType |
GetDividendHistory | Get the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share: in USD for a US listing, and in the listing's trading currency for a listing on another exchange (MIC:TICKER). Date filters apply to the ex-dividend date. Future ex-dates can appear after a dividend is declared. Each listing reports its own payments: params: ticker*, startDate, endDate, maxResults, offset |
UpdatePortfolioLot | Correct a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone.
The instrument itself cannot be edited: a lot on the wrong stock or the wrong contract is a different holding, so remove it with RemovePortfolioLot and add the right one. To record a sale, use ClosePortfolioLot rather than editing the qu params: portfolio*, lotId*, quantity, costPerUnit, acquiredDate, note, fxRate, clearFxRate |
GetShortInterestSnapshot | Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, 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 e params: minDaysToCover, maxResults, offset, minAvgDailyVolume, sortBy |
GetOptionChainSummary | Get one expiration's positioning from the live chain: open interest and volume by side with put/call ratios, max pain, at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, 25-delta skew, the strikes with the most unsigned gamma, and the contracts trading heaviest against their open interest. Defaults to the nearest upcoming expiration. A figure that n params: ticker*, expiration |
GetValuationMultiples | Get current EV/Revenue, EV/EBIT, P/E, Price/Sales and Price/Book with peer median, quartiles and sample size; REITs add verified company-stated P/FFO and P/AFFO, and a filer with a verified reconciliation adds EV over its stated Adjusted EBITDA. TTM flows use four discrete fiscal quarters or an exact annual-plus-YTD bridge; annual-only figures are not TTM. P/E uses validated diluted EPS or income params: ticker* |
GetFormDOfferings | 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 params: ticker*, maxResults, fromDate, toDate, offset |
GetFundsHoldingStock | Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed security's authoritative CUSIP (or, for a listing on another exchange written MIC:TICKER, its ISIN) 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 params: ticker*, maxResults, registrantOrSeries, offset |
GetHolderMix | Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regulatory records, never names), measured style, turnover, horizon, 13F book size, client base, private funds or location. Also gives the active holders' like-for-like change, which leaves index-like books params: ticker*, dimension, maxPeriods |
GetEarningsCallEvent | Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status (available, pending, notPublished, failed, notAttempted, noCallHeld) with its reason and capture times, the transcript and release document ids, and approved guidance rows from the 8 params: ticker*, fiscalYear, fiscalQuarter |
GetIndexChanges | Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily holdings file dates a change to a day, a quarterly filing only to a quarter. Several funds track the same index and each rec params: index*, maxResults |
GetEtfProfile | Get ETF settled performance, SEC assets, allocation and top holdings. For this exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract/GetOptionContractHistory for options, GetShortInterest for reported short interest and days to cover, GetShortVolume/GetOffExchangeVolume/GetFailsToD params: ticker* |
GetRevenueBreakdown | Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerable — 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; source values are as-reported and never params: ticker*, maxYears |
GetHolderTypeFlows | Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (regulatory records, never names), measured style, turnover, horizon, book size, client base, private funds or location. Optionally split by sector, with ETFs apart. Trades are priced at quarter-average p params: dimension, reportDate, groupBy, bucket |
GetGovernmentContracts | Get federal government contract awards won by a specific public company: US federal awards (from USAspending.gov) or Government of Canada contracts (from its proactive publication of contracts over C$10,000). Shows the award (action) date, recipient named by the government, awarding agency or department, total value (US: obligated dollars plus unexercised ceiling; Canada: contract value including params: ticker*, startDate, endDate, maxResults, sortBy, agency, offset, country |
GetCorrelatedStocks | Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), 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 ran params: ticker*, scope, days, direction, maxResults |
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 for a US listing, the listing's own quote unit otherwise). The smoothing is warmed up params: ticker*, startDate, endDate, period, maxResults |
GetOwnershipSummary | Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when negative. Registered funds are shown but never summed, since their shares sit inside their advisers' 13F reports. Each holder counts once: insiders who file 13Fs, hol params: ticker*, view |
GetMyPortfolio | Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. Pass its name to select one; a shared portfolio whose name is also taken is named "Name (Creator)" in the list. Quantities params: portfolio |
CreateMyPortfolio | Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than merged. Totals are reported in the portfolio's currency; each holding stays in the currency its listing trades in. params: name*, currency |
SearchFunds | Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, registration type, latest report date, assets, and reported-versus-stored holding counts. Exact stored tickers outrank verified share-class aliases. Use the profile ID with GetFundProfile. The directory covers NPORT-P filers; a miss is a datas params: query*, maxResults |
SuggestToolImprovement | Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option. Answer the user first; this records a future improvement and does not change the current call. Describe the call, never the person or their question. Omit private or user-provided argument values or rep params: toolName*, limitation*, suggestedChange*, arguments |
GetEtfHoldings | Get an ETF's stored portfolio holdings, largest position first: a US fund's latest SEC Form NPORT-P report (coverage full, partial, or unknown when counts are missing or inconsistent), or, for a fund on another exchange named MIC:TICKER, the fund sponsor's published portfolio file as of its stated date, every row as filed with its weight. Use offset to continue through broad portfolios. params: ticker*, maxResults, offset |
GetEarningsCallTranscript | 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 GetEarningsCal params: ticker*, fiscalYear, fiscalQuarter, limit, offset |
GetIpoFeed | Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective prospectus or latest filing and never a superseded document. Results include lifecycle, proposed listing, applicable offer terms and latest annual XBRL financials in the filer's currency. Filter lifecycle params: status, filerType, limit, offset |
GetShareholderVoteResults | Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld and broker non-vote counts as printed, the stated outcome and its quote, and the source filing. An 8-K/A replaces the 8-K only if it restates every matter; else both are shown. Only verified readings ar params: ticker*, meetings |
GetIndexForecast | Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member. They are estimates, not guarantees. Russell and Nasdaq-100 are PROJECTIONS decided by published rankings. A non-member w params: index*, maxResults |
GetLatestEconomicIndicators | 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 snaps params: category, country |
GetInstitutionQuarterlyActivity | Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by Type. 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 `buc params: institutionName*, reportDate, bucket, maxResults |
GetTopHolders | Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of total institutional 13F shares (not of shares outstanding). Values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. During the newest quarter's params: ticker*, reportDate, maxResults, offset, holderTypes, styles |
ClosePortfolioLot | Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized profit is kept. Ask the user for the closing price and date; never guess them from a market quote.
Closing PART of a lot splits it: the closed part keeps the original cost basis and the rest stays open on that same basis, so a later sale is params: portfolio*, lotId*, closePrice*, closeDate*, quantity |
GetEarningsCallToneAndThemes | 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 params: ticker*, limit, fiscalYear, fiscalQuarter |
GetOptionChainSession | Get one session's bars across one expiration, by strike: open, high, low, close, volume, VWAP and trades for every contract, active or expired. Use it for how a chain traded on a past date; GetOptionExpirations with expired=true lists past expirations. A larger expiration returns the strikes nearest that session's stock close; narrow with minStrike/maxStrike and type. History begins in early 2024. params: ticker*, date*, expiration*, minStrike, maxStrike, type, maxResults |
SearchCftcMarkets | Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, 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 catego params: query, maxResults |
GetEarningsCallThemeHistory | Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call (new, recurring, dropped, or unknown where an unscored quarter sits between the calls compared). Themes are paired across calls by name or shared keywords. Verifier-approved reads onl params: ticker*, calls |
GetIndexComposition | Get the current constituent list of a major US or Canadian stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, the Dow Jones Industrial Average, the S&P/TSX 60, S&P/TSX Composite, S&P/TSX Venture Composite and the S&P/TSX capped sector indexes. Each row carries the company's rank by weight, its ticker, and its share of the index. A US list is a full-repl params: index*, maxResults, offset |
GetSupplyChainOverlap | Get which of a company's suppliers and customers also supply or buy from its competitors, as 10-K filings name them: each one with the listed competitors it also serves, or, with vs, the company against one competitor (both, only the company, only the competitor). A competitor whose own 10-K is not read yet is marked, since other filings alone can miss what it uses. Requires the Pro plan. params: ticker*, vs, maxResults |
GetLatestCftcPositioning | 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. params: category |
GetInvestorRelationsNews | Get recent investor-relations press releases for a stock, scraped from the company's IR website; for a US company whose IR site has no news feed, the press releases it furnished as exhibits to its 8-K filings, each marked as such. 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 l params: ticker*, maxResults, since, offset |
SearchDocument | Search one SEC filing or earnings-call transcript by document ID. semantic mode uses hybrid relevance and returns excerpts in document order with approximate line numbers. exact mode performs a literal case-insensitive substring match and returns precise matching lines. Get document IDs from SearchDocuments or ListFilings; use ReadDocumentLines for surrounding text. params: query*, documentId*, maxResults, maxExcerptChars, searchMode |
GetOwnershipSignals | Who holds a stock and how, measured across every 13F book of the newest closed quarter, beside the quarter before: conviction (filers holding it among their ten largest positions, its weight in their books), crowding (shares held by high-turnover filers and private-fund advisers as % of shares outstanding, with its percentile among stocks at least 10 filers hold), institutional ownership of the es params: ticker*, maxHolders, maxPeers |
GetBeneficialOwnership | Get the Schedule 13D and 13G beneficial-ownership record of a stock or ETF listing: each filer's latest 13D or 13G, its event date, the block's shares (restated onto today's split basis) and percent of class, the change since the filer's previous 13D or 13G, and every reporting person on the cover pages with their own amount, percent and sole or shared voting and dispositive power. Reporting perso params: ticker*, maxResults, offset |
GetCanadianFundHoldings | Get the Canadian exchange-traded funds holding one Canadian listing, written MIC:TICKER (e.g. XTSE:RY), from each fund's own newest published portfolio, largest position first: the fund's ticker and name, the portfolio's date, shares, value and the position's percentage of the fund. Each fund states its own date, some daily and others monthly. Only funds with a machine-readable portfolio are cover params: ticker*, maxResults, offset |
GetMajorShareholdings | Get the major-holding notifications regulators outside the US publish for one listing, written MIC:TICKER (e.g. XLON:BARC): who crossed a voting-rights threshold, when, and the resulting position. Coverage: the UK FCA (TR-1 under DTR 5), the French AMF, the Dutch AFM (no publication date stated), the Spanish CNMV (significant holdings), Japan's EDINET (large-shareholding reports; a joint report st params: ticker*, maxResults, offset |
GetCanadianShortPositions | Get the aggregate short positions in one Canadian listing, written MIC:TICKER (e.g. XTSE:RY, XTSX:..., XCNQ:..., NEOE:...), from CIRO's Consolidated Short Position Report, newest first. CIRO, the Canadian Investment Regulatory Organization, publishes one report as of the 15th and one as of the last day of each month, a few days later. Each row gives the as-of date, the short position in shares, CI params: ticker*, maxResults, offset |
GetInstitutionStyleHistory | Get an institutional 13F filer's portfolio style quarter by quarter, measured from its filed common-share book: style band (index-like, systematic-like, concentrated, diversified active), turnover band, holding-horizon band, and the measurements behind them (equity value, stock count, active share against every 13F filer's combined book and against the closest benchmark among the S&P 500, S&P MidC params: institutionName*, maxPeriods |
GetStockPrices | Get daily, weekly or monthly OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Weekly (ISO week) and monthly bars roll up the daily rows: first open, highest high, lowest low, last close, summed volume, dated by their last session; a week or month the date range cuts is marked partial. A US listing is quoted in USD; params: ticker*, startDate, endDate, maxResults, interval |
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 N params: startDate, endDate, minImportance, maxResults |
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), or from the issuer's regulatory filings for a listing outside the US. Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for one exact statement period end. Quarterly f params: ticker*, statement, year, period |
ListFilings | List stored SEC filings and earnings-call transcripts newest first. Omit ticker for a market-wide feed or provide one ticker for a company-specific list. Returns company identity, document IDs, types, filing and reporting dates, SEC item numbers, line counts, EDGAR accession numbers and acceptance times (UTC; blank for filings stored before October 2026), and page totals. Supports date, document-t params: ticker, page, maxItems, startDate, endDate, documentType, itemNumber |
ReportProblem | Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty (ToolFailed), or returned verifiably impossible or contradictory data (ImplausibleResult). Answer the user first, then retry or use a fallback; this report does not fix the current call. Report the call and response, never the person or their question. Omit private or user-provided argument values or r params: problemKind*, toolName*, observation*, expected, arguments |
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 lagg params: none |
GetLiveQuote | Get the latest intraday reading for active U.S. listings (consolidated SIP: last trade, UTC time, session freshness, bid/ask) and for listings named MIC:TICKER on a Canadian exchange (XTSE, XTSX, XCNQ, NEOE; e.g. XTSE:RY) or Euronext (XPAR, XAMS, XBRU, XMSM, XOSL, MTAA, XLIS; e.g. XPAR:AIR), in the listing's currency. Needs a paid plan: for U.S. listings Pro is real time and Plus 15 minutes delaye params: tickers* |
DeleteMyPortfolio | Permanently delete one of the USER's own portfolios and every lot in it, open and closed. This cannot be undone and it destroys the recorded cost basis and realized-profit history. ALWAYS confirm with the user first, naming the portfolio and how many lots it holds. Call GetMyPortfolio if you do not already know. params: name* |
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, the role text exactly as filed, a separate normalized role classification, the action, the effective date when stated, the verbatim disclosure, and the source filing params: ticker*, maxResults, action, startDate, endDate, offset |
SearchEtfs | Search active exchange-traded funds and products by ticker, fund name, sponsor, or ISIN, US and other exchanges. US ETF identity comes from the authoritative security-type reference directory, with assets and holdings from the linked SEC Form NPORT-P fund series when available; a fund listed on another exchange is named MIC:TICKER (for example XETR:SXR8) with its currency and ISIN. US matches come params: query*, exchange, maxResults |
SearchInsiders | Search the tracked SEC corporate-insider set (directors, officers, 10% owners) by name. Search first requires every punctuation-independent whole query word in the filed legal name, then broadens to any whole word only when no strict row matches; a token inside a different word is not a match. Verified public-name aliases such as Jensen Huang resolve to the SEC owner identity. Returns CIK, role, l params: query*, maxResults, offset |
GetOffExchangeVolume | Get weekly off-exchange (dark pool / OTC) trading volume for an exact stock or ETF listing 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 tota params: ticker*, startDate, endDate, maxResults |
UnwatchInstrument | Remove a stock or an option contract from one of the USER's portfolio watchlists. This only removes the watch entry: it never touches a holding, so a stock the portfolio also owns stays exactly as recorded. Confirm with the user before removing.
Address the instrument the way it appears in GetMyPortfolio's Watching section: the symbol shown for a stock (MIC:TICKER for another exchange, e.g. XPAR: params: portfolio*, ticker, optionContract |
GetInsiderSentimentScores | Rank stocks by a peer-relative 0-100 insider-accumulation score over 90 days: net buyers, net shares bought as a percent of shares outstanding, and net buy value. It uses qualifying open-market Forms 4/5 purchases and sales by officers and directors (a holder that is only a 10% owner is excluded); Form 3 establishes initial ownership, and disclosed Rule 10b5-1 trades are excluded. Filter for clust params: clusterBuysOnly, minMarketCap, minSharePrice, minDollarVolume, maxResults, bottom, ticker, offset |
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 divergen params: ticker*, startDate, endDate, maxResults |
GetInstitutionalOwnershipHistory | Get the historical trend of aggregate reported 13F exposure for an exact stock or ETF listing across multiple quarters. The legacy Total Shares field sums reported quantities across common-share rows, put/call notional-underlying rows, and any tracked principal-denominated rows, so it is not a pure share-ownership measure. Shows total reported quantity, published position value, and filer count. S params: ticker*, maxPeriods |
GetStockProfile | Get one listing's profile: the company's description, website, sector and industry, SEC CIK, LEI and fiscal year end, the security's ISIN and type, and the company's other listings on every covered exchange with the symbol each is read by. Pass a bare ticker for a US listing or MIC:TICKER (e.g. XETR:SIE) for one on another exchange. params: ticker* |
ListWebDataFeeds | List the caller's own trackers (recurring, verified website data collections), with schedule, state, visibility, and most recent run. This is read-only and never contacts a source website. To create or manage one, tell the user to open the Equibles Portal and choose Dashboard → Trackers: https://www.equibles.com/trackers params: none |
GetBuybackPrograms | Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total in money or shares, 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 veri params: ticker* |
GetOptionTrades | Get the trade tape for ONE option contract by its OCC symbol, active or expired, newest first: time, price, size, exchange and condition. A cancelled print stays in the tape, marked, so read volume from the bars, not a sum of prints. Defaults to the last 4 days; startDate and endDate set another window, and history begins in early 2024. A cut answer names the endTime that continues it. Plus receiv params: ticker*, contract*, startDate, endDate, endTime, maxResults |
GetAnalystEstimates | Read analyst consensus forecasts for a company, including revenue, EPS, product, segment and operating metrics. Prefers consensus the company publishes itself through its investor-relations sources and falls back to a compiled consensus; every answer states which kind answered. Returns original units, accounting basis, mean/median/range/count labels, snapshot history and publication dates. Coverag params: ticker*, metric, period, dimensions, snapshotId, asOf, snapshotOffset, limit, offset |
WatchInstrument | Put a stock or an option contract on one of the USER's portfolio watchlists, without recording any position. A watched instrument shows up in GetMyPortfolio's 'Watching (not held)' section with a current mark and nothing else - no quantity, no cost, no value.
For a stock, pass its ticker, or MIC:TICKER for another exchange (e.g. XPAR:AIR). For an option, pass BOTH the underlying ticker and the OC params: portfolio*, ticker*, optionContract |
GetInstitutionPortfolio | View the tracked stock positions of a specific institutional investor from an SEC 13F-HR filing. Shows the largest positions by published value (default 20, max 500), with share counts, value, percent of tracked 13F value, and position count. Values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Coverage is limited to tracked U.S.-listed c params: institutionName*, reportDate, maxResults, offset |
GetDebtInstrument | Get one durable debt instrument by its Equibles identifier. Returns current balances, linked filing observation, verified covenant bullets, exact source quotes, and governing or amending SEC documents. History, covenants, and documents are independently paged. Use GetDebtProfile first to obtain the instrument identifier. params: ticker*, instrumentId*, maxHistory, historyOffset, maxCovenants, covenantOffset, maxDocuments, documentOffset, maxEvidenceCharacters, evidenceOffset |
GetFailsToDeliver | Get fails-to-deliver (FTD) data for an exact listed stock or exchange-traded fund 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 = Quan params: ticker*, startDate, endDate, maxResults |
GetTopGovernmentContractors | Rank public companies by total federal contract dollars awarded over a date range, one country at a time: US (default, from USAspending.gov; total award value of prime contract awards of $1M or more) or CA (Government of Canada contracts over C$10,000, contract value including amendments, in Canadian dollars, for vendors whose name exactly matches a company listed on a Canadian exchange). Unlisted params: startDate, endDate, maxResults, country |
GetCanadianInsiderTransactions | Get the insider transactions filed on SEDI, Canada's insider disclosure system, for the issuer of one Canadian listing, written MIC:TICKER (e.g. XTSE:ATD, XTSX:..., XCNQ:..., NEOE:...), newest first. Each row gives the transaction date, the insider and their relationship to the issuer, the registered holder for indirect holdings, the SEDI transaction type, the security (options, share units and wa params: ticker*, maxResults, offset |
GetIpoDetails | Get one S-1/F-1 registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, verified offering classification, effective-prospectus accession and EDGAR link, 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 k params: cik* |
GetGuidance | Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period and source provenance. Closed target periods are marked ended. Revenue and diluted-EPS guidance includes the reported actual and verdict once comparable XBRL facts exist; non-GAAP guidance is never compared with GAAP actuals. Coverage notes params: ticker* |
GetForm144ProposedSales | 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 the issuer's current shares outstanding, the approximate sale date, the broker, and params: ticker*, maxResults, fromDate, toDate, offset |
GetInstitutionBeneficialOwnership | Get the Schedule 13D and 13G stakes a named institution has disclosed: its latest filing on each listed security (13D or 13G, amendment or not) with the event and filing dates, accession, the shares (restated onto today's split basis) and percent of class, the change since the filer's previous filing on that security, a 13D's Item 4 purpose where described, and a status: current; unconfirmed (no f params: institutionName*, includeHistory, maxResults, offset |
GetInvestorEventSlideMetadata | Get metadata and access links for a captured investor-event slide deck by event id. Returns the same deck metadata as REST: event and ticker, call date, deck title and source, PDF versus image-slideshow kind, page count, capture time, MIME type, and either the deck's public PDF URL or its ordered public slide-image URLs, which open in a browser without an API key. The binary PDF/image contents are params: eventId* |
GetInsiderOwnership | Get a summary of insider ownership for a stock, ranked by total shares held. Shares come from each insider's most recent SEC Form 3/4/5 filing: the filing's closing balance per security, held directly or through each indirect vehicle the filing names (a trust, partnership or LLC, told apart by its stated nature of ownership and by which balance each trade continues), actual shares only (options an params: ticker*, maxResults, offset |
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, newes params: ticker*, limit, offset |
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 E params: tickers*, concept*, fiscalYear*, fiscalPeriod |
GetOrganization | Get an organization no market we cover lists, such as the U.S. Government, a federal agency or an unlisted company: its kind, country, LEI, parent and parts, the listed companies whose 10-K reports name it or one of its parts with the verbatim sentence, and for a federal agency the listed companies it awarded the most contract value in the last 12 months. Names from 10-K reports require the Pro pl params: organization*, maxResults |
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, the previous traded session, the latest print, and bid/ask with sizes and exchanges when the plan entitles quotes. Last, day range and volume name the provider's trading-session timestamp when supplied and otherwise mark it unknown; open i params: ticker*, contract* |
GetFdaAdvisoryCommitteeMeetings | 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 linke params: startDate, endDate, maxResults |
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. params: ticker*, startDate, endDate, kPeriod, dPeriod, maxResults |
RemovePortfolioLot | Permanently delete a lot from the USER's portfolio, as if it had never been recorded. This is for a lot entered by mistake. It is NOT how a sale is recorded: deleting a lot that was sold destroys its realized profit; use ClosePortfolioLot for that. This cannot be undone, so confirm with the user first, naming the lot. params: portfolio*, lotId* |
GetDebtProfile | Get a company's source-linked reported debt balances, total debt history, and identified notes, loans, and revolving credit facilities. The latest annual report establishes the baseline; subsequent interim reports and event disclosures update durable instrument records instead of creating a new instrument from a similar-looking row. Results summarize each instrument and provide its ID; use GetDebt params: ticker*, maxResults, offset, maxReportedTotals, reportedTotalOffset, maxEvidenceCharacters, evidenceOffset |
GetAllHolders | Get every disclosed holder of a stock or ETF listing in one table: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4, 5) and registered funds (N-PORT). The default view shows one row per holder from its freshest filing, with its other filings and the 13D/G, insider and fund disclosures its 13F report contains nested under it, matched by CIK and SEC reporting links, never by name. params: ticker*, source, view, holderTypes, maxResults, offset |
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. params: memberName*, maxResults |
GetOptionContractHistory | Get past price and volume bars for ONE option contract by its OCC symbol, active or expired, newest first: open, high, low, close, volume, VWAP and trades. A period without trades has no bar. timeframe is day (default, last 90 days), hour (last 7 days) or minute (last 4 days); startDate and endDate set another window, and history begins in early 2024. Plus receives bars 15 minutes after they end, params: ticker*, contract*, timeframe, startDate, endDate, maxResults |
GetFundNcenReports | Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Accepts an exchange-listed ticker or an exact fund identifier from SearchFunds, including a profile id, SEC series id, stored series ticker, or verified share-class alias. Each N-CEN shows the registrant's classification, Investment Company Act file number, reporting period, first/last-filing flags, la params: fund*, maxResults |
GetInsiderTransactions | Get recent insider trading transactions for a stock from SEC Forms 4 and 5, newest first. Form 3 supplies initial ownership rather than a transaction. 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 mechan params: ticker*, maxResults, fromDate, toDate, transactionType, insiderName, offset |
GetCompanyKpis | Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings releases and 10-K/10-Q MD&A, with period, filing date, source quote and exactly comparable year-over-year change. Omit metric for each series' latest reading; pass a company metric label for its full history. Values retain the company's stated scale. Earnings-call transcripts are not figure sources. A disclosed GA params: ticker*, metric |
SearchInvestmentAdvisers | Search the tracked SEC Form ADV adviser set by firm name. Search first requires every punctuation-independent query word anywhere in the legal or business name, then broadens to any word only when no strict row matches. Returns CRD, main office, regulatory assets under management, employee count and as-of date, largest by assets first. Use the CRD with GetInvestmentAdviser. params: query*, maxResults |
GetMarketHolidayCalendar | 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. params: year |
GetOptionChain | Get the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, the latest daily price and the previous traded session's volume. Defaults to the nearest upcoming expiration; pass expiration=YYYY-MM-DD for another (GetOptionExpirations lists them). A chain larger than maxResults returns the contracts nearest the money params: ticker*, expiration, minStrike, maxStrike, type, maxResults |
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, and period, with the source filing. Untagged disclosures come from verified narrative extraction with a verbatim quote; issuers that tag ConcentrationRiskPercentage in structured XBRL (e.g. NVDA, AA params: ticker*, maxFilings |
GetAtmPrograms | Get a company's at-the-market (ATM) equity offering programs — original agreement date and stated precision, latest amendment, money and/or share capacity, cumulative sales, remaining availability with per-figure as-of dates, expiry, derived exhausted/expired status, and source filings. Bare table figures are normalized only from an exact grounded filing scale header. ATM programs have no tagged X params: ticker* |
GetInstitutionSummary | Get the portfolio summary header for an institutional 13F filer — published tracked 13F value (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, then the holder's profile from regulatory records: entity type and the record that decided it, Form ADV adviser facts (regulatory assets, client base, params: institutionName*, reportDate |
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 params: ticker* |
GetEarningsCallQuestions | Get the analyst questions asked in a call's Q&A, one entry per analyst turn at the microphone, follow-ups included: the analyst and firm, the full question text, who answered, the turn range to read the exchange with GetEarningsCallTranscript or GetInvestorEventTranscript, and audio offsets for calls transcribed from audio. Names appear only for trusted identity resolutions. Pass a ticker with an params: ticker, fiscalYear, fiscalQuarter, eventId |
GetSupplyChain | Get a company's supply chain: the customers, suppliers, competitors and partners named in annual 10-K reports, its own and those of other listed companies that name it, with any stated revenue or receivables share, a revenue share in dollars from the same filing, the verbatim sentence and the source filing. A share belongs to the filing that states it. Names the filings never state are not inferre params: ticker*, maxResults, side, quantifiedOnly, lens |
GetStockSplits | Get the captured stock splits and reverse splits of an exact stock or ETF listing, newest effective date first, and whether its stored daily prices are confirmed restated onto the post-split share basis across each. A restated split needs no further adjustment of GetStockPrices bars; an unconfirmed one (always so for a listing outside the US) is a break in the price and volume series, never to be params: ticker*, startDate, endDate, maxResults, offset |
GetLargestShortVolume | Get the exact listed securities, including ETFs, 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 po params: date, minShortVolume, maxResults, offset, sortBy, minTotalVolume |
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), or from the issuer's regulatory filings for a listing outside the US. Returns a time series using the latest restated value unless asOriginallyReported is set: one row per fiscal period for flows, one row per as-of date params: ticker*, concept*, form, fromDate, toDate, maxResults, asOriginallyReported, fiscalPeriod |
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. Published values normally use report-date closing prices, may fall params: institutionName*, reportDate, groupBy |
GetShortSqueezeScores | Rank primary operating-company stocks by a peer-relative 0-100 short-squeeze score using short interest, capped days to cover, price versus trailing VWAP, short-volume trend, short-interest change, fails-to-deliver pressure, and bounded price/volume/earnings catalyst boosts. Optional liquidity floors filter the board without changing scores. Pass ticker for one stock's factor breakdown and univers params: minMarketCap, minDollarVolume, maxResults, ticker, offset |
SearchCongressMembers | Search the tracked congressional roster by name. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches. Verified public-name aliases such as Dan Crenshaw resolve to the roster name. Returns each match with its position, seat and current party (from the latest term); pass the returned exact Name to GetMem params: query*, position, maxResults |
GetShortVolume | Get daily short sale volume history for an exact stock or ETF listing 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 params: ticker*, startDate, endDate, maxResults |
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 params: bucket*, reportDate, maxResults |
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. params: startDate, endDate, maxResults |
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 i params: ticker*, maxYears |
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 set Equibles tracks, not the full FRED catalog, including Canadian series from the Bank of Canada (BOC-V390 params: seriesId*, startDate, endDate, maxResults |
GetInvestmentAdviser | Get the full Form ADV profile for a single SEC-registered or exempt reporting 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); exempt reporting advisers do not report these Item 5 figures params: crd* |
ReadDocumentLines | Read numbered lines from one SEC filing or earnings-call transcript. Use line numbers returned by SearchDocument or request a known range. Returns at most 2,000 lines and identifies the next startLine when truncated. params: documentId*, startLine*, endLine* |
GetEarningsBrief | Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved TL;DR, bullish and bearish points, and verbatim pull-quotes, plus a deterministic narrative shift against the immediately older available approved brief. When available, it also shows company guidance issued at the call, how that range changed from management's prior update, and the reported quarter versus the params: ticker*, limit, fiscalYear, fiscalQuarter |
AnalyzeOptionStrategy | Work out the arithmetic of one to four proposed option legs: net debit or credit, payoff, breakevens and whole-position greeks. Long legs price at the ask and short legs at the bid; a leg without a usable quote falls back to its last trade, and the answer then says the result cannot be executed at. Legs in one expiration give a terminal payoff; legs in two give one result per path, since the back params: ticker*, legs* |
GetOptionExpirations | List the available option expiration dates for a stock, with the contract count at each. Use this to pick an expiration for GetOptionChain. Pass expired=true for past expirations (US tickers), to pick one for GetOptionChainSession. For a Canadian listing on XTSE or XTSX pass MIC:TICKER, e.g. XTSE:RY. params: ticker*, expired, startDate, endDate |
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 params: ticker*, startDate, endDate, period, stdDev, maxResults |
GetTopInstitutionalBuyersSellers | 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); entries and exits require observed 13F filings in both compared quarters, so missing filings canno params: ticker*, reportDate, maxResults |
GetEuropeanFundHoldings | Get the European investment funds reporting a position in one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B), matched by that security's ISIN. Coverage today is Swedish UCITS quarterly portfolios published by Finansinspektionen with about a two-month delay; special funds are excluded. Each row gives the fund, its manager, the reported quantity, the market value in SEK and the positi params: ticker*, periodEnd, maxResults, offset |
ListExchanges | List the markets listings are covered on: the US directory and each exchange outside the US, with the exchange codes its listings are written under (MIC:TICKER), its country code, trading currency, session hours and listing count. Use a code as SearchListings exchange or market. params: none |
SearchEconomicIndicators | Search the curated set of US macro series from FRED and Canadian series from FRED, the Bank of Canada and Statistics Canada that Equibles tracks (rates, inflation, employment, GDP, housing, market indicators) — not the full FRED catalog. Search first requires every punctuation-independent query word anywhere across the series ID, title, or category, then broadens to any word only when that strict params: query*, maxResults |
GetMostHeldStocks | Get the cross-sectional ranking of stocks by institutional 13F breadth for a quarter. Rank by filer count (default), quarter-over-quarter filer-count change, total published position value, conviction (filers holding it among their ten largest positions) or crowding (high-turnover and private-fund adviser shares as % of shares outstanding), both among stocks 10+ filers hold. Conviction and crowdin params: reportDate, sort, maxResults |
GetMemberTrades | Get a congress member's disclosed securities transactions (newest first, last year by default). Shows tickers, transaction and filing dates, disclosed amount ranges, the filed Asset identifying the instrument (such as stock, option, or bond), and the member's party on the transaction date. Use SearchCongressMembers to find member names, and GetCongressionalTrades for all members' transactions in o params: memberName*, transactionType, startDate, endDate, maxResults, offset, ticker |
SearchDocuments | Search SEC filings and earnings-call transcripts with hybrid keyword and semantic retrieval, or with match 'phrase' for only the excerpts containing an exact phrase. Omit ticker to search every company, or provide one ticker to search only that company. Returns excerpts with document IDs for SearchDocument or ReadDocumentLines. Use excludeTickers and maxResultsPerCompany only for market-wide disco params: query*, ticker, maxResults, documentTypes, startDate, endDate, excludeTickers, maxResultsPerCompany, maxExcerptChars, match |
Entries describe changes in tool definitions. They are not statements about a server, its quality or its author. The grade measures how the tool definitions fit model providers (token cost, schema compatibility, confusable names) as scored by the ToolFit engine at the time of the listing. JSON: append .json. Opt-out: how or hello@youraitools.co.