Serveur MCP
Signal8
ai.signal8/mcp
Ce que fait ce MCP
Provides SEC filings, dilution data, insider and institutional ownership, and political-trade data.
Capacités
Outils
101
outils
get_accumulation_snapshot
Get Accumulation Snapshot
Get intraday accumulation/distribution metrics for the current or most recent trading session. Returns session VWAP, volume above/below VWAP, estimated buy vs sell volume (tick rule), volume by time period (morning/midday/afternoon), and comparison to average volume. Use for assessing real-time buying/selling pressure.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_analyst_consensus
Get Analyst Consensus
Get analyst ratings consensus for a company including average target price, number of analysts, buy/hold/sell breakdown, and consensus recommendation. Use when evaluating Wall Street sentiment or price targets.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_analyst_coverage
Get Analyst Coverage
Get aggregated analyst coverage for a ticker â consolidated view of grades, targets, and coverage breadth across covering firms.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_analyst_estimates
Get Analyst Estimates
Get forward analyst estimates for a company including EPS, revenue, EBITDA, and net income (low/high/avg) with analyst counts. Supports annual and quarterly periods. Use when analyzing forward earnings expectations or revenue forecasts.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 40, 'minimum': 1, 'description': 'Maximum number of estimate periods to return (1-40). Defaults to 8.'}, 'period': {'enum': ['annual', 'quarter'], 'type': 'string', 'description': 'Estimate period: "annual" (default) or "quarter".'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_analyst_grades
Get Analyst Grades
Get recent analyst grade actions (upgrades, downgrades, initiations) for a ticker, including the grading firm and previous/new grade.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 50)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_baby_shelf_capacity
Get Baby-Shelf (S-3 I.B.6) Raisable Capacity
Get the SEC Form S-3 General Instruction I.B.6 "baby shelf" capacity (10 credits): how much the issuer may raise off an effective shelf right now, given the one-third-of-public-float cap that applies below a $75M non-affiliate float, less the trailing-twelve-month takedowns already used. Returns the public float basis, the cap, takedowns counted and the remaining raisable amount. ð´ `constraintApplies: false` means the cap does NOT bind (float at or above $75M, so primary offerings are unlimited under I.B.1) â it is NOT "no capacity" and NOT a favourable finding. ð´ A `suppressed` response means the figure is WITHHELD (for example an issuer that has been delisted to OTC and cannot run an S-3 primary at all) â report it as not stateable, NEVER as $0 raisable, which is a claim. ð´ `suppressedReason: "ib6_pool_unattributed"` means the cap DOES apply but the trailing sales that would exhaust it could not all be attributed to an I.B.6 registration, so the derived $0 is a lower BOUND, not a measurement â `remainingCapacity` is null and `capacityUpperBoundDollars` is "at most", never a figure. A null remaining capacity is likewise not measured, not zero. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_cash_history
Get 10-Year Cash History
Get up to 10 years of quarterly cash position history from SEC XBRL filings (data.sec.gov company-facts). Returns an array of {periodEnd, usd, formType, isAnnual} sorted chronologically. Deduped by period with annual filings preferred over quarterly. Not feature-gated â works for any company with SEC filings.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_cash_position
Get AI Cash Position
Get the Signal8 cash position model for a company, derived from the dilution snapshot pipeline: anchor cash and anchor date, monthly burn, post-anchor capital raises (with SEC filing citations), known outflows, estimated current cash and runway months. Use when analyzing a company's current cash situation, runway, or capital raise activity. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status: coverage is partial, so `available: false` with reason `snapshot_not_generated` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no cash data and different from an outage (an outage is a 5xx). Never report a company as having no cash or no runway on the strength of an unavailable response. The `scenarios` envelope is preserved for compatibility but only `scenarios.closed` is populated: `pending` and `announced` are null with reason `scenario_not_modelled` because the extraction records only REALIZED cash-raising events and never models speculative raises. Do not infer them from shelf or ATM capacity. Included in Signal8 Pro (403 FEATURE_NOT_AVAILABLE, requiredTier "pro", without it). That is a tier upgrade, not an add-on purchase â the add-on is no longer sold.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_cash_runway_calendar
Get Cash Runway Depletion Calendar
Find companies projected to run out of cash within a date window. Similar to lockup expiration calendars but for cash depletion events. Returns companies sorted by urgency (lowest runway first). Runway is an estimate based on current burn rate â actual depletion depends on future capital raises and operational changes. Default window is today to 90 days out.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'End date (YYYY-MM-DD, default: today + 90 days)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Start date (YYYY-MM-DD, default: today)'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'industry': {'type': 'string', 'description': 'Filter by company industry (exact match, e.g. "Biotechnology")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_clinical_trials
Get Clinical Trials
Get clinical trial data for a biotech/pharma company including trial phase, status, conditions, and interventions. Use when analyzing a biotech company's pipeline or upcoming catalyst events.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of clinical trials to return (1-50). Defaults to 10.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MRNA", "PFE")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_company_profile
Get Company Profile
Get an enriched company profile by ticker symbol. Returns CIK, exchange, sector, industry, market cap, employee count, description, and other fundamental data. This is a lightweight lookup (1 credit) -- use this when you only need basic company info rather than the full bundle. Always includes halted/haltCode/haltedAt trading-halt status (false/null when trading normally); a halted-but-listed ticker reports delisted:false.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_compliance
Get Compliance Evaluation
Get full compliance rules evaluation for a company. Runs Nasdaq/NYSE deficiency detection, bid price tracking, and delinquent filing detection. Returns a comprehensive compliance picture combining SEC filing data, market data, and exchange rules. This is the most thorough compliance check available (25 credits).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_coverage
Get Dilution Coverage Status
Cheap pre-check (1 credit) for whether Signal8 holds a dilution analysis for a company: coverage status (verified / stale / not_covered), extraction state (never_extracted / running / failed / timeout / complete), last attempt and last success timestamps, the coverage tier, and whether the ticker is out of scope. CALL THIS FIRST before the expensive dilution tools â it answers "is there anything to fetch" for a fraction of the cost. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. An `outOfScope` ticker is a statement about the PRODUCT (dilution analysis covers small-cap issuers only) and says NOTHING about that company's dilution â do not report a large-cap as having no dilution because it is out of scope. A `stale` status means the analysis is real but predates recent filings. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_history
Get Shares-Outstanding and Cash History
Get the historical shares-outstanding and cash series (10 credits) from SEC XBRL filings, with offering and material-cash-event overlays so an issuance or a raise can be lined up against the share count and cash balance around it. Use for share count growth over time and for the cash trajectory between financings. ð´ THE HISTORICAL SHARE COUNTS ARE AS FILED â each point is on the split basis in force when it was reported and is NOT rebased to today, so a reverse split shows as a step and points either side of one are not directly comparable. Do not compute a growth rate across a split boundary from these raw points. A gap in the series means no filing supplied that period, not that the share count was unchanged. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_instruments
Get Dilution Instrument Rows by Family
Get ONE instrument family's rows (10 credits) with per-field SEC citations â each figure carries the accession number, filing date and the verbatim quoted sentence it was read from, so every number can be traced to a filing. Families: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings. One family per call â request the families you actually need rather than sweeping all ten. ð´ ROW-LEVEL WITHHOLDING: `withheldRows` / `withheldRowCount` mean specific rows could NOT be verified and were blanked, so every family total in the response is a LOWER BOUND, not a complete figure. Say so â presenting a holed total as complete understates a named issuer's dilution. An empty rows array on a covered company is a measured "none found in the filings read"; an unavailable response is not. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'family'], 'properties': {'family': {'enum': ['warrants', 'convertibles', 'preferred', 'shelfs', 'atms', 'elocs', 's1_offerings', 'equity_plans', 'exchangeables', 'recent_offerings'], 'type': 'string', 'description': 'Instrument family to return. One of: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_performance
Get Post-Offering Price Performance
Get post-offering price performance (10 credits): for each recorded offering, how the stock traded after it priced or closed. Use when assessing how the market has absorbed this issuer's past financings. ð´ THIS IS HISTORY, NOT A FORECAST â it describes what happened after prior offerings and must never be phrased as an expectation, a price target or a prediction about a named company. An empty or unavailable series means no offering performance was measured, NOT that offerings had no effect and NOT that there were no offerings. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_risk
Get Dilution Pressure Score and Risk Levels
Get the dilution pressure score (5 credits): a 0-100 score with its seven-component breakdown (shelf capacity, ATM/equity-line capacity, warrants in the money, convertible proximity, cash burn urgency, historical dilution, toxic financing), plus four risk levels â overall, offering ability, overhead supply, cash need. ð´ THE SCORE IS MEANINGLESS WITHOUT `scoreMaxMeasured` AND `scoreWithheldReason`: components whose inputs could not be measured are DROPPED FROM THE DENOMINATOR, so a score of 58 may be 58 out of 85, not out of 100. Always report it as `score`/`scoreMaxMeasured` and name the excluded components from `scoreUnmeasuredComponents`; NEVER rescale it to /100, and never treat a low numerator as a low-risk finding. A non-null `scoreWithheldReason` (e.g. `unmeasured_score_components`, `unquantified_live_instruments`, `no_dilution_snapshot`) means there is NO score â not a score of zero. ð´ WHEN `levelsAreLowerBound` IS TRUE THE LEVELS ARE FLOORS, NOT MEASUREMENTS: a "medium" then means AT LEAST medium, because instruments that could not be quantified were excluded from the sum. State it as a lower bound; presenting a floor as a measurement understates the risk of a named issuer. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_dilution_snapshot
Get Dilution Snapshot Summary
Get the dilution snapshot header (25 credits â the most expensive tool here): summary totals (potential new shares and their percentage of shares outstanding, per-family share totals), the cash position (anchor cash, monthly burn, estimated current cash, runway months), the float block, and `meta` provenance. DOES NOT INCLUDE INSTRUMENT ROWS â call get_dilution_instruments per family for those, and call get_dilution_coverage first to avoid paying 25 credits for an uncovered ticker. ð´ FLOAT: a declined float block (`available: false`) carries the read tier's `reason` and, when the extraction recorded a veto, a `refusal` object whose `withheldReason` is the exact value get_float serves â read that, not the bare reason, when reconciling the two. ð´ FLOAT: when `floatWithheldReason` is non-null the tradeable float was NOT MEASURED and must not be stated as a number. `tradeableFloatCeiling` is an UPPER BOUND ("at most X"), NOT a float â never feed it to a market capitalisation, a percent-of-float, a short-interest ratio or a comparison; render it with a ⤠and say it is a bound. ð´ RUNWAY: a runway figure beside `goingConcern: true` is a contradiction the issuer's own auditors have flagged â report both, never the runway alone. ALWAYS RETURNS 200 â read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED â it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` â a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro â without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "MNTS", "VNRX")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_donor_aggregates
Get Donor Aggregates
Get market-wide campaign-finance rollups across ALL tracked politicians for a cycle: total raised, top 10 individual donors, top 10 PACs, party/chamber/cycle splits, and a most-funded politician leaderboard. Use for "who are the biggest donors in 2024?" or "which party raised more?" type questions. For a single politician, use get_politician_donor_summary.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cycle': {'type': 'string', 'pattern': '^\\d{4}$', 'description': 'Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.'}, 'party': {'enum': ['D', 'R', 'I'], 'type': 'string', 'description': "Filter by party: 'D', 'R', or 'I'"}, 'chamber': {'enum': ['senate', 'house'], 'type': 'string', 'description': "Filter by chamber: 'senate' or 'house'"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_earnings
Get Earnings History
Get historical earnings data for a company including EPS actual vs estimate, revenue actual vs estimate, and surprise percentages. Use when analyzing earnings beats/misses or upcoming earnings expectations.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 40, 'minimum': 1, 'description': 'Maximum number of earnings periods to return (1-40). Defaults to 8.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_earnings_calendar
Get Earnings Calendar
Get upcoming and recent earnings releases between two dates. Optionally restrict to a list of tickers. Returns ticker, date, time (BMO/AMC), EPS estimate, and revenue estimate when available. Supports market cap filtering to focus on large-cap or small-cap earnings only.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['from', 'to'], 'properties': {'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'End date inclusive (YYYY-MM-DD)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Start date inclusive (YYYY-MM-DD)'}, 'tickers': {'type': 'array', 'items': {'type': 'string', 'minLength': 1}, 'description': 'Optional ticker filter, e.g. ["AAPL","NVDA"]'}, 'maxMarketCap': {'type': 'number', 'description': 'Maximum market cap in USD (e.g., 2000000000 for under $2B)'}, 'minMarketCap': {'type': 'number', 'description': 'Minimum market cap in USD (e.g., 10000000000 for $10B+)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_economic_calendar
Get Economic Calendar
Get scheduled macro/economic events (CPI, FOMC, jobs reports, GDP, etc.) between two dates. Optionally filter to a single country (ISO-3166 alpha-2, e.g. "US"). Defaults to US when omitted.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['from', 'to'], 'properties': {'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'End date inclusive (YYYY-MM-DD)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Start date inclusive (YYYY-MM-DD)'}, 'country': {'type': 'string', 'maxLength': 2, 'minLength': 2, 'description': 'Optional ISO-3166 alpha-2 country code (e.g. "US", "GB", "JP")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_etf_bundle
Get ETF Bundle
Get aggregated ETF data in a single call. Combines multiple data sources (profile, holdings, sector weightings, country exposure, performance, news, analyst coverage, and comparables) into one response. Each data type is cached independently. Specify which types to include or omit to get above-the-fold defaults (profile, stock-summary, holdings, sectors).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'ETF ticker symbol (e.g., SPY, QQQ, IWM)'}, 'include': {'type': 'string', 'description': 'Comma-separated list of data types to include. Available: profile,holdings,sectors,countries,stock-summary,performance,news,analyst,comparables. Default (when omitted): profile,stock-summary,holdings,sectors'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_executives
Get Company Executives
Get key executives and officers of a company including name, title, compensation, and tenure. Use when researching company leadership or management quality.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_exhibit_content
Get Exhibit Content
Get the full text/HTML content of a single exhibit from an SEC filing. Returns the exhibit text along with exhibit_type, description, company_name, accession_number, and form_type. Use the maxLength parameter to truncate large exhibits. Find exhibit IDs using get_filing_exhibits first.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'description': 'Exhibit ID (numeric). Find via get_filing_exhibits.'}, 'maxLength': {'type': 'number', 'minimum': 100, 'description': 'Truncate content to this many characters. Response includes a "truncated" boolean.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_filing_calendar
Get SEC Filing Calendar
Get the forward-looking 10-K / 10-Q SEC filing-deadline calendar within a date window. Optionally restrict to a universe (sp500/ndx/dji/all) and/or a list of form types (default both 10-K and 10-Q).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'End date inclusive (YYYY-MM-DD, default today + 45d)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Start date inclusive (YYYY-MM-DD, default today)'}, 'universe': {'enum': ['sp500', 'ndx', 'dji', 'all'], 'type': 'string', 'description': 'Optional index-universe filter (default "all")'}, 'formTypes': {'type': 'array', 'items': {'enum': ['10-K', '10-Q'], 'type': 'string'}, 'description': 'Optional SEC form types subset, e.g. ["10-Q"]'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_filing_document
Get Filing Document
Get the full raw text/HTML content of an SEC filing by its internal filing ID. Returns the complete filing document which can be very large (10-K filings can be 1MB+). Use the maxLength parameter to truncate content for previews. The response includes company_name, form_type, filing_date, cik, and accession_number alongside the content. Find filing IDs using search_sec_filings first.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filingId'], 'properties': {'filingId': {'type': 'string', 'description': 'Internal filing ID (numeric). Find via search_sec_filings.'}, 'maxLength': {'type': 'number', 'minimum': 100, 'description': 'Truncate content to this many characters. Useful for previewing large filings. Response includes a "truncated" boolean when truncation is applied.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_filing_exhibits
Get Filing Exhibits
List all exhibits (individual documents) within an SEC filing. Returns exhibit metadata including exhibit type, description, and content size. Use this to identify which exhibits to read with get_exhibit_content. Excludes XML/XBRL exhibits.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filingId'], 'properties': {'filingId': {'type': 'string', 'description': 'Internal filing ID (numeric). Find via search_sec_filings.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_financials
Get Financial Statements
Get income statement, balance sheet, and cash flow data for a company. Supports annual, quarterly, and trailing-twelve-month views. Use when analyzing revenue, profitability, debt, or cash position.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'type': {'enum': ['annual', 'quarter', 'ttm'], 'type': 'string', 'description': 'Financial period type: "annual", "quarter", or "ttm" (trailing twelve months). Defaults to annual.'}, 'limit': {'type': 'integer', 'maximum': 40, 'minimum': 1, 'description': 'Maximum number of periods to return (1-40). Defaults to 8.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_float
Get Float Data
Get float data for a company: floatShares, floatDefinition, as-of date, and â when the headline float is WITHHELD â the bounds and labelled stand-ins that replace it. Use when analyzing share supply. CARDINAL RULE: null / absent / withheld means NOT MEASURED â never "no float", never "no restricted shares", never zero. A numeric 0 is a MEASURED zero and passes a null check, so decide from the reason/marker field ("floatWithheldReason", "restrictedBlockCount", "provenance", "direction"), never from the value alone. IMPORTANT: check "floatDefinition" to know which float you are reading â "tradeable" (shares outstanding minus affiliates minus restricted/unregistered blocks: what can actually reach the tape; used on filing-derived dilution-snapshot tickers), "non_affiliate" (the SEC I.B.6 figure, which INCLUDES restricted shares held by non-affiliates â not what a trader means by float), "non_affiliate_estimate" (approximated from ownership filings), or "free_float" (vendor methodology). TODAY "floatDefinition" and "source" are only present on dilution-snapshot results: a vendor-sourced float arrives with neither (just floatShares, asOfDate, floatEstimated) because vendors are not named â read an ABSENT floatDefinition as "not a filing-derived tradeable float" and do not assume it is tradeable. On snapshot tickers "nonAffiliateFloatShares" carries the SEC I.B.6 figure separately â it is the ONLY correct input to baby-shelf / I.B.6 shelf-capacity math; never use the tradeable float there, and never present the non-affiliate figure as tradeable supply. floatShares:null with "floatWithheldReason" set ("restricted_blocks_unnetted" | "stated_figure_impossible" | "affiliate_basis_stale" | "affiliate_figure_declined" | "affiliate_unreconciled" | "share_count_unavailable" | "split_post_dates_basis") means the figure was deliberately WITHHELD, not unavailable â do not substitute a vendor float of your own. A withheld result may carry up to four stand-ins, each labelled IN the object; NONE is a float and NONE may be fed to a market cap, a percent-of-float, a short-interest ratio, a screen, a sort or a comparison: (1) "tradeableFloatCeiling" is an UPPER BOUND â the tradeable float is AT MOST this; render it with "<=" and nothing else (null = no bound stateable, never 0). (2) "affiliateBasis.floatLowerBound" / "floatUpperBound" are a RANGE the float lies in â "between X and Y"; each end is null independently when not measurable, so state the ends that exist as inequalities. This object also appears on PUBLISHED floats with both ends equal to floatShares â it is a bound only when floatShares is null. (3) "floatEstimate" is a BADGED ESTIMATE {shares, basis, direction, confidence}: "basis" is the itemised working (quote it), "direction" says which way it errs ("overstates" = the true float is at most shares; "understates" = at least; "unknown"), "confidence" describes the estimate, not a float. Today it is populated only on affiliate_basis_stale and null is the ordinary outcome. An estimate never becomes floatShares â present shares WITH basis and direction, never alone. Unrelated to the boolean "floatEstimated", which flags a published floatShares back-derived from a USD public-float disclosure. (4) "vendorFallback" is a third-party free-float figure {floatShares, provenance:"vendor", floatDefinition:"free_float", asOfDate, splitAdjusted} offered beside the withhold â NOT our number, NOT on the tradeable definition, already refused when our filings refute it. Present it as the vendor free float as of its own date, never in the "Float" slot. "restrictedShares":null means NOT MEASURED (a block exists whose size the filings do not state), NEVER zero; "restrictedBlockCount":0 is an answer, not an absence. "affiliateBasisStale" (with basisSpanDays/affiliateAnchorDate) labels a float whose affiliate table is materially older than its share count â the number itself is unchanged. "tradeableBasis":"convention_conservative" means the filings did not answer and a published convention resolved it â see "tradeableConvention" and do not present the figure as exact.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_float_history
Get Float History
Get the POINT-IN-TIME float history for a company â one sample per trade date (float shares, shares outstanding, and the source the float came from). Use to answer "what was the float on date X" or to see float expand across a dilution event, which the latest-only get_float cannot show. IMPORTANT: this series is FORWARD-ONLY â it began accumulating in mid-2026 and is NOT backfilled, so early/absent history is expected and an empty rows array is a normal result, not an error or a delisted company. Each row carries "source" ("polygon" | "computed" | "sec_10k" | "fmp") because float quality varies by provider â weigh rows accordingly rather than treating all sources as equal. Charged per your API tier.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'days': {'type': 'integer', 'description': 'Lookback window in trade dates. Default 90, clamped to 1-730.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_historical_prices
Get Historical Stock Prices
Get historical OHLCV price candles for a stock. Supports daily, weekly, and monthly resolutions. Use period shorthand (1M, 3M, 6M, 1Y, 5Y, ALL) or explicit from/to UNIX timestamps. Default is 1 year of daily candles. Use this to compute price returns, chart price history, or analyze volume trends over time.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'to': {'type': 'integer', 'description': 'End date as UNIX timestamp (overrides period)'}, 'from': {'type': 'integer', 'description': 'Start date as UNIX timestamp (overrides period)'}, 'period': {'enum': ['1M', '3M', '6M', '1Y', '5Y', 'ALL'], 'type': 'string', 'description': 'Lookback period shorthand (default: "1Y"). Ignored if from/to are provided.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}, 'resolution': {'enum': ['D', 'W', 'M'], 'type': 'string', 'description': 'Candle resolution: "D" (daily, default), "W" (weekly), "M" (monthly)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insider_cluster_buys
Get Insider Cluster Buys
Detect cluster buying patterns for a company. Identifies periods where 3+ distinct insiders purchased shares within a 14-day window -- a strong bullish signal that often precedes positive corporate announcements or price appreciation.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insider_cross_company
Get Cross-Company Insider Trading
Discover insider trading patterns across multiple companies. Unlike get_insiders which shows insider activity for a single ticker, this tool searches the entire universe to find insiders active across multiple companies, cluster buying patterns, and large transactions. Filter by insider name, transaction type, or date range. Useful for detecting coordinated insider activity, cross-company insider networks, and market-wide buying/selling trends.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'endDate': {'type': 'string', 'description': 'End date for transaction range in ISO format (e.g., "2025-12-31")'}, 'startDate': {'type': 'string', 'description': 'Start date for transaction range in ISO format (e.g., "2025-01-01")'}, 'insiderName': {'type': 'string', 'description': 'Filter by insider name (partial match, e.g., "Musk" or "Cohen")'}, 'transactionType': {'type': 'string', 'description': 'Filter by transaction type: "P" (purchase), "S" (sale), "A" (grant/award), "M" (conversion)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insider_positions
Get Insider Positions
Get current open insider positions for a CIK (either an insider or an issuer). If an issuer (company) CIK is supplied, returns all insiders' positions for that company. If an insider (reporting-person) CIK is supplied, returns that insider's open positions across all issuers they have filed Form 4 for. The response includes a `lookupMode` field (`"issuer"` or `"insider"`) indicating which interpretation matched. Derived from Form 4 filings.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the insider OR the issuer (company). Tried as issuer first, then falls back to insider.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insider_positions_by_ticker
Get Insider Positions by Ticker
Get per-insider lifetime position aggregates for a given ticker â which insiders hold positions in the stock and their aggregate cost/value. Derived from Form 4 filings.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insiders
Get Insider Trading Intelligence
Get insider trading discovery data for a company. Includes cluster buying detection, entity-centric insider model, and Form 4 cross-referencing. Shows insider transactions with buying/selling patterns that may signal upcoming corporate actions. Each insider includes a transactionBreakdown by SEC code (P=Purchase, S=Sale, F=Tax withholding, M=Exercise, G=Gift, A=Award), netSharesSold12m (code S only, excludes tax withholding), and isPrimarilyTaxWithholding flag to distinguish routine RSU vesting from discretionary selling. Supports pagination with limit/offset.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 20, max: 100)'}, 'offset': {'type': 'integer', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_insider_transactions
Get Insider Transactions
Get detailed insider transaction history for a company from Form 4 filings. Returns individual buy/sell transactions with insider name, title, shares, price, and transaction codes. Supports pagination for companies with extensive insider activity. Filter by year/month to narrow results, or use transactionCode to find only purchases (P), sales (S), etc. Useful for identifying "first insider buy since X" patterns.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'year': {'type': 'integer', 'maximum': 2100, 'minimum': 2000, 'description': 'Filter by transaction year (e.g., 2025)'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 20, max: 100)'}, 'month': {'type': 'integer', 'maximum': 12, 'minimum': 1, 'description': 'Filter by transaction month (1-12, requires year)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}, 'transactionCode': {'type': 'string', 'pattern': '^[A-Z]$', 'maxLength': 1, 'minLength': 1, 'description': 'Filter by SEC transaction code: P=Purchase, S=Sale, A=Grant/Award, M=Exercise/Conversion, F=Tax withholding, G=Gift, C=Conversion, W=Will, D=Disposition to issuer, etc.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_activity
Get Institution Activity
Get an institution's position changes over recent 13F periods by CIK. Reads the number of trailing periods to include.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution'}, 'periods': {'type': 'number', 'maximum': 12, 'minimum': 1, 'description': 'Number of trailing quarters to include (default: 4, max: 12)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_derivatives
Get Institution Derivatives
Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 20)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'period': {'type': 'string', 'description': 'Filing period to filter (e.g., "2025-Q1")'}, 'sortBy': {'type': 'string', 'description': 'Column to sort by'}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_detail
Get Institution Detail
Get detailed information about a specific institutional investor by their SEC CIK number. Returns the institution name, total AUM, number of holdings, and filing history. Use get_institutions first to find the CIK for an institution.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_filings
Get Institution Filings
Get the list of 13F filings for an institution by CIK, with pagination.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution'}, 'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results to return (default: 20, max: 50)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_holdings
Get Institution Holdings
Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 20, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_portfolio_analytics
Get Institution Portfolio Analytics
Get sector allocation and top holdings analytics for an institution's portfolio by CIK.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_position_changes
Get Institution Position Changes
Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side â the server computes everything in a single SQL query.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cik'], 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway)'}, 'limit': {'type': 'integer', 'default': 50, 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'integer', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institutions
Get Institutional Holders
Get institutional holders (13F filers) for a company. Returns institutions that hold positions in this stock based on SEC 13F filings, including shares held, portfolio weight, and filing dates. Useful for understanding institutional ownership concentration.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 20, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institutions_leaderboards
Get Institution Leaderboards
Two market-wide institution leaderboards in one call: topByAum (largest holders by assets under management, name-deduped) and mostActive (highest 13F position-change volume). No CIK required. For the full paginated AUM list use get_institution_top_aum.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results per section (default: 10, max: 50)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_institution_top_aum
Get Top Institutions by AUM
Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'minAum': {'type': 'number', 'description': 'Minimum AUM in USD to filter institutions (e.g., 1000000000 for $1B+)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_intraday_bars
Get Intraday Price Bars
Get intraday OHLCV candles at 1, 5, 15, 30, or 60-minute resolution. Use for intraday price action analysis, volume patterns, and short-term technical analysis. Returns open, high, low, close, and volume for each bar. Set extended=true (1-minute resolution only) to include premarket (04:00â09:30 ET) and after-hours (16:00â20:00 ET) bars.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'resolution', 'from', 'to'], 'properties': {'to': {'type': 'integer', 'description': 'End time as UNIX timestamp'}, 'from': {'type': 'integer', 'description': 'Start time as UNIX timestamp'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}, 'extended': {'type': 'boolean', 'description': 'Include extended-hours bars (premarket 04:00â\x80\x9309:30 ET and after-hours 16:00â\x80\x9320:00 ET). Only supported with resolution "1".'}, 'resolution': {'enum': ['1', '5', '15', '30', '60'], 'type': 'string', 'description': 'Bar resolution in minutes'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_legislative_calendar
Get Legislative Calendar
Forward-looking legislative catalyst calendar: upcoming House/Senate floor votes (bills and Senate cloture motions) filtered to items that can move tickers. Each item includes the predicted vote window (start/end/granularity/confidence/provenance), marketRelevance (low/medium/high), significance (1-5), affected sectors with direction + mechanism, verified affected tickers with evidence quotes, pass outlook, considerationProcedure (suspension-calendar bills pass ~98% of the time), a conflictBadge when the sponsor traded a verified affected ticker, and tweet/plain summaries. An EMPTY calendar is a normal state â it means nothing market-relevant is scheduled in the window, not an error. Defaults: from=today, to=+14 days, minRelevance=low. IMPORTANT: affectedTickers contains VERIFIED rows only â every ticker carries a verbatim evidenceQuote substring-verified against the actual bill text (no hallucinated tickers). sponsorTradeFacts are restatements of public STOCK Act disclosures with verbatim amount brackets and BOTH transactionDate AND disclosureDate â always cite both dates together (disclosures lag trades by up to 45 days), and never present a fact as evidence of wrongdoing. Vote windows are predictions: check window.provenance for trust level ('uc_explicit' is exact; 'rule_xxii_computed' is a medium-confidence estimate) and window.granularity for how precise the window is (exact time vs day vs week).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Latest vote-window date inclusive (YYYY-MM-DD, default: today + 14 days)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Earliest vote-window date inclusive (YYYY-MM-DD, default: today)'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'minRelevance': {'enum': ['none', 'low', 'medium', 'high'], 'type': 'string', 'description': "Minimum market relevance: 'low' (default), 'medium', 'high', or 'none' (explicit opt-in to the full audit trail incl. non-market items â\x80\x94 rarely useful)"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_market_breadth
Get Market Breadth
Get market breadth aggregates (advance/decline counts and ratio, percent of constituents above their 50DMA and 200DMA, and counts of new 52-week highs/lows) for a chosen universe (sp500, ndx, or all). Use to add market-state context to commentary, tweets, or daily summaries.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'universe': {'enum': ['sp500', 'ndx', 'all'], 'type': 'string', 'default': 'sp500', 'description': 'Universe to aggregate over: sp500, ndx, or all (default sp500)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_market_metrics
Get Market Metrics
Get computed market metrics for a company including volume averages, volatility, SMAs, and trend direction. Use when analyzing trading patterns or technical indicators beyond the basic quote.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_market_news
Get Market News (Top Stories)
Get the latest market-wide news across ALL tickers, most recent first. Every item is significance-classified at ingest (critical | major | standard); the default filter of critical,major is the "top stories" view. Use for "what is happening in the market right now" â for news about one company, use get_news with a ticker instead. Requires the /news/latest public endpoint (added 2026-07-29; 404 until that backend deploy).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'maximum': 50, 'minimum': 1, 'description': 'Maximum items to return (1-50). Defaults to 10.'}, 'significance': {'type': 'string', 'description': 'CSV of levels to include, e.g. "critical,major" (default) or "critical,major,standard".'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_news
Get Company News
Get recent news articles and press releases for a company. Use when researching recent developments, catalysts, or sentiment drivers. Set pressReleasesOnly to return only official company press releases.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of articles to return (1-20). Defaults to 10.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}, 'pressReleasesOnly': {'type': 'boolean', 'description': 'When true, return only official company press releases (exclude third-party news).'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_ownership
Get Comprehensive Ownership
Get unified ownership breakdown for a company combining Form 4 insider holdings, 13F institutional holdings, and 13D/13G activist positions. All entities are resolved across the three SEC form types into a single view with counterparty resolution. The allHolders array is paginated via limit/offset (default 100). Aggregate stats (institutional/insider/beneficial/retail totals and percentages) are always included in full.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Maximum holders to return in allHolders (default: 100, max: 100)'}, 'offset': {'type': 'integer', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_policy_events
Get Policy Events
List mirrored executive orders (policy events) from the Federal Register feed. Filter by signing-date range, affected sector, or free-text title query. Each event includes its Federal Register document number (externalId), title, signing date (eventDate), normalized affected sectors, full-text URL, and flaggedTradeCount â the number of official trades that occurred in an affected sector near the signing date. IMPORTANT: matches are sector-level co-occurrence â the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'q': {'type': 'string', 'description': 'Free-text search over event titles'}, 'to': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Latest signing date inclusive (YYYY-MM-DD)'}, 'from': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Earliest signing date inclusive (YYYY-MM-DD)'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'sector': {'type': 'string', 'description': 'Filter by canonical affected sector (one of the 11 canonical sector strings, e.g. "Healthcare", "Financial Services", "Energy")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_policy_trade_leaderboard
Get Policy-Trade Leaderboard
Rank politicians (Congress + executive branch) by trades that occurred near executive-order signings in sectors the orders affect. Each row includes the politician, flaggedTradeCount, totalEstimatedUsd, topSector, and an exampleEvent. Use for "who trades most around policy activity" style questions. Defaults to the same "traded 1-14 days before signing" lens as get_policy_trade_overlap; same-day trades are always excluded. IMPORTANT: matches are sector-level co-occurrence â the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'sort': {'enum': ['usd', 'count'], 'type': 'string', 'description': "Ranking order: 'usd' (default â\x80\x94 estimated USD value) or 'count' (flagged-trade count)"}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'window': {'type': 'number', 'maximum': 30, 'minimum': 1, 'description': 'Match window in days around the EO signing date (default: 14, max: 30)'}, 'direction': {'enum': ['before', 'after', 'both'], 'type': 'string', 'description': "Which side of the signing date to include: 'before' (default), 'after', or 'both'"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_policy_trade_overlap
Get Policy-Trade Overlap
For a single politician, list trades that occurred within a window of days before or after the signing of an executive order affecting the traded sector. Each row contains the trade, the nearestEvent, daysDelta (negative = traded N days before EO signing, positive = traded N days after), matchBasis, and matchCount, plus a summary (totalFlags, totalEstimatedUsd, topSector). Defaults to trades 1-14 days BEFORE signing; same-day trades are always excluded (intraday ordering is unknowable). Unlike get_donor_trade_overlap, executive-branch (exec-) slugs return REAL data here: both congressional and executive trade sources feed the overlap computation. IMPORTANT: matches are sector-level co-occurrence â the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug â\x80\x94 congressional ("sen-nancy-pelosi", "rep-...") or executive branch ("exec-...")'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'window': {'type': 'number', 'maximum': 30, 'minimum': 1, 'description': 'Match window in days around the EO signing date (default: 14, max: 30)'}, 'direction': {'enum': ['before', 'after', 'both'], 'type': 'string', 'description': "Which side of the signing date to include: 'before' (default), 'after', or 'both'"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_political_sector_rotation
Get Political Sector Rotation
Which market SECTORS politicians have been trading in over a trailing window. Aggregates congressional + executive trades by sector and returns, per sector: trade count, total dollar volume, number of distinct politicians, and the top tickers. Use it to see where political trading activity is concentrating (e.g. "politicians piled into Energy this month"). Sort by count or dollar volume.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 30, 'minimum': 1, 'description': 'Top-N sectors to return (default: 15, max: 30)'}, 'sortBy': {'enum': ['count', 'volume'], 'type': 'string', 'description': 'Rank sectors by trade count or summed dollar volume (default: count)'}, 'chamber': {'enum': ['senate', 'house', 'executive'], 'type': 'string', 'description': 'Optional chamber filter (default: all chambers merged)'}, 'windowDays': {'type': 'number', 'maximum': 90, 'minimum': 1, 'description': 'Lookback window in days (default: 30, max: 90)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_activity
Get Politician Activity
Get activity metrics for a politician broken down by period (30d, 90d, 1y, all-time). Includes buy/sell counts and values per period, most traded tickers (top 10), and transaction type breakdown. Useful for analyzing trading patterns over time.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_committees
Get Politician Committees
Get committee assignments for a politician including committee name, chamber, role (Chair, Ranking Member, etc.), and subcommittee memberships. Use to correlate trading activity with committee oversight areas. Requires a politician slug (e.g. "sen-nancy-pelosi") -- use get_politicians first to find the slug.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi", "rep-nancy-pelosi")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_detail
Get Politician Detail
Get the full profile for a politician including party, state, chamber, trade statistics, filing delay metrics, most traded sector, and their 10 most recent transactions. Use get_politicians first to find the slug (e.g. "sen-nancy-pelosi").
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi", "sen-tommy-tuberville")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_donors
Get Politician Donors
Get the paginated list of campaign donors (individuals and PACs) for a single politician across one election cycle. Returns donor name, amount, type, employer/occupation (individuals), and committee details (PACs). Use this when a user asks "who donated to <politician>" or wants the full donor list. For a quick top-10 + cycle totals overview, use get_politician_donor_summary instead.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}, 'type': {'enum': ['individual', 'pac', 'all'], 'type': 'string', 'description': "Filter by donor type: 'individual', 'pac', or 'all' (default: 'all')"}, 'cycle': {'type': 'string', 'pattern': '^\\d{4}$', 'description': 'Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'sortBy': {'enum': ['amount', 'date', 'name'], 'type': 'string', 'description': "Sort field: 'amount' (default), 'date', or 'name'"}, 'minAmount': {'type': 'number', 'minimum': 0, 'description': 'Minimum contribution amount in USD (filters out small donors)'}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': "Sort direction (default: 'desc')"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_donor_summary
Get Politician Donor Summary
Get a bundled donor summary for a single politician: cycle totals (raised, spent, cash-on-hand, debts), donor count, top 10 individual donors, and top 10 PAC donors â all in one response. This is the right tool for "who funds <politician>" or "biggest donors to <politician>" style questions. For the full paginated list, use get_politician_donors.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}, 'cycle': {'type': 'string', 'pattern': '^\\d{4}$', 'description': 'Election cycle as 4-digit year (e.g. "2024"). Defaults to most recent cycle.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_late_filers
Get Politician Late Filers
Get STOCK Act late filing violations -- trades where the disclosure was filed more than 45 days after the transaction (a legal violation). Sorted by filing delay descending. Useful for identifying politicians with poor disclosure compliance.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'days': {'type': 'number', 'maximum': 730, 'minimum': 1, 'description': 'Lookback period in days (default: 180, max: 730)'}, 'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 50)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_pnl
Get Politician P&L
Get estimated realized + unrealized profit & loss for a politician. Methodology: each disclosed trade amount range is converted to an estimated share count using the stock's historical market price on the transaction date, then FIFO-matched on SHARES (realized = (sellPrice â buyPrice) à matched shares); open positions are marked to the current price for unrealized P&L. Works for Congress (sen-/rep-) AND executive branch (exec-) officials. Response includes a `totals` object (estimatedRealizedPnl, estimatedUnrealizedPnl, winRate, realizedTrades, tickersTraded) and a `byTicker[]` breakdown (estimatedShares, avgCostBasis, currentPrice, realizedPnl, unrealizedPnl, unrealizedPnlPercent) â byTicker open positions double as the estimated holdings. All figures are ESTIMATES (±25-40% from disclosure bracket width). Use get_politicians first to find the slug.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug â\x80\x94 congressional ("sen-nancy-pelosi", "rep-...") or executive ("exec-trump-donald-j")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_recent_trades
Get Recent Politician Trades
Get recent STOCK Act trades across all politicians. Each trade includes the senator info, ticker, transaction type, amount, and filing delay. Filter by direction (buy/sell) and lookback period. Useful for monitoring current congressional trading activity.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'days': {'type': 'number', 'maximum': 365, 'minimum': 1, 'description': 'Lookback period in days (default: 30, max: 365)'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'direction': {'enum': ['buy', 'sell'], 'type': 'string', 'description': "Filter by direction: 'buy' or 'sell'"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_roles
Get Politician Roles
Get committee leadership roles (Chair, Ranking Member, etc.) for a politician. Use get_politicians first to find the slug.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politicians
Get Politicians
List and search congressional politicians who have STOCK Act trading disclosures. Filter by party (D/R/I), state, or search by name. Returns paginated results with trade counts, last trade date, and net buy/sell direction over the trailing 12 months.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 100)'}, 'party': {'enum': ['D', 'R', 'I'], 'type': 'string', 'description': "Filter by party: 'D' (Democrat), 'R' (Republican), 'I' (Independent)"}, 'state': {'type': 'string', 'maxLength': 2, 'description': 'Filter by US state (2-letter code, e.g. "CA", "TX")'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'search': {'type': 'string', 'description': 'Search by politician name (partial match)'}, 'sortBy': {'enum': ['name', 'last_trade', 'total_trades'], 'type': 'string', 'description': "Sort field (default: 'last_trade')"}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': "Sort direction (default: 'desc')"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politicians_most_active
Get Most Active Politicians
Discover the most active congressional traders ranked by trade count within a lookback period. Returns each politician with trade count, tickers traded, buy/sell values, and top tickers. Useful for identifying the most prolific political traders.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 50)'}, 'period': {'enum': ['30d', '90d', '1y', 'all'], 'type': 'string', 'description': "Lookback period (default: '90d')"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politicians_pnl_leaderboard
Get Politicians P&L Leaderboard
Rank politicians (Congress + executive branch) by estimated trading P&L across the universe. Sort by total P&L, win rate, or traded volume. P&L uses price-adjusted share estimation: disclosed amount ranges â estimated shares via historical price â FIFO on shares â open positions marked to current price. Figures are ESTIMATES (±25-40% from disclosure bracket width).
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'sortBy': {'enum': ['pnl', 'winRate', 'volume'], 'type': 'string', 'description': "Sort field (default: 'pnl')"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_transactions
Get Politician Transactions
Get paginated trade history for a specific politician. Returns individual STOCK Act disclosures with ticker, transaction type, amount range, filing delay, and late filing flag. Includes a summary with total buys/sells and net value.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}, 'type': {'enum': ['Purchase', 'Sale'], 'type': 'string', 'description': "Filter by transaction type: 'Purchase' or 'Sale'"}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'sortBy': {'enum': ['date', 'amount'], 'type': 'string', 'description': "Sort field (default: 'date')"}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': "Sort direction (default: 'desc')"}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_politician_votes
Get Politician Votes
Get voting records for a politician by slug. Returns congressional votes with bill info, position (Yea/Nay/Not Voting), and result. Useful for assessing alignment between a politician's votes and their trading positions. Requires Bioguide ID resolution.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': 'Politician URL slug (e.g., "sen-nancy-pelosi")'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_post_earnings_movers
Get Post-Earnings Movers
Get stocks that moved significantly after earnings reports on a given date. Returns pre-computed price changes with earnings surprise data in a single call â no need to chain get_earnings_calendar + get_historical_prices + get_quote per ticker. Includes preEarningsClose, currentPrice, changePct, EPS/revenue actuals vs estimates, and surprise percentages. Filter by minimum absolute % change threshold.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['date'], 'properties': {'date': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Earnings date to check (YYYY-MM-DD)'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default 25, max 100)'}, 'minChangePct': {'type': 'number', 'default': 5, 'maximum': 100, 'minimum': 0, 'description': 'Minimum absolute % price change to include (default 5). Set to 0 for all.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_premarket_scan_history
Get Premarket Scan History
Historical MARKET-WIDE premarket scan for a single PAST trade date. For the requested ET date, returns every ticker with that day's premarket (default) session volume and its relative volume (RVOL) vs the trailing 30-day same-session baseline â the SAME RVOL math as get_rvol_history, but across the whole market for one date instead of one ticker across many dates. Filter by RVOL, market cap, price, and float to backtest screens like "sub-$500M tickers with premarket RVOL > 5 on 2026-07-20" in one call. Rows are ranked by RVOL descending. A future or non-trading date returns an empty list with an explanatory reason (not an error). Every row also reports "baselineState" (why its RVOL is or is not null), "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume) and "advDays"; set includeNoHistory=true to surface high-volume tickers that have no computable RVOL at all, such as first-session new listings. Each row ALSO publishes the RVOL denominator itself as "baselineVolume" (shares) plus a "baselineThin" flag (true when that denominator is under 200 shares): a 90x RVOL off a 1-share baseline is arithmetically correct and analytically worthless. That is almost entirely an asOfTime-basis effect (0.1% of full-session rows vs ~38% at the 04:30 cutoff, falling to ~9% by 09:15) and it skews to LIQUID LARGE CAPS that simply do not trade early, NOT to microcaps. Screen it out with minBaselineVolume and/or minSessionVolume. The response "meta" also reports asOfApplied / asOfIgnored / asOfIgnoredReason, so a time-of-day request that could not be honoured is visible instead of quietly returning full-session numbers. A price / market-cap / float filter can only be applied to a ticker company_screener_data holds a value for, so a just-renamed or just-listed symbol cannot be rated against it. Those rows are NEVER silently dropped: "meta.unscreened" always reports their count, the filter families involved and the tickers, and includeUnscreened=true returns them in "rows" tagged with "unscreenedFilters". Treat that tag as NOT MEASURED â the value is unknown, not out of range. Charged per your API tier.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['date'], 'properties': {'date': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'REQUIRED past ET trade date to scan (YYYY-MM-DD). Future/non-trade dates return an empty list.'}, 'limit': {'type': 'integer', 'maximum': 200, 'minimum': 1, 'description': 'Max rows to return (1â\x80\x93200, default 50). Rows are ranked by RVOL desc.'}, 'offset': {'type': 'integer', 'minimum': 0, 'description': 'Pagination offset (default 0).'}, 'minRvol': {'type': 'number', 'description': 'Minimum RVOL (day session volume ÷ trailing 30-day baseline). Drops rows whose baseline is not yet warm.'}, 'session': {'enum': ['premarket', 'regular', 'afterhours', 'all'], 'type': 'string', 'description': 'Session bucket to scan (default premarket). "all" = full extended day.'}, 'asOfTime': {'type': 'string', 'pattern': '^\\d{2}:\\d{2}$', 'description': 'Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00â\x80\x9309:15, ties resolve to the earlier cutoff). When set, RVOL is cumulative premarket volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff â\x80\x94 a real time-of-day comparison, not the full 04:00â\x80\x9309:30 session. Each returned row carries a "basis" field: "asof-0700" (the snapped cutoff actually used) when a precomputed row exists, else "full-session" (automatic per-row fallback â\x80\x94 the as-of series is forward-looking and may be sparse). Only applies to a premarket scan. Omit for full-session premarket volume. CHECK "meta.asOfApplied" (the SNAPPED cutoff actually used, or null) and "meta.asOfIgnored" / "meta.asOfIgnoredReason" ("date-not-covered" â\x80\x94 the as-of grid has not been computed for this date, so the numbers are full-session; "non-premarket-session" â\x80\x94 asOfTime only applies to a premarket scan; "unparseable"). Coverage is a set with HOLES that grows as the backfill runs, so do NOT assume any cutover date â\x80\x94 read the meta per request. An unhonoured asOfTime is never an error, so this is the only reliable check. ALSO NOTE: this basis is where near-zero RVOL baselines come from â\x80\x94 pair it with minBaselineVolume (see "baselineThin").'}, 'maxFloat': {'type': 'number', 'description': 'Maximum public float (shares).'}, 'maxPrice': {'type': 'number', 'description': 'Maximum latest price in USD.'}, 'minFloat': {'type': 'number', 'description': 'Minimum public float (shares).'}, 'minPrice': {'type': 'number', 'description': 'Minimum latest price in USD.'}, 'baselineDays': {'type': 'integer', 'maximum': 250, 'minimum': 20, 'description': "Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window."}, 'maxMarketCap': {'type': 'number', 'description': 'Maximum market cap in USD (e.g. 500000000 for sub-$500M).'}, 'minMarketCap': {'type': 'number', 'description': 'Minimum market cap in USD (market_cap_computed = price Ã\x97 shares outstanding).'}, 'includeNoHistory': {'type': 'boolean', 'description': 'Also return the cohort minRvol structurally hides: tickers with NO computable RVOL. Two kinds, told apart by each row\'s "baselineState" â\x80\x94 "no-history" (a new listing with no prior trading history at all, so RVOL is meaningless rather than merely missing; e.g. a stock that printed 20M shares on its first-ever session) and "no-cutoff-history" (an established ticker that simply never traded at this cutoff before â\x80\x94 a genuine wake-up). Both come back with rvol=null and are ALWAYS ranked BELOW every real-RVOL row, ordered among themselves by "advRatio". Use "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size) to size them â\x80\x94 it is NOT an RVOL and is not comparable to one. Inert unless minRvol is set. Default false.'}, 'minSessionVolume': {'type': 'number', 'description': 'Minimum RVOL NUMERATOR in shares â\x80\x94 the scanned session\'s own volume. Answers "did enough actually trade to be worth acting on?", where minBaselineVolume answers "is the comparison meaningful at all?". USE BOTH IF YOU MEAN BOTH: neither subsumes the other (a 1,000-share floor here cuts thin-baseline rows from ~26% to ~3%, yet a name with an 860-share baseline and 11.8M shares traded passes this and fails a baseline floor).'}, 'includeUnscreened': {'type': 'boolean', 'description': 'Also return rows that could not be RATED against the price / market-cap / float bounds above, because company_screener_data holds no value for them â\x80\x94 typically a symbol renamed or listed within the last day (the source is an FMP screener that lags a rename by ~a day). Each such row carries "unscreenedFilters" naming the families that could not be applied, and the matching value field is null. READ THAT AS NOT MEASURED â\x80\x94 never as "matched" or "did not match". Default false, in which case those rows are excluded from "rows" but are STILL reported in meta.unscreened (count / columns / tickers), so they are never silently dropped. Inert unless a price, market-cap or float filter is supplied.'}, 'minBaselineVolume': {'type': 'number', 'description': 'Minimum RVOL DENOMINATOR in shares. Drops rows whose "baselineVolume" is below it, plus every row that has no baseline at all. This is the direct fix for a huge RVOL computed against a near-zero baseline (e.g. 102 shares ÷ a 1.2-share baseline = 87x on a $10B company that just does not trade at 04:30). Try 200 to match the "baselineThin" flag, or higher for a stricter screen. Does NOT change any RVOL â\x80\x94 it only removes rows. Note it also excludes the includeNoHistory cohort, which by definition has no denominator.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_premarket_scanner
Get Premarket Scanner
Get the live premarket scanner board â the top premarket gainers and losers by absolute gap %, each row enriched with rvol, marketCap, floatShares, short interest, dilution, and news/catalyst flags. Off-hours it falls back to the last session. Use for premarket small-cap runner discovery. Set includePennyStocks=true to include sub-$1 names (separate cache slot). During the 04:00â09:30 ET premarket window rows also carry two LIVE volume metrics off the same live cumulative-volume numerator â they are DIFFERENT quantities and must not be substituted for each other or for "rvol": "liveRvol" = live cumulative premarket volume ÷ the trailing 30-session average cumulative volume AT THE SAME TIME OF MORNING (answers "is it busy for 08:00?"), with "liveRvolAsOf" giving the 15-minute ET grid cutoff that baseline came from â compare it to meta.asOf (when the live volume was sampled) to judge the small numerator/denominator time skew; and "premarketPaceRatio" = the same live volume ÷ the trailing 30-session average FULL premarket session (answers "what fraction of a typical entire premarket has it already done?", >1.0 = it already beat a normal premarket before the open). Both are null outside the premarket window or until the baseline is warm â never a fabricated ratio. Set universe="lowfloat" for the separate LOW-FLOAT board (float under 10M shares, no top-100 slice) instead of the default movers-derived board; that board is served from the aggregator snapshot and returns an empty rows array with a meta.reason when no snapshot is currently published (a normal off-hours state, not an error). Charged per your API tier.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'sort': {'enum': ['gap', 'rvol'], 'type': 'string', 'description': 'Sort key for the low-float board: "gap" (default) or "rvol". Ignored for universe="default", which is always gap-ranked.'}, 'universe': {'enum': ['default', 'lowfloat'], 'type': 'string', 'description': 'Which board to return. "default" (the default) is the movers-derived top-100 board. "lowfloat" is the low-float board (float < 10M shares, no top-100 slice).'}, 'includePennyStocks': {'type': 'boolean', 'description': 'Include sub-$1 (penny) stocks in the results. Default false.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_price_target
Get Price Target
Get analyst price target data for a ticker. By default returns the consensus / split-adjusted average price target. Set list=true to return the full per-analyst list of individual price targets instead.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'list': {'type': 'boolean', 'description': 'false/omitted = consensus price target; true = per-analyst price-target list'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results when list=true (default: 50, max: 100). Ignored for consensus.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_quote
Get Stock Quote
Get the current stock quote for a company including price, volume, change, market cap, and other real-time market data. Use this when a user asks about a stock's current price or trading activity. Always includes halted/haltCode/haltReason/haltedAt/resumptionAt trading-halt fields (false/null when trading normally); a halted ticker returns the last-known quote instead of an error, or currentPrice:null + halted:true when nothing is recoverable.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_recent_congressional_votes
Get Recent Congressional Votes
Get recent congressional roll-call votes across all members, sourced from GovTrack (both chambers as available â currently Senate-heavy). Each vote includes member, bill info, position, and result.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_recently_sponsored_bills
Get Recently Sponsored Bills (Cross-Politician)
Get the most recently introduced bills across all congressional sponsors. Each bill includes the sponsor block (bioguideId, fullName, party, state, politicianSlug) so persona agents can link directly to the sponsor detail page. politicianSlug is null when the sponsor is no longer in the active roster (typically ex-members). Requires CONGRESS_API_KEY on the backend.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum bills to return (default: 10, max: 50)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'congress': {'type': 'number', 'description': 'Congress number to filter (default: 119 for current session)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_recent_material_filings
Get Recent Material Filings
Recent material 8-K filings (last 7 days) for the constituents of an index universe. By default returns the high-signal 8-K item codes (material agreements, M&A, executive changes, restructurings, etc.); pass `items` to filter to specific 8-K item codes. Choose the universe with `universe`.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'items': {'type': 'array', 'items': {'type': 'string', 'pattern': '^\\d+\\.\\d+$'}, 'description': 'Optional 8-K item codes (e.g. ["1.01","2.01"])'}, 'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Optional max rows (1â\x80\x93100, default 50)'}, 'universe': {'enum': ['sp500', 'ndx', 'dji'], 'type': 'string', 'description': 'Index universe to scan (sp500, ndx, or dji).'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_recent_uplistings
Get Recent Uplistings
Get OTC-to-exchange uplistings that FINRA recorded on a given US market day, for companies under a market-cap ceiling. Each row carries the old OTC symbol, the resolved new exchange symbol (or null), a confirmed flag, the destination venue (NASDAQ / NYSE / NYSE American / ARCA), company name, effective date, market cap and float in SHARES. ð´ THIS IS A SAME-DAY READ AND THERE IS NO FORWARD-LOOKING VERSION. FINRA records an uplisting at roughly 01:45 ET ON the day it becomes effective, and the source table has no scheduled/announced column at all. So there is nothing to publish the night before, and dayOffset exists for catch-up reads of past days, NOT for forecasting â a positive offset returns nothing. Never frame these as upcoming, tomorrow, or expected; they have already happened. ð´ newSymbol: null IS A FIRST-CLASS PUBLISHED STATE, NOT A MISSING FIELD. FINRA's row names only the OLD OTC symbol; the new ticker is resolved by company-name match against Nasdaq SymDir and sometimes cannot be resolved. A guessed or wrong ticker would name a company that did not uplist, so an unresolved row is published naming the OLD symbol and saying the new one was not resolved. DO NOT infer, guess, look up, or fill in a null newSymbol, and do not drop the row. confirmed: false means the symbol resolution is PROVISIONAL â render it as provisional, keep it out of any headline, and do not assert the new ticker as fact. Only confirmed: true is a confirmed resolution. ð´ capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO â rows that cleared every other filter but have NO measured market cap, so they cannot be asserted to sit under the stated ceiling. It does not mean those companies have no cap. Disclose the count if you publish a cap-bracketed framing. AN EMPTY uplistings ARRAY IS THE NORMAL, EXPECTED RESULT ON MOST DAYS â uplistings run roughly 6.6 per month across ALL market caps, so the large majority of days genuinely have none. It is NOT an error, NOT an outage, and NOT evidence that uplisting activity has stopped. Publish nothing rather than publishing an empty-list framing.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'dayOffset': {'type': 'integer', 'default': 0, 'maximum': 30, 'minimum': -30, 'description': 'Day offset from the US market day (default 0 = today). Negative values read past days. A positive value returns nothing â\x80\x94 there is no forward-looking uplisting data.'}, 'maxMarketCap': {'type': 'number', 'default': 300000000, 'description': 'Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling.', 'exclusiveMinimum': 0}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_rvol_history
Get RVOL History
Get the per-day relative-volume (RVOL) time series for a ticker, bucketed by trading session (premarket 04:00â09:30 ET, regular 09:30â16:00, afterhours 16:00â20:00, or all four). Each day's RVOL compares that session's volume to a trailing same-session baseline (30 trading days by default â configurable via "baselineDays"), so premarket volume is judged against premarket history (not a stale full-day figure). Use for spotting unusual premarket / session volume surges over the last N days. Each point also carries "baselineState" â "ready" (rvol is populated), "warming" (baseline not yet warm), "no-cutoff-history" (established ticker that never traded at this session/cutoff before) or "no-history" (new listing, no prior trading history at all) â so a null rvol is explained rather than silent. Points additionally carry "advRatio" (that day's volume ÷ the trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size), which give a magnitude to points RVOL cannot rate. advRatio is NOT an RVOL â it compares a partial session to a whole day, so it is typically well under 1 and must not be compared to rvol. Charged per your API tier.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'days': {'type': 'integer', 'maximum': 90, 'minimum': 1, 'description': 'Number of trailing calendar days of history (1â\x80\x9390, default 30).'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}, 'session': {'enum': ['premarket', 'regular', 'afterhours', 'all'], 'type': 'string', 'description': 'Restrict to one session bucket; omit to return all four sessions.'}, 'asOfTime': {'type': 'string', 'pattern': '^\\d{2}:\\d{2}$', 'description': 'Optional TRUE time-of-day premarket basis. Any HH:MM ET premarket time; snapped to the nearest 15-minute grid cutoff (04:00â\x80\x9309:15, ties resolve to the earlier cutoff). When set, the series is the PREMARKET as-of RVOL: cumulative volume known BY that cutoff ÷ the trailing baselineDays (default 30) average of the SAME cutoff (not the full 04:00â\x80\x9309:30 session). Forces the premarket session â\x80\x94 any "session" argument is ignored. Each point carries a "basis" field: the snapped cutoff actually used ("asof-0700"), or "full-session" for dates with no precomputed as-of row. Omit for the standard full-session series.'}, 'baselineDays': {'type': 'integer', 'maximum': 250, 'minimum': 20, 'description': "Rolling RVOL baseline window, in trading rows (same-session days). Default 30; values outside 20-250 are clamped. This is the DENOMINATOR window: every RVOL in the response is that period's volume divided by the average of the trailing N same-session (or same-cutoff) days, excluding the day itself. A SHORTER window tracks recent regime changes faster and is noisier; a LONGER one is smoother and slower to react. The warm-up lookback scales with it automatically, so a wide window is never under-filled into an inflated ratio; the minimum-warm-days gate (20 prior sessions) does NOT scale down, so at the 30-row default a ticker needs 20 of its last 30 sessions populated before rvol is non-null. Omit for the standard 30-day baseline; pass 90 for the pre-2026-09 window."}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_senate_trades_by_ticker
Get Senate Trades by Ticker
Reverse lookup â find which politicians recently traded a given TICKER. Returns recent STOCK Act disclosures for that symbol with politician info, transaction type, and amount.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 50, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Pagination offset (default: 0)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "NVDA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_short_interest
Get Short Interest
Get short interest data for a company including short volume, short ratio, days to cover, and short percent of float. Use when analyzing bearish sentiment or potential short squeeze setups.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_split_history
Get Stock Split History
Get stock split history for a company including forward and reverse splits with dates, ratios, type classification, and cumulative 2-year reverse split ratio. Relevant for NASDAQ/NYSE minimum bid-price compliance (1:250 cumulative reverse-split cap). IMPORTANT: `cumulativeReverseSplitRatio2yr` is null when it CANNOT BE STATED, which is NOT the same as no reverse splits â read `cumulativeWithheldReason` to tell them apart. `unconfirmed_splits_in_window` means at least one in-window reverse split is evidenced by only one source, so no cumulative is defensible: the confirmed splits alone would understate it, and understating a cumulative can put an issuer that breaches the 1:250 cap under it. Each row also carries `confirmed`; a `confirmed: false` split appears only in the announcement calendar, which retains every announcement and retracts none, so it is usually an amended or superseded announcement and occasionally a real split the effected-splits ledger missed. Both are returned. `ratioDisplay` and `type` are likewise null for a ratio whose exact factor cannot be determined.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., AAPL, TSLA)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_stock_price_change
Get Stock Price Change
Get percentage price changes for a stock across multiple timeframes: 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, and MAX. Use this for quick "how much is it up/down" answers without fetching full candle data.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_top_movers
Get Top Market Movers
Top stock movers â gainers (largest % up), losers (largest % down), or active (highest volume). Optional session window (premarket / regular / afterhours; regular default; not supported for active). Optional date (YYYY-MM-DD) returns a PAST trade date's gainers/losers on a historical daily close-to-close basis (computed from split-adjusted daily bars, NOT intraday) â session is rejected when date is set, date is not supported for direction=active, and a non-trade date (weekend/holiday) returns an empty list (not an error). Penny-stock artifacts are filtered by default â set includePennyStocks to include sub-$1 movers.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['direction'], 'properties': {'date': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Optional past trade date (YYYY-MM-DD). When set, returns that day\'s top gainers/losers computed on a historical daily close-to-close basis from split-adjusted daily bars (NOT intraday, NOT session-specific). Rejected with 400 when combined with a non-regular session or with direction="active"; a future or malformed date is also 400. A weekend/holiday date returns an empty list, not an error.'}, 'limit': {'type': 'integer', 'maximum': 100, 'minimum': 1, 'description': 'Optional max rows (1â\x80\x93100). Backend default applied when omitted.'}, 'session': {'enum': ['premarket', 'regular', 'afterhours'], 'type': 'string', 'default': 'regular', 'description': 'Session window: premarket (4:00â\x80\x939:30 AM ET), regular (RTH close-to-close, default), afterhours (4:00â\x80\x938:00 PM ET). Live-only â\x80\x94 rejected (400) when combined with date.'}, 'direction': {'enum': ['gainers', 'losers', 'active'], 'type': 'string', 'description': 'Mover direction: gainers, losers, or active (volume)'}, 'includePennyStocks': {'type': 'boolean', 'description': 'Loosen penny-stock artifact guards. Default false enforces prev_close >= $1 and a $1M dollar-volume floor. Set true to allow sub-$1 movers (prev_close >= $0.10, no dollar-volume floor). The ABS(change_pct) <= 500 cap applies in both modes.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_trading_halts
Get Active Trading Halts
List currently-active trading halts across NASDAQ/NYSE/AMEX (from the consolidated Nasdaq Trader halt feed). Each halt includes ticker, market, haltCode (T1/T2/T12/LUDP/H10/...), human-readable reason, haltedAt, and the scheduled resumptionAt when one is set. An EMPTY list is a normal state (no active halts right now), not an error. Halts are tradeable catalysts â use this to discover halted names, then get_quote for the frozen last price.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_upcoming_reverse_splits
Get Upcoming Reverse Splits
Get reverse stock splits SCHEDULED to take effect within a day-offset window of the current US market day, for companies under a market-cap ceiling. Offsets are days from today on the US market calendar: fromOffset=1, toOffset=1 is tomorrow; fromOffset=1, toOffset=7 is the week ahead. Each row carries the ticker, company name, the exact vendor integers (splitFrom/splitTo), a pre-rendered ratio ("1-for-20"), the effective date, market cap, float in SHARES, and price. WHAT THIS IS: rows are splits scheduled AS OF NOW â not a guarantee that every split effective in the window is already known. The underlying stock_splits table has NO created_at column, so there is no way to measure when a row first appeared, and a split announced later will simply be missing. Describe results as "scheduled as of now", NEVER as "all of" or "every" reverse split. A scheduled split can also be postponed or cancelled after it is announced. ð´ capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO. It counts rows that passed every other filter and were DELIBERATELY EXCLUDED because Signal8 has no measured market cap for them â typically real OTC microcaps. It does NOT mean those companies have no dilution, no split, or no cap; it means the cap was not measured, so they cannot be asserted to sit under the stated ceiling. If you publish a "under $Xm" framing and capUnknownCount is above zero, say that N further companies were withheld for unmeasured market cap â do not present the list as complete and do not describe the withheld rows at all. Funds, ETFs and sub-1.5x fractional ratio adjustments are already removed server-side; do not re-filter or re-derive the ratio. AN EMPTY splits ARRAY IS A NORMAL, COMMON RESULT â most single weekdays have no sub-cap reverse split scheduled at all. It is NOT an error, NOT a failure, and NOT evidence that reverse-split activity has stopped. Publish nothing rather than publishing an empty-list framing.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'toOffset': {'type': 'integer', 'default': 1, 'maximum': 30, 'minimum': -30, 'description': 'Window end, inclusive, as a day offset from the US market day (default 1). Use 7 with fromOffset 1 for the week ahead.'}, 'fromOffset': {'type': 'integer', 'default': 1, 'maximum': 30, 'minimum': -30, 'description': 'Window start as a day offset from the US market day (default 1 = tomorrow). Must be <= toOffset; an inverted window is rejected rather than silently returning an empty list.'}, 'maxMarketCap': {'type': 'number', 'default': 300000000, 'description': 'Exclusive market-cap ceiling in USD (default 300000000). Rows with NO measured market cap are excluded and counted in capUnknownCount, never assumed to be under the ceiling.', 'exclusiveMinimum': 0}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
get_volume_profile
Get Volume Profile
Get volume distribution across price levels for a single trading day. Returns price buckets with volume, Point of Control (highest volume level), and Value Area (price range containing 70% of volume). Use for identifying support/resistance and high-volume price nodes.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'date'], 'properties': {'date': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$', 'description': 'Trading day (YYYY-MM-DD)'}, 'ticker': {'type': 'string', 'description': 'Stock ticker symbol (e.g., "AAPL", "TSLA")'}, 'bucketSize': {'type': 'number', 'default': 1, 'maximum': 100, 'minimum': 0.01, 'description': 'Price bucket width in dollars (default $1.00)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
lookup_accession_number
Lookup Accession Number
Look up a filing or exhibit by its SEC accession number. Supports both dashed format (e.g., "0001193125-22-010026") and compact 18-digit format. Returns filing metadata including company name, form type, filing date, and exhibit count. If the filing is in the local database, returns full metadata; if only found on SEC EDGAR, returns basic metadata with an isInDatabase: false flag.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['accessionNumber'], 'properties': {'accessionNumber': {'type': 'string', 'description': 'SEC accession number in dashed (e.g., "0001193125-22-010026") or compact 18-digit format'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
screen_companies
Screen Companies
Screen companies by price range, volume, cash runway, float, shares outstanding, market cap, industry, listing exchange (NASDAQ/NYSE/AMEX), and float data source. Sort results by any sortable column. Returns matching companies with key metrics and pagination. Each row carries live trading-halt status (halted/haltCode/haltedAt; false/null when trading normally); pass excludeHalted=true to drop currently-halted tickers from the results.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results per page (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'sortBy': {'enum': ['ticker', 'price', 'change_percent', 'volume', 'industry', 'cash_runway_months', 'shares_outstanding', 'computed_float', 'market_cap_computed', 'updated_at'], 'type': 'string', 'description': 'Column to sort results by (default: volume)'}, 'country': {'enum': ['US', 'CA', 'all'], 'type': 'string', 'description': 'Company universe by issuer domicile: "US" (default), "CA" (Canadian companies via their US-OTC/US cross-listings), or "all"'}, 'exchange': {'type': 'string', 'description': 'Filter by listing exchange (exact match): NASDAQ, NYSE, or AMEX'}, 'industry': {'type': 'string', 'description': 'Filter by company industry (exact match, e.g. "Biotechnology", "Software")'}, 'maxFloat': {'type': 'number', 'description': 'Maximum computed public float (shares)'}, 'maxPrice': {'type': 'number', 'description': 'Maximum latest price in USD'}, 'minFloat': {'type': 'number', 'description': 'Minimum computed public float (shares)'}, 'minPrice': {'type': 'number', 'description': 'Minimum latest price in USD'}, 'maxVolume': {'type': 'number', 'description': 'Maximum daily trading volume'}, 'minVolume': {'type': 'number', 'description': 'Minimum daily trading volume'}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction (default: desc)'}, 'floatSource': {'enum': ['computed', 'sec_10k', 'external'], 'type': 'string', 'description': 'Filter by float data source'}, 'excludeHalted': {'type': 'boolean', 'description': 'When true, exclude tickers with a currently-active trading halt (regulatory or volatility) from the results. Default false â\x80\x94 halted rows are included and carry halted/haltCode/haltedAt fields.'}, 'maxCashRunway': {'type': 'number', 'description': 'Maximum estimated months of cash remaining'}, 'minCashRunway': {'type': 'number', 'description': 'Minimum estimated months of cash remaining'}, 'maxMarketCapComputed': {'type': 'number', 'description': 'Maximum market cap in USD (price * shares outstanding)'}, 'maxSharesOutstanding': {'type': 'number', 'description': 'Maximum shares outstanding from SEC EDGAR'}, 'minMarketCapComputed': {'type': 'number', 'description': 'Minimum market cap in USD (price * shares outstanding)'}, 'minSharesOutstanding': {'type': 'number', 'description': 'Minimum shares outstanding from SEC EDGAR'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
screen_must_raise
Screen Companies That Must Raise Capital
Find companies with imminent capital raise needs based on estimated cash runway. Defaults to companies with less than 6 months of cash remaining, sorted by urgency (lowest runway first). Useful for identifying distressed companies, imminent dilution situations, or potential financing catalysts. Runway is estimated from current burn rate.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'industry': {'type': 'string', 'description': 'Filter by company industry (exact match, e.g. "Biotechnology", "Software")'}, 'maxMonths': {'type': 'number', 'maximum': 120, 'minimum': 1, 'description': 'Maximum months of cash runway to filter by (default: 6)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
screen_sec_filings
Screen SEC Filings
Screen SEC filings across all companies with company-level filters (sector, industry, market cap, exchange) combined with filing-level filters (form type, date range). Returns filings enriched with company metadata: ticker, sector, industry, exchange, market cap, and price. Use this to answer questions like "find all S-1 filings from biotech companies under $500M market cap" or "show me recent 8-K filings from Technology sector companies". This is the most powerful filing DISCOVERY tool for filings â use search_sec_filings only when you already know the specific CIK. This tool returns FILINGS, not a company universe: to enumerate or COUNT companies by market cap / price / float (e.g. "find all companies under $300M market cap"), use screen_companies instead â it supports minMarketCapComputed / maxMarketCapComputed and returns a real total COUNT.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'page': {'type': 'number', 'minimum': 1, 'description': 'Page number (1-indexed, default: 1)'}, 'dateTo': {'type': 'string', 'description': 'End date filter (YYYY-MM-DD)'}, 'sector': {'type': 'string', 'description': 'Filter by sector (e.g., "Healthcare", "Technology", "Financial Services", "Energy")'}, 'sortBy': {'enum': ['filing_date', 'form_type', 'company_name'], 'type': 'string', 'description': 'Sort results by field (default: filing_date). Ties are broken by filing id, so a given page is stable and reproducible for a fixed corpus.'}, 'dateFrom': {'type': 'string', 'description': 'Start date filter (YYYY-MM-DD)'}, 'exchange': {'type': 'string', 'description': 'Filter by exchange (e.g., "NASDAQ", "NYSE", "AMEX")'}, 'industry': {'type': 'string', 'description': 'Filter by industry (e.g., "Biotechnology", "Software - Application", "Oil & Gas E&P")'}, 'pageSize': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Results per page (default: 25, max: 100)'}, 'formTypes': {'type': 'string', 'description': 'Comma-separated form types (e.g., "S-1", "10-K,10-Q", "8-K", "S-3,424B5")'}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction (default: desc). Note that paging is offset-based over a corpus that is continuously ingesting new filings, so when walking many pages of a broad date range, newly-arrived filings can shift rows between pages; page on a closed dateFrom/dateTo window if you need an exhaustive, non-overlapping traversal.'}, 'maxMarketCap': {'type': 'number', 'description': 'Maximum market cap in USD (e.g., 500000000 for $500M)'}, 'minMarketCap': {'type': 'number', 'description': 'Minimum market cap in USD (e.g., 1000000000 for $1B)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
screen_sec_filings_performance
Screen SEC Filings Performance
Analyze stock price performance after SEC filings. Returns individual filing records with pre-computed price returns at +1 day, +3 days, +7 days, and +30 days after the filing date, plus aggregate statistics (average, median, % negative, best, worst) across all matching filings. Combine company-level filters (sector, industry, market cap, exchange) with filing filters (form type, date range). Use this to answer questions like "how do biotech stocks perform after S-1 filings?" or "what is the average 7-day return after 8-K filings from companies under $500M market cap?".
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'page': {'type': 'number', 'minimum': 1, 'description': 'Page number (1-indexed, default: 1)'}, 'dateTo': {'type': 'string', 'description': 'End date filter (YYYY-MM-DD)'}, 'sector': {'type': 'string', 'description': 'Filter by sector (e.g., "Healthcare", "Technology", "Financial Services")'}, 'sortBy': {'enum': ['filing_date', 'return_1d', 'return_3d', 'return_7d', 'return_30d', 'price_at_filing', 'market_cap'], 'type': 'string', 'description': 'Sort results by field (default: filing_date)'}, 'dateFrom': {'type': 'string', 'description': 'Start date filter (YYYY-MM-DD)'}, 'exchange': {'type': 'string', 'description': 'Filter by exchange (e.g., "NASDAQ", "NYSE", "AMEX")'}, 'industry': {'type': 'string', 'description': 'Filter by industry (e.g., "Biotechnology", "Software - Application")'}, 'pageSize': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Results per page (default: 25, max: 100)'}, 'formTypes': {'type': 'string', 'description': 'Comma-separated form types (e.g., "S-1", "10-K,10-Q", "8-K", "S-3,424B5")'}, 'sortOrder': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction (default: desc)'}, 'maxMarketCap': {'type': 'number', 'description': 'Maximum market cap in USD'}, 'minMarketCap': {'type': 'number', 'description': 'Minimum market cap in USD'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
search_clinical_trials
Search Clinical Trials
Search clinical trials market-wide (cross-company). Distinct from get_clinical_trials, which is scoped to a single ticker. Filter by phase, indication, sponsor, status, and date window; sort and paginate the results.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'description': 'End date (YYYY-MM-DD)'}, 'from': {'type': 'string', 'description': 'Start date (YYYY-MM-DD)'}, 'sort': {'type': 'string', 'description': 'Sort field'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (1-100, default: 50)'}, 'order': {'enum': ['asc', 'desc'], 'type': 'string', 'description': 'Sort direction'}, 'phase': {'type': 'string', 'description': 'Trial phase filter (e.g., "Phase 3")'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}, 'status': {'type': 'string', 'description': 'Trial status filter'}, 'sponsor': {'type': 'string', 'description': 'Sponsor name filter'}, 'dateField': {'type': 'string', 'description': 'Date field to filter/sort on'}, 'indication': {'type': 'string', 'description': 'Condition / indication filter'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
search_companies
Search Companies
Search for companies by name or ticker symbol in the Signal8 database. Returns matching companies with their ticker, name, CIK, and exchange. Use this as the first step to find a company before calling other tools.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Maximum results to return (default: 10, max: 50)'}, 'query': {'type': 'string', 'description': 'Search query - company name or ticker symbol (e.g., "Tesla", "TSLA")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
search_filing_text
Search Filing Text
Full-text substring search across all SEC filing exhibit content. Returns matching snippets with context around each match. Powerful for finding specific clauses like "change of control", "anti-dilution", "right of first refusal", or any specific language across filings. Optionally filter by company (CIK), filing, accession number, or form type.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['pattern'], 'properties': {'cik': {'type': 'string', 'description': 'Filter to a specific company by CIK number'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Max results (default: 20, max: 100)'}, 'pattern': {'type': 'string', 'minLength': 2, 'description': 'Search pattern (minimum 2 characters). Substring match, case-insensitive.'}, 'filingId': {'type': 'string', 'description': 'Filter to a specific filing by internal ID'}, 'formType': {'type': 'string', 'description': 'Filter by form type (e.g., "10-K", "S-1")'}, 'snippetLength': {'type': 'number', 'maximum': 1000, 'minimum': 50, 'description': 'Characters of context around each match (default: 200)'}, 'accessionNumber': {'type': 'string', 'description': 'Filter to a specific filing by SEC accession number'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
search_institutions
Search Institutions by Name
Search institutional investors (13F filers) by name. Returns matching institutions with CIK, name, AUM, holdings count, and latest filing period. Use this to find a specific fund or investment manager when you know part of their name (e.g., "Vanguard", "BlackRock", "Citadel"). Results are ranked by AUM descending.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['q'], 'properties': {'q': {'type': 'string', 'minLength': 2, 'description': 'Search term (min 2 characters, e.g., "Vanguard", "BlackRock")'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Maximum results to return (default: 25, max: 100)'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Offset for pagination (default: 0)'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
search_sec_filings
Search SEC Filings
Search and list SEC filings with filtering by company (CIK), form type, and date range. Returns paginated results with filing metadata including form type, filing date, company name, and accession number. Use this to find filings before reading their content with get_filing_document or get_filing_exhibits.
Lecture seule
Schéma d’entrée
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'ciks': {'type': 'string', 'description': 'Comma-separated CIK numbers to filter by (e.g., "0000320193,0001018724")'}, 'page': {'type': 'number', 'minimum': 1, 'description': 'Page number (1-indexed, default: 1)'}, 'dateTo': {'type': 'string', 'description': 'End date filter (YYYY-MM-DD)'}, 'dateFrom': {'type': 'string', 'description': 'Start date filter (YYYY-MM-DD)'}, 'pageSize': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Results per page (default: 25, max: 100)'}, 'formTypes': {'type': 'string', 'description': 'Comma-separated form types (e.g., "10-K,10-Q,8-K,S-1,S-3,424B5")'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'data': {}}, 'additionalProperties': False}
Historique
Modifications récentes des outils
Modifié
get_baby_shelf_capacity
27 September 2026 02:51
Modifié
get_dilution_snapshot
27 September 2026 02:51
Modifié
get_dilution_history
23 September 2026 02:52
Modifié
get_dilution_performance
23 September 2026 02:52
Modifié
get_baby_shelf_capacity
23 September 2026 02:52
Modifié
get_dilution_instruments
23 September 2026 02:52
Modifié
get_dilution_snapshot
23 September 2026 02:52
Modifié
get_dilution_risk
23 September 2026 02:52
Modifié
get_dilution_coverage
23 September 2026 02:52
Modifié
get_cash_position
23 September 2026 02:52
Modifié
get_float
23 September 2026 02:52
Ajouté
get_recent_uplistings
19 September 2026 02:49
Ajouté
get_upcoming_reverse_splits
19 September 2026 02:49
Modifié
get_premarket_scanner
19 September 2026 02:49
Modifié
get_rvol_history
19 September 2026 02:49
Ajouté
get_dilution_history
19 September 2026 02:49
Ajouté
get_dilution_performance
19 September 2026 02:49
Ajouté
get_baby_shelf_capacity
19 September 2026 02:49
Ajouté
get_dilution_instruments
19 September 2026 02:49
Ajouté
get_dilution_snapshot
19 September 2026 02:49
Ajouté
get_dilution_risk
19 September 2026 02:49
Ajouté
get_dilution_coverage
19 September 2026 02:49
Modifié
get_split_history
19 September 2026 02:49
Modifié
get_premarket_scan_history
19 September 2026 02:49
Modifié
screen_sec_filings
19 September 2026 02:49
Ajouté
get_premarket_scanner
17 September 2026 07:57
Ajouté
get_rvol_history
17 September 2026 07:57
Ajouté
get_legislative_calendar
17 September 2026 07:57
Ajouté
get_policy_trade_leaderboard
17 September 2026 07:57
Ajouté
get_policy_trade_overlap
17 September 2026 07:57
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