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welcome

com.thebalancedinvestorclub/welcome
Data & Analytics Finance & Investing Search & Research Public & reachable MCP 2025-11-25

What this MCP does

Provides market data and educational investment research for stocks, ETFs, and crypto, including fundamentals, prices, macro indicators, news, comparisons, and watchlists.

Capabilities

Tools

57 tools
about_us
Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
add_to_watchlist
Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'watchlist', 'asset_type'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol (e.g. AAPL, SPY, BTC-USD).'}, 'ma_type': {'enum': ['EMA', 'SMA'], 'type': 'string', 'description': 'Moving Average Type. Defaults to EMA (Exponential).'}, 'watchlist': {'type': 'string', 'description': "Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id."}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string', 'description': 'Asset type. Required by the underlying endpoint.'}, 'added_price': {'type': 'number', 'description': 'Optional: the price when added, for entry-price tracking.', 'exclusiveMinimum': 0}}}
check_ticker_in_my_watchlists
Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'asset_type'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol (e.g. AAPL, BTC-USD)'}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string', 'description': 'Asset type for the ticker'}}}
close_trade
Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['exit_price', 'exit_date'], 'properties': {'ticker': {'type': 'string', 'description': 'Alternative to trade_id: the ticker of your single open trade.'}, 'trade_id': {'type': 'string', 'description': 'The trade id (from list_my_trades). Preferred when known.'}, 'exit_date': {'type': 'string', 'description': 'Exit date â\x80\x94 ISO date (YYYY-MM-DD) or datetime.'}, 'exit_price': {'type': 'number', 'description': 'Exit price per share/unit.', 'exclusiveMinimum': 0}, 'exit_reason': {'type': 'string', 'maxLength': 200, 'description': 'Optional: why you exited.'}, 'lesson_learned': {'type': 'string', 'maxLength': 1000, 'description': 'Optional: a post-trade reflection â\x80\x94 what you learned.'}, 'emotional_state': {'type': 'number', 'maximum': 4, 'minimum': -4, 'description': 'Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.'}}}
compare_tickers
Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers'], 'properties': {'period': {'enum': ['1W', '1M', '3M', '6M', '1Y', '2Y', '5Y', 'YTD', 'MAX'], 'type': 'string', 'description': 'Default 1Y'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 5, 'minItems': 2, 'description': "List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']"}}}
create_watchlist
Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['name'], 'properties': {'name': {'type': 'string', 'maxLength': 100, 'minLength': 1, 'description': "Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1â\x80\x93100 characters."}, 'is_public': {'type': 'boolean', 'description': 'If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you).'}, 'description': {'type': 'string', 'maxLength': 500, 'description': "Optional. What's the focus of this list? Up to 500 characters."}, 'alert_frequency': {'enum': ['none', 'daily', 'weekly', 'monthly'], 'type': 'string', 'description': 'Alert frequency for changes. Defaults to none.'}}}
delete_trade
Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.
Destructive
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['trade_id', 'confirm'], 'properties': {'confirm': {'type': 'boolean', 'description': 'Must be true. Confirms the user asked for this trade to stop counting.'}, 'trade_id': {'type': 'string', 'description': 'The trade id to remove from your stats (from list_my_trades).'}}}
delete_watchlist
Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.
Destructive
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['watchlist', 'confirm_name'], 'properties': {'watchlist': {'type': 'string', 'description': 'Name, slug or id of the Stock Tracker to delete.'}, 'confirm_name': {'type': 'string', 'description': 'The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it â\x80\x94 do not fill this in on their behalf.'}}}
discover_community_watchlists
Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 30, 'minimum': 1}, 'sort_by': {'enum': ['popular', 'recent', 'mostItems'], 'type': 'string', 'description': 'Default: popular'}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string'}}}
follow_watchlist
Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['watchlist_slug'], 'properties': {'watchlist_slug': {'type': 'string', 'description': "Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists."}, 'alert_frequency': {'enum': ['none', 'daily', 'weekly', 'monthly'], 'type': 'string', 'description': 'How often to receive alerts. Defaults to none.'}}}
get_balance_sheet
Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Financial statements are for stocks only â\x80\x94 not ETFs or crypto.'}, 'periods': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.'}, 'frequency': {'enum': ['quarterly', 'annual'], 'type': 'string', 'description': 'Reporting frequency. Defaults to quarterly.'}}}
get_cash_flow
Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Financial statements are for stocks only â\x80\x94 not ETFs or crypto.'}, 'periods': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.'}, 'frequency': {'enum': ['quarterly', 'annual'], 'type': 'string', 'description': 'Reporting frequency. Defaults to quarterly.'}}}
get_close_history
Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'range': {'enum': ['1W', '1M', '3M', '6M', '1Y', '2Y', 'ALL'], 'type': 'string', 'description': 'Time range. Defaults to 1Y.'}, 'ticker': {'type': 'string', 'description': 'Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD).'}, 'interval': {'enum': ['daily', 'weekly', 'monthly'], 'type': 'string', 'description': "Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years of monthly closes."}, 'asset_type': {'enum': ['stock', 'crypto'], 'type': 'string', 'description': "Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD."}, 'include_recent': {'type': 'number', 'maximum': 60, 'minimum': 1, 'description': 'Optional: also return the most recent N closes at the chosen interval (max 60).'}}}
get_crypto_price_alignment
How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['pair'], 'properties': {'pair': {'type': 'string', 'description': 'Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD'}, 'ma_type': {'enum': ['SMA', 'EMA'], 'type': 'string', 'description': 'Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.'}}}
get_curated_lists
Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol'}}}
get_dividends
Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 40, 'minimum': 1, 'description': 'How many recent dividends to include. Defaults to 12.'}, 'ticker': {'type': 'string', 'description': 'Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only â\x80\x94 not crypto.'}}}
get_earnings_estimates
Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 12, 'minimum': 1, 'description': 'How many periods to include. Defaults to 12 (everything available).'}, 'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only â\x80\x94 not ETFs or crypto.'}, 'horizon': {'enum': ['quarterly', 'annual'], 'type': 'string', 'description': 'Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years).'}}}
get_earnings_transcript
Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'quarter'], 'properties': {'limit': {'type': 'number', 'maximum': 200, 'minimum': 1, 'description': 'Speaker turns to return. Defaults to all.'}, 'offset': {'type': 'number', 'minimum': 0, 'description': 'Skip the first N speaker turns. Defaults to 0.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Transcripts cover individual companies only.'}, 'quarter': {'type': 'string', 'pattern': '^\\d{4}Q[1-4]$', 'description': "Fiscal quarter of the call, e.g. '2026Q1'. â\x9a\xa0ï¸\x8f FISCAL, not calendar â\x80\x94 and for a company whose fiscal year is offset they are different years. NVDA's quarter ending 2026-04-30 is 2027Q1, not 2026Q1; asking for 2026Q1 returns a call from May 2025 with no error. Do not derive this label from a calendar date. If unsure, try the label and check the speakers' own dates in the transcript before using anything from it."}}}
get_etf_profile
Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'ETF ticker (e.g. SPY, QQQ, VTI)'}, 'holdings_limit': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'Top holdings to show; default 10'}}}
get_fundamentals
Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto.'}}}
get_income_statement
Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Financial statements are for stocks only â\x80\x94 not ETFs or crypto.'}, 'periods': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.'}, 'frequency': {'enum': ['quarterly', 'annual'], 'type': 'string', 'description': 'Reporting frequency. Defaults to quarterly.'}}}
get_industry_returns
Same idea as the sector view, narrower scope — average return for a single industry over the last year.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['industry'], 'properties': {'industry': {'type': 'string', 'description': "Industry name, e.g. 'Software - Application', 'Banks - Diversified'"}}}
get_insider_transactions
Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Transactions to include, newest first. Defaults to 20.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Individual companies only.'}}}
get_institutional_holdings
Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Top holders to include. Defaults to 10.'}, 'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL). Individual companies only.'}}}
get_instrument_overview
Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)'}}}
get_instrument_popularity
How many community watchlists include a given ticker — a simple read on what the club is tracking.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol'}}}
get_macro_indicators
US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'history': {'type': 'number', 'maximum': 60, 'minimum': 2, 'description': 'Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned.'}, 'include_keys': {'type': 'array', 'items': {'type': 'string'}, 'description': "Optional filter â\x80\x94 return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are reported back with the valid list. When a filter is set, each matched indicator also returns its reading history (see `history`)."}}}
get_market_calendar
Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string', 'description': 'Only events on or before this date (YYYY-MM-DD).'}, 'from': {'type': 'string', 'description': 'Only events on or after this date (YYYY-MM-DD).'}, 'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Max events to return per section. Defaults to 25.'}, 'filter': {'enum': ['all', 'earnings', 'ipos'], 'type': 'string', 'description': 'Filter the calendar by event type. Defaults to all.'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': "Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned â\x80\x94 use this to reach a coverage list."}}}
get_market_movers
Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'list': {'enum': ['gainers', 'losers', 'most_active'], 'type': 'string', 'description': 'Which list to return. Defaults to all three.'}, 'limit': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'Rows per list. Defaults to 10.'}}}
get_market_pulse
A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_mood_for_ticker
Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol (e.g. AAPL, TSLA, BTC-USD)'}, 'history_limit': {'type': 'number', 'maximum': 500, 'minimum': 1, 'description': 'History points to include, default 60'}}}
get_my_briefing
Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_my_cocreator_status
Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_my_journal_stats
Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_my_trust_score
Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_my_watchlists
Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Max watchlists per section; default 20'}}}
get_news
Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'number', 'maximum': 20, 'minimum': 1, 'description': 'Up to 20 articles; default 10'}, 'ticker': {'type': 'string', 'description': 'Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)'}}}
get_price_alignment
How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock or ETF ticker (e.g. AAPL, SPY)'}, 'ma_type': {'enum': ['SMA', 'EMA'], 'type': 'string', 'description': 'Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.'}}}
get_pricing
Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_sector_returns
Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['sector'], 'properties': {'sector': {'type': 'string', 'description': "Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'."}}}
get_ticker_metadata
Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol (e.g. AAPL)'}}}
get_today_mood_changes
Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'mood': {'enum': ['Strong Bullish', 'Bullish', 'Neutral', 'Bearish', 'Strong Bearish'], 'type': 'string', 'description': 'Only show changes that landed on this mood'}, 'limit': {'type': 'number', 'maximum': 50, 'minimum': 1}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string'}}}
get_valuation_inputs
DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': "Stock ticker (e.g. AAPL). Stocks only â\x80\x94 a DCF isn't meaningful for ETFs or crypto."}}}
get_watchlist_by_slug
Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['slug'], 'properties': {'slug': {'type': 'string', 'description': "Watchlist slug, e.g. 'ai-and-tech-infrastructure'"}}}
import_trades
Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['csv_data'], 'properties': {'source': {'enum': ['tradervue', 'tradersync', 'ibkr', 'degiro', 'generic'], 'type': 'string', 'description': 'Which platform the export came from. Defaults to generic, which matches columns by name.'}, 'csv_data': {'type': 'string', 'minLength': 1, 'description': 'The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns.'}, 'skip_header': {'type': 'boolean', 'description': 'Whether the first row is a header. Defaults to true.'}}}
list_market_moods
Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'mood': {'enum': ['Strong Bullish', 'Bullish', 'Neutral', 'Bearish', 'Strong Bearish'], 'type': 'string'}, 'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Default 20, max 50 for anonymous tier'}, 'sector': {'type': 'string', 'description': "Filter by sector name (e.g. 'Technology')"}, 'industry': {'type': 'string', 'description': 'Filter by industry name'}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string'}, 'only_with_changes': {'type': 'boolean', 'description': 'Only items where mood changed recently'}}}
list_my_trades
Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'maximum': 50, 'minimum': 1, 'description': 'Trades to return; default 20'}, 'status': {'enum': ['Open', 'Closed'], 'type': 'string', 'description': 'Filter by trade status'}, 'ticker': {'type': 'string', 'description': 'Filter to a specific ticker'}, 'include_notes': {'type': 'boolean', 'description': 'Include the thesis, exit reason, lesson and notes written on each trade. Off by default because they are long â\x80\x94 turn it on when looking at a handful of trades, not a whole book.'}, 'include_paper': {'type': 'boolean', 'description': 'Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site.'}}}
list_securities_by
List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['field', 'value'], 'properties': {'sort': {'enum': ['name', 'market_cap'], 'type': 'string', 'description': "Sort order. 'market_cap' adds a market-cap column (largest first) â\x80\x94 ideal for picking comps peers by size. Caps come from our fundamentals cache, so rarely-viewed small names may show 'â\x80\x94'. Defaults to 'name'."}, 'field': {'enum': ['sector', 'industry'], 'type': 'string', 'description': 'Filter dimension'}, 'limit': {'type': 'number', 'maximum': 100, 'minimum': 1, 'description': 'Default 30, max 100'}, 'value': {'type': 'string', 'description': "Filter value, e.g. 'Technology', 'Banks - Diversified'"}}}
log_trade
Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'direction', 'entry_date', 'entry_price', 'quantity'], 'properties': {'notes': {'type': 'string', 'maxLength': 1000, 'description': 'Optional: anything else to remember.'}, 'thesis': {'type': 'string', 'maxLength': 500, 'description': "Optional: why this trade? What's your conviction?"}, 'ticker': {'type': 'string', 'description': 'Ticker or crypto pair (e.g. AAPL, SPY, BTC-USD).'}, 'quantity': {'type': 'number', 'description': 'Quantity / position size.', 'exclusiveMinimum': 0}, 'direction': {'enum': ['Long', 'Short'], 'type': 'string', 'description': 'Trade direction.'}, 'entry_date': {'type': 'string', 'description': 'Entry date â\x80\x94 ISO date (YYYY-MM-DD) or datetime.'}, 'entry_price': {'type': 'number', 'description': 'Entry price per share/unit.', 'exclusiveMinimum': 0}, 'is_test_trade': {'type': 'boolean', 'description': "Mark this as a paper/practice trade. Paper trades are kept out of your real performance stats â\x80\x94 win rate, P&L, and the emotion breakdown. Defaults to false (a real trade). Use true when trying something out, so you don't pollute your own record."}, 'emotional_state': {'type': 'number', 'maximum': 4, 'minimum': -4, 'description': 'Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.'}, 'confirm_duplicate': {'type': 'boolean', 'description': 'Set true to log even if a matching trade (same ticker, date, direction) already exists.'}}}
remove_from_watchlist
Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.
Destructive
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'watchlist'], 'properties': {'ticker': {'type': 'string', 'description': 'Ticker symbol to remove (e.g. AAPL).'}, 'watchlist': {'type': 'string', 'description': 'Name of the Stock Tracker the ticker is in, or its id.'}, 'asset_type': {'enum': ['stock', 'etf', 'crypto', 'forex'], 'type': 'string', 'description': 'Optional: helps disambiguate if the same ticker exists in multiple asset types.'}}}
search_instruments
Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'limit': {'type': 'number', 'maximum': 15, 'minimum': 1, 'description': 'Up to 15 results; default 10'}, 'query': {'type': 'string', 'description': 'Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla)'}}}
search_my_watchlists
Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'query': {'type': 'string', 'maxLength': 100, 'minLength': 2, 'description': 'Search query (2-100 chars)'}}}
start_here
Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
unfollow_watchlist
Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.
Destructive
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['watchlist_slug'], 'properties': {'watchlist_slug': {'type': 'string', 'description': "Slug or name of the Stock Tracker you're following. get_my_watchlists lists them."}}}
update_trade
Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['trade_id'], 'properties': {'notes': {'type': 'string', 'maxLength': 1000, 'description': 'Updated notes.'}, 'thesis': {'type': 'string', 'maxLength': 500, 'description': 'Updated thesis â\x80\x94 why this trade.'}, 'quantity': {'type': 'number', 'description': 'New quantity.', 'exclusiveMinimum': 0}, 'trade_id': {'type': 'string', 'description': 'The trade id (from list_my_trades).'}, 'entry_price': {'type': 'number', 'description': 'New entry price.', 'exclusiveMinimum': 0}, 'is_test_trade': {'type': 'boolean', 'description': 'Reclassify the trade: true makes it a paper trade (excluded from your stats), false makes it a real one. Use delete_trade if what you want is to take a mistaken entry out of your record.'}, 'lesson_learned': {'type': 'string', 'maxLength': 1000, 'description': 'What you took away from this trade. Can be written long after the exit â\x80\x94 the lesson usually arrives later than the P&L.'}, 'emotional_state': {'type': 'number', 'maximum': 4, 'minimum': -4, 'description': 'Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. (entry)'}}}
update_watchlist
Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['watchlist'], 'properties': {'name': {'type': 'string', 'maxLength': 100, 'minLength': 1, 'description': 'New name. 1â\x80\x93100 characters.'}, 'is_public': {'type': 'boolean', 'description': 'True makes it discoverable and followable by others. False makes it visible only to you.'}, 'watchlist': {'type': 'string', 'description': 'Name, slug or id of the Stock Tracker to update.'}, 'description': {'type': 'string', 'maxLength': 500, 'description': 'New description. Up to 500 characters.'}, 'show_anonymous': {'type': 'boolean', 'description': 'When public, hide your identity as the author.'}, 'alert_frequency': {'enum': ['none', 'daily', 'weekly', 'monthly'], 'type': 'string', 'description': 'How often this Stock Tracker alerts you to changes.'}}}
whoami
A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
History

Recent tool changes

Added
import_trades
Sept. 17, 2026, 12:37 p.m.
Added
delete_trade
Sept. 17, 2026, 12:37 p.m.
Added
update_trade
Sept. 17, 2026, 12:37 p.m.
Added
close_trade
Sept. 17, 2026, 12:37 p.m.
Added
log_trade
Sept. 17, 2026, 12:37 p.m.
Added
delete_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
update_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
unfollow_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
follow_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
remove_from_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
add_to_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
create_watchlist
Sept. 17, 2026, 12:37 p.m.
Added
get_my_briefing
Sept. 17, 2026, 12:37 p.m.
Added
get_my_cocreator_status
Sept. 17, 2026, 12:37 p.m.
Added
get_my_trust_score
Sept. 17, 2026, 12:37 p.m.
Added
get_my_journal_stats
Sept. 17, 2026, 12:37 p.m.
Added
list_my_trades
Sept. 17, 2026, 12:37 p.m.
Added
check_ticker_in_my_watchlists
Sept. 17, 2026, 12:37 p.m.
Added
search_my_watchlists
Sept. 17, 2026, 12:37 p.m.
Added
get_my_watchlists
Sept. 17, 2026, 12:37 p.m.
Added
whoami
Sept. 17, 2026, 12:37 p.m.
Added
get_pricing
Sept. 17, 2026, 12:37 p.m.
Added
about_us
Sept. 17, 2026, 12:37 p.m.
Added
get_instrument_overview
Sept. 17, 2026, 12:37 p.m.
Added
get_etf_profile
Sept. 17, 2026, 12:37 p.m.
Added
get_news
Sept. 17, 2026, 12:37 p.m.
Added
get_fundamentals
Sept. 17, 2026, 12:37 p.m.
Added
get_curated_lists
Sept. 17, 2026, 12:37 p.m.
Added
get_instrument_popularity
Sept. 17, 2026, 12:37 p.m.
Added
get_watchlist_by_slug
Sept. 17, 2026, 12:37 p.m.
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