MCP Radar
MCP Server

Bullrun

org.bull-run/bullrun
Data & Analytics Finance & Investing Public & reachable MCP 2025-11-25

What this MCP does

Provides global stock and ETF research, screening, financial analysis, risk metrics, portfolio analytics, and draft portfolio creation.

Capabilities

Tools

30 tools
analyze_etf_overlap
Analyze ETF overlap
Compare two to ten ETFs using their latest stored holdings. Returns pairwise shared holdings, weighted overlap (sum of the smaller weight for each shared holding), each fund's weight in shared names, and the largest duplicate exposures. Coverage is explicit because provider holdings may be partial top-holdings samples. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers'], 'properties': {'tickers': {'type': 'array', 'items': {'type': 'string', 'minLength': 1}, 'maxItems': 10, 'minItems': 2, 'description': 'Two to ten exact Bullrun ETF listing tickers.'}, 'topSharedLimit': {'type': 'integer', 'default': 20, 'maximum': 100, 'minimum': 1}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers', 'methodology', 'coverage', 'pairs', 'warnings'], 'properties': {'pairs': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'tickers': {'type': 'array', 'items': {'type': 'string'}}, 'coverage': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'methodology': {'type': 'object', 'additionalProperties': {}}}, 'additionalProperties': False}
analyze_portfolio_fit
Analyze ETF portfolio fit
Analyze an ETF candidate against one signed-in user's portfolio. Combines Bullrun's price-history candidate fit (correlation, beta and pro-forma volatility) with latest-holdings look-through that identifies direct and ETF-contained duplicate underlying positions. Coverage is explicit and partial provider holdings make duplicate exposure a lower bound. Requires OAuth read:portfolios. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portfolioId', 'candidateTicker'], 'properties': {'days': {'type': 'integer', 'default': 370, 'maximum': 1825, 'minimum': 30}, 'portfolioId': {'type': 'integer', 'description': 'Portfolio id returned by list_portfolios.', 'exclusiveMinimum': 0}, 'candidateTicker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker to test.'}, 'candidateWeightPct': {'type': 'number', 'default': 5, 'maximum': 50, 'minimum': 0.1}, 'includeLookThrough': {'type': 'boolean', 'default': True}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portfolioId', 'candidateTicker', 'candidateWeightPct', 'priceRiskFit', 'lookThroughFit', 'coverage', 'warnings'], 'properties': {'coverage': {'type': 'object', 'additionalProperties': {}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'portfolioId': {'type': 'integer'}, 'priceRiskFit': {'anyOf': [{'type': 'object', 'additionalProperties': {}}, {'type': 'null'}]}, 'lookThroughFit': {'anyOf': [{'type': 'object', 'additionalProperties': {}}, {'type': 'null'}]}, 'candidateTicker': {'type': 'string'}, 'candidateWeightPct': {'type': 'number'}}, 'additionalProperties': False}
compare_etfs
Compare ETFs
Return a normalized side-by-side comparison of two to ten ETFs across selected classification, market, fund-data, cost, income, benchmark, price-performance, price-risk, and holdings modules. Leaders are mechanical extrema, not recommendations. Currency and partial-holdings caveats are explicit. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers'], 'properties': {'include': {'type': 'array', 'items': {'enum': ['classification', 'market', 'fund_data', 'costs', 'income', 'benchmark', 'performance', 'risk', 'holdings'], 'type': 'string'}, 'default': ['classification', 'market', 'fund_data', 'costs', 'income', 'benchmark'], 'maxItems': 9, 'minItems': 1}, 'tickers': {'type': 'array', 'items': {'type': 'string', 'minLength': 1}, 'maxItems': 10, 'minItems': 2, 'description': 'Two to ten exact Bullrun ETF listing tickers.'}, 'performanceDays': {'type': 'integer', 'default': 370, 'maximum': 1825, 'minimum': 30}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['tickers', 'requestedModules', 'rows', 'leaders', 'coverage', 'warnings'], 'properties': {'rows': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'leaders': {'type': 'object', 'additionalProperties': {}}, 'tickers': {'type': 'array', 'items': {'type': 'string'}}, 'coverage': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'requestedModules': {'type': 'array', 'items': {'enum': ['classification', 'market', 'fund_data', 'costs', 'income', 'benchmark', 'performance', 'risk', 'holdings'], 'type': 'string'}}}, 'additionalProperties': False}
create_portfolio_draft
Create a portfolio draft
Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. "build me a portfolio", "put together a dividend portfolio", "draft a portfolio of AI stocks", "create a new portfolio for $10k". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. "a diversified European dividend portfolio"). Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced stock/ETF universe; pass instrumentUniverse for stocks only, ETFs only, or a mix. If the brief is vague, first ask ONE quick round of up to three multiple-choice questions (investing style, region focus, and size), each with a default the user can accept with "just pick for me", then build; skip any dimension the user already specified and do not interrogate across multiple turns.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'prompt': {'type': 'string', 'maxLength': 600, 'description': 'What kind of portfolio to draft, e.g. "a defensive dividend portfolio of large EU stocks". Optional: if you omit it, the server collects a quick style/region/size brief from the user directly (a native form on clients that support elicitation; otherwise it asks you to gather those first).'}, 'maxPositions': {'type': 'integer', 'maximum': 20, 'minimum': 3, 'description': 'Maximum number of holdings (3-20, default 10).'}, 'startingCash': {'type': 'number', 'maximum': 100000000, 'minimum': 100, 'description': 'Starting cash in USD (default 10000).'}, 'instrumentUniverse': {'enum': ['stocks', 'etfs', 'mix'], 'type': 'string', 'description': 'Candidate universe: stocks only, ETFs only, or a mix. Default mix unless the prompt says otherwise.'}}, 'additionalProperties': False}
create_portfolio_from_positions
Save a portfolio from explicit holdings
Use when YOU (or the user) have ALREADY decided the exact holdings and want them saved as-is — e.g. after researching and settling on a specific basket with target weights. Persists a REVIEWABLE paper-portfolio draft built from the tickers you supply, sized by weight (percent) or by explicit USD amount. Unlike create_portfolio_draft this does NOT use the LLM and NEVER re-selects tickers: your basket lands exactly as given. It is NOT Pro-gated (it mirrors manual position entry, which is free) and needs only OAuth with the write:drafts scope. DRAFT-ONLY: the draft is saved to the user's Bullrun account and appears in the Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it (creating a NEW portfolio) or discards it — it never changes any live position. Tickers must exist in Bullrun's priced stock/ETF universe; any that cannot be priced are returned in `unresolved` and skipped (use search_etfs / get_etf_snapshot / screen_stocks / get_stock_metrics to confirm exact tickers first). For a vague brief where the model should pick, use create_portfolio_draft instead.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['positions'], 'properties': {'name': {'type': 'string', 'maxLength': 72, 'description': 'Portfolio name. Default "Custom Portfolio Draft".'}, 'cashPct': {'type': 'number', 'maximum': 95, 'minimum': 0, 'description': 'Explicit cash percentage to hold back. Overrides the weight-remainder rule.'}, 'positions': {'type': 'array', 'items': {'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Exact Bullrun ticker, used verbatim (never re-picked), e.g. VWCE.DE, SMH, ROG.SW.'}, 'weight': {'type': 'number', 'description': 'Target weight as a PERCENT (e.g. 46 for 46%). If the weights across positions sum to <=100 the remainder is held as cash; any other sum is normalised to fully invested. Use weight OR amountUsd across the basket, not both.', 'exclusiveMinimum': 0}, 'amountUsd': {'type': 'number', 'description': 'Explicit USD amount to allocate to this holding. If ANY position uses amountUsd, sizing is by amount for all.', 'exclusiveMinimum': 0}}, 'additionalProperties': False}, 'maxItems': 30, 'minItems': 1, 'description': 'The exact holdings to persist (1-30). Tickers are used verbatim, never re-selected.'}, 'startingCash': {'type': 'number', 'maximum': 100000000, 'minimum': 100, 'description': 'Total portfolio cash in USD. Default 10000 in weight mode; the sum of amounts in amount mode.'}}, 'additionalProperties': False}
create_position_draft
Create a position draft
Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. "what should I buy next", "suggest a stock or ETF for my portfolio", "what should I add", "recommend a position", "any ideas to round out my holdings". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. Pass instrumentUniverse for stocks only, ETFs only, or a mix. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a single best idea or a few) in ONE quick step; otherwise just build.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portfolioId'], 'properties': {'portfolioId': {'type': 'integer', 'description': 'The Bullrun portfolio id to propose additions for. Use list_portfolios first if unsure.', 'exclusiveMinimum': 0}, 'maxPositions': {'type': 'integer', 'maximum': 5, 'minimum': 1, 'description': 'How many suggested additions to save, 1-5. Use 1 for a single-position idea; default 3.'}, 'instrumentUniverse': {'enum': ['stocks', 'etfs', 'mix'], 'type': 'string', 'description': 'Candidate universe: stocks only, ETFs only, or a mix. Default mix.'}}, 'additionalProperties': False}
get_capabilities
Get account capabilities
Discover what the connected Bullrun account can do BEFORE attempting an action, so you can plan instead of learning by hitting a 403. Reports whether you are authenticated and as WHICH identity (email + userId), whether the account has Bullrun Pro and why (subscription / trial / admin), the granted OAuth scopes, portfolio usage vs the free/max limits, and a per-tool entitlement map: create_portfolio_from_positions (free), create_portfolio_draft and create_position_draft (Pro-only), and whether another portfolio can be created now. Call this first when a draft/write tool might be gated, or to confirm which account a request will act on. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
get_earnings_call_transcript
Get earnings call transcript
Fetch speaker-tagged earnings-call transcript chunks for one exact Bullrun ticker, optionally filtered by fiscal period or search text. Use this for management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'search': {'type': 'string', 'description': 'Optional case-insensitive text/speaker search across transcript chunks.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun, e.g. "CRWD", "SPGI", "V".'}, 'maxChunks': {'type': 'integer', 'default': 80, 'maximum': 200, 'minimum': 1, 'description': 'Maximum speaker-tagged transcript chunks to return.'}, 'fiscalYear': {'type': 'integer', 'maximum': 2200, 'minimum': 1900, 'description': 'Optional fiscal year filter.'}, 'fiscalQuarter': {'type': 'integer', 'maximum': 4, 'minimum': 1, 'description': 'Optional fiscal quarter filter.'}, 'maxCharsPerChunk': {'type': 'integer', 'default': 1600, 'maximum': 4000, 'minimum': 200, 'description': 'Maximum characters per transcript chunk in the MCP response.'}}, 'additionalProperties': False}
get_etf_exposures
Get ETF exposures
Calculate sector, country, currency, and broad asset exposure from the latest stored ETF holdings and Bullrun instrument mappings. Factor and thematic look-through are reported unavailable until dedicated source data exists. Coverage states how much fund weight and how many holding symbols were resolved, so partial top-holdings data is never presented as full exposure. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'types': {'type': 'array', 'items': {'enum': ['sector', 'country', 'currency', 'asset', 'factor', 'thematic'], 'type': 'string'}, 'default': ['sector', 'country', 'currency', 'asset'], 'maxItems': 6, 'minItems': 1}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker.'}, 'limitPerType': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'requestedTypes', 'availableTypes', 'unavailableTypes', 'exposures', 'coverage', 'warnings'], 'properties': {'ticker': {'type': 'string'}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'exposures': {'type': 'object', 'additionalProperties': {}}, 'availableTypes': {'type': 'array', 'items': {'$ref': '#/properties/requestedTypes/items'}}, 'requestedTypes': {'type': 'array', 'items': {'enum': ['sector', 'country', 'currency', 'asset', 'factor', 'thematic'], 'type': 'string'}}, 'unavailableTypes': {'type': 'array', 'items': {'$ref': '#/properties/requestedTypes/items'}}}, 'additionalProperties': False}
get_etf_filter_options
List ETF filter values
List the exact values accepted by the categorical filters on search_etfs and screen_etfs — asset classes, categories, index keys, product/wrapper types, regions, domiciles, currencies, exchanges, and (on request) issuers and focus strings. Those filters match exactly, so a guessed string returns zero rows and looks like "no such ETF exists"; call this first whenever a filter value is not already known to be valid. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 100, 'maximum': 1000, 'minimum': 1, 'description': 'Maximum values per facet, 1-1000. Each facet reports its untruncated total.'}, 'facets': {'type': 'array', 'items': {'enum': ['assetClasses', 'categories', 'indexKeys', 'productTypes', 'regions', 'domiciles', 'currencies', 'exchanges', 'sectors', 'fundFamilies', 'industries'], 'type': 'string'}, 'minItems': 1, 'description': 'Which facets to return. Defaults to everything except the long tails fundFamilies (~890 issuers) and industries (~650 focus strings) â\x80\x94 request those explicitly, ideally with search.'}, 'search': {'type': 'string', 'description': 'Case-insensitive substring filter applied to every requested facet, e.g. "ishares" against fundFamilies or "world" against categories.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['facets', 'totals', 'truncatedFacets', 'search', 'notes'], 'properties': {'notes': {'type': 'array', 'items': {'type': 'string'}}, 'facets': {'type': 'object', 'additionalProperties': {}}, 'search': {'type': ['string', 'null']}, 'totals': {'type': 'object', 'additionalProperties': {'type': 'number'}}, 'truncatedFacets': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}
get_etf_fund
Get ETF fund by ISIN
Resolve one FUND rather than one listing. Given an ISIN (or any venue ticker of the fund) it returns the fund's identity, costs, index, distribution policy, wrapper type and every venue it is listed on with exchange and trading currency. Use this when the user quotes an ISIN, asks "which ticker do I buy on my exchange?", or when several tickers may be the same underlying fund. Ratios are percentage points. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'isin': {'type': 'string', 'description': 'Fund ISIN, e.g. IE00B4L5Y983. The identifier European factsheets and brokers quote.'}, 'ticker': {'type': 'string', 'description': 'Any venue listing ticker of the fund, e.g. EUNL.DE or IWDA.L. Resolved to its fund ISIN first. Provide this or isin.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query', 'found', 'fund', 'listings', 'warnings'], 'properties': {'fund': {'anyOf': [{'type': 'object', 'additionalProperties': {}}, {'type': 'null'}]}, 'found': {'type': 'boolean'}, 'query': {'type': 'object', 'additionalProperties': {}}, 'listings': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}
get_etf_holdings
Get ETF holdings
Return the latest stored ETF holdings snapshot with opaque cursor pagination. The response reports the provider's stated holdings count, stored row count, covered weight, and whether the stored rows appear complete. Treat isComplete=false or null as partial look-through data. Historical as-of selection will be added when the upstream API exposes it. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum holdings to return on this page, 1-100.'}, 'cursor': {'type': 'string', 'description': 'Opaque nextCursor returned by a previous get_etf_holdings call for the same ticker.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker, including its exchange suffix when present.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'asOfDate', 'returned', 'totalRowsAvailable', 'nextCursor', 'coverage', 'holdings'], 'properties': {'ticker': {'type': 'string'}, 'asOfDate': {'type': ['string', 'null']}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'holdings': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'returned': {'type': 'integer', 'minimum': 0}, 'nextCursor': {'type': ['string', 'null']}, 'totalRowsAvailable': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}
get_etf_index_group
Compare funds tracking one index
Answer "what is the cheapest way to track <index>?". Returns every fund tracking one index ordered cheapest fee first, deduplicated to one row per FUND rather than per venue listing (a five-venue UCITS fund is one choice, not five) with its listingCount and venues. Defaults to UCITS-buyable domiciles. Omit indexKey to list the available index families. Fees are percentage points and the response states how many funds publish no fee at all, so a "cheapest" claim is never made over silently omitted funds. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum funds (or index families) to return, 1-100.'}, 'scope': {'enum': ['ucits', 'all'], 'type': 'string', 'default': 'ucits', 'description': 'ucits (default) restricts to domiciles a European retail investor can actually buy. all adds US-domiciled trackers, which look cheaper but are not purchasable by EU retail.'}, 'indexKey': {'type': 'string', 'description': 'Normalized index key, e.g. SP500, MSCI_WORLD, NASDAQ100, MSCI_EM, EURO_STOXX_50, TOPIX, FTSE100. Omit to list every index family that has at least one fund.'}, 'distributionPolicy': {'enum': ['ACCUMULATING', 'DISTRIBUTING'], 'type': 'string', 'description': 'Optionally keep only accumulating or only distributing share classes.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['mode', 'indexKey', 'scope', 'found', 'coverage', 'funds', 'indexFamilies', 'warnings'], 'properties': {'mode': {'enum': ['index_group', 'index_list'], 'type': 'string'}, 'found': {'type': 'boolean'}, 'funds': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'scope': {'type': 'string'}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'indexKey': {'type': ['string', 'null']}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'indexFamilies': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}}, 'additionalProperties': False}
get_etf_risk
Get ETF risk
Calculate drawdown, annualized volatility, downside volatility, historical VaR, Sharpe, Sortino and Calmar ratios from stored daily close prices. With benchmarkTicker, also calculates beta, correlation, tracking error, active return and information ratio on aligned dates. Results are price-return risk, not distribution-adjusted total-return risk. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'days': {'type': 'integer', 'default': 370, 'maximum': 1825, 'minimum': 30, 'description': 'Calendar-day lookback for daily close-price risk calculations.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker.'}, 'benchmarkTicker': {'type': 'string', 'minLength': 1, 'description': 'Optional exact priced benchmark/proxy ticker for beta, correlation, tracking error, active return, and information ratio.'}, 'riskFreeRatePct': {'type': 'number', 'default': 0, 'maximum': 30, 'minimum': -10, 'description': 'Annual risk-free rate in percentage points for Sharpe, Sortino, and Calmar ratios.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'lookbackDays', 'methodology', 'coverage', 'risk', 'benchmarkRelative', 'warnings'], 'properties': {'risk': {'type': 'object', 'additionalProperties': {}}, 'ticker': {'type': 'string'}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'methodology': {'type': 'object', 'additionalProperties': {}}, 'lookbackDays': {'type': 'integer'}, 'benchmarkRelative': {'anyOf': [{'type': 'object', 'additionalProperties': {}}, {'type': 'null'}]}}, 'additionalProperties': False}
get_etf_snapshot
Get ETF snapshot
Fetch a modular snapshot for one exact ETF listing. The include array controls which of identity, classification, market, fund_data (NAV/AUM), costs, income, and benchmark are fetched and returned. Unrequested modules are omitted; requested-but-unavailable modules are named explicitly. Ratios use percentage points. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker, including its exchange suffix when present, e.g. SPY, VWRL.L, or EUNL.DE.'}, 'include': {'type': 'array', 'items': {'enum': ['identity', 'classification', 'market', 'fund_data', 'costs', 'income', 'benchmark'], 'type': 'string'}, 'default': ['identity', 'classification', 'market', 'costs'], 'maxItems': 7, 'minItems': 1, 'description': 'Only these snapshot modules are fetched and returned. Default: identity, classification, market, costs.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'found', 'requestedModules', 'availableModules', 'missingModules', 'modules', 'asOf', 'dataQuality'], 'properties': {'asOf': {'type': 'object', 'additionalProperties': {}}, 'found': {'type': 'boolean'}, 'ticker': {'type': 'string'}, 'modules': {'type': 'object', 'additionalProperties': {}}, 'dataQuality': {'type': 'object', 'additionalProperties': {}}, 'missingModules': {'type': 'array', 'items': {'$ref': '#/properties/requestedModules/items'}}, 'availableModules': {'type': 'array', 'items': {'$ref': '#/properties/requestedModules/items'}}, 'requestedModules': {'type': 'array', 'items': {'enum': ['identity', 'classification', 'market', 'fund_data', 'costs', 'income', 'benchmark'], 'type': 'string'}}}, 'additionalProperties': False}
get_etf_timeseries
Get ETF time series
Fetch ETF price or price-return history at daily, weekly, or monthly intervals. NAV, true total-return, benchmark, and premium/discount series are returned only when their required source data or an explicit benchmark ticker exists; unavailable requested series are named explicitly and never approximated with price returns. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'default': 260, 'maximum': 1300, 'minimum': 1, 'description': 'Maximum recent daily source bars to load before date filtering and interval aggregation.'}, 'series': {'type': 'array', 'items': {'enum': ['price', 'price_return', 'nav', 'total_return', 'benchmark', 'premium_discount'], 'type': 'string'}, 'default': ['price'], 'maxItems': 6, 'minItems': 1, 'description': 'Requested series. Unsupported stored series are reported in unavailableSeries rather than synthesized.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker.'}, 'endDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$'}, 'interval': {'enum': ['daily', 'weekly', 'monthly'], 'type': 'string', 'default': 'daily'}, 'startDate': {'type': 'string', 'pattern': '^\\d{4}-\\d{2}-\\d{2}$'}, 'benchmarkTicker': {'type': 'string', 'minLength': 1, 'description': 'Exact priced ticker to use when benchmark is requested. A benchmark name alone cannot resolve a price series safely.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'requestedSeries', 'availableSeries', 'unavailableSeries', 'interval', 'series', 'metadata', 'warnings'], 'properties': {'series': {'type': 'object', 'additionalProperties': {}}, 'ticker': {'type': 'string'}, 'interval': {'enum': ['daily', 'weekly', 'monthly'], 'type': 'string'}, 'metadata': {'type': 'object', 'additionalProperties': {}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'availableSeries': {'type': 'array', 'items': {'$ref': '#/properties/requestedSeries/items'}}, 'requestedSeries': {'type': 'array', 'items': {'enum': ['price', 'price_return', 'nav', 'total_return', 'benchmark', 'premium_discount'], 'type': 'string'}}, 'unavailableSeries': {'type': 'array', 'items': {'$ref': '#/properties/requestedSeries/items'}}}, 'additionalProperties': False}
get_financial_history
Get financial history
Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'years': {'type': 'integer', 'default': 10, 'maximum': 15, 'minimum': 1, 'description': 'How many fiscal years of history to return, counting backward from the latest fiscal year available.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol.'}, 'periodType': {'enum': ['annual', 'quarterly', 'both'], 'type': 'string', 'default': 'both', 'description': 'Return annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.'}, 'includeEmptyRows': {'type': 'boolean', 'default': False, 'description': 'Include sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.'}}, 'additionalProperties': False}
get_forward_estimates
Get forward estimates
Fetch forward consensus revenue/EPS/EBITDA estimates, management guidance ranges, and estimate-revision percentages for one exact Bullrun ticker. Also derives simple forward P/E and PEG-style context from the latest close when EPS estimates are available. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'default': 80, 'maximum': 200, 'minimum': 1, 'description': 'Maximum estimate rows to return.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun, e.g. "AAPL", "CRWD", "SPGI".'}, 'periodType': {'enum': ['annual', 'quarterly', 'both'], 'type': 'string', 'default': 'both', 'description': 'Return annual estimates, quarterly estimates, or both.'}}, 'additionalProperties': False}
get_operating_kpis
Get operating KPIs
Fetch period-specific operating KPIs and unit-economics metrics for one exact Bullrun ticker: ARR, net revenue retention, RPO, billings, customer counts, payments volume, cross-border volume, processed transactions, or other domain-specific metrics when populated. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'default': 120, 'maximum': 300, 'minimum': 1, 'description': 'Maximum KPI rows to return.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun, e.g. "CRWD", "SNOW", "V".'}, 'category': {'type': 'string', 'description': 'Optional category filter such as SaaS, payments, marketplace, banking, or other domain labels.'}, 'metricKey': {'type': 'string', 'description': 'Optional exact metric key to filter, e.g. ARR, NRR, RPO, BILLINGS, PAYMENT_VOLUME.'}}, 'additionalProperties': False}
get_portfolio_analytics
Get portfolio analytics
Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock — e.g. "is my portfolio diversified", "how risky is my portfolio", "am I too concentrated", "what's my exposure to X", "should I add NVDA", "would AAPL improve my diversification". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock). Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked tickers) and renormalizing all percentages over what remains; the response leads with a `coverage` banner (first text block) stating how many holdings were excluded, so never read these figures as the whole portfolio. For a plain holdings/value snapshot and the full matched/unmatched breakdown use get_portfolio_context instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full"; "weights_only" hides absolute USD amounts while keeping weights, percentages, correlations and scores.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portfolioId'], 'properties': {'days': {'type': 'integer', 'maximum': 1825, 'minimum': 30, 'description': 'Calendar-day lookback for daily USD return analytics. Default 370.'}, 'portfolioId': {'type': 'integer', 'description': 'The portfolio id, as returned by list_portfolios.', 'exclusiveMinimum': 0}, 'privacyMode': {'enum': ['full', 'weights_only'], 'type': 'string', 'description': '"full" (default) includes absolute USD amounts; "weights_only" returns only relative figures.'}, 'candidateTicker': {'type': 'string', 'minLength': 1, 'description': 'Optional exact Bullrun ticker to test as a candidate diversifier - the native local-exchange symbol, e.g. AAPL, BMW, ABBN, NESN (not Yahoo-style suffixes like BMW.DE).'}, 'candidateWeightPct': {'type': 'number', 'maximum': 50, 'minimum': 0, 'description': 'Optional hypothetical candidate allocation for pro-forma volatility. Default 5 (%).'}}, 'additionalProperties': False}
get_portfolio_context
Get portfolio context
Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. "analyze my portfolio", "how is my portfolio doing", "what's in my portfolio", "review my holdings", "how am I invested", "what should I improve". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a `coverage` summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never present matched-only figures as the whole portfolio. For risk/diversification math, correlations, factor exposure, or whether to add a specific stock, use get_portfolio_analytics instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full" (absolute $ included); "weights_only" returns only relative figures. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['portfolioId'], 'properties': {'days': {'type': 'integer', 'maximum': 3700, 'minimum': 7, 'description': 'Insights look-back window in days (default 30).'}, 'portfolioId': {'type': 'integer', 'description': 'The portfolio id, as returned by list_portfolios.', 'exclusiveMinimum': 0}, 'privacyMode': {'enum': ['full', 'weights_only'], 'type': 'string', 'description': '"full" (default) includes absolute $; "weights_only" returns only relative figures.'}}, 'additionalProperties': False}
get_quality_moat_metrics
Get quality and moat metrics
Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'years': {'type': 'integer', 'default': 10, 'maximum': 15, 'minimum': 2, 'description': 'How many fiscal years of annual history to evaluate.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol.'}, 'estimatedWaccPct': {'type': 'number', 'maximum': 50, 'minimum': 0, 'description': 'Optional user-supplied WACC assumption, in percent. When omitted, ROIC-vs-WACC spread is returned as null.'}, 'taxRateFallbackPct': {'type': 'number', 'default': 21, 'maximum': 50, 'minimum': 0, 'description': 'Fallback tax rate used for NOPAT only when reported tax/pretax data is missing or unusable.'}}, 'additionalProperties': False}
get_revenue_breakdown
Get revenue breakdown
Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'default': 160, 'maximum': 300, 'minimum': 1, 'description': 'Maximum breakdown rows to return.'}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'The ticker exactly as listed on Bullrun, e.g. "SPGI", "MSFT", "V".'}, 'dimension': {'enum': ['segment', 'geography', 'product', 'customer', 'other', 'all'], 'type': 'string', 'default': 'all', 'description': 'Breakdown dimension to return, or all dimensions.'}}, 'additionalProperties': False}
get_stock_metrics
Get stock metrics
Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Use the exact ticker as listed on Bullrun - the native local-exchange symbol (e.g. AAPL, BMW, ABBN, NESN, or a numeric code like 005930), NOT Yahoo-style country suffixes like BMW.DE or ABBN.SW. If a ticker returns no data, use screen_stocks (by sector/country) to find the exact symbol. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'minLength': 1, 'description': 'The stock ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. "AAPL", "BMW" (not "BMW.DE"), "ABBN" (not "ABBN.SW"), "NESN", or a numeric code like "005930". Do not append Yahoo-style country suffixes.'}}, 'additionalProperties': False}
list_portfolios
List my portfolios
Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'privacyMode': {'enum': ['full', 'weights_only'], 'type': 'string', 'description': '"full" (default) includes absolute $; "weights_only" hides cash/value/cost-basis and keeps only %.'}}, 'additionalProperties': False}
query_etfs
Query ETFs
Compatibility tool for older clients: search the Bullrun ETF universe and optionally bundle profile, recent prices, and latest holdings for an exact ticker. New clients should use search_etfs, get_etf_snapshot, and get_etf_holdings for smaller responses, structured output, quantitative filters, and explicit coverage metadata. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'focus': {'type': 'string', 'description': 'Exact ETF exposure filter, such as Japan, Equity - Australia, TOPIX, or an exchange/source exposure label. Kept as focus for API compatibility.'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum ETF search rows to return, 1-100.'}, 'search': {'type': 'string', 'description': 'Free-text ETF search by ticker or fund name. Omit to list the first ETFs.'}, 'ticker': {'type': 'string', 'description': 'Exact ETF ticker for profile, prices, and optional holdings, e.g. SPY, VWRL.L, EUNL.DE.'}, 'category': {'type': 'string', 'description': 'Exact broad ETF asset-class filter, such as Equity, Fixed Income, Commodity, Crypto, or Real Estate. Kept as category for API compatibility.'}, 'currency': {'type': 'string', 'description': 'Exact trading currency filter, e.g. USD, EUR, CHF.'}, 'domicile': {'type': 'string', 'description': 'Exact ETF domicile filter.'}, 'exchange': {'type': 'string', 'description': 'Exact exchange filter, e.g. NYSE ARCA, LSE, XETRA.'}, 'priceLimit': {'type': 'integer', 'default': 1, 'maximum': 250, 'minimum': 0, 'description': 'Recent daily price rows to return for an exact ticker. Use 0 to skip prices.'}, 'holdingsLimit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum holdings to return for an exact ticker, 1-100.'}, 'includeHoldings': {'type': 'boolean', 'default': True, 'description': 'When ticker is supplied, include latest holdings. Ignored for broad searches.'}, 'includeInactive': {'type': 'boolean', 'default': False, 'description': 'Include ETFs with no recent price bar. Default false.'}, 'includeSecondary': {'type': 'boolean', 'default': False, 'description': 'Include secondary/cross-listed ETF tickers. Default false.'}}, 'additionalProperties': False}
screen_etfs
Screen ETFs
Screen the WHOLE ETF universe by numeric rules and fund attributes in one pass — expense ratio, AUM, yield, trailing returns, volatility, liquidity, top-10 concentration, fund age and holdings count — combined with issuer, index, domicile, UCITS status, distribution policy, currency hedging and constituent look-through (holdingSearch finds funds by what they hold). Prefer this over search_etfs for any "cheapest / largest / best performing / most liquid" question: search_etfs only filters a bounded candidate scan, while this evaluates the full universe and reports evaluatedCount and matchCount. Percentages are percentage points. This is the heaviest read in the API and is metered against a small per-day action budget, so build one well-specified screen rather than probing repeatedly. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum ETFs to return, 1-100.'}, 'order': {'enum': ['desc', 'asc'], 'type': 'string', 'default': 'desc', 'description': 'Sort direction. Nulls always sort last regardless of direction.'}, 'rules': {'type': 'array', 'items': {'type': 'object', 'required': ['metric'], 'properties': {'unit': {'enum': ['', 'K', 'M', 'B', 'T'], 'type': 'string', 'default': '', 'description': "Optional money unit for money metrics: '', K, M, B or T."}, 'value': {'type': ['string', 'number'], 'description': 'Threshold. For money metrics combine with unit for K/M/B/T scaling.'}, 'metric': {'enum': ['expenseRatioPct', 'totalAssets', 'yieldTtmPct', 'holdingsCount', 'fundAgeYears', 'inceptionYear', 'nav', 'return1mPct', 'return3mPct', 'return6mPct', 'return1yPct', 'returnYtdPct', 'volatility1yPct', 'avgVolume90d', 'avgTurnover90d', 'top10ConcentrationPct'], 'type': 'string', 'description': 'Numeric metric to filter on.'}, 'groupId': {'type': 'integer', 'default': 1, 'minimum': 1, 'description': 'Rules with the same groupId are ANDed; different groups are ORed.'}, 'operator': {'enum': ['>=', '<=', '>', '<', '=', '..'], 'type': 'string', 'default': '>=', 'description': "Comparison operator. Use '..' for an inclusive between range with valueMax."}, 'valueMax': {'type': ['string', 'number'], 'description': "Upper bound for '..' range rules. Ignored for other operators."}}, 'additionalProperties': False}, 'default': [], 'description': 'Numeric rules. A fund with no value for a ruled metric never matches that rule.'}, 'issuer': {'type': 'string', 'description': 'Substring match on the fund family/issuer, e.g. "iShares", "Amundi", "Vanguard".'}, 'region': {'type': 'string', 'description': 'Exact investment-region string.'}, 'search': {'type': 'string', 'description': 'Free-text match on ticker, fund name or ISIN. Omit to screen the whole universe.'}, 'sortBy': {'enum': ['expenseRatioPct', 'totalAssets', 'yieldTtmPct', 'return1mPct', 'return3mPct', 'return6mPct', 'return1yPct', 'returnYtdPct', 'volatility1yPct', 'avgVolume90d', 'avgTurnover90d', 'top10ConcentrationPct', 'holdingsCount', 'nav', 'ticker', 'name'], 'type': 'string', 'default': 'totalAssets', 'description': 'Sort field applied to the returned rows.'}, 'category': {'type': 'string', 'description': 'Exact category string. Call get_etf_filter_options for the valid values; a wrong guess silently returns zero rows.'}, 'currency': {'type': 'string', 'description': 'Exact trading currency, e.g. EUR, USD, GBX.'}, 'domicile': {'type': 'string', 'description': 'Exact fund domicile, e.g. "Ireland", "Luxembourg", "United States".'}, 'exchange': {'type': 'string', 'description': 'Exact listing exchange, e.g. XETRA, LSE, "NYSE ARCA".'}, 'indexKey': {'type': 'string', 'description': 'Exact tracked-index key, e.g. SP500, MSCI_WORLD, NASDAQ100. Use get_etf_index_group to compare every fund on one index instead.'}, 'strategy': {'type': 'string', 'description': 'Exact strategy classification string.'}, 'assetClass': {'type': 'string', 'description': 'Exact asset-class group: EQUITY, FIXED_INCOME, COMMODITY, REAL_ESTATE, MULTI_ASSET, CASH, CURRENCY, DIGITAL_ASSETS, ALTERNATIVES or OTHER.'}, 'holdingMode': {'enum': ['INCLUDES', 'EXCLUDES'], 'type': 'string', 'default': 'INCLUDES', 'description': 'INCLUDES keeps funds holding the constituent. EXCLUDES keeps only funds with a holdings snapshot that confirms absence â\x80\x94 funds with no snapshot are dropped, never assumed clean.'}, 'productType': {'type': 'string', 'description': 'Exact wrapper type, e.g. UCITS_FUND.'}, 'ucitsStatus': {'enum': ['UCITS', 'NON_UCITS'], 'type': 'string', 'description': 'UCITS restricts to wrappers a European retail investor can actually buy.'}, 'holdingSearch': {'type': 'string', 'description': 'Look-through filter: find funds by a CONSTITUENT ticker or company name, e.g. "NVDA" or "NVIDIA". Only funds with a stored holdings snapshot can match.'}, 'currencyHedged': {'enum': ['HEDGED', 'NOT_LABELLED_HEDGED'], 'type': 'string', 'description': 'HEDGED selects funds labelled currency-hedged. NOT_LABELLED_HEDGED selects funds not so labelled â\x80\x94 absence of a label is not proof a fund is unhedged.'}, 'benchmarkSearch': {'type': 'string', 'description': 'Substring match on the stated benchmark name.'}, 'includeSecondary': {'type': 'boolean', 'default': False, 'description': "Include secondary venue listings of the same fund. Default false â\x80\x94 one row per fund's primary listing."}, 'marketDevelopment': {'type': 'string', 'description': 'Exact market-development classification, e.g. developed vs emerging.'}, 'distributionPolicy': {'enum': ['ACCUMULATING', 'DISTRIBUTING'], 'type': 'string', 'description': 'Accumulating (reinvests income) or distributing (pays it out) â\x80\x94 the usual first cut for a European investor.'}, 'holdingMinWeightPct': {'type': 'number', 'maximum': 100, 'minimum': 0, 'description': 'Minimum constituent weight in percentage points for holdingSearch to count as a match.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query', 'coverage', 'matchCount', 'returned', 'results', 'warnings'], 'properties': {'query': {'type': 'object', 'additionalProperties': {}}, 'results': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'returned': {'type': 'integer', 'minimum': 0}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'matchCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}
screen_stocks
Screen stocks
Screen the global Bullrun stock universe with the same rule engine as the app screener. Filter by sector, industry, country/countries, primary vs secondary listings, active vs inactive listings, lookback mode, AND/OR rule groups, comparison operators, money units, growth metrics and latest-value metrics. Returns a compact table of matching stocks. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'mode': {'enum': ['annual', 'quarterly'], 'type': 'string', 'description': 'Deprecated alias for lookbackMode; kept for compatibility.'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum number of stocks to return (1-100).'}, 'order': {'enum': ['desc', 'asc'], 'type': 'string', 'default': 'desc', 'description': 'Sort direction. Nulls always sort last regardless of direction.'}, 'rules': {'type': 'array', 'items': {'type': 'object', 'required': ['metric'], 'properties': {'unit': {'enum': ['', 'K', 'M', 'B', 'T'], 'type': 'string', 'default': '', 'description': "Optional money unit for money metrics: '', K, M, B or T."}, 'value': {'type': ['string', 'number'], 'description': 'Threshold value. For money metrics, combine with unit for K/M/B/T scaling.'}, 'metric': {'enum': ['revenueGrowthPct', 'netIncomeGrowthPct', 'grossProfitGrowthPct', 'operatingIncomeGrowthPct', 'ebitdaGrowthPct', 'freeCashflowGrowthPct', 'epsGrowthPct', 'operatingCashflowGrowthPct', 'dividendGrowthPct', 'latestRevenue', 'latestNetIncome', 'latestGrossProfit', 'latestOperatingIncome', 'latestEbitda', 'latestDilutedEps', 'latestDividendsPerShare', 'latestFreeCashflow', 'latestOperatingCashflow', 'latestCash', 'latestTotalAssets', 'latestTotalDebt', 'latestStockholdersEquity', 'marketCap', 'peRatio', 'dividendYield'], 'type': 'string', 'description': 'Metric to filter on.'}, 'groupId': {'type': 'integer', 'default': 1, 'minimum': 1, 'description': 'Rules with the same groupId are ANDed; different groups are ORed.'}, 'operator': {'enum': ['>=', '<=', '>', '<', '=', '..'], 'type': 'string', 'default': '>=', 'description': "Comparison operator. Use '..' for an inclusive between range."}, 'valueMax': {'type': ['string', 'number'], 'description': "Upper bound for '..' range rules. Ignored for other operators."}}, 'additionalProperties': False}, 'default': [], 'description': 'Fundamental rules. Same groupId means AND; different groupIds mean OR.'}, 'sector': {'type': 'string', 'description': 'Exact sector name to filter by, e.g. "Technology", "Healthcare". Omit for all sectors.'}, 'sortBy': {'enum': ['revenueGrowthPct', 'netIncomeGrowthPct', 'grossProfitGrowthPct', 'operatingIncomeGrowthPct', 'ebitdaGrowthPct', 'freeCashflowGrowthPct', 'epsGrowthPct', 'operatingCashflowGrowthPct', 'dividendGrowthPct', 'latestRevenue', 'latestNetIncome', 'latestGrossProfit', 'latestOperatingIncome', 'latestEbitda', 'latestDilutedEps', 'latestDividendsPerShare', 'latestFreeCashflow', 'latestOperatingCashflow', 'latestCash', 'latestTotalAssets', 'latestTotalDebt', 'latestStockholdersEquity', 'marketCap', 'peRatio', 'dividendYield', 'revenueGrowth'], 'type': 'string', 'default': 'marketCap', 'description': 'Metric to sort by. revenueGrowth is accepted as an alias for revenueGrowthPct.'}, 'country': {'type': 'string', 'description': 'Exact country name to filter by, e.g. "United States", "Germany". Omit for all countries.'}, 'periods': {'type': 'integer', 'maximum': 40, 'minimum': 1, 'description': 'Deprecated alias for lookback; kept for compatibility.'}, 'industry': {'type': 'string', 'description': 'Exact industry name to filter by, e.g. "Software - Infrastructure". Omit for all industries.'}, 'lookback': {'type': 'integer', 'default': 3, 'maximum': 40, 'minimum': 1, 'description': 'How many reporting periods to evaluate. Growth rules need at least 2 comparable periods.'}, 'countries': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Exact country names to include. Use this for multi-country screens; it overrides country when provided.'}, 'lookbackMode': {'enum': ['annual', 'quarterly'], 'type': 'string', 'default': 'annual', 'description': 'Whether rule evaluation uses annual or quarterly reporting periods.'}, 'minMarketCap': {'type': 'number', 'minimum': 0, 'description': 'Compatibility shortcut: adds marketCap >= this absolute value to every rule group.'}, 'includeInactive': {'type': 'boolean', 'default': False, 'description': 'Include delisted/inactive tickers with no recent price bar. Default false.'}, 'includeSecondary': {'type': 'boolean', 'default': False, 'description': 'Include secondary cross-listings of the same security. Default false (primary listings only).'}}, 'additionalProperties': False}
search_etfs
Search ETFs
Look up ETFs by name, ticker or ISIN, with classification, listing, index, distribution-policy, AUM, expense-ratio and yield filters. Best for finding a known fund. For ranking questions ("cheapest", "largest", "best performing", "most liquid") prefer screen_etfs, which evaluates the whole universe: here minAum and minYieldTtmPct are applied only to a bounded profile-enriched candidate scan, so do not describe the result as exhaustive when candidateCapReached is true. Use get_etf_snapshot for one listing, get_etf_fund to resolve an ISIN across venues, and get_etf_holdings for constituents. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'focus': {'type': 'string', 'description': 'Exact ETF focus/exposure filter, e.g. Japan, TOPIX, or Equity - Australia.'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Maximum matching ETFs to return, 1-100.'}, 'minAum': {'type': 'number', 'minimum': 0, 'description': "Minimum assets under management in the profile's reported currency units."}, 'region': {'type': 'string', 'description': 'Exact portfolio or investment-region filter.'}, 'search': {'type': 'string', 'description': 'Free-text ETF search by ticker, fund name, or ISIN (e.g. IE00B4L5Y983). Omit for a broad screen.'}, 'sortBy': {'enum': ['relevance', 'ticker', 'name', 'aum', 'expense_ratio', 'yield'], 'type': 'string', 'default': 'relevance', 'description': 'Sort field. Relevance preserves Bullrun search ordering.'}, 'category': {'type': 'string', 'description': 'Exact broad ETF category/asset-class filter, e.g. Equity, Fixed Income, Commodity, Crypto, or Real Estate. Call get_etf_filter_options for valid values.'}, 'currency': {'type': 'string', 'description': 'Exact trading-currency filter.'}, 'domicile': {'type': 'string', 'description': 'Exact fund domicile filter.'}, 'exchange': {'type': 'string', 'description': 'Exact listing exchange filter.'}, 'indexKey': {'type': 'string', 'description': 'Exact tracked-index key, e.g. SP500 or MSCI_WORLD. Use get_etf_index_group to rank every fund on one index by cost.'}, 'scanLimit': {'type': 'integer', 'default': 100, 'maximum': 500, 'minimum': 25, 'description': 'Maximum coarse-search candidates to enrich before applying quantitative filters/sorts, 25-500.'}, 'sortDirection': {'enum': ['asc', 'desc'], 'type': 'string', 'default': 'desc'}, 'minYieldTtmPct': {'type': 'number', 'minimum': 0, 'description': 'Minimum trailing yield in percentage points, e.g. 2 means 2%.'}, 'includeInactive': {'type': 'boolean', 'default': False}, 'includeSecondary': {'type': 'boolean', 'default': False}, 'distributionPolicy': {'enum': ['ACCUMULATING', 'DISTRIBUTING'], 'type': 'string', 'description': 'Accumulating (reinvests income) or distributing (pays it out).'}, 'maxExpenseRatioPct': {'type': 'number', 'minimum': 0, 'description': 'Maximum annual expense ratio in percentage points, e.g. 0.25 means 0.25%.'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query', 'coverage', 'matchesInScannedCandidates', 'returned', 'results', 'warnings'], 'properties': {'query': {'type': 'object', 'additionalProperties': {}}, 'results': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'coverage': {'type': 'object', 'additionalProperties': {}}, 'returned': {'type': 'integer', 'minimum': 0}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'matchesInScannedCandidates': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}
simulate_etf_cost
Simulate ETF cost
Simulate expense-ratio, assumed bid/ask spread, commissions, and recurring contributions over a holding period. Compares the same gross-return path with and without costs and reports direct charges plus ending-value drag. Taxes, FX, market impact and brokerage-specific fees are excluded unless represented by the inputs. Read-only.
Read only
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker'], 'properties': {'years': {'type': 'number', 'default': 10, 'maximum': 50, 'minimum': 0.25}, 'ticker': {'type': 'string', 'minLength': 1, 'description': 'Exact Bullrun ETF listing ticker.'}, 'spreadPct': {'type': 'number', 'default': 0, 'maximum': 20, 'minimum': 0, 'description': 'Assumed full bid/ask spread in percentage points; each purchase pays half the spread.'}, 'expenseRatioPct': {'type': 'number', 'maximum': 20, 'minimum': 0, 'description': 'Optional expense-ratio override in percentage points. Otherwise uses the stored ETF profile value.'}, 'initialInvestment': {'type': 'number', 'default': 10000, 'minimum': 0}, 'commissionPerTrade': {'type': 'number', 'default': 0, 'minimum': 0}, 'contributionAmount': {'type': 'number', 'default': 0, 'minimum': 0}, 'grossAnnualReturnPct': {'type': 'number', 'default': 0, 'maximum': 100, 'minimum': -99, 'description': 'Assumed annual return before ETF and trading costs, in percentage points. Default 0 isolates direct costs.'}, 'contributionFrequency': {'enum': ['none', 'monthly', 'quarterly', 'annual'], 'type': 'string', 'default': 'monthly'}}, 'additionalProperties': False}
Output schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['ticker', 'assumptions', 'results', 'costBreakdown', 'warnings'], 'properties': {'ticker': {'type': 'string'}, 'results': {'type': 'object', 'additionalProperties': {}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'assumptions': {'type': 'object', 'additionalProperties': {}}, 'costBreakdown': {'type': 'object', 'additionalProperties': {}}}, 'additionalProperties': False}
History

Recent tool changes

Added
get_capabilities
Sept. 17, 2026, 12:54 p.m.
Added
create_portfolio_from_positions
Sept. 17, 2026, 12:54 p.m.
Added
create_position_draft
Sept. 17, 2026, 12:54 p.m.
Added
create_portfolio_draft
Sept. 17, 2026, 12:54 p.m.
Added
get_portfolio_analytics
Sept. 17, 2026, 12:54 p.m.
Added
get_portfolio_context
Sept. 17, 2026, 12:54 p.m.
Added
list_portfolios
Sept. 17, 2026, 12:54 p.m.
Added
get_earnings_call_transcript
Sept. 17, 2026, 12:54 p.m.
Added
get_revenue_breakdown
Sept. 17, 2026, 12:54 p.m.
Added
get_operating_kpis
Sept. 17, 2026, 12:54 p.m.
Added
get_forward_estimates
Sept. 17, 2026, 12:54 p.m.
Added
get_quality_moat_metrics
Sept. 17, 2026, 12:54 p.m.
Added
get_financial_history
Sept. 17, 2026, 12:54 p.m.
Added
get_stock_metrics
Sept. 17, 2026, 12:54 p.m.
Added
query_etfs
Sept. 17, 2026, 12:54 p.m.
Added
simulate_etf_cost
Sept. 17, 2026, 12:54 p.m.
Added
analyze_portfolio_fit
Sept. 17, 2026, 12:54 p.m.
Added
analyze_etf_overlap
Sept. 17, 2026, 12:54 p.m.
Added
compare_etfs
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_risk
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_exposures
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_timeseries
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_holdings
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_snapshot
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_filter_options
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_fund
Sept. 17, 2026, 12:54 p.m.
Added
get_etf_index_group
Sept. 17, 2026, 12:54 p.m.
Added
screen_etfs
Sept. 17, 2026, 12:54 p.m.
Added
search_etfs
Sept. 17, 2026, 12:54 p.m.
Added
screen_stocks
Sept. 17, 2026, 12:54 p.m.
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