Name: equibles
Author: daniel3303

Tools observed via MCP handshake

GetLatestClosingPrices — Get each ticker's newest traded, settled daily close in USD, with one-session change, volume, and trailing 52-week closing range. Rows can have different dates
GetCftcPositioning — Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract
AddPortfolioLot — Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker. For an
GetMarketStatus — Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, afte
GetMarketWideCongressionalActivity — Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without nee
GetWebDataFeed — Get the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is
ScreenStocks — Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, short data, insider activity, valuation, growth, margins, liqu
GetFundProfile — Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or veri
GetInvestorEventTranscript — Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attrib
GetInstitutionConsensusHoldings — Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use r
SearchInstitutions — Search the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then
GetShortInterest — Get bi-monthly short interest history for an exact stock or ETF listing from FINRA. Shows the reported short position, change from the previous settlement, aver
GetPutCallRatios — Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish senti
ListInvestorEvents — List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest fi
GetCongressionalTrades — Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sal
GetInstitutionCloneBacktest — Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears
CompareInstitutionPortfolios — Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique
GetValuationMultiplesHistory — Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA and P/E, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is
GetUpcomingInvestorEvents — Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the compa
GetDividendHistory — Get the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share in USD. Dat
UpdatePortfolioLot — Correct a lot the USER already recorded: a mistyped quantity, price, trade date or note. Only the fields you pass change; the rest are left alone. The instrume
GetShortInterestSnapshot — Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by defau
GetValuationMultiples — Get current EV/Revenue, EV/EBIT and P/E with peer median, quartiles and sample size; REITs also include verified company-stated P/FFO and P/AFFO, and any filer
GetFormDOfferings — Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issu
GetFundsHoldingStock — Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed secur
GetEarningsCallEvent — Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K
GetIndexChanges — Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds t
GetEtfProfile — Get ETF settled performance, SEC assets, allocation and top holdings. For this same exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, G
GetRevenueBreakdown — Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment
GetGovernmentContracts — Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, recipient named by the government
GetCorrelatedStocks — Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (divi
GetAverageTrueRange — Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed
GetMyPortfolio — Get the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unreali
CreateMyPortfolio — Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is th
SearchFunds — Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, reg
SuggestToolImprovement — Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation
GetEtfHoldings — Get an ETF's stored portfolio holdings from its latest SEC Form NPORT-P report, largest position first. Coverage is full, partial, or unknown when counts are mi
GetEarningsCallTranscript — Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or
GetIpoFeed — Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; t
GetIndexForecast — Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P
GetLatestEconomicIndicators — Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing
GetInstitutionQuarterlyActivity — Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common s
GetTopHolders — Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including publ
ClosePortfolioLot — Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized p
GetEarningsCallToneAndThemes — Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes wit
SearchCftcMarkets — Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contra
GetIndexComposition — Get the current constituent list of a major US stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, or the Dow Jones
GetLatestCftcPositioning — Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates,
GetInvestorRelationsNews — Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, sum
SearchDocument — Search one SEC filing or earnings-call transcript by document ID. semantic mode uses hybrid relevance and returns excerpts in document order with approximate li
GetStockPrices — Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Prices are in USD
GetEconomicCalendar — Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and a
GetFinancialStatement — Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Re
ListFilings — List stored SEC filings and earnings-call transcripts newest first. Omit ticker for a market-wide feed or provide one ticker for a company-specific list. Return
ReportProblem — Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty (ToolFailed), or returned verifiably impossible or contradictor
GetSuperInvestors — Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each wi
GetLiveQuote — Get the latest available consolidated SIP intraday reading for active U.S. listings, including last trade, UTC timestamp, session freshness, and bid/ask. This n
DeleteMyPortfolio — Permanently delete one of the USER's own portfolios and every lot in it, open and closed. This cannot be undone and it destroys the recorded cost basis and real
GetExecutiveChanges — Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item
SearchEtfs — Search active exchange-traded funds and products by exact ticker, fund name, or sponsor. ETF identity comes from the authoritative security-type reference direc
SearchInsiders — Search the tracked SEC corporate-insider set (directors, officers, 10% owners) by name. Search first requires every punctuation-independent whole query word in
GetOffExchangeVolume — Get weekly off-exchange (dark pool / OTC) trading volume for an exact stock or ETF listing from the FINRA OTC/ATS Transparency data. Each week shows ATS (altern
UnwatchInstrument — Remove a stock or an option contract from one of the USER's portfolio watchlists. This only removes the watch entry: it never touches a holding, so a stock the
GetInsiderSentimentScores — Rank stocks by a peer-relative 0-100 insider-accumulation score over 90 days: net buyers, net shares bought as a percent of shares outstanding, and net buy valu
GetOnBalanceVolume — On-Balance Volume (OBV) for a stock. Running cumulative volume that adds the bar's volume on up-closes, subtracts on down-closes, and stays flat on equal closes
GetInstitutionalOwnershipHistory — Get the historical trend of aggregate reported 13F exposure for an exact stock or ETF listing across multiple quarters. The legacy Total Shares field sums repor
ListWebDataFeeds — List the caller's own trackers (recurring, verified website data collections), with schedule, state, visibility, and most recent run. This is read-only and neve
GetBuybackPrograms — Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source fil
GetAnalystEstimates — Read analyst consensus forecasts for a company, including revenue, EPS, product, segment and operating metrics. Prefers consensus the company publishes itself t
WatchInstrument — Put a stock or an option contract on one of the USER's portfolio watchlists, without recording any position. A watched instrument shows up in GetMyPortfolio's '
GetInstitutionPortfolio — View the tracked stock positions of a specific institutional investor from an SEC 13F-HR filing. Shows the largest positions by published value (default 20, max
GetDebtInstrument — Get one durable debt instrument by its Equibles identifier. Returns current balances, linked filing observation, verified covenant bullets, exact source quotes,
GetFailsToDeliver — Get fails-to-deliver (FTD) data for an exact listed stock or exchange-traded fund from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-
GetTopGovernmentContractors — Rank public companies by total federal contract dollars awarded over a date range (from USAspending.gov). Sums the total award value (obligated dollars plus une
GetIpoDetails — Get one S-1/F-1 registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, verified offering classification, effective-pros
GetGuidance — Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period a
GetForm144ProposedSales — Get recent proposed insider sales for a stock from SEC Form 144 notices. Each Form 144 is an affiliate's declaration of intent to sell restricted or control sec
GetInvestorEventSlideMetadata — Get metadata and access links for a captured investor-event slide deck by event id. Returns the same deck metadata as REST: event and ticker, call date, deck ti
GetInsiderOwnership — Get a summary of insider ownership for a stock, ranked by total shares held. Shares come from each insider's most recent SEC Form 3/4/5 filing: the filing's clo
GetNonGaapBridge — Get a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP me
CompareFinancialFact — Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value;
GetOptionContract — Get the full snapshot for ONE option contract by its OCC symbol (e.g. O:AAPL260724C00110000): greeks, implied volatility, open interest, the latest daily price,
GetFdaAdvisoryCommitteeMeetings — Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults
GetStochasticOscillator — Stochastic Oscillator (%K and %D) for a stock. %K measures the close relative to the high/low range over the lookback window; %D is the smoothed signal line (si
RemovePortfolioLot — Permanently delete a lot from the USER's portfolio, as if it had never been recorded. This is for a lot entered by mistake. It is NOT how a sale is recorded: de
GetDebtProfile — Get a company's source-linked reported debt balances, total debt history, and identified notes, loans, and revolving credit facilities. The latest annual report
GetMemberNetWorth — Get a congress member's net worth history from their annual financial disclosures. Disclosed values are ranges, so every year is a band (minimum-maximum), never
GetFundNcenReports — Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Accepts an exchange-listed ticker or an exact fund identifier f
GetInsiderTransactions — Get recent insider trading transactions for a stock from SEC Forms 4 and 5, newest first. Form 3 supplies initial ownership rather than a transaction. The Type
GetCompanyKpis — Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings releases and 10-K/10-Q MD&A, with period, filing date, source quote and exa
SearchInvestmentAdvisers — Search the tracked SEC Form ADV adviser set by firm name. Search first requires every punctuation-independent query word anywhere in the legal or business name,
GetMarketHolidayCalendar — List the US equity market holidays and early-close (1:00 p.m. ET) half days for a calendar year (NYSE/Nasdaq). Defaults to the current year. The calendar is cur
GetOptionChain — Get the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, and the latest
GetCustomerConcentration — Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or
GetAtmPrograms — Get a company's at-the-market (ATM) equity offering programs — original agreement date and stated precision, latest amendment, money and/or share capacity, cumu
GetInstitutionSummary — Get the portfolio summary header for an institutional 13F filer — published tracked 13F value (not total firm AUM), position count, top-10 / top-25 concentratio
GetGoingConcernStatus — Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going c
GetLargestShortVolume — Get the exact listed securities, including ETFs, with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINR
GetFinancialFact — Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Fact
GetInstitutionSectorAllocation — Get an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by se

when	check	result	http	latency	detail
3 h ago	mcp initialize	ok	200	52 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
9 h ago	mcp initialize	ok	200	63 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
15 h ago	mcp initialize	ok	200	57 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
22 h ago	mcp initialize	ok	200	67 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
29 h ago	mcp initialize	ok	200	51 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
2 d ago	mcp initialize	ok	200	106 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
2 d ago	mcp initialize	ok	200	102 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
2 d ago	mcp initialize	ok	200	57 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
2 d ago	mcp initialize	ok	200	60 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools
3 d ago	mcp initialize	ok	200	81 ms	server Equibles.Mcp.Server 1.0.0.0 · protocol 2025-06-18 · 117 tools

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