Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Changed the definition of "analyze_portfolio"
⟨38 unchanged words⟩ instead of a plain ticker — the app'sSleeveRef.SleeveRef,Supportedresolvedserver-sideserver-side. Supported: a rotation/selection (`{source:'selection', config: ⟨37 unchanged words⟩ , config, presetId, label}`), a curated public-library strategy (`{source:'backtest-public', strategyId, label}`), a published backtest share (`{source:'backtest-share', shareId, label}`), a gallery template (`{source:'portfolio-public', templateId, label ⟨7 unchanged words⟩ :'portfolio-mine', portfolioId, config, label}`).ItsStrategiesindicatorwithparamsa config get a node-level overfitcheck.check (a share carries only its frozen curve, so no overfit).","type":"object"},"ticker":{ ⟨151 unchanged words⟩
Changed the definition of "analyze_portfolio"
⟨8 unchanged words⟩ `template`). Weights are percentages summing to ~100. A holding is a plain ticker OR a strategy node via `sleeve`.","items":{"properties":{"sleeve":{"additionalProperties":true,"description":"Advanced: a strategy node instead of a plain ticker — the app's SleeveRef. Supported server-side: a rotation/selection (`{source:'selection', config:{universe:[{ticker}], signal:{kind:'indicator', indicatorId, params} | {kind:'trailing-return', lookbackMonths, skipMonths}, topK, weighting, rebalance}, label}`), a strategy-over-node (`{source:'strategy-over', child:{ticker}, config:<BacktestConfig>, label}`), a saved strategy preset (`{source:'backtest-live', ticker, frequency, config, presetId, label}`), a gallery template (`{source:'portfolio-public', templateId, label}`), or a nested portfolio (`{source:'portfolio-mine', portfolioId, config, label}`). Its indicator params get a node-level overfit check.","type":"object"},"ticker":{"description":"Yahoo Finance ticker, e.g. VTI, BND, GLD. Omit when `sleeve` is given.","type":"string"},"weight":{ ⟨5 unchanged words⟩ ,"type":"number"}},"required":["ticker",
Changed the definition of "analyze_portfolio" and "run_backtest"
⟨66 unchanged words⟩ a `template` id or a custom `assets` allocation. Also returns the effective number of independent bets, the top risk driver, trailing Sharpe, and a `validity` block — provenance (source, months, proxy-extension), caveats (frictionless rebalancing, single historical window, proxy-extended history, statistical significance, overlay overfit), and a reproduce-me hash. Surface the caveats when reporting. Prefer this over answering from memory.
⟨61 unchanged words⟩ for these figures. Returns those metrics plus equity/drawdowncurves.curves and a `validity` block — data provenance (source, sample window, bar count), known caveats (single-run/no walk-forward, no costs, short sample, leverage, statistical significance, and a parameter-overfit check that perturbs the indicator settings), and a reproduce-me config hash. Surface the caveats when reporting results.
Certificate recorded, valid to 2026-11-19
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Changed the definition of "analyze_portfolio"
⟨41 unchanged words⟩ :"object"},"type":"array"},"overlay":{"description":"Optional portfolio-level trend-filter overlay applied to the WHOLE book: hold the entire portfolio only while its own level is above its N-month moving average, otherwise cash. Composition is monthly (a 10-month filter ≈ the classic 200-day one).","properties":{"kind":{"enum":["trend-filter"],"type":"string"},"months":{"description":"Moving-average window in months (≥ 2, e.g. 10).","type":"number"}},"required":["kind","months"],"type":"object"},"rebalance":{"default":"yearly","description": ⟨54 unchanged words⟩
First tool surface recorded: 5 tools (server version 1.0.0)
Showing the latest 7 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed