Oxford Ledge

 ⟨105 unchanged words⟩ SEC EDGAR BDC filings (Oxford Ledge parse). Caveats ride the response's tool_notes.

 ⟨110 unchanged words⟩ annual report (Oxford Ledge first-party summary); FREE. Caveats ride the response's tool_notes.

 ⟨89 unchanged words⟩ XBRL cash-flow tags, 24h cache. Requires Researcher tier. Caveats ride the response's tool_notes.

 ⟨101 unchanged words⟩  Ledge parse), re-indexed about every 7 days. Caveats ride the response's tool_notes.

 ⟨48 unchanged words⟩ split, merger) matches no stored row and returnsis events=[]refused (INVALID_PARAMS); for M&A use acquisition_disposition.","type":" ⟨14 unchanged words⟩ 

 ⟨77 unchanged words⟩  SEC EDGAR 10-K note extraction. Requires Researcher tier. Caveats ride the response's tool_notes.

 ⟨75 unchanged words⟩  quiet calendar. Cached 6h. Source: FRED releases/dates. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨101 unchanged words⟩  dataset (published twice monthly, ~3-week lag). Caveats ride the response's tool_notes.

 ⟨101 unchanged words⟩ : a keyed tool on the hosted channel. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨127 unchanged words⟩ company-facts XBRL (~45-day post-quarter lag), 24h cache. Caveats ride the response's tool_notes.

 ⟨14 unchanged words⟩  RECENT TRANSACTION ROWS ONLY, newest by filing datedate; --`days` thefilters `days`within argumentthose is20 currently(it anever NO-OPreaches onpast thisthe path.20). Rows carry insiderName, position (the role,  ⟨72 unchanged words⟩ 4 (~2-day filing deadline). Requires Researcher tier. Caveats ride the response's tool_notes.

{"properties":{"days":{"description":"NumberOptional. ofKeeps only rows filed within this many days, ofapplied historyto (defaultthe 365)20 newest rows. Omitted: no date filter.","maximum":1825,"minimum":1,"type ⟨14 unchanged words⟩ 

 ⟨85 unchanged words⟩  Source: SEC EDGAR 13F-HR, ~45-day quarterly delay. Caveats ride the response's tool_notes.

 ⟨12 unchanged words⟩ , holders, total_holders, as_of_quarter, coverage}. `holders`: ISthe CAPPEDfirst AT`limit` THE(default TOP25, max 100) BYof VALUEthe whiletop 100 by value; `total_holders` is the TRUE filer count. Each holder  ⟨21 unchanged words⟩ ) before quoting an aggregate. Common stock only; funds file off-cadence, so quarters can differ per row. Rows are CUSIP-resolved: ⟨14 unchanged words⟩  Source: SEC EDGAR 13F-HR, ~45-day quarterly delay. Caveats ride the response's tool_notes.

{"properties":{"limit":{"description":"Holders to return from the top-100-by-value page (default 25, max 100); total_holders and coverage are unchanged.","maximum":100,"minimum":1,"type":"integer"},"ticker":{"description":"Stock ticker symbol ( ⟨8 unchanged words⟩ 

 ⟨66 unchanged words⟩ Oxford Ledge news archive (multi-provider, cron-populated). Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨81 unchanged words⟩  get_sector_breakdown. Source: the portfolio's stored positions. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨94 unchanged words⟩  a market signal. Cached 24h per argument set. Caveats ride the response's tool_notes.

{"properties":{"category":{"description":"Optional category filter. The vocabulary is EXACTLY: principle, historical_fact, psychology, quotefilter, case_study,one contrarian,of mistake.the Matchedlisted case-insensitively;values leave(case-insensitive); emptyomit for random. An unknown value returnsa {error,random available_categories,pick. total_facts}Any whereother available_categoriesvalue is readrefused from(INVALID_PARAMS) naming the storevalues.", so one retry always lands."enum":["principle","historical_fact","psychology","quote","case_study","contrarian","mistake"],"type":"string"},"query":{" ⟨16 unchanged words⟩ 

 ⟨92 unchanged words⟩  (FRED fallback) plus FRED series; cached 4h. Caveats ride the response's tool_notes.

 ⟨84 unchanged words⟩ 13F-HR (public domain; Oxford Ledge derived); FREE. Caveats ride the response's tool_notes.

 ⟨92 unchanged words⟩ 13F-HR (public domain; Oxford Ledge derived); FREE. Caveats ride the response's tool_notes.

 ⟨87 unchanged words⟩ institutions only). Source: FDIC public data; FREE. Caveats ride the response's tool_notes.

 ⟨117 unchanged words⟩ of investments (Oxford Ledge parse; ol-derived); FREE. Caveats ride the response's tool_notes.

 ⟨98 unchanged words⟩ matched to SEC EDGAR BDC borrowers; FREE. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨92 unchanged words⟩ investments (Oxford Ledge parse -- ol-derived); FREE. Caveats ride the response's tool_notes.

 ⟨91 unchanged words⟩ schedule-of-investments non-accrual flags (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨100 unchanged words⟩ Statement-of-Operations XBRL, NOT a vendor fundamentals feed; FREE. Caveats ride the response's tool_notes.

 ⟨82 unchanged words⟩ schedules of investments (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨116 unchanged words⟩ schedules of investments (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨94 unchanged words⟩ schedules of investments (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨105 unchanged words⟩ off the third-party redistribution surface until cleared. FREE. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨36 unchanged words⟩  (LQD universe) or 'HY' (HYG universe)., case-insensitive. Not a rating.","enum":["IG","HY"],"type":"string"},"issuer":{"description" ⟨56 unchanged words⟩ string"},"offset":{"description":"Pagination offsetoffset. (usedNot onlyaccepted whenwith noa coupon/maturity band (a band reads the first 200 issuer/grade matches; there is setno banded page to offset into).","maximum":100000,"minimum":0, ⟨4 unchanged words⟩ 

 ⟨92 unchanged words⟩ M&A events (Oxford Ledge proprietary parse); FREE. Caveats ride the response's tool_notes.

 ⟨110 unchanged words⟩ mm_long minus mm_short, computed by Oxford Ledge). Caveats ride the response's tool_notes.

 ⟨86 unchanged words⟩ + SEC filing cadence (Oxford Ledge); FREE. Caveats ride the response's tool_notes.

 ⟨100 unchanged words⟩ filed period per series (~60-day lag); FREE. Caveats ride the response's tool_notes.

 ⟨98 unchanged words⟩ Oxford Ledge-verified CERT-to-ticker mapping, not an FDIC-published field. Caveats ride the response's tool_notes.

 ⟨9 unchanged words⟩  leaderboard -- for government-revenue-dependence diligence. TWO SHAPES: exactly one of `ticker` or `fiscal_year` is REQUIRED (if both, `ticker`is winsrefused). With `ticker`: per-fiscal-year obligations (USD,  ⟨81 unchanged words⟩  a ticker is an Oxford Ledge curated crosswalk. Caveats ride the response's tool_notes.

 ⟨2 unchanged words⟩ {"description":"Fiscal year for the top-contractors leaderboard.leaderboard (not with ticker).","type":"integer"},"limit":{ ⟨15 unchanged words⟩ },"ticker":{"description":"Stock ticker for its per-year history (omit for the FY leaderboardleaderboard; not with fiscal_year).","type":"string"}},"required ⟨2 unchanged words⟩ 

 ⟨128 unchanged words⟩  EDGAR filings (Oxford Ledge embedded corpus). Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨82 unchanged words⟩ Form D data sets (public domain); FREE. Caveats ride the response's tool_notes.

Threshold screen over a caller-suppliedup tickerto set10 (thecaller-supplied FIRSTtickers 10(extras uniquenamed tickers,in silently`dropped`) on latest-year SEC EDGAR XBRL fundamentals. Optional  ⟨8 unchanged words⟩  (whole USD; *_pct as percentage numbers). Returns {summary,Each count,result passing_count,carries criteria,verdict: resultspass, as_of};fail each(a resultreported isvalue {ticker,misses available,a fiscal_yearthreshold, passes,in failed_criteria, metrics}. A MISSING METRIC) FAILSor itsunknown criterion,(a sometric anot failfiled canfor meanthe 'nolatest data'year, not 'badin company'.unevaluated_criteria; Itunknown neveris sweepsnot a universe and isfail). notNot a discoveryuniverse screen; a fundamentals filter, NOT a buy signal. Source: SEC EDGAR company-facts XBRL. Caveats ride the response's tool_notes.

 ⟨93 unchanged words⟩  on FILING date so it is look-ahead-safe; FREE. Caveats ride the response's tool_notes.

 ⟨9 unchanged words⟩ hard cap 100; market-wide grain: default 10, clamped tomax 25, more is refused).","maximum":100,"minimum":1, ⟨27 unchanged words⟩ 7 (max 365); market-wide default 30 (clampedmax to90; 90more is refused); ignorednot foraccepted thewith single-ticker`ticker` grain.(that grain has no window).","maximum":365,"minimum":1,"type ⟨30 unchanged words⟩ ,'MSFT']). Max 100. Use this OR `ticker`.`ticker`, not both.","items":{"type":"string"}, ⟨6 unchanged words⟩ 

 ⟨104 unchanged words⟩  domain); FREE. Pairs with ol_insider_cluster_scan and get_insider_activity. Caveats ride the response's tool_notes.

 ⟨79 unchanged words⟩ FREE, no tier gate and no AI metering. Caveats ride the response's tool_notes.

 ⟨106 unchanged words⟩ an enterprise-value DCF. Source: SEC EDGAR company-facts XBRL. Caveats ride the response's tool_notes.

 ⟨82 unchanged words⟩ SEC 10-K/10-Q/8-K/6-K exhibits (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨100 unchanged words⟩ + balance sheets (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨114 unchanged words⟩ SEC 10-K/10-Q/8-K exhibits (Oxford Ledge parse); FREE. Caveats ride the response's tool_notes.

 ⟨100 unchanged words⟩ EDGAR 13F-HR (public domain; OL derived); FREE. Caveats ride the response's tool_notes.

 ⟨94 unchanged words⟩  response. Source: Oxford Ledge paper sandbox; FREE. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨149 unchanged words⟩  money: _meta.disclaimer says so on every response. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨105 unchanged words⟩ Oxford Ledge applicant-name resolution, not a USPTO field. Caveats ride the response's tool_notes.

 ⟨26 unchanged words⟩  together for that one class's monthly history (passing only one of them is IGNOREDrefused). Returns {summary, rows}. AMOUNTS ARE ⟨44 unchanged words⟩  Source: Treasury.gov MSPD (public domain); FREE. Caveats ride the response's tool_notes.

 ⟨22 unchanged words⟩ "Class within the type; '_' for Total rows. Sent only together with security_type.","type":"string"},"security_type":{"description":"e.g. 'Total Public Debt Outstanding'Outstanding'. (Sent only together with security_class, for a series).series.","type":"string"}},"required": ⟨2 unchanged words⟩ 

 ⟨105 unchanged words⟩ stay PRIVATE; this tool can never publish one. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

 ⟨110 unchanged words⟩ BDC schedules of investments (~45-60 day lag). Caveats ride the response's tool_notes.

 ⟨94 unchanged words⟩ Ledge company profiles, limited to SEC-submission identity fields. Caveats ride the response's tool_notes.

 ⟨74 unchanged words⟩ for semantic retrieval over SEC filings use ol_filing_search. Caveats ride the response's tool_notes. Needs ana free Oxford Ledge API key that the client's operator configures; anonymous callers are refused.configures.

Profile + verified M&A/ownership history for one private-credit borrower. Pass the canonical `borrower_norm` (a key from ol_bdc_top_borrowers, or a name). Returns {summary, borrower_norm, borrower, profile ⟨81 unchanged words⟩ 

{"properties":{"borrower_norm":{"description":"CanonicalBorrower normalizedkey (from ol_bdc_top_borrowers) or a borrower name such as 'Coupa Holdings, LLC'; resolved to the stored key (fromsee ol_bdc_top_borrowersmatch_type).","type":"string"},"limit" ⟨22 unchanged words⟩ 

 ⟨165 unchanged words⟩  Source: none (retired FINRA TRACE endpoint). Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨83 unchanged words⟩ and an empty `source_period` regardless of filer until the provenance restamp (tools/backfill_company_descriptions.py --restamp-provenance --apply)Oxford hasLedge runre-stamps ontheir prod.provenance. For semantic passage retrieval over the full filing ⟨19 unchanged words⟩ 

 ⟨88 unchanged words⟩  EDGAR XBRL cash-flow tags, 24h cache. Requires PlusResearcher tier. Caveats ride the response's tool_notes.

 ⟨76 unchanged words⟩  Source: SEC EDGAR 10-K note extraction. Requires PlusResearcher tier. Caveats ride the response's tool_notes.

 ⟨79 unchanged words⟩ Source: FRED releases/dates. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨105 unchanged words⟩  the hosted channel. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨110 unchanged words⟩  Form 4 (~2-day filing deadline). Requires PlusResearcher tier. Caveats ride the response's tool_notes.

 ⟨70 unchanged words⟩ multi-provider, cron-populated). Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨76 unchanged words⟩  the catalog-wide sector mix use get_sector_breakdown. Source: PGthe portfolio_positions.portfolio's stored positions. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨40 unchanged words⟩  total. totalMarketCap IS ALWAYS NULL: a count-only breakdownbreakdown. thatRows cannotwith answera 'howblank muchsector ofare theexcluded; marketa blank industry is tech'.null. RowsEach withindustry asits blankunder the ONE sector areholding excluded.most of its tickers. Returns {error} (a dict, not a list) when Postgresthe isread unavailable.fails. For a named portfolio use get_portfolio_positions. Source: PGOxford company_profilesLedge company profiles, ~5,200 sectored tickers.

 ⟨97 unchanged words⟩ News, matched to SEC EDGAR BDC borrowers; FREE. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨85 unchanged words⟩  holdings. Its ingest-source redistribution posture is unresolved (COUNSELOxford memoLedge legal review, 2026-07-07), so this is a FIRST-PARTY-only tool  ⟨7 unchanged words⟩  until cleared. FREE. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨64 unchanged words⟩ UTC reset, plus a burst limiter) -- setit OXFORD_LEDGE_USER_IDneeds +a OXFORD_LEDGE_USER_TIERsigned-in inaccount youror clientan configAPI orkey, theand an anonymous call fails AUTH_REQUIRED. Returns {summary, ticker, count ⟨42 unchanged words⟩  embedded corpus). Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨63 unchanged words⟩ of improvising one. Source: Oxford Ledge editorial (PROFESSOR-reviewedreviewed in-house); FREE.

 ⟨55 unchanged words⟩ . There is deliberately NO cross-issuer panel read (SF-TIER3 D2) -- one metric across many issuers is not  ⟨12 unchanged words⟩ 

 ⟨14 unchanged words⟩ ). There is deliberately no cross-issuer KPI screen (SF-TIER3 D2): panels are per-issuer by design.","type" ⟨5 unchanged words⟩ 

 ⟨98 unchanged words⟩  paper sandbox; FREE. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨153 unchanged words⟩  on every response. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨5 unchanged words⟩  peer set (the FIRST 6 unique tickers; extrasthe rest are droppednamed silentlyin `dropped`). Returns {summary, count, peers, dropped, as_of}; eacha peer is {ticker, available, fiscal_year, revenue ⟨72 unchanged words⟩ 

 ⟨66 unchanged words⟩ : true, ...} without writing twice. Requires PlusResearcher tier AND an authenticated Oxford Ledge caller -- ⟨29 unchanged words⟩  never publish one. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨114 unchanged words⟩  Source: none (retired FINRA TRACE endpoint). Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.

 ⟨88 unchanged words⟩  call get_fundamentals or get_business_summary. Source: Oxford Ledge company_profilescompany profiles, restrictedlimited to the SEC-submissionsSEC-submission columnidentity allowlist.fields. Caveats ride the response's tool_notes.

 ⟨79 unchanged words⟩  filings use ol_filing_search. Caveats ride the response's tool_notes. Needs an Oxford Ledge API key that the client's operator configures; anonymous callers are refused.