8,072 tools
analyze_sec_filings
Fetch recent SEC filings for a symbol, pick the most material filing (largest report or latest), fetch the XML/HTML report, and return the n…
get_market_news_summary
Fetch a digest of the latest general market news across all categories.
rank_stocks
Rank the curated stock universe by a supported metric (performance, volume, price). Navigates to the Markets page and highlights the sorted …
screen_stocks
Screen stocks from the universe by price range, percent change, beta, or sector. Navigates to the Markets page, applies the filters in the d…
get_sector_performance
Return a breakdown of average performance by market sector from the tracked universe. Navigates to the Markets page and scrolls to the Secto…
get_top_performers
Return the top N best-performing stocks from the universe over the session.
compare_stocks
Compare multiple stocks side by side — price, change, and relative performance summary.
detect_chart_pattern
Detect technical chart patterns on a stock. Supported patterns: head_and_shoulders, inverse_head_and_shoulders, abcd, xabcd, cypher, triangl…
get_chart_data_range
Return the exact OHLCV data boundaries for a stock symbol so you can place drawing points accurately on the compare chart. ALWAYS call this …
draw_on_compare_chart
Draw technical pattern annotations (trendlines, ABCD, head & shoulders, triangles, rectangles, text labels, horizontal lines, etc.) directly…
get_support_resistance
Calculate key support and resistance price levels for a stock based on current price.
get_trend_direction
Determine the current trend direction for a stock: Uptrend, Downtrend, or Sideways consolidation.
get_portfolio
Return the full virtual portfolio state including balance, holdings, and transaction history.
analyze_portfolio
Return portfolio performance statistics: total value, P&L, return %, and holding breakdown.
get_portfolio_risk
Analyze portfolio risk: concentration, diversification score, estimated beta, and sector exposure.
buy_stock
Simulate buying a stock with virtual funds from the portfolio balance.
sell_stock
Simulate selling a stock from the virtual portfolio.
auto_invest
Automatically invest a budget across top stocks by strategy. Strategy options: momentum (top gainers), diversified (spread across sectors), …
optimize_portfolio
Suggest an optimal stock allocation for a given budget to maximize simulated return with risk management.
calculate_position_size
Calculate the optimal position size given account size, risk percentage, and stop-loss level.
suggest_diversification
Given current holdings, suggest new stocks to add for better sector diversification.
get_watchlist
Return the user's current watchlist (favorited stocks) with live quotes.
add_to_watchlist
Add a stock symbol to the user's watchlist.
remove_from_watchlist
Remove a stock symbol from the user's watchlist.
set_price_alert
Set a virtual price alert for a stock symbol. You will be notified when the AI next checks the price.
get_price_alerts
Return all active price alerts with their current status checked against live prices.
backtest_strategy
Simulate a simple trading strategy on a stock. Strategies: sma_crossover (20/50 day MA), rsi_mean_revert (buy oversold, sell overbought), bu…
navigate_to
Navigate the user's browser to a page in the StockPilot app. Pages: /, /markets, /portfolio, /watchlist, /orders, /news, /ipos, /compare, /a…
open_compare
Open the stock comparison page, optionally with pre-selected symbols to compare.
compare_chart_canvas
All-in-one comparison chart and technical canvas controller. Configures chart style ('candles', 'bars', 'line', 'area', 'compare', 'split'),…
get_stock_recommendation_trends
Get latest analyst recommendation trends for one or more companies from Finnhub (strongBuy, buy, hold, sell, strongSell, period).
get_financials_reported
Get SEC financials as reported for a company from Finnhub, including income statement (ic), balance sheet (bs), and cash flow (cf).
get_earnings_calendar
Return upcoming earnings dates (next ~120 days) for the tracked stock universe, from Finnhub's earnings calendar.
get_workspace
Read the active project and currently active scenario only: objective, constraints, decision status, resume note, and analysis summary. Call…
get_analysis_plan
Return the structured analysis plan steps before or after running analysis.
list_candidates
List ranked analysis candidates (top N by default) with total count and score spread — does not return the full candidate set. For housing c…
inspect_candidate
Inspect one candidate: metrics, score breakdown, datasets, assumptions, limitations.
list_shortlist
List planner-pinned candidates on the scenario shortlist with pin reasons and notes.
add_to_shortlist
Pin a ranked candidate to the scenario shortlist for decision review.
remove_from_shortlist
Remove a candidate from the scenario shortlist.