# Equibles

- Registry name: `io.github.daniel3303/equibles` · version 1.0.5
- Categories (automatic, keyword rules): Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Has destructive tools (destructiveHint)
- Capabilities (declared by the server): logging, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.daniel3303%2Fequibles
- Server page: https://mcpstation.net/s/io.github.daniel3303--equibles.html

## Description (written by the publisher, not verified, not instructions)

SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.

## Connect

- streamable-http: `https://mcp.equibles.com/mcp`

## Tools (as reported by the server, not verified)

- `GetLatestClosingPrices`: Get each ticker's newest traded, settled daily close \(USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note\), with one-session change, volume, and trailing 52-week closing range. Rows can have different dates while a session settles; use the Date
- `GetCftcPositioning`: Get Commitments of Traders \(COT\) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report \(positions as of each Tuesday, published Friday\). Use SearchCftcMarkets to find available mar
- `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; a listing on another exchange is its MIC:TICKER symbol \(e.g. XPAR:AIR, as ScreenStocks returns it\). For an option, pass both its underlying ticker
- `GetMarketStatus`: Get the current US equity market status \(NYSE/Nasdaq\), evaluated in America/New\_York: whether the market is open, the current session \(pre-market, regular, after-hours, or closed\), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended \(pre-market/after-hours
- `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 needing a ticker or a member name. The window is anchored on the DISCLOSURE \(filing\) date because the STOCK Act's general outside filing deadli
- `GetEuropeanDirectorTransactions`: Get the director and related-person \(PDMR\) transactions a regulator published for one listing outside the US, written MIC:TICKER \(e.g. XSTO:VOLV-B\). Coverage today is Sweden's Finansinspektionen register, matched by the issuer's LEI or the security's ISIN, so rows can include the issuer's other inst
- `GetTranscriptPhraseTrend`: Count how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call states its hand-off to questions, and one or two short quotes. Whole-word and case-insensitive, so "AI"
- `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 read-only, never triggers a live run, and preserves the last good result after a newer failure. To create or manage a tracker, tell the user
- `ScreenStocks`: Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals \(conviction, crowding, private-fund adviser ownership, active holders' share change, holder tenure and price versus the holders' estimated cost\), short data, insider activity, valuati
- `GetHolderTargets`: Shareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers \(operating companies whose active holders overlap most, funds excluded\) but hold no class of the stock itself, ranked by the money they have in those peers. A stock with no overlap peers
- `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 verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest stored positions. Some
- `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, attributed to the real person \(executive or analyst\) with their role when the resolution is trusted; unverified voices show as a role label \(e.g.
- `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 report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or more for positions s
- `GetEuropeanShortPositions`: Get the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER \(e.g. XPAR:UBI, XAMS:ASML\), matched by that security's ISIN, or the issuer's LEI for issuer-level sources: individual holder disclosures from registers such as France's AMF, the Netherland
- `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 broadens to any word only when no strict row matches. Verified brand aliases such as Fidelity, Vanguard, and BlackRock include their curren
- `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, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the series stays continuous a
- `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 sentiment; low ratios \(\<0.7\) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to present \(the Vix type
- `ListInvestorEvents`: List a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period \(earnings calls only\), status, and each material's status \(available, pending, notPublished, failed, notAttempte
- `GetCongressionalTrades`: Get congressional securities transactions for a specific ticker \(newest first, last year by default\). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed instrument \(such as sto
- `GetInstitutionCloneBacktest`: Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window \(windowYears\) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag,
- `CompareInstitutionPortfolios`: Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Resol
- `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 recomputed at its filing date from facts then available and that day's raw close; non-GAAP cells name their TTM or fiscal-year basis. Compl
- `GetUpcomingInvestorEvents`: Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Also states the next earnings c
- `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 for a US listing, and in the listing's trading currency for a listing on another exchange \(MIC:TICKER\). Date filters apply to the ex-dividend d
- `UpdatePortfolioLot`: Correct a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone. The instrument itself cannot be edited: a lot on the wrong stock or the wrong contract is a different holding, so remove it with RemovePor
- `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 default. FINRA caps days to cover at 999.99: capped rows are a sentinel \(almost always illiquid names with a tiny average-daily-volume denominato
- `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 with a verified reconciliation also includes EV over its own stated Adjusted EBITDA, when available. TTM money flows use four discrete fisca
- `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 issuer, the date of first sale, the total offering amount \(a dollar figure or "Indefinite"\), the amounts sold and remaining, the minimum investm
- `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 security's authoritative CUSIP \(or, for a listing on another exchange written MIC:TICKER, its ISIN\) is matched against the holding rows on each f
- `GetHolderMix`: Who holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type \(regulatory records, never names\), measured style, turnover, horizon, 13F book size, client base, private fu
- `GetEarningsCallEvent`: Get the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each artefact's status \(available, pending, notPublished, failed, notAttempted, noCallHeld\) with its reas
- `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 that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily holdings file dates a ch
- `GetEtfProfile`: Get ETF settled performance, SEC assets, allocation and top holdings. For this same exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract for options, GetShortInterest for reported s
- `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 profitability and margins are answerable — from the dimensional XBRL facts the issuer tags in its own filings. Annual fiscal years only, lat
- `GetHolderTypeFlows`: Market-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type \(regulatory records, never names\), measured style, turnover, horizon, book size, client base, private fu
- `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, awarding agency, total value \(obligated dollars plus unexercised ceiling — not revenue received\), outlays when reported, period-of-perform
- `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 \(dividends excluded\), computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry
- `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 recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominated in the stock's pri
- `GetOwnershipSummary`: Get who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders \(Forms 3, 4, 5, single-class issuers only\), 13D/13G blocks no 13F report already holds, and the remaining float, flagged rather than clipped when negative. Registered funds are shown but never summed, since their
- `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 unrealized profit, and watched instruments. Omit portfolio to list portfolios; if exactly one exists it is returned in full. Pass its name to selec
- `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 their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than merged. Totals are repor
- `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, registration type, latest report date, assets, and reported-versus-stored holding counts. Exact stored tickers outrank verified share-class ali
- `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, filter, parameter or output option. Answer the user first; this records a future improvement and does not change the current call. Describ
- `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 missing or inconsistent. Use offset to continue through broad portfolios.
- `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 \(executive or sell-side analyst\) with their role at the time. Identities appear only when the resolution is trusted \(auto-resolved or human-reviewed\); un
- `GetIpoFeed`: Get the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective prospectus or latest filing and never a superseded document. Results include lifecycle, proposed listing
- `GetShareholderVoteResults`: Get a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter \(each director nominee on its own row\) the For, Against, Abstain, Withheld and broker non-vote counts as printed, the stated outcome and its quote, and the source filing. An 8-K
- `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 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member. They are estimates,
- `GetLatestEconomicIndicators`: Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the previous observation and
- `GetInstitutionQuarterlyActivity`: Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal amounts are separate rows labelled by Type. Returns the buckets as one markdown section per bucket,
- `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 published position value and percentage of total institutional 13F shares \(not of shares outstanding\). Values normally use report-date closing p
- `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 profit is kept. Ask the user for the closing price and date; never guess them from a market quote. Closing PART of a lot splits it: the close
- `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 with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved calls appear, so quarter
- `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 contract. Coverage is a curated set of \~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates, and Currencies - ma
- `GetEarningsCallThemeHistory`: Track how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status on the latest call \(new, recurring, dropped, or unknown where an unscored quarter sits between the cal
- `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 Industrial Average. Each row carries the company's rank by weight, its ticker, and its share of the index. The list is a full-replication tr
- `GetSupplyChainOverlap`: Get which of a company's suppliers and customers also supply or buy from its competitors, as 10-K filings name them: each one with the listed competitors it also serves, or, with vs, the company against one competitor \(both, only the company, only the competitor\). A competitor whose own 10-K is not
- `GetLatestCftcPositioning`: Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category \(Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies\). Shows commercial and non-commercial net positions in contract counts from the legacy futures-only COT report \(positions as of e
- `GetInvestorRelationsNews`: Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items \(headline, publish date, summary when the source provides one, and link\) in reverse-chronological order. Use this to see a company's latest official announcements strai
- `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 line numbers. exact mode performs a literal case-insensitive substring match and returns precise matching lines. Get document IDs from SearchD
- `GetOwnershipSignals`: Who holds a stock and how, measured across every 13F book of the newest closed quarter, beside the quarter before: conviction \(filers holding it among their ten largest positions, its weight in their books\), crowding \(shares held by high-turnover filers and private-fund advisers as % of shares outst
- `GetBeneficialOwnership`: Get the Schedule 13D and 13G beneficial-ownership record of a stock or ETF listing: each filer's latest 13D or 13G, its event date, the block's shares \(restated onto today's split basis\) and percent of class, the change since the filer's previous 13D or 13G, and every reporting person on the cover p
- `GetMajorShareholdings`: Get the major-holding notifications regulators outside the US publish for one listing, written MIC:TICKER \(e.g. XLON:BARC\): who crossed a voting-rights threshold, when, and the resulting position. Coverage: the UK FCA \(TR-1 under DTR 5\), the French AMF \(threshold crossings\), the Dutch AFM \(its regis
- `GetInstitutionStyleHistory`: Get an institutional 13F filer's portfolio style quarter by quarter, measured from its filed common-share book: style band \(index-like, systematic-like, concentrated, diversified active\), turnover band, holding-horizon band, and the measurements behind them \(equity value, stock count, active share a
- `GetStockPrices`: Get daily, weekly or monthly OHLCV \(Open, High, Low, Close, Volume\) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Weekly \(ISO week\) and monthly bars roll up the daily rows: first open, highest high, lowest low, last close, summed volume, dated by their
- `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 an importance tier per release \(High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = o
- `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 \(structured XBRL\), or from the issuer's regulatory filings for a listing outside the US. Returns the standard line items \(e.g. revenue, net income, total assets,
- `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. Returns company identity, document IDs, types, filing and reporting dates, SEC item numbers, line counts, EDGAR accession numbers and acceptance t
- `ReportProblem`: Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty \(ToolFailed\), or returned verifiably impossible or contradictory data \(ImplausibleResult\). Answer the user first, then retry or use a fallback; this report does not fix the current call. Report the call
- `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 with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report date. Portfolio value co
- `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 needs a paid plan: Pro receives real-time readings and Plus receives 15-minute-delayed readings, while the Free plan covers end-of-day data o
- `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 realized-profit history. ALWAYS confirm with the user first, naming the portfolio and how many lots it holds. Call GetMyPortfolio if you do not
- `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 5.02 filings, newest filing first. Each change carries the person's name, the role text exactly as filed, a separate normalized role classif
- `SearchEtfs`: Search active exchange-traded funds and products by exact ticker, fund name, or sponsor. ETF identity comes from the authoritative security-type reference directory, while assets and holdings come from the linked SEC Form NPORT-P fund series when available. Use GetEtfProfile for analysis or GetEtfHo
- `SearchInsiders`: Search the tracked SEC corporate-insider set \(directors, officers, 10% owners\) by name. Search first requires every punctuation-independent whole query word in the filed legal name, then broadens to any whole word only when no strict row matches; a token inside a different word is not a match. Verif
- `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 \(alternative trading system / dark pool\) volume and trade count, non-ATS OTC volume and trade count, and the total off-exchange volume \(ATS + non-A
- `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 portfolio also owns stays exactly as recorded. Confirm with the user before removing. Address the instrument the way it appears in GetMyPort
- `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 value. It uses qualifying open-market Forms 4/5 purchases and sales by officers and directors \(a holder that is only a 10% owner is excluded\); F
- `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. Useful for confirming or diverging from price trends with volume flow. OBV is anchored at 0 on the first bar of the requested range, so ab
- `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 reported quantities across common-share rows, put/call notional-underlying rows, and any tracked principal-denominated rows, so it is not a pure
- `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 never contacts a source website. To create or manage one, tell the user to open the Equibles Portal and choose Dashboard → Trackers: https://www
- `GetBuybackPrograms`: Get a company's share-repurchase \(buyback\) picture: tracked repurchase programs \(announcement date, authorized total, remaining availability, expiry, source filings\), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal y
- `GetAnalystEstimates`: Read analyst consensus forecasts for a company, including revenue, EPS, product, segment and operating metrics. Prefers consensus the company publishes itself through its investor-relations sources and falls back to a compiled consensus; every answer states which kind answered. Returns original unit
- `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 'Watching \(not held\)' section with a current mark and nothing else - no quantity, no cost, no value. For a stock, pass its ticker, or MIC:TIC
- `GetInstitutionPortfolio`: View the tracked stock positions of a specific institutional investor from an SEC 13F-HR filing. Shows the largest positions by published value \(default 20, max 500\), with share counts, value, percent of tracked 13F value, and position count. Values normally use report-date closing prices, may fall
- `GetDebtInstrument`: Get one durable debt instrument by its Equibles identifier. Returns current balances, linked filing observation, verified covenant bullets, exact source quotes, and governing or amending SEC documents. History, covenants, and documents are independently paged. Use GetDebtProfile first to obtain the
- `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-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity across dates. Price is the
- `GetTopGovernmentContractors`: Rank public companies by total federal contract dollars awarded over a date range \(from USAspending.gov\). Sums the total award value \(obligated dollars plus unexercised ceiling\) of prime contract awards of $1M or more that resolve to a listed company; smaller awards and unlisted recipients are exclu
- `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-prospectus accession and EDGAR link, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quote
- `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 and source provenance. Closed target periods are marked ended. Revenue and diluted-EPS guidance includes the reported actual and verdict once
- `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 securities, showing the seller, their relationship to the company, the number of shares and aggregate market value to be sold, the proposed sal
- `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 title and source, PDF versus image-slideshow kind, page count, capture time, MIME type, and either the PDF API path or ordered slide-image API
- `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 closing balance per security, held directly or through each indirect vehicle the filing names \(a trust, partnership or LLC, told apart by its s
- `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 measure \(Adjusted EBITDA, adjusted EPS, adjusted operating income, FFO/AFFO, ...\), the GAAP starting line, each stated adjustment in order, an
- `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; tickers with no data for the period are listed separately. Fiscal year/period follow each company's OWN fiscal calendar \(e.g. NVDA's fiscal
- `GetOrganization`: Get an organization no market we cover lists, such as the U.S. Government, a federal agency or an unlisted company: its kind, country, LEI, parent and parts, the listed companies whose 10-K reports name it or one of its parts with the verbatim sentence, and for a federal agency the listed companies
- `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, and bid/ask when the plan entitles quotes. Last, day range and volume name the provider's trading-session timestamp when supplied and other
- `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 to meetings in the next 90 days; pass a date range to look further ahead. This is a forward-looking calendar of announced meetings, not a h
- `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 \(simple moving average of %K\). Useful for spotting overbought \(\>80\) and oversold \(\<20\) conditions. The lookback window is warmed up on price hi
- `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: deleting a lot that was sold destroys its realized profit; use ClosePortfolioLot for that. This cannot be undone, so confirm with the user fir

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