Atlas
Connect AI agents to Atlas MCP for live market data, options analytics, strategy workflows, and 50+ broker-aware trading capabilities.
От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетБез входаГлобальныйБесплатноТолько чтение
Что умеет
- Stock Quote: Get a real-time stock quote including current price, dollar and percent change, previous close, open, high, low, and volume. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) Types / exa
- Option Expiration Dates: List available option expiration dates for a symbol. Args: symbol: Ticker symbol (e.g. NVDA, SPY) filter: 'all' for every expiration (no 60-day cap), 'next_10' for the nearest
- Analyze Greek Exposures: Calculate Gamma, Delta, Vanna, and Theta NET exposures for a symbol across multiple expiration dates. Returns per-strike data grouped by expiration plus portfolio totals and k
Какие данные видит
Нужен ли аккаунт
Не нужен: сервер работает без входа
Connect AI agents to Atlas MCP for live market data, options analytics, strategy workflows, and 50+ broker-aware trading capabilities.
Список инструментов сервера (60)
Технические названия из tools/list. Нужны только разработчикам.
| Stock-Quote | Get a real-time stock quote including current price, dollar and percent change, previous close, open, high, low, and volume. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) Types / example: symbol: string ticker — e.g. "SPY", "NVDA". |
| Option-Expiration-Dates | List available option expiration dates for a symbol. Args: symbol: Ticker symbol (e.g. NVDA, SPY) filter: 'all' for every expiration (no 60-day cap), 'next_10' for the nearest 10 within 60 days, 'near_term' for within 60 days, 'monthly' for monthly only (still capped at 60 days) Types / examples: symbol: string — "SPY" filter: string — "next_10" (default), "all", "near_term", or "monthly". |
| Analyze-Greek-Exposures | Calculate Gamma, Delta, Vanna, and Theta NET exposures for a symbol across multiple expiration dates. Returns per-strike data grouped by expiration plus portfolio totals and key strike levels. Use this for raw numerical exposure data (not charts). Args: symbol: Ticker symbol (e.g. NVDA, SPY) num_expirations: How many upcoming expirations to include (1-20, default 5) expiration: Specific expiration date (YYYY-MM-DD or MM/DD/YYYY) from_expiration: Range start (YYYY-MM-DD or MM/DD/YYYY) to_expiration: Range end (YYYY-MM-DD or MM/DD/YYYY) expiration_range: Range string like '2026-04-30 - 2026-04-30' Types / examples: symbol: string — "QQQ" num_expirations: integer 1–20 — default 5 expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". Example: symbol="SPY", num_expirations=5, expiration="2026-06-20", from_expiration=null, to_expiration=null, expiration_range=null |
| Top-Volume-and-OI-Contracts | Get the highest-volume or highest-open-interest option contracts for a symbol. Returns strike, side, volume, OI, bid/ask, delta, IV, and DTE for each contract. Useful for spotting unusual activity. Args: symbol: Ticker symbol (e.g. NVDA, SPY) expiration: Specific expiration (YYYY-MM-DD or MM/DD/YYYY) from_expiration: Range start (YYYY-MM-DD or MM/DD/YYYY) to_expiration: Range end (YYYY-MM-DD or MM/DD/YYYY) expiration_range: Convenience range string, e.g. '04/30/2026 - 04/30/2026' sort_by: 'volume' or 'open_interest' limit: Number of top contracts to return (default 20) Types / examples: symbol: string — "NVDA" sort_by: string — "volume" or "open_interest" limit: integer — default 20 expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". Example: symbol="SPY", sort_by="volume", limit=10, expiration=null, expiration_range=null |
| Ticker-Symbol-Lookup | Resolve a company name or partial name to its ticker symbol. Examples: 'Apple' -> AAPL, 'Google' -> GOOGL, 'Tesla' -> TSLA Args: company_name: Company name or partial match (e.g. 'Apple', 'Micro') Types / example: company_name: string — e.g. "Apple", "Microsoft". |
| Options-Chain | Get options chain data for one expiration or for a range of expirations. Single expiration: pass expiration=YYYY-MM-DD (LEAPS and any listed expiry supported). Range: omit expiration and pass from_expiration and/or to_expiration (inclusive ISO dates). Range mode returns up to max_expirations expirations (earliest in range first). Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) expiration: Single expiration YYYY-MM-DD; if set, from_expiration/to_expiration are ignored from_expiration: Range start (YYYY-MM-DD or MM/DD/YYYY) to_expiration: Range end (YYYY-MM-DD or MM/DD/YYYY) expiration_range: Convenience range string, e.g. '04/30/2026 - 04/30/2026' max_expirations: Max number of expirations to fetch in range mode (1-50, default 12) Types / examples: symbol: string — "AAPL" max_expirations: integer 1–50 — default 12 expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". Single expiry: expiration="2026-01-17", others null. Range: expiration=null, from_expiration="2026-01-01", to_expiration="2026-12-31". |
| Historical-Options-Chain | Get the options chain for a symbol and expiration as of a specific past date (historical snapshot). Returns every contract with strike, side, bid, ask, mid, volume, open interest, and DTE as of that date. Use this to compare past options data or analyze how positioning changed over time. Historical chain data does not include Greeks. Args: symbol: Ticker symbol (e.g. SPX, SPY, AAPL) expiration: Expiration date in YYYY-MM-DD format (e.g. '2024-12-20') date: As-of date in YYYY-MM-DD for the historical snapshot (e.g. '2024-03-01') Types / example: symbol: string — "SPY" expiration: string — contract expiry "YYYY-MM-DD", e.g. "2025-06-20" date: string — as-of snapshot "YYYY-MM-DD", e.g. "2024-03-15". |
| Historical-Strike-Quotes | Get historical quotes for a single strike: from_date to to_date (interval) or single date. Takes from_date and optional to_date. If to_date omitted or same as from_date: single date. Expiration is optional — when omitted, picks nearest expiration to the date(s). Returns one quote per date: date, bid, ask, mid, volume, open_interest, underlying_price. Args: symbol: Ticker (e.g. SPX, SPY) strike: Strike price (e.g. 6875) side: 'call' or 'put' from_date: Start date YYYY-MM-DD (required) to_date: End date YYYY-MM-DD (optional; if omitted, single date = from_date) expiration: Expiration YYYY-MM-DD (optional; auto-resolved when omitted) Types / example: symbol: string — "SPY" strike: number — e.g. 450.0 side: string — "call" or "put" from_date: string — "YYYY-MM-DD" to_date: optional string | null — end of range; omit for single-day expiration: optional string | null — "YYYY-MM-DD"; omit to auto-pick nearest expiry Example: symbol="SPX", strike=5200.0, side="put", from_date="2024-01-02", to_date=null, expiration=null |
| Strike-Price-Details | Get detailed contract data for a specific strike price. Returns call and put contracts at that strike with full Greeks, pricing, IV, volume, and open interest. If expiration is provided, returns data for that single date. If omitted, searches across all near-term expirations (within 60 days). Use this when the user asks about a specific strike level — e.g. "what does the 150 call look like?" or "show me the 500 strike details". Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) strike: Strike price (e.g. 150, 500.5) expiration: Optional expiration date in YYYY-MM-DD, or omit for near-term Types / example: symbol: string — "NVDA" strike: number — e.g. 150.5 expiration: optional string | null — "YYYY-MM-DD"; omit for near-term scan Example: symbol="TSLA", strike=250, expiration="2026-03-21". |
| Gamma-Exposure-Heatmap | Generate a single Gamma Exposure (GEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Delta-Exposure-Heatmap | Generate a single Delta Exposure (DEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Vanna-Exposure-Heatmap | Generate a single Vanna Exposure (VEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Theta-Exposure-Heatmap | Generate a single Theta Exposure (TEX) heatmap. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Net-Gamma-Exposure-Chart | Generate a single Net Gamma Exposure (NET GEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Net-Delta-Exposure-Chart | Generate a single Net Delta Exposure (NET DEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Net-Vanna-Exposure-Chart | Generate a single Net Vanna Exposure (NET VEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Net-Theta-Exposure-Chart | Generate a single Net Theta Exposure (NET TEX) bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Top-Volume-Contracts-Chart | Generate a single highest-volume option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "AMD" expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" Example: symbol="SPY", platform="other", expiration="2026-05-16". |
| Top-Open-Interest-Chart | Generate a single highest-open-interest option contracts bar chart. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "AMD" expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" Example: symbol="SPY", platform="other", expiration="2026-05-16". |
| All-Greek-Heatmaps | Generate all four Greek exposure heatmaps in one call: GEX (Gamma), DEX (Delta), VEX (Vanna), TEX (Theta). TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| All-Net-Exposure-Charts | Generate all four NET exposure bar charts in one call: NET GEX, NET DEX, NET VEX, NET TEX. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) strike_range: Optional strike filter like '520-600' to zoom in image_format: 'png' or 'jpeg' (only used when platform='other') markings: optional JSON array of on-chart highlights (short labels; strike or strike range; heatmaps may include expiry) platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "SPY" strike_range: optional string | null — e.g. "520-600" to zoom strikes expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". markings: optional string | null — JSON array text, e.g. [{"strike":500,"label":"GW","color":"#8B5CF6"}] image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" (default) Example: symbol="QQQ", strike_range="440-480", platform="openai", markings=null, expiration=null |
| Volume-and-Open-Interest-Charts | Generate both Volume and Open Interest bar charts in one call. TIP: To mix these with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY) image_format: 'png' or 'jpeg' (only used when platform='other') platform: 'openai' | 'claude' | 'other' (default) Types / example: symbol: string — "AMD" expiration: optional string | null — single expiry "YYYY-MM-DD" or "MM/DD/YYYY" aliases: "today_exp", "today", "0d", "0dte" (all map to same-day / 0DTE) from_expiration, to_expiration: optional strings | null — range endpoints expiration_range: optional string | null — e.g. "04/30/2026 - 05/15/2026" also accepts 0DTE forms like "0d to 0d" or "today_exp - today_exp". image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" Example: symbol="SPY", platform="other", expiration="2026-05-16". |
| Multi-Chart-View | Combine multiple chart types and/or symbols into a single response. Pass a JSON array where each element specifies one chart: [ {"type": "gamma", "symbol": "SPY", "strike_range": "520-600"}, {"type": "price", "symbol": "NVDA", "interval": "1h", "period": "5d"}, {"type": "vol", "symbol": "SPY"}, {"type": "net_gex", "symbol": "AAPL"} ] Each object requires: - type: one of gamma, delta, vanna, theta, net_gex, net_dex, net_vex, net_tex, vol, oi, price - symbol: ticker symbol (e.g. SPY, NVDA) Optional per-chart args (each chart can have its own): - strike_range: e.g. '520-600' (for heatmaps/net charts) - expiration: single expiration (YYYY-MM-DD or MM/DD/YYYY) aliases: today_exp / today / 0d / 0dte (same-day 0DTE) - from_expiration: range start (YYYY-MM-DD or MM/DD/YYYY) - to_expiration: range end (YYYY-MM-DD or MM/DD/YYYY) - expiration_range: convenience range string like '04/30/2026 - 04/30/2026' also accepts '0d to 0d' - interval: candle interval for price charts (default '1d') - period: lookback period for price charts (default '3mo') - theme: 'dark' or 'light' (for price charts, default 'dark') - markings: JSON array of horizontal levels/zones for this chart (price charts) - trend_lines: JSON array of diagonal trend lines for this chart (price charts) All charts are returned in one response. Use this for multiple chart types or symbols in one call instead of separate chart tools. Args: charts: JSON array of chart specification objects (see above) image_format: 'png' or 'jpeg' (only used when platform='other') platform: Host rendering mode — 'openai' or 'claude' for interactive charts in the app; 'other' (default) returns data plus a static image. Types / example: charts: string — JSON array (stringify entire array). Each item needs "type" and "symbol". type: string — one of gamma, delta, vanna, theta, net_gex, net_dex, net_vex, net_tex, vol, oi, price symbol: string ticker — plus optional strike_range, expiration fields, interval, period, theme, markings, trend_lines per chart. Example charts argument (one string): '[{"type":"gamma","symbol":"SPY","strike_range":"520-600"},{"type":"price","symbol":"NVDA","interval":"1h","period":"5d"}]' image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other". |
| Price-Chart | Generate a single candlestick price chart with volume bars and optional visual markings. NOTE: If the user wants more than one chart, use Multi-Chart-View instead. Shows OHLC candles (green up, red down), volume at bottom, and current price line. Intervals: 1m, 2m, 3m, 5m, 10m, 15m, 30m, 1h, 4h, 1d, 1w, 1mo Periods (relative lookback): 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, ytd, max Use period for relative lookback (e.g. '3mo' = last 3 months), OR use start/end for an exact date range in YYYY-MM-DD format. Intraday intervals (1m-30m) are limited to the last 60 days. Optional bars mode: pass bars=N to plot the most recent N candles/bars for the selected interval (e.g. 15m + bars=20). This overrides practical lookback length while preserving indicator warm-up history. By default NO technical indicators (EMA, RSI, VWAP) are added — only add when the user asks. INDICATORS — when user asks, optional technical overlays. Pass as JSON object: indicators: {"ema": [8, 9, 21, 34, 50, 100, 200], "rsi": 14, "vwap": true, "macd": true, "bollinger": true, "atr": 14} - ema: array of periods (e.g. [9,21,50,100,200]) or single number - rsi: single period (e.g. 14), true for default 14, or array of two periods [14, 7] — computes both but only the first is drawn on the chart; all values are returned in indicator_stats for the AI. - vwap: true to show VWAP line - macd: true for default (12,26,9), or {"fast": 12, "slow": 26, "signal": 9} - bollinger: true for default (20-period, 2 std dev), or {"period": 20, "std_dev": 2.0} - atr: period number (default 14) — data-only, not drawn on chart When indicators are requested, indicator_stats (crosses, price vs EMA, RSI signal, etc.) are included in the response. indicator_colors: optional JSON object for line colors (hex): {"ema_8": "#F59E0B", "ema_9": "#22D3EE", "ema_21": "#FB923C", "ema_34": "#10B981", "ema_50": "#A78BFA", "ema_100": "#F472B6", "ema_200": "#3B82F6", "rsi": "#A78BFA", "vwap": "#FACC15"} OVERLAYS — optional visual markings on the chart: markings: JSON array of horizontal lines/zones. You decide what to mark and which short label to use. Use SHORT LABELS ONLY (1-3 chars) — no full words on the chart. Mark whatever is useful: entries, exits, support, resistance, targets, key levels, etc. The agent or client chooses the labels. Example short labels (you can use any): Ent = Entry, Ex = Exit, T1/T2 = Target 1/2, SL = Stop Loss, S1/S2 = Support 1/2, R1/R2 = Resistance 1/2, KL = Key Level, HH = Higher High, LL = Lower Low, HL = Higher Low, LH = Lower High, GW = Gamma Wall, DW = Delta Wall, MP = Max Pain Each item: {"price": 190, "label": "S1", "color": "#22C55E"} — green line {"price": 200, "label": "R1", "color": "#EF4444"} — red line {"price": 185, "label": "Ent", "color": "#FACC15"} — yellow line {"price": 210, "label": "T1", "color": "#3B82F6", "width": 3} — blue zone Fields: - price (required): the price level to mark - label: SHORT abbreviation (1-3 chars) shown on chart - color: hex color (default #3B82F6). Pick distinct colors per marking - width: zone width in dollars; draws a shaded band around the price trend_lines: JSON array of diagonal lines connecting two points. {"start_date": "2026-02-09", "start_price": 190, "end_date": "2026-02-11", "end_price": 170, "color": "#3B82F6", "label": "UT"} - start_date, start_price, end_date, end_price (all required) - color: hex color (default blue) - label: SHORT abbreviation (e.g. UT=Uptrend, DT=Downtrend, CH=Channel) IMPORTANT: After adding markings, call Vision_Analysis on this chart for confluence analysis. Vision_Analysis can see the marked-up chart and give a detailed technical reading of how the markings interact with price action. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) interval: Candle size — '1m','5m','15m','1h','4h','1d','1w','1mo' period: Lookback period — '1d','5d','1mo','3mo','6mo','1y','2y','5y','max' start: Start date YYYY-MM-DD (overrides period if given) end: End date YYYY-MM-DD (optional, defaults to today) theme: 'dark' (black background) or 'light' (white background) image_format: 'png' or 'jpeg' (only used when platform='other') force_refresh: If true, bypass cache and regenerate bars: Optional latest bar count to plot (e.g. 20); validates against typical bars/day markings: JSON array of price markings (lines/zones — see above) trend_lines: JSON array of trend lines (see above) indicators: JSON object e.g. {"ema": [9,21,50,100,200], "rsi": 14, "vwap": true, "macd": true, "bollinger": true, "atr": 14} rsi also accepts [14,7] to compute two periods (only first displayed) indicator_colors: JSON object of indicator key to hex color (e.g. {"ema_9": "#22D3EE"}) platform: Host rendering mode — 'openai' or 'claude' for interactive charts in the app; 'other' (default) returns data plus a static image. Types / example: symbol: string — "SPY" interval: string — "1m","5m","15m","30m","1h","4h","1d","1w","1mo" period: string — "1d","5d","1mo","3mo","6mo","1y","2y","5y","ytd","max" start, end: optional strings | null — "YYYY-MM-DD" theme: string — "dark" or "light" image_format: string — "png" or "jpeg" force_refresh: boolean — default false bars: optional integer | null — e.g. 40 markings, trend_lines, indicators, indicator_colors: optional strings | null — JSON text (see longer Arg docs) platform: string — "openai", "claude", or "other" Example: symbol="NVDA", interval="1h", period="5d", platform="openai", theme="dark", markings=null |
| Multi-Timeframe-Price-Overview | Generate three price charts at once: daily (3 months), weekly (1 year), and hourly (5 days). Good for a quick multi-timeframe overview. TIP: To mix price charts with other chart types or symbols, use Multi-Chart-View. Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) theme: 'dark' (black background) or 'light' (white background) image_format: 'png' or 'jpeg' (only used when platform='other') platform: Host rendering mode — 'openai' or 'claude' for interactive charts in the app; 'other' (default) returns data plus a static image. Types / example: symbol: string — "QQQ" theme: string — "dark" or "light" image_format: string — "png" or "jpeg" platform: string — "openai", "claude", or "other" Example: symbol="SPY", theme="dark", platform="other". |
| Chart-Vision-Analysis | Answer questions about Atlas charts (Greek heatmaps, net exposure bars, price candles, volume, open interest). Pass the user's question in plain language; the tool selects a suitable chart when needed and returns a written interpretation. After drawing markings or trend lines on a price chart, call this so the answer can reference those levels. Types / example: question: string — e.g. "Describe the gamma wall on SPY for next week." Returns: plain text analysis (Eastern timestamp line appended). |
| Price-Data-OHLCV | Get OHLCV price data as JSON — useful for reading exact values at a specific point on a chart, or for building analysis from raw data. If timestamp is given (YYYY-MM-DD or YYYY-MM-DD HH:MM), returns the single bar nearest to that time. Otherwise returns all bars in the range. Intervals: 1m, 2m, 3m, 5m, 10m, 15m, 30m, 1h, 4h, 1d, 1w, 1mo Periods: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, ytd, max Args: symbol: Ticker symbol (e.g. NVDA, SPY, AAPL) interval: Bar size — '1d','4h','1h','15m' etc. period: Lookback period (e.g. '3mo') start: Start date YYYY-MM-DD (overrides period) end: End date YYYY-MM-DD timestamp: Specific point to query (YYYY-MM-DD or YYYY-MM-DD HH:MM) bars: Optional latest bar count (e.g. 20 on 15m interval) Types / example: symbol: string — "SPY" interval: string — e.g. "1d", "1h", "15m" period: string — e.g. "3mo", "1y", "max" start, end: optional strings | null — "YYYY-MM-DD" overrides period window timestamp: optional string | null — "YYYY-MM-DD" or "YYYY-MM-DD HH:MM" for nearest bar bars: optional integer | null — e.g. 40 (latest N bars for interval) Example: symbol="NVDA", interval="15m", period="5d", start=null, end=null, timestamp=null, bars=30 |
| Broker-Connections | List all connected brokerage accounts for the authenticated user. Types / example: (no parameters — uses authenticated session). |
| Account-Balances | Cash balance, buying power, and equity for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". |
| Account-Holdings | Stock and option positions (holdings) for one linked brokerage account. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". |
| All-Account-Holdings | Get positions across ALL connected brokerage accounts. Types / example: (no parameters — uses authenticated session). |
| Transaction-History | Transaction history for one linked brokerage account. Optional start_date and end_date in YYYY-MM-DD. Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". start_date, end_date: optional strings | null — "YYYY-MM-DD". |
| Account-Symbol-Lookup | Resolve how a ticker is represented inside a linked brokerage account (instrument id and related fields). Types / example: account_id: string — copy "id" (or equivalent) from Broker-Connections for that account. Example: account_id="xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx". symbol: string ticker — e.g. "AAPL". |
| Preview-Order | Stage an order for user review WITHOUT calling the broker. Persists a trading_orders row at status='preview' and returns a preview_id + a UI link the user opens to Accept or Cancel. No trade is submitted until the Accept button on that page hits Place-Order. The caller must pass every SnapTrade-required field explicitly — this tool does not guess sides or option types. Rule schema: rule.execution = contract identity ONLY: asset_class ('stock'|'option'), quantity (stocks) or option_type/expiry/strike/contracts (options). Side, order_type, and limit_price live on the per-phase blocks below. rule.enter = {side, order_type, limit_price?} — required. side is 'buy'|'sell' for stocks or 'buy_to_open'|'sell_to_open' for options. limit_price is REQUIRED when order_type='limit' (no shorthand for mid/bid/ask — pass the numeric price you want to work). rule.order_strategy? = 'one_triggers_other' (default) or 'bracket'. one_triggers_other: worker fires enter, then polls exit trigger. bracket (stocks): native broker OCO — entry + stop_loss + take_profit in one broker call. bracket (options): worker-simulated OCO — entry placed first, then worker watches stop_loss AND take_profit simultaneously and fires whichever is hit first. FULLY SUPPORTED for options. Use this whenever the user wants both a stop-loss and a take-profit on an options position. rule.exit? (one_triggers_other) = {side, order_type, limit_price?} — single close leg with a trigger condition. rule.exit? (bracket) = {stop_loss?: {stop_price, limit_price?}, take_profit?: {limit_price}, take_profit_levels?: [{price:N, quantity:'40%'|5|'remaining'}, ...]} — at least one of stop_loss / take_profit / take_profit_levels required. phase: optional 'enter'|'exit' — which leg this preview targets (default 'enter'). Types / example: stock example: {"execution":{"asset_class":"stock","quantity":10},"enter":{"side":"buy","order_type":"market"},"exit":{"side":"sell","order_type":"market"}} option example: {"execution":{"asset_class":"option","option_type":"call","contracts":1,"expiry":"2026-04-15","strike":702},"enter":{"side":"buy_to_open","order_type":"limit","limit_price":3.10},"exit":{"side":"sell_to_close","order_type":"limit","limit_price":4.50}} bracket (stock): {"order_strategy":"bracket","execution":{"asset_class":"stock","quantity":10},"enter":{"side":"buy","order_type":"market","trigger":{"metric":"price","operator":"lte","value":600}},"exit":{"stop_loss":{"stop_price":585},"take_profit":{"limit_price":640}}} bracket (option): {"order_strategy":"bracket","execution":{"asset_class":"option","option_type":"call","contracts":10,"expiry":"2026-04-17","strike":710},"enter":{"side":"buy_to_open","order_type":"market","trigger":{"metric":"price","operator":"gte","value":712}},"exit":{"stop_loss":{"stop_price":709},"take_profit_levels":[{"price":715,"quantity":"40%"},{"price":718,"quantity":"40%"},{"price":722,"quantity":"remaining"}]}} symbol: string — underlying ticker (e.g. 'SPY'); optional if included in the rule. account_id: string — SnapTrade account id. ACCOUNT RULE: If the user has more than one connected broker account, you MUST show them the list (call Broker-Connections) and ask which account to use BEFORE calling this tool. Never guess or auto-select — a wrong account executes a real trade in the wrong place. Only omit account_id when the user has exactly one broker account connected. |
| Preview-Multiple-Orders | Preview multiple orders at once — e.g. buy 5 NVDA, 5 MSFT, and 5 ASML in one shot. Pass a list of {rule, symbol, account_id?, phase?} objects. Returns a vertical stack of order preview cards, each with a Place button. Use this instead of calling Preview-Order repeatedly for multi-ticker or multi-leg orders. |
| Place-Order | Submit an order to the broker via SnapTrade. Stocks use place_force_order; options use place_mleg_order; bracket orders use place_bracket_order (entry + stop_loss + take_profit as a broker-managed OCO pair). Two modes: * Pass preview_id to place an already-staged preview — the saved rule/account/phase are authoritative. * Pass rule (+ symbol, optional phase) directly to skip the preview step entirely (used by the trigger worker and by clients that maintain their own confirmation UI). Types / example: preview_id: string — id returned by Preview-Order (optional). rule: object — same schema as Preview-Order (required if no preview_id). symbol: string — underlying ticker (optional if in the rule). phase: string — 'enter' or 'exit' (default 'enter'); ignored when preview_id is given. account_id: string — SnapTrade account id. ACCOUNT RULE: If the user has more than one connected broker account, you MUST show them the list (call Broker-Connections) and ask which account to use BEFORE calling this tool. Never guess or auto-select — a wrong account submits a real order to the wrong broker. |
| List-Preview-Orders | List the user's recent staged/placed/failed orders. Defaults to status in ('preview','failed') so the UI can surface orders still pending acceptance. Pass statuses=['placed'] to see executed orders. Types / example: statuses: array<string> — optional filter (e.g. ['preview','failed']). limit: integer — max rows to return (default 50). |
| Delete-Preview-Order | Cancel/delete one staged or placed order. For status='preview' or 'failed' the local record is deleted (nothing was ever sent to SnapTrade — our preview is a local staging step, not a broker call). For status='placed' SnapTrade's cancel_user_account_order is called and the row is flipped to status='cancelled' (kept for audit). Idempotent on already-cancelled rows. Types / example: preview_id: string — required; the row id returned by Preview-Order. |
| Preview-Trading-Trigger | Show a trigger preview card for user review WITHOUT saving anything. ALWAYS call this instead of Create-Trading-Trigger — the user reads the card, then clicks 'Activate trigger' to commit it or 'Cancel' to dismiss. Never call Create-Trading-Trigger directly; it is invoked by the widget when the user confirms. Same parameters as Create-Trading-Trigger: rule (required), symbol, account_id. Returns a preview card; nothing is written to the database. |
| Create-Trading-Trigger | Persist a price-trigger rule. IMPORTANT: Do NOT call this tool directly — call Preview-Trading-Trigger first and let the user confirm by clicking 'Activate trigger' in the preview card. This tool is invoked by the widget on the user's behalf. The background worker monitors live prices and executes orders automatically when conditions fire — one real broker order at a time, in sequence. ━━ order_strategy ━━ 'one_triggers_other' (default): enter trigger fires → enter order placed → worker then watches exit trigger → exit order placed. 'bracket': enter trigger fires → enter order placed → worker then watches BOTH stop_loss AND take_profit simultaneously → whichever price is hit first fires a single close order. THIS WORKS FOR OPTIONS. The worker simulates OCO by placing one order at a time — it is fully safe and is the correct way to set both a stop-loss and a take-profit on an options position. Do NOT refuse to use bracket for options. ━━ rule.execution ━━ Stocks: {asset_class:'stock', quantity:N} Options: {asset_class:'option', option_type:'call'|'put', expiry:'YYYY-MM-DD', strike:N, contracts:N} ━━ rule.enter ━━ (REQUIRED for both strategies) {side, order_type, limit_price?, trigger:{metric:'price', operator:'lt'|'lte'|'gt'|'gte'|'eq', value:N}} Stock sides: 'buy' | 'sell' Option sides: 'buy_to_open' | 'sell_to_open' ━━ rule.exit for one_triggers_other ━━ {side, order_type, limit_price?, trigger:{...}} — single close leg. Option close sides: 'sell_to_close' | 'buy_to_close' ━━ rule.exit for bracket (stocks AND options) ━━ stop_loss?: {stop_price:N, limit_price?:N} — closes ALL remaining at market (or stop-limit) when price hits stop_price. take_profit?: {limit_price:N} — closes entire position at limit price. take_profit_levels?: [{price:N, quantity:'40%'|5|'remaining'}, ...] — scaled exit: sell a fraction/count at each level in sequence. quantity formats: '40%' (percent of original), 5 (absolute), 'remaining' (whatever is left). At least one of stop_loss, take_profit, or take_profit_levels is required. ━━ Examples ━━ sequential (stock): {"execution":{"asset_class":"stock","quantity":10},"enter":{"side":"buy","order_type":"market","trigger":{"metric":"price","operator":"lte","value":600}},"exit":{"side":"sell","order_type":"market","trigger":{"metric":"price","operator":"gte","value":650}}} bracket (stock): {"order_strategy":"bracket","execution":{"asset_class":"stock","quantity":10},"enter":{"side":"buy","order_type":"market","trigger":{"metric":"price","operator":"lte","value":600}},"exit":{"stop_loss":{"stop_price":585},"take_profit":{"limit_price":640}}} bracket (option — worker-simulated OCO with scaled TP): {"order_strategy":"bracket","execution":{"asset_class":"option","option_type":"call","contracts":10,"expiry":"2026-04-17","strike":710},"enter":{"side":"buy_to_open","order_type":"market","trigger":{"metric":"price","operator":"gte","value":712}},"exit":{"stop_loss":{"stop_price":709},"take_profit_levels":[{"price":715,"quantity":"40%"},{"price":718,"quantity":"40%"},{"price":722,"quantity":"remaining"}]}} ━━ Multi-execution (one trigger → multiple stock orders) ━━ Use executions[] instead of a single execution block to fire several orders simultaneously when the trigger fires. Each leg has its own symbol, execution, and enter (side + order_type). The top-level enter carries only the trigger condition (no side/order_type). Only one_triggers_other strategy; bracket not supported for multi-exec. Example: when SPY crosses 580 buy NVDA×5 AND AMD×5: {"enter":{"trigger":{"metric":"price","operator":"gte","value":580}},"executions":[{"symbol":"NVDA","execution":{"asset_class":"stock","quantity":5},"enter":{"side":"buy","order_type":"market"}},{"symbol":"AMD","execution":{"asset_class":"stock","quantity":5},"enter":{"side":"buy","order_type":"market"}}]} ━━ Other fields ━━ symbol: string — the WATCH ticker (the price being monitored, e.g. SPY). For multi-execution this is what the trigger fires on; the executions[] symbols are what gets bought/sold. account_id: string — REQUIRED. Triggers fire automatically in the background so the user MUST explicitly confirm which broker account receives the order before you call this tool. Call Broker-Connections to list accounts, present them to the user, and wait for their explicit choice. Never infer or auto-select the account — a wrong account fires a real automated trade in the wrong place. |
| List-Trading-Triggers | List the user's trading triggers — both currently watching (is_active=true) and paused (is_active=false). Each row carries its own is_active flag so you can label them. Completed/fired triggers are moved to the archive — use List-Fired-Triggers to see those. Types / example: is_active: boolean — optional. Pass true to see only watching, false to see only paused. Omit to see both (default — matches the dashboard). symbol: string — optional ticker filter (case-insensitive). limit: integer — max rows (default 50, cap 200). |
| Update-Trading-Trigger | Edit one trading trigger in place. PRE-ENTRY (phase='enter'): all fields are editable — rule, symbol, account_id. POST-ENTRY (phase='exit'): the enter leg has already fired and a position is open at the broker. Symbol and account are locked. You CAN still update the EXIT block — pass a rule containing only an 'exit' key with the updated stop_loss / take_profit / take_profit_levels. You may also adjust contracts inside execution. This lets the user move their stop or take-profit while in the trade. NOTE on phase='exit' + triggered_at=null: this is NORMAL. triggered_at is only stamped when the exit order fires and the whole automation completes. phase='exit' simply means the enter leg executed and the worker is now watching for the exit price condition — the trigger is alive and working. Types / example: trigger_id: string — required; the row id from List-Trading-Triggers. rule: object — optional; full replacement rule before entry, or a {{exit:...}} object after entry to adjust exit levels. is_active: boolean — optional; false cancels/deactivates the trigger. symbol: string — optional; locked once entry has fired. account_id: string — optional; locked once entry has fired. |
| Delete-Trading-Trigger | Delete a trading trigger. Triggers are not broker orders — nothing is cancelled at SnapTrade. If the trigger was the source of a placed order, the order row and broker position are unaffected; use Delete-Preview-Order to cancel a placed order at the broker. Idempotent: deleting an already-gone trigger returns ok. Types / example: trigger_id: string — required; the row id from List-Trading-Triggers. |
| List-Fired-Triggers | List the user's completed (fired) triggers from the archive. These are triggers that ran to completion. Use Reactivate-Trigger to restart one from the beginning. Types / example: symbol: string — optional ticker filter. limit: integer — max rows (default 50, cap 200). |
| Reactivate-Trigger | Move a fired trigger from the archive back to the active triggers table, resetting it to phase='enter' so it starts monitoring prices again from scratch. The original rule is preserved; only triggered_at is cleared. Types / example: fired_trigger_id: string — the id from List-Fired-Triggers. |
| Earnings-Calendar | Get the earnings calendar for a date range, optionally filtered by a single symbol. Types / examples: from_date, to_date: strings — "YYYY-MM-DD", e.g. "2024-01-01" to "2024-12-31" symbol: optional string | null — ticker filter, e.g. "MSFT" Example: from_date="2026-01-01", to_date="2026-03-31", symbol=null |
| Insider-Transactions | Get insider transactions for a given stock symbol. Useful for analyzing insider buying and selling activity. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null |
| SEC-Filings | Get recent SEC filings (10-K, 10-Q, 8-K, etc.) for a given stock symbol. Types / examples: symbol: string — "BA" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="BA", from_date=null, to_date=null |
| Stock-Peers | Get a list of peer tickers for a given stock symbol. Types / example: symbol: string ticker — e.g. "DIS", "F" |
| IPO-Calendar | Get the IPO calendar for a date range. Includes upcoming and historical IPOs. Types / examples: from_date, to_date: strings — "YYYY-MM-DD" Example: from_date="2026-01-01", to_date="2026-06-30" |
| Senate-Lobbying-Data | Get US political lobbying data for a company. This covers lobbying disclosures and related activity. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=null |
| Financial-Metrics | Get basic financial metrics for a stock (P/E, margins, growth, etc.). Types / examples: symbol: string — "XOM" metric: string — "all" (default) or a specific metric key supported by the feed Example: symbol="CVX", metric="all" |
| USA-Spending-Data | Get USA spending data related to a company, including contracts and awards tied to the symbol. Types / examples: symbol: optional string | null — e.g. "CAT" from_date, to_date: optional strings | null — "YYYY-MM-DD" Example: symbol="CAT", from_date="2023-01-01", to_date=null |
| Income-Statement | Income statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly" |
| Balance-Sheet | Balance sheet for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly" |
| Cashflow-Statement | Cash flow statement for a symbol. freq is 'yearly' or 'quarterly'. Types / examples: symbol: string — "IBM" freq: string — "yearly" or "quarterly" Example: symbol="GOOGL", freq="quarterly" |
| Earnings-Dates | Earnings dates for a symbol; limit caps how many rows are returned. Types / examples: symbol: string — "META" limit: integer — default 12 Example: symbol="NFLX", limit=8 |
| EPS-Estimates | EPS estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F" |
| Revenue-Estimates | Revenue estimates for upcoming periods. Types / example: symbol: string ticker — e.g. "DIS", "F" |
| EPS-Trend | EPS trend for a symbol. Types / example: symbol: string ticker — e.g. "DIS", "F" |