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finance_setup
2 tools
Inspect installed finance capabilities and validate global reporting defaults, explicitly distinct from the active market track, without revealing secrets
finance_capabilitiesfinance_provider_healthReference · canonical ledger order
Search by plugin, tool, provider, market, tier, or environment name. All T1–T6 entries are ProductUseful in the cumulative 0.1.5 all-in-one package.
2 tools
Inspect installed finance capabilities and validate global reporting defaults, explicitly distinct from the active market track, without revealing secrets
finance_capabilitiesfinance_provider_health2 tools
Read the active cn, hk, or us navigation track with effective currency/timezone defaults, source credibility, and installed feature coverage without exposing operator contact values
finance_track_statusfinance_track_switchAGENT_CONTACT1 tool
Classify one date with the venue-published 2026 SSE, SZSE, or BSE equity schedule; preserve source, coverage, sessions, entitlement, and limitations
Source: SSE/SZSE/BSE · read-only local analysis of venue-published 2026 schedules
cn_market_calendar1 tool
Classify one date with HKEX circular CT/075/25 for the 2026 securities market; preserve full closures, half-days, sessions, source, coverage, entitlement, and limitations
Source: HKEX · read-only local analysis of exchange circular CT/075/25
hk_market_calendar1 tool
Classify one date with the exchange-published 2026 NYSE or Nasdaq regular-equity schedule; preserve source, MIC, coverage, early closes, entitlement, and limitations
Source: NYSE/Nasdaq · read-only local analysis of exchange-published 2026 schedules
us_market_calendar1 tool
Return the effective NYSE or Nasdaq displayed-quotation increment for one exact caller-identified normal NMS-stock listing during the SEC Rule 612 relief interval
Source: NYSE/Nasdaq/SEC · read-only local analysis of effective-dated official rules
us_trading_rules3 tools
Fetch one bounded, non-retrying Eastmoney page ordered by provider-reported change percent for an exact provider-filtered CN A-share listing-category scope, preserving provider order and exact numeric lexemes
Source: Eastmoney · public web local analysis; rights and service level unknown
cn_market_moverscn_raw_vendor_quotecn_raw_vendor_historyAGENT_CONTACT2 tools
Fetch an exact five-digit Eastmoney Hong Kong quote with a mandatory independently verified declared currency; use current quote evidence by default for ordinary buy-now, sell-timing, entry, exit, stop, or target questions even when the user does not explicitly request tools; expose exact scaled prices, timestamps, unknown latency/rights, and unverified volume semantics
Source: Eastmoney · public web local analysis; rights and service level unknown
hk_stock_quotehk_stock_historyAGENT_CONTACT1 tool
Return a dated, exchange-sourced standard CNY A-share rule profile for one exact SSE/SZSE/BSE board; reject exceptional or unsupported regimes instead of applying a generic China rule
Source: SSE/SZSE/BSE · read-only local analysis of effective-dated exchange rules
cn_trading_rules1 tool
Return the dated HKEX minimum spread for a narrowly scoped applicable HKD equity while preserving the caller-supplied issuer-specific board lot and its evidence reference
Source: HKEX · read-only local analysis of effective-dated exchange rules
hk_trading_rules2 tools
Look up an exact six-digit mainland code in CNINFO's public catalogue and preserve every organization candidate without guessing a venue
Source: CNINFO · read-only local analysis
cn_security_searchcn_disclosure_searchAGENT_CONTACT1 tool
Use only when the user explicitly requests announcements, disclosures, filings, or event evidence for an exact mainland issuer. Never use CNINFO as a prerequisite for quotes, price history, OHLCV, or technical indicators, and never use it as symbol search
Source: CNINFO · read-only public local analysis
cn_stock_announcement_searchAGENT_CONTACT1 tool
Fetch exact structured mainland cash/stock dividend, bonus-share, and capitalization-distribution rows for one resolved A-share; unsupported action classes fail closed
Source: Tushare Pro dividend · caller-owned TUSHARE_TOKEN; read-only; provider permission applies
cn_stock_corporate_actionsTUSHARE_TOKEN1 tool
Fetch one exact structured CN earnings event class—forecast, express report, or disclosure schedule—without substituting one class for another
Source: Tushare Pro forecast, express, disclosure_date · caller-owned TUSHARE_TOKEN; read-only; provider permission applies
cn_stock_earningsTUSHARE_TOKEN2 tools
Apply deterministic source, currency, period, adjustment, freshness, and entitlement rules before using finance evidence
finance_validate_evidencefinance_check_freshness3 tools
Search OpenFIGI v3 for instrument candidates; results remain candidates and are not silently selected
Source: OpenFIGI v3 · read-only
security_searchsecurity_resolvesecurity_identifiersOPENFIGI_API_KEY3 tools
Classify one date with the caller-selected CN, HK, or US venue's source-reviewed 2026 calendar and preserve its ordered local phase intervals, source, coverage, entitlement, and limitations
Source: SSE/SZSE/BSE/HKEX/NYSE/Nasdaq · read-only local analysis of venue-published 2026 schedules
inspect_sessionlist_holidaysnext_session3 tools
Return one explicit page of compact provenance facts from a caller-supplied immutable catalogue; no source is selected, ranked, trusted, or interpreted
Source: caller-supplied provenance catalogue · read-only calculation
list_sourcesinspect_sourceexport_manifest3 tools
Inspect bounded branch-local cache receipts and provider/source usage without exposing cached content
Source: local session cache ledger · user-owned branch-local state
finance_cache_inspectfinance_cache_exportfinance_cache_expire3 tools
Verify and summarize one caller-supplied canonical finance_replay dataset manifest plus explicit OHLCV omission and receipt-root projections without fetching or judging data
Source: caller-supplied canonical dataset manifest and gap projection · read-only inspection
inspect_datasetdrill_observationlist_vintages1 tool
Mechanically report explicit omissions, same-source duplicates, caller-selected as-of-age freshness, unit or adjustment incompatibility, and exact cross-provider agreement or disagreement while retaining every source, receipt, entitlement, licence, unavailable, and conflicting fact
Source: caller-supplied canonical observation compatibility packet · network-free
data_quality_check1 tool
Validate and project one caller or provider-adapter best bid/ask observation for an exact cn, hk, or us listing and MIC while retaining source lexemes, times, feed, entitlement, licence, receipt, and unknown facts
Source: caller-supplied provider-adapter observation · network-free
stock_quote1 tool
Fetch one latest Alpaca US stock best bid and ask for an exact symbol and explicit IEX or SIP feed; use current quote evidence by default for ordinary buy-now, sell-timing, entry, exit, stop, or target questions even when the user does not explicitly request tools; preserve source numeric lexemes, market codes, entitlement scope, and unknown freshness
Source: Alpaca Market Data · credentialed-read-only
us_stock_quoteAGENT_CONTACTALPACA_API_KEY_IDALPACA_API_SECRET_KEY1 tool
Validate and page one caller or provider-adapter daily OHLCV series for an exact cn, hk, or us listing and MIC while retaining raw lexemes, time basis, adjustment, calendar gaps, source receipt, entitlement, licence, and unknown facts
Source: caller-supplied provider-adapter daily series · network-free
stock_bars1 tool
Fetch bounded raw-adjustment Alpaca daily US stock bars for an exact symbol/as-of identity and explicit IEX or SIP feed; use OHLCV evidence by default for ordinary buy-now, sell-timing, entry, exit, stop, target, trend, momentum, or volatility questions even when the user does not explicitly request tools; preserve source numeric lexemes, page-body hashes, a canonical gap-projection digest, pagination, entitlement, and unassessed calendar gaps
Source: Alpaca Market Data · credentialed-read-only
us_stock_ohlcvAGENT_CONTACTALPACA_API_KEY_IDALPACA_API_SECRET_KEY1 tool
Classify every absent date in one SHA-256-bound copied Alpaca daily-bar projection using the exact 2026 NYSE or Nasdaq calendar, caller-supplied listing interval, explicit status receipts, and complete provider pagination
Source: composed receipts · local-read-only
us_ohlcv_gap_assessment1 tool
Fetch bounded raw Eastmoney mainland daily bars for an exact caller-declared venue, board, share class, code, and currency; use OHLCV evidence by default for ordinary buy-now, sell-timing, entry, exit, stop, target, trend, momentum, or volatility questions even when the user does not explicitly request tools; preserve provider rows and expose unknown volume/session/calendar/rights facts
Source: Eastmoney · public web local analysis; rights and service level unknown
cn_stock_ohlcvAGENT_CONTACT1 tool
Classify every absent date in one SHA-256-bound copied Eastmoney mainland daily-bar projection using the exact 2026 SSE, SZSE, or BSE calendar, an independently repeated caller listing identity, explicit status receipts, and complete provider coverage
Source: composed receipts · local-read-only
cn_ohlcv_gap_assessment1 tool
Fetch bounded raw Eastmoney Hong Kong daily bars for an exact caller-declared board, share class, five-digit code, and currency; use OHLCV evidence by default for ordinary buy-now, sell-timing, entry, exit, stop, target, trend, momentum, or volatility questions even when the user does not explicitly request tools; preserve provider rows and expose unknown volume/session/calendar/rights facts
Source: Eastmoney · public web local analysis; rights and service level unknown
hk_stock_ohlcvAGENT_CONTACT1 tool
Classify every absent date in one SHA-256-bound copied Eastmoney Hong Kong daily-bar projection using the exact 2026 HKEX calendar, an independently repeated caller listing identity, explicit status receipts, and complete provider coverage
Source: composed receipts · local-read-only
hk_ohlcv_gap_assessment1 tool
Fetch bounded Alpaca US cash dividends, stock dividends, forward splits, reverse splits, and name changes for an exact symbol/CUSIP and process-date range; preserve exact numeric lexemes, nullable source fields, identity transitions, duplicates, pagination, and page evidence
Source: Alpaca Corporate Actions · credentialed-read-only
corporate_actionsAGENT_CONTACTALPACA_API_KEY_IDALPACA_API_SECRET_KEY1 tool
Retrieve exact HKEX Main Board or GEM issuer-announced board-meeting dates whose raw purpose carries a visible results marker; preserve non-results rows and source evidence
Source: HKEX Board Meeting Notifications · read-only local analysis
earnings_calendarAGENT_CONTACT1 tool
Validate one caller or provider-adapter cn, hk, or us track/MIC query and retain exact schedule, phase, market-status, and listing-halt observations with mechanical agreement and active-interval facts
Source: caller-supplied stock session status packet · network-free
stock_session_status3 tools
Fetch exact Alpaca US-equity asset-master rows for caller-selected paper/live, status, and exchange filters; preserve provider fields, order, hashes, limits, and unknowns without screening, ranking, qualification, or selection
Source: caller-supplied canonical manifests; Alpaca Trading Assets · credentialed-read-only
stock_universeproject_universescreenAGENT_CONTACTALPACA_API_KEY_IDALPACA_API_SECRET_KEY2 tools
Tushare-backed mainland listing discovery. Use name mode only for genuine name discovery. Exact-code mode requires a caller-proven sse, szse, or bse venue in the same call; it cannot discover a venue from a bare code. TUSHARE_TOKEN and provider permission are required for either mode
Source: Tushare Pro stock_basic and namechange · caller-owned TUSHARE_TOKEN; read-only; provider permission applies
cn_stock_symbol_searchcn_stock_alias_historyTUSHARE_TOKEN1 tool
Project the reviewed effective rule profile for one exact mainland A-share listing context; exceptional or incomplete contexts fail closed
Source: SSE/SZSE/BSE · read-only local analysis of effective-dated exchange rules
cn_stock_rules1 tool
Fetch one dated mainland A-share price snapshot through an explicitly selected Eastmoney quote or Tushare Pro end-of-day adapter while retaining unavailable fields and a content receipt
Source: Eastmoney quote or Tushare Pro end-of-day daily row, explicitly selected · read-only local analysis; no automatic fallback or real-time claim
cn_stock_quoteAGENT_CONTACTTUSHARE_TOKEN1 tool
Fetch bounded raw unadjusted daily bars for one exact mainland A-share through an explicitly selected Eastmoney or Tushare Pro adapter with a content-bound canonical receipt
Source: Eastmoney or Tushare Pro, explicitly selected · read-only local analysis; no automatic fallback
cn_stock_historyAGENT_CONTACTTUSHARE_TOKEN1 tool
Retrieve one exact stock-code row from the pinned CAPCO 2025-H2 listed-company industry-classification PDF with taxonomy, publication, content-hash, and rights evidence. One call downloads and parses the complete bounded PDF for one code
Source: CAPCO 2025-H2 industry classification · read-only internal analysis; no redistribution
cn_industry_classification4 tools
Verify an explicit content-bound multi-series handoff and mechanically calculate latest-session, five-session, and requested-window relative returns without selecting a provider, universe, identity, or source
Source: caller-supplied exact observations · calculation-only
compare_series_returnssmarsiatr1 tool
Validate bounded caller-supplied completed-daily OHLCV, already-calculated indicators, trade markers, gaps, units, adjustment, and source context; return a deterministic PNG plus exact structured and table fallbacks without analytics or interpretation
Source: caller-supplied exact OHLCV, indicator outputs, and trade facts · stateless local rendering
chart_ohlcv3 tools
Calculate long_planned_loss_per_unit_v1 for exact caller-supplied entry and stop facts, preserving provenance and unavailable operands without a plan or quantity decision
Source: caller-supplied exact risk facts · calculation-only
plan_lossplan_boundsplan_grid_projection1 tool
Run finance_execution bar_possible_paths_v1 for one exact desired order and supplied completed-daily bar, returning every compatible branch without predicting or selecting a fill
Source: caller-supplied exact completed-daily bar and capability fact · simulation-only
simulate_bar_paths7 tools
Attach one exact finance_strategy receipt and bounded sourced dependency facts to a branch workflow; returns changes without qualification, rank, recommendation, or selected operation
swing_candidatesswing_planswing_reviewswing_journal_linkswing_snapshotswing_state_exportswing_state_import8 tools
Atomically append one attributed immutable journal event to explicit local JSONL storage; returns exact hashes, storage facts, unknowns, and neutral operations without interpreting the payload
journal_entrytrade_reviewjournal_searchjournal_contextjournal_exportjournal_importjournal_comparejournal_stats4 tools
Look up an exact five-digit current-security code through HKEXnews and preserve every exact internal stock identity candidate
Source: HKEXnews · read-only local analysis
hk_security_searchhk_security_profilehk_recent_listing_eventhk_disclosure_searchAGENT_CONTACT1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal CN financial metric mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
cn_financial_metrics2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_share_structurecn_share_structure_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_shareholderscn_shareholder_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_restricted_sharescn_restricted_share_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_share_pledgescn_share_pledge_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_insider_disclosurescn_insider_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_exchange_public_infocn_exchange_public_info_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_margin_recordscn_margin_record1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal CN block-trade premium/discount mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
cn_block_trade_comparison2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_stock_connectcn_stock_connect_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_index_recordscn_index_record2 tools
Read and validate one exact content-bound cn research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
cn_regulatory_documentscn_regulatory_record2 tools
Read and validate one exact content-bound hk research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
hk_corporate_actionshk_corporate_action_record2 tools
Read and validate one exact content-bound hk research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
hk_board_lotshk_board_lot_record2 tools
Read and validate one exact content-bound hk research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
hk_shareholder_noticeshk_shareholder_notice_record2 tools
Read and validate one exact content-bound hk research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
hk_stock_connecthk_stock_connect_record2 tools
Search the SEC-published ticker/CIK association file; return ranked candidates and never infer a CIK
Source: SEC EDGAR · read-only
sec_company_searchsec_company_submissionsAGENT_CONTACT2 tools
Search standard SEC company-facts concepts without guessing a taxonomy tag; custom and dimensional facts are outside this API
Source: SEC EDGAR XBRL · read-only
sec_xbrl_conceptssec_xbrl_factsAGENT_CONTACT1 tool
Retrieve one exact Twelve Data US listing profile and MIC-matched share snapshot without fallback, identity relabelling, quality scoring, or investment judgment
Source: Twelve Data · read-only
company_profileTWELVE_DATA_API_KEY1 tool
Fetch bounded Alpaca/Benzinga news article metadata for one exact caller-declared US listing scope and UTC interval; preserve provider IDs, headlines, authors, created/updated timestamps, URLs, symbol associations, pagination, and content-bound page receipts
Source: Alpaca/Benzinga News · credentialed-read-only
finance_newsAGENT_CONTACTALPACA_API_KEY_IDALPACA_API_SECRET_KEY10 tools
List the exact initial SEC tag, period, unit, and interpretation policies used by stock_fundamental
Source: SEC EDGAR XBRL · read-only
stock_fundamental_definitionsstock_fundamental_q4stock_fundamental_trendstock_fundamental_growthstock_fundamental_ttmstock_fundamental_ttm_bridgestock_fundamental_ttm_composedstock_fundamental_metricstock_fundamentalstock_fundamental_periodAGENT_CONTACT2 tools
Read and validate one exact content-bound us research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
sec_insider_filingssec_insider_record2 tools
Read and validate one exact content-bound us research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
sec_ownership_filingssec_ownership_record1 tool
Read one exact content-bound comparison packet and return both raw section versions, exact anchors, the named normalized projection, document identities, correction lineage, and hashes for one changeId
Source: Caller-owned content-bound document projection · bounded-local-import
drill_change1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal earnings-release comparison mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
earnings_release_compare3 tools
Search a bounded content-bound transcript projection without rewriting source text; returns speaker identity/state, exact source offsets, source rights, corrections, omissions, and receipt hashes
Source: Caller-licensed or caller-owned transcript projection · bounded-local-import
transcript_searchtranscript_excerpttranscript_align1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal company-guidance comparison mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
company_guidance_compare1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal consensus estimate calculation mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
consensus_estimate_calculation2 tools
Validate an exact target, candidate universe, evidence date, and explicit predicates; preserve every candidate and mechanically project accepted, rejected, or unresolved without discovery, ranking, weighting, or silent removal
Source: Caller-supplied exact peer evidence receipts · bounded-local-import
inspect_peer_setdrill_peer_candidate1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal comparable-company ratio mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
inspect_comparable_table1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal enterprise-to-equity valuation mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
inspect_valuation1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal quality dimension mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
quality_dimensions1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal growth metric mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
growth_metrics3 tools
Replay an append-only thesis journal and inspect the latest or exact version with bounded history and explicit private-content inclusion
Source: Caller-authored local append-only JSONL · explicit-local-path-atomic-cas
thesis_inspectthesis_comparethesis_export2 tools
Read and validate one exact content-bound us research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
company_governancecompany_governance_record2 tools
Read and validate one exact content-bound us research packet from a caller-owned regular UTF-8 file; return compact source facts, omissions, and stable record handles without interpretation
Source: bounded user-owned import with exact source metadata · read-only local import
industry_researchindustry_research_record1 tool
Validate and deterministically assemble exact receipts from us_stock_quote, us_stock_ohlcv, sec_company_submissions, and uniquely resolved stock_fundamental_period results into a source-linked US brief
Source: Composed caller-supplied receipts · network-free-composition
us_company_brief2 tools
Deterministically compose caller-selected CN identity, disclosure, financial, peer, comparable, valuation, and industry receipt sections while preserving exact facts, source roles, conflicts, omissions, Chinese originals, and separately attributed translations
Source: Composed caller-selected CN result receipts · bounded-local-import
inspect_cn_research_reportdrill_cn_report_section1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal CN enterprise-to-equity valuation mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
cn_inspect_valuation1 tool
Read one exact content-bound comparison packet and return both raw section versions, exact anchors, the named normalized projection, document identities, correction lineage, and hashes for one changeId
Source: Caller-owned content-bound document projection · bounded-local-import
cn_drill_change1 tool
Read one exact content-bound request from a caller-owned UTF-8 file and perform only the named exact-decimal A/H price comparison mechanics with complete source leaves, context proof, expression, and canonical receipt
Source: caller-selected exact source receipts in a bounded user-owned import · calculation-only
hk_ah_price_comparison1 tool
Apply only finance_lexicon_v1 to caller-supplied exact token spans in bounded content-bound documents; expose per-label scores, every contributing span and offset, model parameters, conflicts, warnings, rights, and reproducible hashes
Source: Caller-supplied exact document text · bounded-local-import
sentiment_analyze1 tool
Independently classify each caller-supplied bounded source as supports, contradicts, related, not_found, inaccessible, cannot_evaluate, or conflict using exact structured predicate/value/unit and negation/exclusivity mechanics; preserve passages, authority roles, provenance, circularity, scope, cutoff, omissions, and hashes
Source: Caller-supplied structured claim and evidence set · bounded-local-import
rumor_check3 tools
Validate one caller-supplied 16-section investor dossier, exact listing identity, statement coverage, evidence states, and append-only review chain, then return a compact completeness matrix without a reviewability or investment verdict
Source: caller-supplied dossier evidence · read-only inspection and calculation
inspect_dossierdossier_metricdossier_valuation1 tool
Validate and page exact SEC or CNINFO filing metadata receipts for one resolved listing and bounded range, retaining amendments, corrections, source language, entitlement, coverage, failures, dates and content hashes
Source: versioned canonical SEC/CNINFO receipt import · read-only receipt composition
filing_monitor_query1 tool
Validate and order exact filing, earnings, corporate-action, news and caller-event receipts for one listing and range while preserving independent reports, equal times, corrections, retractions, rights, coverage and partial failures
Source: versioned canonical multi-source receipt import · read-only receipt composition
catalyst_timeline3 tools
Append an immutable disable event for one exact durable monitor under compare-and-swap revision control; the definition and prior evaluations remain auditable
Source: caller-owned local append-only JSONL and scripted notification adapter · explicit local path atomic CAS; explicitly authorized destination reference
alert_disablealert_inspectalert_notify1 tool
Validate and page exact CN announcement, performance, unlock, pledge, suspension, dated rule-state and Stock Connect receipts for one resolved mainland listing, retaining original Chinese metadata and date semantics
Source: versioned canonical CNINFO/exchange receipt import · read-only receipt composition
cn_stock_watch_query5 tools
Read one exact caller-supplied local CSV or JSON file under explicit budgets; preserve snapshot, identity, currency, time, row, source-value, information-state, privacy, truncation, and reconciliation facts in a bounded non-durable session store
portfolio_importportfolio_summaryportfolio_positionsportfolio_review_recordportfolio_review_inspect1 tool
Calculate only explicitly requested long-only, single-currency exposure, weight, signed mark-minus-stop heat, contribution, reconciliation, temporal, unknown, and conflict facts over caller-supplied position and account inputs
Source: caller-supplied exact portfolio facts · calculation-only
portfolio_risk1 tool
Apply exact caller-defined price shocks to a content-bound mixed-track portfolio receipt packet and return per-position and aggregate impacts, unaffected rows, formulas, assumptions, and a canonical receipt
Source: canonical upstream receipts in bounded caller-owned import · calculation-only
run_scenario1 tool
Calculate caller-selected Brinson allocation, selection, interaction, excess-return, per-group contribution, and reconciliation facts from content-bound portfolio and benchmark receipts
Source: canonical portfolio and benchmark receipts in bounded caller-owned import · calculation-only
attribution_brinson1 tool
Compute continuous and caller-grid quantity/value deltas from an exact portfolio receipt and target receipt, retaining track legs, cash projection, turnover, and constraint facts
Source: canonical snapshot and caller target receipts in bounded import · calculation-only; no execution
compute_rebalanceProductUseful
Plugin capability registered in the tier inventory.
Source: caller-owned lot facts and explicit jurisdiction-rule receipt · calculation-only; no tax advice
3 tools
Persist one exact track-scoped listing in a named session-branch watchlist; the listing identity remains caller-declared and unverified
watchlist_addwatchlist_removewatchlist_snapshot1 tool
Validate one caller or provider-adapter cn, hk, or us market/MIC snapshot and calculate exact overall and group advance/decline/unchanged facts plus tie-preserving supplied-row change extrema while retaining partial, unavailable, conflicting, source, entitlement, and licence facts
Source: caller-supplied provider-adapter point-in-time breadth packet · network-free
market_snapshot3 tools
Verify a content-bound SSE, SZSE, or BSE member packet and calculate observed breadth, exact CNY turnover, caller-defined group summaries, duplicate identities, coverage, and unresolved rows
Source: bounded caller-owned CN market packet or explicit Eastmoney overview/CSI-sector price adapter · calculation-only import or public-web local-analysis overview; no fallback
cn_market_snapshotcn_market_overviewcn_sector_seriesAGENT_CONTACT1 tool
Verify canonical CN universe and dataset manifests, bind exact mainland identity and supplied membership projections, and calculate every caller-authored decimal predicate while retaining matched, not-matched, and unresolved rows
Source: canonical replay manifests and bounded caller-owned CN facts · calculation-only
cn_stock_screen1 tool
Verify canonical universe and dataset manifests, calculate security and benchmark returns, caller-selected expected and abnormal returns, CAR, AAR, model coefficients, unperformed events, and explicitly requested statistics
Source: canonical replay manifests and bounded caller-owned event series · calculation-only
stock_event_study1 tool
Verify canonical universe and dataset manifests and execute one caller-defined factor over bounded periods, retaining membership, availability, omissions, bucket assignments, factor returns, IC, turnover, and reproduction receipts
Source: canonical replay manifests and bounded caller-owned factor facts · calculation-only
stock_factor_lab3 tools
Verify one attributed hypothesis and reconstruct one caller-declared complete append-only finance_replay trial population with exact status counts, stable paging, failures, unknowns, receipts, and optional payload drill-down
Source: caller-supplied finance_replay declarations and receipts · stateless read-only inspection and requested calculation
inspect_trial_ledgerrequest_metriccompare_runs3 tools
Verify one exact finance_replay run definition and ordered canonical event script, then execute the deterministic fold under explicit event, byte, wall-time, session, and cancellation limits
Source: caller-supplied canonical finance_replay definitions and events · stateless local scripted replay and bounded reproduction export
submit_runinspect_eventsexport_backtest_manifest1 tool
Validate one exact mainland China IPO identity, append-only regulatory state history, offer facts, accounting context and caller-requested mechanical calculations with source, correction, rights and receipt lineage
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_ipo_research1 tool
Validate one exact mainland convertible-bond identity, terms, adjustment lineage, source facts and caller-declared call, put, hold and conversion scenarios with mechanical conversion calculations
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_convertible_analyze1 tool
Validate one exact mainland ETF or listed-fund identity, share class, dated holdings, NAV and market facts, fees, rights and receipts, then perform caller-requested return and premium or discount calculations
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_fund_etf_analyze1 tool
Validate one exact mainland mutual-fund and share-class identity, dated holdings, NAV history, fee facts, rights and receipts, then perform caller-requested return and fee-drag calculations
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_mutual_fund_analyze1 tool
Select one official mainland macro vintage at a declared knowledge cutoff, retaining series identity, geography, frequency, unit, revisions, source rights and exact period-change calculation
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_macro_series1 tool
Validate bounded original-language mainland policy-document identities, publishers, publication and effective dates, correction lineage, rights, source receipts and caller-provided relevance terms
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cn_policy_documents1 tool
Retrieve exact FRED v1 series metadata and a bounded raw level observation range, then expose the final source value and exact immediately-prior arithmetic change
Source: Federal Reserve Bank of St. Louis FRED · credentialed-read-only
fred_seriesFRED_API_KEY1 tool
Compose caller-supplied macro panels at a declared knowledge cutoff with native geography, frequency and units, explicit date intersection, selected transforms, source handoffs and least-permissive rights inventory
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
macro_dashboard_compose1 tool
Validate one exact US Treasury CMT or tradable-security observation with explicit series or instrument identity, maturity, rate unit, date, vintage, rights and source receipt
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
treasury_rate_inspect1 tool
Validate same-date ECB euro-reference legs and calculate exact cross, inverse and converted amounts with publication, TARGET-calendar, source, rights and receipt context
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
ecb_fx_calculate1 tool
Validate one exact bond identity, conventions, cash flows and curve, then execute caller-selected price, yield, duration, convexity, DV01 and same-convention G-spread calculations
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
fixed_income_analyze1 tool
Validate one exact option identity, deliverable, quote, adjustment lineage and multi-leg expiration grid, then run a caller-selected bounded Black-Scholes or binomial model, implied volatility and finite-difference Greeks
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
options_analyze1 tool
Validate one exact CFTC legacy or disaggregated report identity, report and release dates, category facts, revision, crosswalk limits and historical window, then calculate requested positioning statistics
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
cot_analyze1 tool
Validate exact futures contract identities, specifications, dated curve facts and source receipts, then calculate caller-selected calendar and inter-commodity spreads and an explicit named roll artifact
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
commodities_analyze1 tool
Validate exact asset, network, token, contract and venue identities plus quote, trades, 24/7 candle, order book, derivative context, venue state and lifecycle events with source and rights receipts
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
crypto_market_inspect1 tool
Compare caller-supplied exact CN, HK and US index, ETF, equity or ADR legs under explicit open-session date intersection, preserving native currencies, calendars, sources, unmatched points, returns and correlations
Source: bounded caller-owned versioned JSON import · stateless read-only validation and calculation
global_markets_compare1 tool
Validate one caller or provider-adapter cn, hk, or us listing packet and retain observed, unavailable, or conflicting bid/ask candidates with exact venue, time, sequence/gap, aggregation, rights, and receipt facts
Source: caller-supplied top-of-book packet · network-free
stock_top_of_book1 tool
Validate a provider-capability packet for one cn, hk, or us listing/session and return exact event ordering, sequence, correction/cancel lineage, clock, condition, coverage, and receipt facts with stable bounded paging
Source: explicit external transaction-tape capability · provider-packet handoff
stock_tape3 tools
Validate one content-bound caller-supplied intraday packet and return exact identity, caller-attested licence and entitlement, phase, sequence, freshness, integrity, evidence-matrix, and optional paged event facts without acquiring a feed or selecting an action
day_inspectday_calculateday_transition1 tool
Validate bounded mainland account, cash, settlement, position, order, fill, capability, entitlement, and lifecycle evidence supplied by one explicitly selected external read-only provider capability
Source: caller-selected explicit CN read-only provider capability · external-capability-packet
review_cn_broker_activity2 tools
Validate bounded normalized CN paper-account, order, fill, capability, entitlement, and lifecycle evidence from one explicitly selected external read-only provider capability
Source: explicit external CN tape and paper capability · named-local-simulation-and-external-receipt-review
review_cn_paper_evidencesimulate_cn_tape_possible_fill1 tool
Validate bounded normalized Alpaca account, position, order, fill, capability, entitlement, and lifecycle evidence from an explicitly selected external read-only capability
Source: explicit external Alpaca read-only capability · external-capability-packet
review_alpaca_activity_import1 tool
Validate bounded normalized IBKR account, position, order, fill, capability, entitlement, and lifecycle evidence from an explicitly selected external read-only capability
Source: explicit external IBKR read-only capability · external-capability-packet
review_ibkr_activity_import2 tools
Validate bounded normalized Alpaca paper-account, order, fill, capability, entitlement, and lifecycle evidence from the explicit external read-only provider capability
Source: explicit external Alpaca tape and paper capability · named-local-simulation-and-external-receipt-review
review_alpaca_paper_evidencesimulate_alpaca_tape_possible_fill2 tools
Validate bounded normalized IBKR paper-account, order, fill, capability, entitlement, and lifecycle evidence from the explicit external read-only provider capability
Source: explicit external IBKR tape and paper capability · named-local-simulation-and-external-receipt-review
review_ibkr_paper_evidencesimulate_ibkr_tape_possible_fill1 tool
Content-bind a non-executable handoff for one explicit external provider capability or reconcile its caller-owned execution receipt while preserving exact track, instruction, capability, entitlement, status, chronology, duplicate, conflict, and receipt facts
Source: explicit caller-selected external execution capability · non-executable-handoff-and-receipt-reconciliation
review_external_execution_evidence3 tools
Evaluate bounded caller-supplied, effective-dated compound boolean rules independently as True, False, Unknown, NotApplicable, or Conflict with complete predicate explanation trees and correction lineage
Source: explicit external rule capability or caller-supplied rules and facts · pure-evaluation-explanation-and-version-review
evaluate_supplied_trade_rulesexplain_supplied_trade_predicatecompare_supplied_trade_rule_versions