Tool Reference

All 21 Stocklake tools — parameters, response fields, and examples. ← Getting Started

Not financial advice. All data, ratings, signals, and AI assessments are for informational and research purposes only. Nothing here constitutes investment advice or a recommendation to buy or sell any security.

get_stock free

Returns price, fundamentals, technical indicators, and company profile for a ticker — everything you need about a stock in one call.

Parameters

Name	Type	Description
symbol	string	Ticker symbol, e.g. AAPL. Case-insensitive.

Response fields

Field	Type	Description
symbol	string	Ticker
name	string	Company full name
sector / industry	string	Sector and industry classification
country / currency / exchange	string	Country, reporting currency, exchange code
price	number	Current market price (multi-source, authoritative)
change_pct	number	Day change %
volume / avg_volume	number	Day volume and average volume
prev_close	number	Previous close
week52_high / week52_low	number	52-week range
ma_50 / ma_200	number	50-day and 200-day moving averages
market_cap / enterprise_value	number	Market cap and enterprise value
beta	number	Beta vs market
pe_trailing / pe_forward	number	Trailing and forward P/E ratios
price_to_book	number	Price-to-book ratio
dividend_yield / dividend_rate / ex_dividend_date	number / string	Dividend info
debt_to_equity	number	D/E ratio
profit_margins / operating_margins	number	Net and operating profit margins
revenue_growth / earnings_growth	number	YoY growth rates
revenue_ttm / gross_profit_ttm	number	Trailing twelve-month revenue and gross profit
free_cashflow	number	Free cash flow (TTM)
return_on_equity	number	ROE
analyst_rating	string	Analyst consensus label: strong_buy · buy · hold · sell · strong_sell
analyst_rating_score	number	Mean analyst recommendation score: 1.0 = strong buy, 5.0 = strong sell (lower is better)
analyst_target / analyst_count	number	Mean price target and number of analyst opinions
indicators	object	RSI, MACD {macd_line, signal_line, histogram}, Bollinger Bands {upper_band, middle_band, lower_band}, SMA20/SMA200, EMA20/EMA200, ATR
description	string	Long-form company business description
website	string	Company website URL
employees	integer	Full-time employee count
officers	array	Top 5 executives: name, title, total_pay
updated_at	string	Data freshness timestamp (ISO 8601 UTC)

Example

{
  "symbol": "NVDA",
  "name": "NVIDIA Corporation",
  "price": 116.78,
  "change_pct": 2.31,
  "market_cap": 2847000000000,
  "pe_trailing": 38.2,
  "analyst_rating": "buy",
  "analyst_target": 165.00,
  "indicators": {
    "rsi": 58.4,
    "macd": { "macd_line": 1.23, "signal_line": 0.94, "histogram": 0.29 },
    "bollinger_bands": { "upper_band": 124.1, "middle_band": 114.3, "lower_band": 104.5 }
  }
}

Example — META (Communication Services, strong buy consensus)

{
  "symbol": "META",
  "name": "Meta Platforms Inc.",
  "short_name": "Meta",
  "price": 635.29,
  "change_pct": 1.54,
  "volume": 18720000,
  "market_cap": 1612600000000,
  "pe_trailing": 27.8,
  "analyst_rating": "strong_buy",
  "analyst_target": 725.00,
  "indicators": {
    "rsi": 65.3,
    "macd": { "macd_line": 8.45, "signal_line": 6.12, "histogram": 2.33 },
    "bollinger_bands": { "upper_band": 652.80, "middle_band": 598.40, "lower_band": 544.00 }
  }
}

get_stocks free+

Batch stock data for up to 50 symbols in a single call. Returns prices, fundamentals, and indicators keyed by symbol. Use this instead of calling get_stock multiple times. Each symbol in the batch counts as one call toward your daily limit.

Parameter	Type	Default	Description
symbols	array of strings	required	Stock tickers (max 50). Symbols with hyphens (e.g. BRK-B) are supported. Invalid symbols are silently skipped.

curl -s https://api.stocklake.dev/mcp \
  -H "Authorization: Bearer sl_your_key" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_stocks","arguments":{"symbols":["JPM","GS"]}}}'

Example response

{
  "count": 2,
  "symbols": {
    "JPM": {
      "symbol": "JPM",
      "name": "JPMorgan Chase & Co.",
      "sector": "Financial Services",
      "price": 296.73,
      "change_pct": -0.42,
      "volume": 8930000,
      "analyst_rating": "strong_buy",
      "indicators": {
        "rsi": 42.6,
        "macd": { "macd_line": -1.20, "signal_line": -0.80, "histogram": -0.40 },
        "bollinger_bands": { "upper_band": 312.50, "middle_band": 298.10, "lower_band": 283.70 }
      },
      "updated_at": "2026-06-01T14:00:00+00:00"
    },
    "GS": {
      "symbol": "GS",
      "name": "The Goldman Sachs Group Inc.",
      "sector": "Financial Services",
      "price": 1008.37,
      "change_pct": 0.87,
      "volume": 2100000,
      "analyst_rating": "buy",
      "indicators": {
        "rsi": 68.2,
        "macd": { "macd_line": 5.60, "signal_line": 4.10, "histogram": 1.50 },
        "bollinger_bands": { "upper_band": 1050.00, "middle_band": 985.00, "lower_band": 920.00 }
      },
      "updated_at": "2026-06-01T14:00:00+00:00"
    }
  },
  "requested": 2
}

Response includes the count of matched symbols plus a map with per-symbol data in the same format as get_stock. Requested symbols not found in the database are omitted from the result.

get_stock_history free+

Daily OHLCV price history for a ticker. Returns bars sorted oldest-first.

Parameters

Name	Type	Default	Description
symbol	string	—	Ticker symbol
days	integer	90	Number of trading days to return. Max 365 (1 year).

Response fields

Field	Type	Description
symbol	string	Ticker
days	integer	Days requested
count	integer	Bars actually returned (may be less if data is newer)
history	array	OHLCV bars: date, open, high, low, close, volume

Example

{
  "symbol": "AAPL",
  "days": 5,
  "count": 5,
  "history": [
    { "date": "2026-04-29", "open": 208.40, "high": 212.10, "low": 207.80, "close": 211.50, "volume": 52183000 },
    { "date": "2026-04-30", "open": 211.20, "high": 214.60, "low": 210.90, "close": 213.45, "volume": 48921000 }
  ]
}

Example — AMZN 30-day history

{
  "symbol": "AMZN",
  "days": 30,
  "count": 22,
  "history": [
    { "date": "2026-04-29", "open": 247.40, "high": 250.60, "low": 246.80, "close": 249.75, "volume": 31045000 },
    { "date": "2026-04-30", "open": 250.00, "high": 256.10, "low": 249.20, "close": 255.30, "volume": 28760000 },
    { "date": "2026-05-01", "open": 257.10, "high": 264.80, "low": 256.40, "close": 263.90, "volume": 35412000 }
  ]
}

search_stocks free+

Filter and rank stocks from the Stocklake universe. All parameters are optional — omit any to skip that filter.

Parameters

Name	Type	Default	Description
sector	string	—	Case-insensitive substring match. e.g. Technology, Healthcare, Financial Services
country	string	—	Case-insensitive substring match. e.g. United States, Germany
rsi_signal	string	—	oversold (RSI < 30) · overbought (RSI > 70) · neutral (30–70)
analyst_rating	string	—	Analyst consensus: strong_buy · buy · hold · sell · strong_sell
min_volume	integer	—	Minimum daily volume filter. e.g. 1000000
min_market_cap_b	number	—	Minimum market cap in billions. e.g. 10 = $10B+ (large cap)
max_market_cap_b	number	—	Maximum market cap in billions. e.g. 2 = small cap only
max_pe_forward	number	—	Maximum forward P/E ratio. e.g. 20 for value screens. Excludes negative P/E.
sort_by	string	change_pct	change_pct · volume · market_cap · rating (composite score) · rsi_asc (oversold first) · rsi_desc (overbought first)
limit	integer	20	Results to return. Max 50.

Response

Field	Type	Description
count	integer	Number of results
filters	object	Echo of applied filters
results	array	Stock objects (see below)

Per-result fields:

Field	Type	Description
symbol	string	Ticker
name	string	Company name
sector / industry	string	Sector and industry classification
country	string	Country of listing
price	number	Current price
change_pct	number	Day change %
volume	number	Day volume
market_cap	number	Market capitalisation
rsi	number	Current RSI value
analyst_rating	string	Analyst consensus
rating	number	Composite technical rating (0–10)
direction	string	BULLISH / NEUTRAL / BEARISH

Example — oversold tech stocks sorted by rating

{
  "count": 3,
  "filters": { "sector": "Technology", "rsi_signal": "oversold", "sort_by": "rating" },
  "results": [
    {
      "symbol": "SMCI", "name": "Super Micro Computer",
      "sector": "Technology", "industry": "Computer Hardware", "country": "United States",
      "price": 38.20, "change_pct": -1.4,
      "volume": 45200000, "market_cap": 22500000000,
      "rsi": 27.3, "analyst_rating": "buy",
      "rating": 6.5, "direction": "BULLISH"
    }
  ]
}

Example — Healthcare, min volume 500K, sorted by volume

{
  "count": 2,
  "filters": { "sector": "Healthcare", "min_volume": 500000, "sort_by": "volume" },
  "results": [
    {
      "symbol": "UNH", "name": "UnitedHealth Group Inc.",
      "sector": "Healthcare", "industry": "Healthcare Plans", "country": "United States",
      "price": 382.53, "change_pct": 0.65,
      "volume": 5120000, "market_cap": 541500000000,
      "rsi": 59.6, "analyst_rating": "strong_buy",
      "rating": 7.1, "direction": "BULLISH"
    },
    {
      "symbol": "PFE", "name": "Pfizer Inc.",
      "sector": "Healthcare", "industry": "Drug Manufacturing", "country": "United States",
      "price": 26.14, "change_pct": -0.34,
      "volume": 18200000, "market_cap": 148700000000,
      "rsi": 49.0, "analyst_rating": "hold",
      "rating": 5.2, "direction": "NEUTRAL"
    }
  ]
}

get_market_pulse free

Live market health snapshot in a single call. Aggregates VIX, Fear & Greed index, market breadth, and key index prices — no AI cost, always live data.

Use this as a lightweight context check before making any investment decisions. Replaces the need to call multiple separate endpoints for basic macro state.

No parameters — returns the current market snapshot.

Response fields

Field	Type	Description
vix	number	VIX level at last pipeline run
fear_greed.value	number	CNN Fear & Greed index 0–100
fear_greed.description	string	Label: "extreme fear" · "fear" · "neutral" · "greed" · "extreme greed"
breadth.oversold_pct	number	% of tracked stocks with RSI < 30
breadth.overbought_pct	number	% of tracked stocks with RSI > 70
breadth.neutral_pct	number	% of tracked stocks with RSI 30–70
breadth.universe_size	integer	Total stocks in the tracked universe
indices.spy / qqq / iwm	object	Live price, change_pct, RSI for SPY / QQQ / IWM
bonds_commodities.tlt / gld	object	TLT (long bonds) and GLD (gold) — price, change_pct, RSI
updated_at	string	ISO 8601 UTC timestamp of breadth + fear/greed snapshot (pipeline runs every ~4h)

Example response

{
  "vix": 15.71,
  "fear_greed": { "value": 55.0, "description": "neutral" },
  "breadth": {
    "universe_size": 2763,
    "oversold_pct": 3.2,
    "overbought_pct": 6.0,
    "neutral_pct": 90.9
  },
  "indices": {
    "spy": { "price": 757.09, "change_pct": 0.38, "rsi": 67.97 },
    "qqq": { "price": 733.81, "change_pct": 0.62, "rsi": 73.66 },
    "iwm": { "price": 292.01, "change_pct": -0.31, "rsi": 57.73 }
  },
  "bonds_commodities": {
    "tlt": { "price": 85.64, "change_pct": -0.42, "rsi": 52.41 },
    "gld": { "price": 411.27, "change_pct": -0.18, "rsi": 38.43 }
  },
  "data_age_hours": 0.7
}

get_earnings_calendar free+

Upcoming earnings dates for all stocks in the Stocklake universe, within a configurable look-ahead window. Dates sourced from market data — treat is_estimate: true dates as approximate.

Parameters

Parameter	Type	Default	Description
days	integer	7	Look-ahead window in days (max 30)

Response

Field	Type	Description
window_days	number	Effective look-ahead window applied
from_date	string	Window start (UTC ISO)
to_date	string	Window end (UTC ISO)
count	number	Total results returned
results[].symbol	string	Ticker symbol
results[].name	string	Company short name
results[].sector	string	Sector
results[].market_cap	number	Market capitalisation in reporting currency
results[].price	number	Current stock price
results[].rsi	number \| null	Current RSI — useful for pre-earnings momentum screening
results[].earnings_date	string	Expected earnings timestamp (UTC ISO)
results[].is_estimate	boolean	True if the date is an estimate — treat as approximate
results[].eps_trailing	number \| null	Trailing 12-month EPS
results[].eps_forward	number \| null	Forward EPS estimate

Example response

{
  "window_days": 7,
  "from_date": "2026-05-06T10:00:00+00:00",
  "to_date": "2026-05-13T10:00:00+00:00",
  "count": 3,
  "results": [
    {
      "symbol": "AAPL",
      "name": "Apple Inc.",
      "sector": "Technology",
      "market_cap": 3200000000000,
      "earnings_date": "2026-05-08T20:30:00+00:00",
      "is_estimate": false,
      "eps_trailing": 6.97,
      "eps_forward": 7.54
    }
  ]
}

Example — 30-day window

{
  "window_days": 30,
  "from_date": "2026-05-06T10:00:00+00:00",
  "to_date": "2026-06-05T10:00:00+00:00",
  "count": 4,
  "results": [
    {
      "symbol": "AMD",
      "name": "Advanced Micro Devices Inc.",
      "sector": "Technology",
      "market_cap": 845000000000,
      "earnings_date": "2026-05-20T20:30:00+00:00",
      "is_estimate": false,
      "eps_trailing": 3.95,
      "eps_forward": 4.82
    },
    {
      "symbol": "INTC",
      "name": "Intel Corporation",
      "sector": "Technology",
      "market_cap": 608000000000,
      "earnings_date": "2026-05-22T21:00:00+00:00",
      "is_estimate": false,
      "eps_trailing": 2.41,
      "eps_forward": 3.10
    },
    {
      "symbol": "IBM",
      "name": "International Business Machines Corp.",
      "sector": "Technology",
      "market_cap": 248000000000,
      "earnings_date": "2026-05-28T20:30:00+00:00",
      "is_estimate": true,
      "eps_trailing": 6.58,
      "eps_forward": 7.22
    }
  ]
}

get_stock_rating free

Composite technical rating on a 0–10 scale. Synthesises RSI, MACD, Bollinger Bands, and moving average trend signals into a single score with per-indicator breakdown. No AI cost — computed from stored indicators.

Technical vs analyst ratings
rating and direction are purely technical (RSI / MACD / Bollinger Bands / moving averages). This is different from analyst_rating from get_stock, which reflects analyst consensus based on fundamentals and price targets — not technical momentum. Disagreement between these signals is normal: a stock can be technically overbought (low rating) while analysts rate it a strong buy, or vice versa.

Parameters

Name	Type	Description
symbol	string	Ticker symbol

Response fields

Field	Type	Description
symbol	string	Ticker
rating	number	0–10 composite technical rating
direction	string	BULLISH (≥6) / NEUTRAL (4–6) / BEARISH (≤4)
signals	object	Per-indicator breakdown: rsi, macd, bb, trend. Each includes `text` (human readable), `strength` (strong/moderate/weak), `verdict` (bullish/mild_bullish/neutral/mild_bearish/bearish). RSI includes `value` (raw number). Indicator-specific fields: macd_line, signal_line, histogram, upper, middle, lower, width, position, price, sma50, sma200

Example

{
  "symbol": "AAPL",
  "rating": 7.2,
  "direction": "BULLISH",
  "signals": {
    "rsi": {
      "text": "neutral (54.2)",
      "value": 54.2,
      "strength": "weak",
      "verdict": "neutral"
    },
    "macd": {
      "text": "above signal (0.87 > 0.54) — bullish crossover",
      "macd_line": 0.87,
      "signal_line": 0.54,
      "histogram": 0.33,
      "strength": "moderate",
      "verdict": "bullish"
    },
    "bb": {
      "text": "lower half — mild bullish",
      "position": "lower_half",
      "upper": 288.48,
      "middle": 271.57,
      "lower": 254.67,
      "width": 33.81,
      "strength": "moderate",
      "verdict": "mild_bullish"
    },
    "trend": {
      "text": "price > SMA50 > SMA200 — strong uptrend",
      "price": 213.45,
      "sma50": 262.4,
      "sma200": 256.62,
      "strength": "strong",
      "verdict": "bullish"
    }
  }
}

Example — QCOM (BEARISH)

{
  "symbol": "QCOM",
  "rating": 3.8,
  "direction": "BEARISH",
  "signals": {
    "rsi": {
      "text": "approaching overbought (68.1)",
      "value": 68.1,
      "strength": "moderate",
      "verdict": "mild_bearish"
    },
    "macd": {
      "text": "below signal (3.42 < 3.98) — bearish crossover",
      "macd_line": 3.42,
      "signal_line": 3.98,
      "histogram": -0.56,
      "strength": "moderate",
      "verdict": "bearish"
    },
    "bb": {
      "text": "above upper band — overbought",
      "position": "above_upper",
      "price": 243.29,
      "upper": 256.40,
      "middle": 228.15,
      "lower": 199.90,
      "width": 56.50,
      "strength": "moderate",
      "verdict": "mild_bearish"
    },
    "trend": {
      "text": "price > SMA50 > SMA200 — strong uptrend",
      "price": 243.29,
      "sma50": 226.80,
      "sma200": 194.35,
      "strength": "strong",
      "verdict": "bullish"
    }
  }
}

get_technical_signals free

Structured technical signal summary optimised for programmatic consumption. Returns flat labelled signals agents can act on directly — no parsing of raw indicator values needed. Unlike get_stock_rating (composite score), this surfaces per-indicator verdict labels.

Parameters

Name	Type	Description
symbol	string	Ticker symbol

Response fields

Field	Type	Description
overall	string	BULLISH / NEUTRAL / BEARISH — composite label
rsi.value	number	Raw RSI value
rsi.signal	string	oversold / recovering / neutral / approaching_overbought / overbought
macd.signal	string	bullish (MACD line above signal) / bearish
macd.histogram	number	MACD line − signal line
macd.strength	string	strong / moderate / weak
bollinger.position	string	below_lower / lower_half / upper_half / above_upper
bollinger.bandwidth_pct	number	Band width as % of midpoint — low = squeeze, high = expanded
sma200.trend	string	above / below (price vs 200-day MA)
sma200.gap_pct	number	% distance from 200-day MA (positive = above)
sma50.trend	string	above / below (price vs 50-day MA)
sma50.gap_pct	number	% distance from 50-day MA
williams_r.value	number	Williams %R (0 to −100). Above −20 = overbought; below −80 = oversold
williams_r.signal	string	overbought / neutral / oversold
ultimate_osc.value	number	Ultimate Oscillator (0–100)
ultimate_osc.signal	string	overbought (>70) / neutral / oversold (<30)
vix_fix.value	number	VIX Fix (synthetic fear gauge derived from price action)
vix_fix.percentile	number	VIX Fix vs trailing year — high percentile = elevated fear
vix_fix.signal	string	elevated_fear / calm
williams_ad.trend	string	Williams Accumulation/Distribution trend: rising / falling / flat
williams_ad.divergence	string \| null	bullish / bearish / null — price vs A/D divergence
td_sequential.phase	string	DeMark TD Sequential phase: setup / countdown / none
td_sequential.direction	string	bullish / bearish
td_sequential.count	integer	Current bar count within the active phase
td_sequential.signal	string \| null	exhaustion_buy / exhaustion_sell / null — only set when countdown completes
elliott_wave.phase	string \| null	Detected Elliott Wave phase (e.g. wave_3_up, corrective_abc)
elliott_wave.signal	string \| null	bullish / bearish / null

Example

{
  "symbol": "AAPL",
  "price":  312.93,
  "overall": "NEUTRAL",
  "rsi":  { "value": 66.7, "signal": "approaching_overbought" },
  "macd": { "signal": "bearish", "histogram": -0.479, "strength": "weak" },
  "bollinger": { "position": "upper_half", "bandwidth_pct": 8.4 },
  "sma200": { "trend": "above", "gap_pct": 18.4 },
  "sma50":  { "trend": "above", "gap_pct": 11.2 }
}

get_screener free

Power screener — filter stocks by exact RSI bounds, MACD state, SMA200 trend, performance, fundamentals, and (Pro) AI flag scores. More capable than search_stocks, which is text-first. Presets provide one-call screens for common setups.

Parameters

Name	Type	Default	Description
preset	string	—	oversold (RSI≤35, above SMA200) · overbought (RSI≥65) · momentum (RSI 50-70, above SMA200, up 0.5%+) · high_conviction (flag_score≥7, Pro only)
sector	string	—	e.g. "Technology", "Healthcare"
min_rsi / max_rsi	number	—	Exact RSI bounds (e.g. min_rsi=30, max_rsi=50 = post-oversold recovery zone)
sma_trend	string	—	above_200 / below_200 — price vs 200-day MA
macd_signal	string	—	bullish / bearish — MACD line vs signal line
min_perf_1d / max_perf_1d	number	—	1-day performance % bounds (e.g. min_perf_1d=2.0 = up 2%+ today)
min_market_cap_b / max_market_cap_b	number	—	Market cap in billions
max_pe_forward	number	—	Maximum forward P/E
min_flag_score	integer	—	Minimum AI flag score 0-10 — Pro tier only
sort_by	string	market_cap	market_cap / rsi / perf_1d / analyst_rating / flag_score (Pro)
sort_dir	string	desc	asc / desc
limit	integer	20	1–50

Response fields (per result)

Field	Type	Description
symbol, name, sector	string	Stock identity
price, change_pct	number	Current price and 1-day change %
market_cap, pe_forward	number	Fundamentals
rsi	number	RSI value
macd_signal	string	bullish / bearish / neutral
sma200_trend	string	above / below
analyst_rating	string	buy / hold / sell etc.
rating	number	0-10 technical composite score
flag_score	number	Pro only — AI flag score 0-10
ai_verdict	string	Pro only — bullish / neutral / bearish

Example — preset: oversold

{
  "count": 8,
  "preset": "oversold",
  "filters": { "max_rsi": 35, "sma_trend": "above_200", "sort_by": "market_cap", "sort_dir": "desc" },
  "results": [
    { "symbol": "VZ", "name": "Verizon Communications", "sector": "Communication Services",
      "price": 38.42, "change_pct": -0.8, "rsi": 28.9, "macd_signal": "bearish",
      "sma200_trend": "above", "analyst_rating": "hold", "rating": 3.4 }
  ]
}

get_market_movers free

Top market movers from the Stocklake universe — gainers, losers, and most active by volume. A fast way to see what's moving in the market right now.

Parameters

Name	Type	Default	Description
category	string	all	gainers / losers / most_active / all (all returns all 3 categories)
limit	integer	10	Results per category (max 20)
min_market_cap_b	number	—	Filter to stocks above this market cap in billions (e.g. 1.0 = $1B+ only)

Response

Returns gainers[], losers[], most_active[] (whichever categories requested). Each entry: symbol, name, sector, price, change_pct, volume, rsi, market_cap.

Example

{
  "category": "all", "limit_per_category": 3,
  "gainers": [
    { "symbol": "SMCI", "name": "Super Micro Computer", "sector": "Technology",
      "price": 48.20, "change_pct": 18.4, "volume": 42810000, "rsi": 67.2, "market_cap": 28400000000 }
  ],
  "losers": [
    { "symbol": "WBA", "name": "Walgreens Boots Alliance", "sector": "Healthcare",
      "price": 9.82, "change_pct": -12.7, "volume": 18200000, "rsi": 22.4, "market_cap": 8500000000 }
  ],
  "most_active": [
    { "symbol": "TSLA", "name": "Tesla", "sector": "Consumer Cyclical",
      "price": 192.40, "change_pct": 2.1, "volume": 94000000, "rsi": 54.8, "market_cap": 614000000000 }
  ]
}

get_indicator_history pro

Daily indicator snapshots for a symbol — up to 2 years of history. Returns RSI, MACD histogram, Bollinger band position, Williams %R, VIX Fix percentile, and Williams A/D trend per day, enabling charting and trend analysis without re-computing from OHLCV data.

Parameters

Name	Type	Default	Description
symbol	string	—	Ticker symbol
days	integer	90	Number of calendar days to look back. Max 730 (2 years).

Response fields

Field	Type	Description
symbol	string	Ticker
days	integer	Days requested
count	integer	Snapshots returned (one per calendar day, starting from indicators backfill date)
history	array	Snapshots sorted oldest-first (see fields below)
history[].date	string	ISO 8601 UTC date of snapshot
history[].price	number	Price at snapshot time
history[].rsi	number	RSI value
history[].macd_histogram	number	MACD histogram (line − signal)
history[].bb_pct	number	Bollinger band position 0–100: 0 = at lower band, 100 = at upper band
history[].sma20 / sma200	number	20-day and 200-day simple moving averages
history[].williams_r	number	Williams %R (0 to −100)
history[].vix_fix_pct	number	VIX Fix percentile vs trailing year
history[].williams_ad_trend	string	rising / falling / flat
history[].td_signal	string \| null	exhaustion_buy / exhaustion_sell / null

Example

{
  "symbol": "NVDA",
  "days": 90,
  "count": 87,
  "history": [
    {
      "date": "2026-04-02T00:00:00+00:00",
      "price": 103.20,
      "rsi": 28.4,
      "macd_histogram": -1.82,
      "bb_pct": 6.3,
      "sma20": 112.40,
      "sma200": 128.90,
      "williams_r": -88.1,
      "vix_fix_pct": 94.2,
      "williams_ad_trend": "falling",
      "td_signal": null
    },
    {
      "date": "2026-07-01T00:00:00+00:00",
      "price": 142.85,
      "rsi": 61.3,
      "macd_histogram": 2.14,
      "bb_pct": 68.7,
      "sma20": 136.10,
      "sma200": 131.20,
      "williams_r": -24.5,
      "vix_fix_pct": 31.0,
      "williams_ad_trend": "rising",
      "td_signal": null
    }
  ]
}

get_stock_news pro AI

Returns AI-analysed news articles for a ticker. Each article has been processed by our AI pipeline — raw article content is not exposed.

When no articles are found, the ticker is automatically queued for a background refresh. Re-queuing an already-pending ticker does not count against your limit.

Parameters

Name	Type	Description
symbol	string	Ticker symbol
limit	integer	Max articles to return. Default 10, max 10.
days	integer	Look-back window in days. Default 30, max 30.

Response

Outer envelope fields:

Field	Type	Description
symbol	string	Ticker
status	string	ok empty — see below
count	integer	Number of articles returned
days	integer	Effective look-back window in days (max 30)
articles	array	Article objects (see below)
message	string	Present when status is empty

Status values:

ok — articles returned
empty — no news found for this window; pipeline triggered in background if data was stale

Per-article fields:

Field	Type	Description
title	string	Article headline
published_at	datetime	Publication timestamp (ISO 8601)
ai_sentiment	string	positive / neutral / negative
ai_flag_score	number	0–10 signal strength (10 = high impact)
ai_summary	string	Full AI-generated summary of the article's relevance to the stock
ai_confidence	number	0–10 AI confidence score (normalised from pipeline output)

Example — status ok

{
  "symbol": "TSLA",
  "status": "ok",
  "count": 3,
  "days": 30,
  "articles": [
    {
      "title": "Tesla Q1 deliveries beat expectations",
      "published_at": "2026-04-03T14:00:00+00:00",
      "ai_sentiment": "positive",
      "ai_flag_score": 8,
      "ai_summary": "Q1 deliveries of 387k beat analyst consensus of 375k, signalling demand stabilisation and easing investor concerns over weakening EV demand.",
      "ai_confidence": 8.5
    }
  ]
}

Example — status empty

{
  "symbol": "RKLB",
  "status": "empty",
  "count": 0,
  "days": 30,
  "articles": [],
   "message": "No news available for RKLB in the last 30d."
}

get_stock_ai_summary pro AI

AI research brief for a stock: verdict, confidence, flag score, narrative, key observations, and risk factors. Generated by the Stocklake AI pipeline on a nightly refresh cycle.

Parameters

Name	Type	Description
symbol	string	Ticker symbol (e.g. NVDA). Case-insensitive.

Response fields

Field	Type	Description
verdict	string	bullish · bearish · neutral
confidence	integer	AI confidence in the verdict (0–10)
flag_score	integer	Notability score (0–10). 8+ = worth attention, 9–10 = high conviction
summary	string	2–4 sentence AI narrative covering price context, trend, and key dynamics
key_points	array	3–5 specific bullish or neutral observations
risks	array	2–3 specific risk factors
price_at_generation	number	Stock price when the summary was generated
generated_at	string	UTC timestamp of last generation (ISO 8601)
generated_at	string	ISO 8601 UTC timestamp of when the AI summary was generated

Example

{
  "symbol": "AAPL",
  "verdict": "neutral",
  "confidence": 6,
  "flag_score": 7,
  "summary": "AAPL sits at $310.85 with strong underlying growth (revenue +16.6%, earnings +21.8%). RSI 77.6 signals overbought conditions near ATH — limited near-term upside without a catalyst.",
  "key_points": [
    "Price +19% above SMA200 confirms strong long-term uptrend",
    "Revenue and earnings growth both accelerating YoY",
    "Analyst consensus: buy, mean target $340"
  ],
  "risks": [
    "RSI 77.6 overbought — pullback risk elevated near ATH",
    "Declining volume signals waning momentum"
  ],
  "price_at_generation": 310.85,
  "generated_at": "2026-05-27T20:30:38+00:00"
}

get_symbol_context pro AI

Full research context for a symbol in one call — replaces 5 separate calls: get_stock + get_stock_ai_summary + get_stock_news + get_sentiment_profile + get_discovery_ideas (filtered to one symbol). All data is pre-computed by the nightly AI pipeline; no live AI calls on request.

Parameters

Name	Type	Description
symbol	string	Ticker symbol

Response sections

Section	Key fields
stock	symbol, name, sector, price, change_pct, market_cap, pe_forward, pe_trailing, beta, dividend_yield, week52_high/low, analyst_rating, analyst_target, rsi, sma200_trend
ai_summary	verdict, confidence, flag_score, summary, key_points[], risks[], generated_at
news	Last 3 AI-flagged articles: title, published_at, ai_sentiment, ai_flag_score, ai_summary
sentiment	signal, confidence, flag_score, insider_trend (buying/selling/neutral), institutional_pct, updated_at
discovery	Active discovery idea (if any): direction, conviction, confidence, flag_score, source, rationale, expires — null if no active idea

Example (condensed)

{
  "stock": {
    "symbol": "ORCL", "name": "Oracle Corporation", "sector": "Technology",
    "price": 192.40, "change_pct": 1.4, "rsi": 68.9, "sma200_trend": "above",
    "analyst_rating": "buy", "analyst_target": 210.0
  },
  "ai_summary": {
    "verdict": "bullish", "confidence": 8, "flag_score": 9,
    "summary": "Strong cloud momentum, AI workload growth accelerating...",
    "key_points": ["Cloud ARR up 23% YoY", "AI training contracts with major hyperscalers"],
    "risks": ["Elevated valuation at 28x forward earnings"]
  },
  "news": [
    { "title": "Oracle beats Q3 earnings, cloud growth accelerates",
      "published_at": "2026-06-10T20:15:00+00:00", "ai_sentiment": "positive",
      "ai_flag_score": 9, "ai_summary": "Beat on EPS and revenue, cloud segment +31%..." }
  ],
  "sentiment": {
    "signal": "bullish", "confidence": 7, "insider_trend": "neutral",
    "institutional_pct": 72.1, "updated_at": "2026-06-04T23:07:46+00:00"
  },
  "discovery": {
    "direction": "LONG", "conviction": 8, "flag_score": 9,
    "source": "screener", "rationale": "Strong AI cloud catalyst, momentum breakout...",
    "expires": "2026-06-12"
  }
}

get_discovery_ideas pro AI

Live AI signal queue — stocks actively flagged by the Stocklake pipeline as worth attention. Sourced from sector screening, news analysis, and sentiment signals. Ideas expire daily; this always reflects the pipeline's current view.

Pipeline dependency. Discovery ideas are refreshed by scheduled AI jobs. If the pipeline hasn't run recently, results may be sparse. Check age_hours on each idea to assess freshness.

Parameters

Name	Type	Default	Description
direction	string	—	LONG · SHORT · BOTH — filter by trade direction. Omit for all.
min_conviction	integer	7	Minimum conviction score (0–10). Higher = pipeline more confident in the signal.
min_flag_score	integer	8	Minimum flag score (0–10). 8+ = notable, 9+ = high conviction. Lowering to 7 returns more ideas.
source	string	—	Filter by signal source: news · screener · sentiment
limit	integer	25	Max ideas to return (max 50). Results sorted by timestamp (newest first).

Response fields

Field	Type	Description
count	integer	Number of ideas returned
filters	object	Echo of applied filters
ideas[].symbol	string	Ticker
ideas[].direction	string	LONG · SHORT · BOTH
ideas[].conviction	integer	Pipeline conviction 0–10
ideas[].confidence	integer	AI confidence 0–10
ideas[].flag_score	integer	Signal notability 0–10 (8+ = worth attention)
ideas[].source	string	Primary pipeline source that flagged this stock
ideas[].sources	array	All sources that contributed (when merged across sources)
ideas[].rationale	string	AI rationale — why the pipeline flagged this stock
ideas[].expires	string	Date after which this idea is considered stale (YYYY-MM-DD)
ideas[].flagged_at	string	ISO 8601 UTC timestamp when this idea was last flagged by the pipeline

Example

{
  "count": 3,
  "filters": { "min_conviction": 7, "min_flag_score": 9, "direction": null },
  "ideas": [
    {
      "symbol": "MGM", "direction": "BOTH",
      "conviction": 9, "confidence": 7, "flag_score": 10,
      "source": "news", "sources": ["news"],
      "rationale": "flag=10/10 | bullish | impact=95/100 | MGM Resorts acquisition by Apollo rumored at 25% premium",
      "expires": "2026-06-06", "age_hours": 3.2
    },
    {
      "symbol": "CMA", "direction": "BOTH",
      "conviction": 8, "confidence": 6, "flag_score": 9,
      "source": "news", "sources": ["news"],
      "rationale": "flag=9/10 | mixed | impact=85/100 | Comerica net interest income guidance raised on rate optimism",
      "expires": "2026-06-06", "age_hours": 4.1
    }
  ]
}

get_sentiment_profile pro AI

AI-synthesized insider + institutional sentiment for a stock. Combines SEC Form 4 insider transactions with Nasdaq institutional holder data, nightly enrichment.

Parameters

Parameter	Type	Required	Default	Description
symbol	string	✓	—	Ticker symbol (e.g. AAPL, TSLA)

Response fields

Field	Type	Description
symbol	string	Ticker
signal	string	Combined sentiment: STRONG_BULLISH, BULLISH, NEUTRAL, BEARISH, STRONG_BEARISH
flag_score	int	Notability 0–10. 8+ = trader alert
confidence	int	AI confidence 1–10
insider_signal	string	Insider-only signal: BULLISH, BEARISH, NEUTRAL, NONE
inst_signal	string	Institutional-only signal: BULLISH, BEARISH, NEUTRAL, NONE
summary	string	Human-readable 2–4 sentence summary with specific names, amounts, and direction
insider_buys	int	Number of insider buy transactions (pre-filtered)
insider_sells	int	Number of insider sell transactions (pre-filtered)
inst_ownership	number \| null	Institutional ownership percentage as a float (e.g. 74.55)
total_holders	int \| null	Total institutional holders
updated_at	string	ISO 8601 UTC timestamp when data was last refreshed
updated_at	string	ISO 8601 UTC timestamp of last sentiment refresh (nightly pipeline)

Example response

{
  "symbol": "BG",
  "signal": "BULLISH",
  "flag_score": 6,
  "confidence": 7,
  "insider_signal": "BEARISH",
  "inst_signal": "BULLISH",
  "summary": "COO Garros Julio sold $337K — lone bearish insider signal. Institutions strongly bullish: 377 holders increased (+28.6M sh) vs 283 decreased. 128 new holders added 20.9M sh.",
  "insider_buys": 0,
  "insider_sells": 1,
  "inst_ownership": 99.81,
  "total_holders": 758,
  "updated_at": "2026-05-11T22:16:29.930700+00:00"
}

Example — CRM (STRONG_BULLISH, high insider buying)

{
  "symbol": "CRM",
  "signal": "STRONG_BULLISH",
  "flag_score": 9,
  "confidence": 8,
  "insider_signal": "BULLISH",
  "inst_signal": "BULLISH",
  "summary": "CEO Benioff bought $12.4M worth of shares — largest insider buy in 3 years. Three additional C-suite insiders added $4.2M combined. Institutions increased holdings by 3.2% this quarter with 42 new holders opening positions. Strong alignment between insider and institutional conviction.",
  "insider_buys": 4,
  "insider_sells": 0,
  "inst_ownership": 82.15,
  "total_holders": 2410,
  "updated_at": "2026-05-28T06:15:00+00:00"
}

get_news_feed pro AI

Market-wide AI-flagged news briefing — top articles across all tracked stocks ranked by signal strength. Unlike get_stock_news (per-symbol), this scans the entire universe and surfaces the most notable news regardless of ticker. No URLs or source domains exposed.

Parameters

Name	Type	Default	Description
min_flag_score	integer	8	Minimum AI flag score (5–10). 8 = notable · 9 = high-impact · 10 = exceptional
days	integer	3	Look-back window in days (max 10)
limit	integer	10	Max articles returned (max 25)

Example

{
  "count": 10, "days": 3, "min_flag_score": 8,
  "articles": [
    { "symbol": "NVDA", "title": "Nvidia unveils GB300 chip, accelerating AI data center roadmap",
      "published_at": "2026-06-04T14:30:00+00:00",
      "ai_sentiment": "positive", "ai_flag_score": 9,
      "ai_summary": "New GB300 architecture delivers 2× throughput over H100. Roadmap acceleration strengthens moat vs AMD...",
      "ai_confidence": 8.8 }
  ]
}

get_market_assessment pro AI

Combined macro regime + market outlook in a single call. Produced every ~4 hours by the market intelligence pipeline. Returns two complementary perspectives:

Regime (regime_* fields) — answers "how much equity risk to take" → use for position sizing and asset allocation
Outlook (outlook_* fields) — answers "which direction and sectors to trade" → use for sector preference and directional bias

Note: market_context is a point-in-time snapshot from when the AI ran — not live. Use get_market_pulse for live prices.

Parameters

Name	Type	Default	Description
history_count	integer	0	Include last N prior assessments for each perspective (0–3). Returns `regime_history[]` and `outlook_history[]`.

Response — Regime fields

Field	Type	Description
regime	string	RISK_OFF / CAUTIOUS / NEUTRAL / AGGRESSIVE
regime_bias	string	LONG_ONLY / SHORT_ONLY / BOTH
regime_confidence	number	1–10. Clarity of the regime call.
regime_rationale	string	Core thesis in plain language
key_risks	string[]	2–3 tail risks that could invalidate the call
watch_for	string[]	Triggers that would cause a regime change
vix_at_assessment	number	VIX level when assessment was made
regime_updated_at	string	ISO 8601 UTC timestamp of last assessment
indicators.macro_data	object	FRED macro data: yield_spread_10y2y, fed_funds_rate, cpi_index (BLS index level ~332, not YoY %), unemployment, breakeven_10y, usd_index, m2 — each with value, date, delta_3m
indicators.volatility_term_structure	object	VIX / VIX3M / VIX6M last 5 closes + contango/backwardation signal
indicators.market_sentiment	object	Fear & Greed value (0–100) and label
market_context	object	Point-in-time snapshot: price/RSI/SMA200/perf for SPY, QQQ, IWM, TLT, GLD, VIX, TNX, HYG, sector ETFs. Recorded when AI ran — not live.

Response — Outlook fields

Field	Type	Description
outlook	string	BULLISH / NEUTRAL / BEARISH
outlook_conviction	number	1–10. Strength of the directional call.
equity_view	string	Plain language directional narrative
preferred_sectors	string[]	Sectors to overweight
avoided_sectors	string[]	Sectors to underweight
catalyst	string	Primary catalyst driving the outlook
outlook_key_risk	string	Key risk to the outlook thesis
outlook_rationale	string	Detailed reasoning
outlook_updated_at	string	ISO 8601 UTC timestamp of last assessment
regime_history[]	object[]	Prior regime states (when history_count > 0): regime, bias, confidence, vix_at_assessment, at
outlook_history[]	object[]	Prior outlook states (when history_count > 0): outlook, conviction, at

Example (condensed)

{
  "regime": "CAUTIOUS", "regime_bias": "BOTH", "regime_confidence": 6,
  "regime_rationale": "Equity uptrend intact. HYG diverging — credit not confirming SPY highs.",
  "key_risks": ["HYG breaking below $79.50", "VIX closing above 20"],
  "watch_for": ["HYG reclaiming $80.50 → upgrade to NEUTRAL"],
  "vix_at_assessment": 16.94, "regime_updated_at": "2026-05-06T09:14:56+00:00",
  "indicators": {
    "macro_data": { "yield_spread_10y2y": { "value": 0.21, "delta_3m": 0.15 } },
    "market_sentiment": { "value": 54.0, "description": "Neutral" }
  },
  "market_context": { /* NOT live — snapshot from regime_updated_at */
    "spy": { "price": 574.12, "rsi": 70.3, "above_200sma": true }
  },
  "outlook": "BULLISH", "outlook_conviction": 7,
  "equity_view": "Momentum intact. Tech leading. Small-caps lagging but not breaking down.",
  "preferred_sectors": ["Technology", "Industrials"],
  "avoided_sectors": ["Utilities", "Real Estate"],
  "catalyst": "AI spending cycle intact. Macro resilience.",
  "outlook_updated_at": "2026-05-06T09:14:56+00:00"
}

get_sector_intelligence pro AI

AI-assessed sector intelligence with signals (LEADING/STRONG/NEUTRAL/WEAK/LAGGING), drivers, alerts, and computed statistics. Refreshed every ~4 hours by the market intelligence pipeline.

Parameters

Parameter	Type	Required	Default	Description
sector	string	—	None	Sector name (e.g. Technology, Healthcare). Omit to list all sectors.

Response fields

Field	Type	Description
sector	string	Sector name
signal	string	LEADING / STRONG / NEUTRAL / WEAK / LAGGING
confidence	number	AI confidence 1–10
drivers	string	AI narrative of sector drivers
alert	string	Notable condition if applicable (breadth divergence, extreme RSI, etc.)
stats.avg_rsi	number	Sector-average RSI
stats.sma200_breadth_pct	number	% of stocks above their 200-day MA
stats.oversold_pct / overbought_pct	number	RSI distribution extremes
stats.avg_perf_1w_pct / avg_perf_1m_pct	number	Average sector performance 1W / 1M
updated_at	string	ISO 8601 when the assessment was made
sectors[] / count	array / integer	Present when sector param is omitted — all sectors assessed

Example

{
  "sector": "Technology", "signal": "STRONG", "confidence": 7,
  "drivers": "AI capex cycle, earnings momentum. Mega-caps leading with broad participation.",
  "alert": "19.5% overbought, breadth only 53% — narrow leadership suggests froth in pockets",
  "stats": { "avg_rsi": 56.5, "sma200_breadth_pct": 53.1,
    "oversold_pct": 4.1, "overbought_pct": 19.5,
    "avg_perf_1w_pct": 1.1, "avg_perf_1m_pct": 11.0 },
  "updated_at": "2026-05-12T10:19:48+00:00"
}

get_sector_rotation pro AI

All 11 market sectors in one call — signals, breadth stats, and momentum for rotation analysis. Where get_sector_intelligence gives deep analysis for one sector, this gives the rotation picture simultaneously, sorted by signal strength (LEADING first).

Parameters

Name	Type	Default	Description
history_count	integer	0	Include last N prior signal states per sector (0–3)

Response

Returns count and sectors[] sorted by signal strength. Per sector: signal, confidence, alert, avg_rsi, sma200_breadth_pct, oversold_pct, overbought_pct, perf_1w_pct, perf_1m_pct, updated_at. Optional history[] per sector when history_count > 0.

Example (condensed)

{
  "count": 11,
  "sectors": [
    { "sector": "Technology", "signal": "STRONG", "confidence": 7,
      "avg_rsi": 56.5, "sma200_breadth_pct": 53.1,
      "perf_1w_pct": 1.1, "perf_1m_pct": 11.0,
      "alert": "19.5% overbought — narrow leadership",
      "updated_at": "2026-05-12T10:19:48+00:00" },
    { "sector": "Energy", "signal": "WEAK", "confidence": 6,
      "avg_rsi": 42.3, "sma200_breadth_pct": 35.8,
      "perf_1w_pct": -2.1, "perf_1m_pct": -4.8, "alert": null,
      "updated_at": "2026-05-12T10:19:48+00:00" }
  ]
}

get_earnings_intelligence pro AI

Upcoming earnings with AI context per stock — combines the earnings calendar with AI pipeline data to surface which events are worth monitoring. Sorted by earnings date ascending (soonest first).

Parameters

Name	Type	Default	Description
days_ahead	integer	14	Look-ahead window in days (max 30)
sector	string	—	Filter to one sector (optional)
min_flag_score	integer	—	Only return stocks with AI flag score ≥ this value (optional)

Response fields (per result)

Field	Type	Description
symbol, name, sector	string	Stock identity
earnings_date	string	ISO UTC timestamp of expected earnings release
is_estimate	boolean	Whether the date is estimated
price, rsi, market_cap	number	Current technicals
eps_trailing, eps_forward	number	Earnings expectations context
ai_verdict	string	bullish / neutral / bearish (from nightly AI pipeline)
ai_flag_score	number	0–10. 8+ = notable going into earnings
ai_confidence	number	0–10. AI confidence in the verdict
ai_risks	string[]	Top 2 AI-identified risk factors
analyst_rating, analyst_target	string / number	Wall Street consensus

Example

{
  "count": 22, "days_ahead": 14,
  "results": [
    { "symbol": "ORCL", "name": "Oracle Corporation", "sector": "Technology",
      "earnings_date": "2026-06-10T20:00:00+00:00", "is_estimate": false,
      "price": 192.40, "rsi": 68.9, "eps_forward": 7.20,
      "ai_verdict": "bullish", "ai_flag_score": 9, "ai_confidence": 8,
      "ai_risks": ["Elevated valuation at 28x forward earnings", "Cloud margin pressure from AI infra spend"],
      "analyst_rating": "buy", "analyst_target": 210.0 }
  ]
}