The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.
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https://thebalancedinvestorclub.com/api/mcp/mcp57 tools · 623msstart_hereStart exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.
No input schema was published for this tool.
list_market_moodsBrowse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.
| Parameter | Type | Description |
|---|---|---|
| sector | string | Filter by sector name (e.g. 'Technology') |
| industry | string | Filter by industry name |
| asset_type | string | — |
| mood | string | — |
| only_with_changes | boolean | Only items where mood changed recently |
| limit | number | Default 20, max 50 for anonymous tier |
get_mood_for_tickerPull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol (e.g. AAPL, TSLA, BTC-USD) |
| history_limit | number | History points to include, default 60 |
get_today_mood_changesMood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across rece…Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across rece…
| Parameter | Type | Description |
|---|---|---|
| asset_type | string | — |
| mood | string | Only show changes that landed on this mood |
| limit | number | — |
get_market_pulseA snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'
No input schema was published for this tool.
get_price_alignmentHow a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock or ETF ticker (e.g. AAPL, SPY) |
| ma_type | string | Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available. |
get_crypto_price_alignmentHow a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.
| Parameter | Type | Description |
|---|---|---|
| pair* | string | Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD |
| ma_type | string | Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available. |
compare_tickersSide-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.
| Parameter | Type | Description |
|---|---|---|
| tickers* | array | List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA'] |
| period | string | Default 1Y |
list_securities_byList every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort…List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort…
| Parameter | Type | Description |
|---|---|---|
| field* | string | Filter dimension |
| value* | string | Filter value, e.g. 'Technology', 'Banks - Diversified' |
| limit | number | Default 30, max 100 |
| sort | string | Sort order. 'market_cap' adds a market-cap column (largest first) — ideal for picking comps peers by size. Caps come from our fundamentals cache, so rarely-vie… |
get_ticker_metadataQuick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol (e.g. AAPL) |
search_instrumentsSearch The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.
| Parameter | Type | Description |
|---|---|---|
| query* | string | Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla) |
| limit | number | Up to 15 results; default 10 |
get_sector_returnsMarket-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.
| Parameter | Type | Description |
|---|---|---|
| sector* | string | Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'. |
get_industry_returnsSame idea as the sector view, narrower scope — average return for a single industry over the last year.Same idea as the sector view, narrower scope — average return for a single industry over the last year.
| Parameter | Type | Description |
|---|---|---|
| industry* | string | Industry name, e.g. 'Software - Application', 'Banks - Diversified' |
get_income_statementIncome statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto. |
| frequency | string | Reporting frequency. Defaults to quarterly. |
| periods | number | How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned. |
get_balance_sheetBalance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto. |
| frequency | string | Reporting frequency. Defaults to quarterly. |
| periods | number | How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned. |
get_cash_flowCash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto. |
| frequency | string | Reporting frequency. Defaults to quarterly. |
| periods | number | How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned. |
get_dividendsDividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto. |
| limit | number | How many recent dividends to include. Defaults to 12. |
get_earnings_estimatesAnalyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto. |
| horizon | string | Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years). |
| limit | number | How many periods to include. Defaults to 12 (everything available). |
get_macro_indicatorsUS economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.
| Parameter | Type | Description |
|---|---|---|
| include_keys | array | Optional filter — return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are… |
| history | number | Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned. |
get_market_calendarUpcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.
| Parameter | Type | Description |
|---|---|---|
| filter | string | Filter the calendar by event type. Defaults to all. |
| tickers | array | Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned — use this to reach a coverage list. |
| from | string | Only events on or after this date (YYYY-MM-DD). |
| to | string | Only events on or before this date (YYYY-MM-DD). |
| limit | number | Max events to return per section. Defaults to 25. |
get_valuation_inputsDCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto. |
get_close_historyDaily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD). |
| asset_type | string | Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD. |
| range | string | Time range. Defaults to 1Y. |
| interval | string | Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years… |
| include_recent | number | Optional: also return the most recent N closes at the chosen interval (max 60). |
get_earnings_transcriptFull earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Transcripts cover individual companies only. |
| quarter* | string | Fiscal quarter of the call, e.g. '2026Q1'. ⚠️ FISCAL, not calendar — and for a company whose fiscal year is offset they are different years. NVDA's quarter end… |
| offset | number | Skip the first N speaker turns. Defaults to 0. |
| limit | number | Speaker turns to return. Defaults to all. |
get_insider_transactionsRecent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Individual companies only. |
| limit | number | Transactions to include, newest first. Defaults to 20. |
get_market_moversTop gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.
| Parameter | Type | Description |
|---|---|---|
| list | string | Which list to return. Defaults to all three. |
| limit | number | Rows per list. Defaults to 10. |
get_institutional_holdingsInstitutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Individual companies only. |
| limit | number | Top holders to include. Defaults to 10. |
discover_community_watchlistsBrowse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.
| Parameter | Type | Description |
|---|---|---|
| asset_type | string | — |
| sort_by | string | Default: popular |
| limit | number | — |
get_watchlist_by_slugOpen a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.
| Parameter | Type | Description |
|---|---|---|
| slug* | string | Watchlist slug, e.g. 'ai-and-tech-infrastructure' |
get_instrument_popularityHow many community watchlists include a given ticker — a simple read on what the club is tracking.How many community watchlists include a given ticker — a simple read on what the club is tracking.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol |
get_curated_listsBacktested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol |
get_fundamentalsCompany fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto. |
get_newsRecent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD) |
| limit | number | Up to 20 articles; default 10 |
get_etf_profileProfile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | ETF ticker (e.g. SPY, QQQ, VTI) |
| holdings_limit | number | Top holdings to show; default 10 |
get_instrument_overviewEverything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can…Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can…
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD) |
about_usWho we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.
No input schema was published for this tool.
get_pricingPricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.
No input schema was published for this tool.
whoamiA quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.
No input schema was published for this tool.
get_my_watchlistsRead your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.
| Parameter | Type | Description |
|---|---|---|
| limit | number | Max watchlists per section; default 20 |
search_my_watchlistsSearch across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.
| Parameter | Type | Description |
|---|---|---|
| query* | string | Search query (2-100 chars) |
check_ticker_in_my_watchlistsQuickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol (e.g. AAPL, BTC-USD) |
| asset_type* | string | Asset type for the ticker |
list_my_tradesYour trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.
| Parameter | Type | Description |
|---|---|---|
| status | string | Filter by trade status |
| ticker | string | Filter to a specific ticker |
| limit | number | Trades to return; default 20 |
| include_notes | boolean | Include the thesis, exit reason, lesson and notes written on each trade. Off by default because they are long — turn it on when looking at a handful of trades,… |
| include_paper | boolean | Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site. |
get_my_journal_statsPre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.
No input schema was published for this tool.
get_my_trust_scoreYour Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.
No input schema was published for this tool.
get_my_cocreator_statusYour Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.
No input schema was published for this tool.
get_my_briefingYour daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.
No input schema was published for this tool.
create_watchlistCreate a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.
| Parameter | Type | Description |
|---|---|---|
| name* | string | Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1–100 characters. |
| description | string | Optional. What's the focus of this list? Up to 500 characters. |
| is_public | boolean | If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you). |
| alert_frequency | string | Alert frequency for changes. Defaults to none. |
add_to_watchlistAdd an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol (e.g. AAPL, SPY, BTC-USD). |
| watchlist* | string | Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id. |
| asset_type* | string | Asset type. Required by the underlying endpoint. |
| ma_type | string | Moving Average Type. Defaults to EMA (Exponential). |
| added_price | number | Optional: the price when added, for entry-price tracking. |
remove_from_watchlistprivilegedRemove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker symbol to remove (e.g. AAPL). |
| watchlist* | string | Name of the Stock Tracker the ticker is in, or its id. |
| asset_type | string | Optional: helps disambiguate if the same ticker exists in multiple asset types. |
follow_watchlistFollow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.
| Parameter | Type | Description |
|---|---|---|
| watchlist_slug* | string | Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists. |
| alert_frequency | string | How often to receive alerts. Defaults to none. |
unfollow_watchlistStop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.
| Parameter | Type | Description |
|---|---|---|
| watchlist_slug* | string | Slug or name of the Stock Tracker you're following. get_my_watchlists lists them. |
update_watchlistUpdate one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.
| Parameter | Type | Description |
|---|---|---|
| watchlist* | string | Name, slug or id of the Stock Tracker to update. |
| name | string | New name. 1–100 characters. |
| description | string | New description. Up to 500 characters. |
| is_public | boolean | True makes it discoverable and followable by others. False makes it visible only to you. |
| show_anonymous | boolean | When public, hide your identity as the author. |
| alert_frequency | string | How often this Stock Tracker alerts you to changes. |
delete_watchlistprivilegedDelete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.
| Parameter | Type | Description |
|---|---|---|
| watchlist* | string | Name, slug or id of the Stock Tracker to delete. |
| confirm_name* | string | The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it — do not fill this in on their behalf. |
log_tradeLog a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.
| Parameter | Type | Description |
|---|---|---|
| ticker* | string | Ticker or crypto pair (e.g. AAPL, SPY, BTC-USD). |
| direction* | string | Trade direction. |
| entry_date* | string | Entry date — ISO date (YYYY-MM-DD) or datetime. |
| entry_price* | number | Entry price per share/unit. |
| quantity* | number | Quantity / position size. |
| thesis | string | Optional: why this trade? What's your conviction? |
| notes | string | Optional: anything else to remember. |
| emotional_state | number | Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. |
| is_test_trade | boolean | Mark this as a paper/practice trade. Paper trades are kept out of your real performance stats — win rate, P&L, and the emotion breakdown. Defaults to false (a… |
| confirm_duplicate | boolean | Set true to log even if a matching trade (same ticker, date, direction) already exists. |
close_tradeClose an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.
| Parameter | Type | Description |
|---|---|---|
| trade_id | string | The trade id (from list_my_trades). Preferred when known. |
| ticker | string | Alternative to trade_id: the ticker of your single open trade. |
| exit_price* | number | Exit price per share/unit. |
| exit_date* | string | Exit date — ISO date (YYYY-MM-DD) or datetime. |
| exit_reason | string | Optional: why you exited. |
| emotional_state | number | Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. |
| lesson_learned | string | Optional: a post-trade reflection — what you learned. |
update_tradeUpdate fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.
| Parameter | Type | Description |
|---|---|---|
| trade_id* | string | The trade id (from list_my_trades). |
| entry_price | number | New entry price. |
| quantity | number | New quantity. |
| thesis | string | Updated thesis — why this trade. |
| notes | string | Updated notes. |
| emotional_state | number | Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. (entry) |
| lesson_learned | string | What you took away from this trade. Can be written long after the exit — the lesson usually arrives later than the P&L. |
| is_test_trade | boolean | Reclassify the trade: true makes it a paper trade (excluded from your stats), false makes it a real one. Use delete_trade if what you want is to take a mistake… |
delete_tradeprivilegedTake a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually…Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually…
| Parameter | Type | Description |
|---|---|---|
| trade_id* | string | The trade id to remove from your stats (from list_my_trades). |
| confirm* | boolean | Must be true. Confirms the user asked for this trade to stop counting. |
import_tradesImport a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can…Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can…
| Parameter | Type | Description |
|---|---|---|
| csv_data* | string | The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns. |
| source | string | Which platform the export came from. Defaults to generic, which matches columns by name. |
| skip_header | boolean | Whether the first row is a header. Defaults to true. |
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