Smart cluster buying: batch detection + conviction score
find_insider_clustersFind every company where several different insiders made OPEN-MARKET purchases (option exercises, awards and sales excluded), list each buyer's name, title and amount, and FLAG BATCHES: many buyers filing on the same day with similar, modest amounts usually means one company program (employee purchase plan, IPO or private-placement allocation), not independent conviction. Each company gets a 0–100 conviction score (independent buyers, C-suite participation, size per buyer, how much they grew their stake, purchases spread over several days, minus batch penalty) with reasons. Use for 'find companies where 3+ insiders bought in the last 60 days', 'cluster buying that is real, not a comp plan', 'rank insider clusters by conviction'.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Look-back window in days (7–365). | |
| limit | No | Max companies (1–40). | |
| sort_by | No | Ranking. | conviction |
| min_insiders | No | Minimum different insiders buying. | |
| exclude_batches | No | True = hide companies whose buying looks like one company program (same day, similar small amounts). | |
| min_total_value_usd | No | Minimum total bought per company. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Caveats, data-quality notes, next steps. | |
| results | Yes | Structured results (rows or an object). | |
| sources | Yes | Links to official SEC filings / pages backing the answer. | |
| summary | Yes | Plain-language answer. Quote this, then cite sources. | |
| data_as_of | Yes | Latest SEC filing date included in the data (YYYY-MM-DD). | |
| disclaimer | No | Public-record data for research and education. Not investment advice. Insider trades can be routine (pre-planned 10b5-1 sales, taxes, diversification); correlation is not causation. |