Suggest stocks that fit my watchlist
suggest_watchlist_stocksSuggest up to 8 stocks that fit the watchlist saved in the user's Fair Value Calculator account (Pro): each is priced below its calculated fair value, has a high quality score, is not on the watchlist yet, and is ranked by quality, undervaluation and its measured correlation of daily returns with the stocks already held (lower = better diversification). Use it for questions like "what would diversify my watchlist" or "what could replace Home Depot on my watchlist". With "replace" the suggestions match the size of that stock. Each suggestion has correlation_to_watchlist (-1 to +1). Nothing is changed; add_to_watchlist adds a stock when the user asks. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| focus | No | Optional: what to broaden. country = a country not on the watchlist yet, sector = a new sector, small_mid or large = company size, correlation = lowest correlation (default). | |
| limit | No | How many suggestions (1-8, default 5). | |
| replace | No | Optional: symbol of a watchlist stock the user wants to replace, exactly as get_watchlist shows it. |