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HoldingsIntel

by com.holdingsintel
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Find Signals

find_signals
Read-only

Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock.

WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types:

  • convergence: stocks with institutional coverage where 2+ available filing-source signals align

  • conviction: highest-conviction recent moves

  • double_downs: positions increased while price fell

  • new_positions: fresh entries this quarter

  • smart_money_buying: stocks with strictly positive conviction-weighted institutional sentiment

  • early_birds: first-mover funds discovering new positions

Examples:

  • "Show me stocks where smart money is converging"

  • "What are the highest conviction buys this quarter?"

  • "Which funds are doubling down into price weakness?"

WHEN NOT TO USE:

  • Use analyze_stock when the user names a specific stock

PARAMETERS: sector applies only to convergence; quarter is unavailable for convergence and otherwise defaults to the newest default-ready 13F quarter; min_score is unavailable for early_birds. smart_money_buying always requires conviction_weighted_sentiment > 0, even when min_score is omitted or zero. Unsupported combinations are rejected, never ignored.

RETURNS: A cursor-paginated ranked list with the relevant score and source metrics, a filing period for quarter-bound types, and an exact total when the underlying dataset supports one. Convergence is a mixed-source snapshot; because its backing view exposes no exact common data-through date, provenance returns null and data_status states that limitation.

CITE: When you present these results, link web_url (the page with the full view) and cite record-level source_url filing or disclosure links when present.

Input Schema

NameRequiredDescriptionDefault
typeYesSignal taxonomy; convergence includes only aligned 2+ source composites with institutional coverage, and smart_money_buying requires conviction_weighted_sentiment > 0.
limitNo
cursorNo
sectorNo
quarterNo
min_scoreNo

Output Schema

NameRequiredDescriptionDefault
pageYes
typeYesSignal taxonomy; convergence includes only aligned 2+ source composites with institutional coverage, and smart_money_buying requires conviction_weighted_sentiment > 0.
accessNo
resultsYes
web_urlNoHoldingsIntel page with the full view of this answer. Link it when you present the result.
provenanceNo
data_statusNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changed
    • addedOutput schema / properties / page / properties / returned_count / maximum
      Added value: +9007199254740991
    • changedOutput schema / properties / page / properties / total_count / anyOf
      Previous value: -[
-  {
-    "minimum": 0,
-    "type": "integer"
-  },
-  {
-    "type": "null"
-  }
-]New value: +[
+  {
+    "maximum": 9007199254740991,
+    "minimum": 0,
+    "type": "integer"
+  },
+  {
+    "type": "null"
+  }
+]
  2. Changed1 schema field changed
    • addedOutput schema / properties / web_url
      Added value: +{
+  "description": "HoldingsIntel page with the full view of this answer. Link it when you present the result.",
+  "pattern": "^https:\\/\\/www\\.holdingsintel\\.com\\/",
+  "type": "string"
+}
  3. Changed8 schema fields changed
    • addedInput schema / allOf
      Added value: +[
+  {
+    "if": {
+      "required": [
+        "sector"
+      ]
+    },
+    "then": {
+      "properties": {
+        "type": {
+          "const": "convergence"
+        }
+      }
+    }
+  },
+  {
+    "if": {
+      "required": [
+        "quarter"
+      ]
+    },
+    "then": {
+      "properties": {
+        "type": {
+          "not": {
+            "const": "convergence"
+          }
+        }
+      }
+    }
+  },
+  {
+    "if": {
+      "required": [
+        "min_score"
+      ]
+    },
+    "then": {
+      "properties": {
+        "type": {
+          "not": {
+            "const": "early_birds"
+          }
+        }
+      }
+    }
+  }
+]
    • changedInput schema / properties / cursor / maxLength
      Previous value: -128New value: +500
    • changedInput schema / properties / limit / default
      Previous value: -20New value: +5
    • addedInput schema / properties / sector / minLength
      Added value: +1
    • addedInput schema / properties / sector / pattern
      Added value: +"^[A-Za-z0-9 &/\\-]+$"
    • addedInput schema / properties / type / description
      Added value: +"Signal taxonomy; convergence includes only aligned 2+ source composites with institutional coverage, and smart_money_buying requires conviction_weighted_sentiment > 0."
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "convergence",
-  "conviction",
-  "double_downs",
-  "new_positions",
-  "smart_money_buying",
-  "early_birds",
-  "early_filers",
-  "alignment",
-  "exits",
-  "fund_track_records"
-]New value: +[
+  "convergence",
+  "conviction",
+  "double_downs",
+  "new_positions",
+  "smart_money_buying",
+  "early_birds"
+]
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "additionalProperties": false,
+  "properties": {
+    "access": {
+      "additionalProperties": false,
+      "properties": {
+        "limited_fields": {
+          "items": {
+            "type": "string"
+          },
+          "type": "array"
+        },
+        "message": {
+          "type": "string"
+        },
+        "tier": {
+          "type": "string"
+        },
+        "upgrade_url": {
+          "type": [
+            "string",
+            "null"
+          ]
+        }
+      },
+      "required": [
+        "tier",
+        "limited_fields"
+      ],
+      "type": "object"
+    },
+    "data_status": {
+      "additionalProperties": false,
+      "properties": {
+        "complete": {
+          "const": false,
+          "type": "boolean"
+        },
+        "message": {
+          "type": "string"
+        },
+        "missing": {
+          "items": {
+            "type": "string"
+          },
+          "minItems": 1,
+          "type": "array"
+        }
+      },
+      "required": [
+        "complete",
+        "missing"
+      ],
+      "type": "object"
+    },
+    "page": {
+      "additionalProperties": false,
+      "properties": {
+        "has_more": {
+          "type": "boolean"
+        },
+        "next_cursor": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "returned_count": {
+          "minimum": 0,
+          "type": "integer"
+        },
+        "total_count": {
+          "anyOf": [
+            {
+              "minimum": 0,
+              "type": "integer"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        }
+      },
+      "required": [
+        "returned_count",
+        "total_count",
+        "has_more",
+        "next_cursor"
+      ],
+      "type": "object"
+    },
+    "provenance": {
+      "additionalProperties": false,
+      "properties": {
+        "data_through": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "source": {
+          "type": "string"
+        }
+      },
+      "type": "object"
+    },
+    "results": {
+      "items": {
+        "additionalProperties": false,
+        "properties": {
+          "cik": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "cusip": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "filer_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "issuer_name": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "metrics": {
+            "additionalProperties": false,
+            "properties": {
+              "activist_signal": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "average_buyer_conviction": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "average_seller_conviction": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "buyer_count": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "buying_value_usd": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "change_type": {
+                "type": [
+                  "string",
+                  "null"
+                ]
+              },
+              "congressional_signal": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "insider_signal": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "institutional_signal": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "net_filer_flow": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "previous_price_at_period_end": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "price_at_period_end": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "price_change_pct": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "quarters_since_discovery": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "seller_count": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "selling_value_usd": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "shares": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "shares_change": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "shares_change_pct": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "signal_count": {
+                "type": "number"
+              },
+              "total_filers": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "total_filers_adopted": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "total_held_value_usd": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "value_change_usd": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "value_usd": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              },
+              "weight_pct": {
+                "type": [
+                  "number",
+                  "null"
+                ]
+              }
+            },
+            "type": "object"
+          },
+          "period": {
+            "type": [
+              "string",
+              "null"
+            ]
+          },
+          "score": {
+            "type": [
+              "number",
+              "null"
+            ]
+          },
+          "ticker": {
+            "type": [
+              "string",
+              "null"
+            ]
+          }
+        },
+        "required": [
+          "cusip",
+          "cik",
+          "ticker",
+          "issuer_name",
+          "filer_name",
+          "score",
+          "period",
+          "metrics"
+        ],
+        "type": "object"
+      },
+      "type": "array"
+    },
+    "type": {
+      "description": "Signal taxonomy; convergence includes only aligned 2+ source composites with institutional coverage, and smart_money_buying requires conviction_weighted_sentiment > 0.",
+      "enum": [
+        "convergence",
+        "conviction",
+        "double_downs",
+        "new_positions",
+        "smart_money_buying",
+        "early_birds"
+      ],
+      "type": "string"
+    }
+  },
+  "required": [
+    "type",
+    "results",
+    "page"
+  ],
+  "type": "object"
+}
  4. Changed2 schema fields changed
    • addedInput schema / properties / cursor / maxLength
      Added value: +128
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "convergence",
-  "conviction",
-  "double_downs",
-  "new_positions",
-  "smart_money_buying",
-  "early_birds"
-]New value: +[
+  "convergence",
+  "conviction",
+  "double_downs",
+  "new_positions",
+  "smart_money_buying",
+  "early_birds",
+  "early_filers",
+  "alignment",
+  "exits",
+  "fund_track_records"
+]
  5. Changed2 schema fields changed
    • removedInput schema / properties / cursor / maxLength
      Removed value: -128
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "convergence",
-  "conviction",
-  "double_downs",
-  "new_positions",
-  "smart_money_buying",
-  "early_birds",
-  "early_filers",
-  "alignment",
-  "exits",
-  "fund_track_records"
-]New value: +[
+  "convergence",
+  "conviction",
+  "double_downs",
+  "new_positions",
+  "smart_money_buying",
+  "early_birds"
+]
  6. Changed1 schema field changed
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "convergence",
-  "conviction",
-  "double_downs",
-  "new_positions",
-  "smart_money_buying",
-  "early_birds",
-  "early_filers"
-]New value: +[
+  "convergence",
+  "conviction",
+  "double_downs",
+  "new_positions",
+  "smart_money_buying",
+  "early_birds",
+  "early_filers",
+  "alignment",
+  "exits",
+  "fund_track_records"
+]
  7. Changed1 schema field changed
    • addedInput schema / properties / cursor / maxLength
      Added value: +128
  8. Changed1 schema field changed
    • changedInput schema / properties / type / enum
      Previous value: -[
-  "convergence",
-  "conviction",
-  "double_downs",
-  "new_positions",
-  "smart_money_buying",
-  "early_birds"
-]New value: +[
+  "convergence",
+  "conviction",
+  "double_downs",
+  "new_positions",
+  "smart_money_buying",
+  "early_birds",
+  "early_filers"
+]
  9. First observed

TDQS

A4.6/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Goes well beyond the readOnlyHint/openWorldHint annotations by disclosing that unsupported parameter combinations are rejected rather than silently ignored, that results are cursor-paginated and ranked, and that convergence returns null provenance with a data_status explanation. It does not contradict any annotation. The only gap is no mention of the default limit or what happens when the cursor is invalid.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded with purpose, then cleanly sectioned into usage, parameters, returns, and citation guidance. The RETURNS paragraph is somewhat verbose and partially duplicates the output schema, but no sentence is filler for an agent's decision-making.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a six-parameter, conditional-schema tool, the definition covers type semantics, cross-parameter restrictions, pagination, result shape, a known data-quality limitation, and citation expectations. With an output schema present, it does not need to enumerate return fields and rightly doesn't.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is only 17%, so the description must compensate, and it largely does: it states sector is convergence-only, quarter is unavailable for convergence and otherwise defaults to the newest default-ready 13F quarter, and min_score is unavailable for early_birds. Some of this restates the schema's allOf conditionals, and limit/cursor get no prose treatment, but the undocumented defaulting behavior is genuinely added meaning.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Opens with a specific verb and resource ('Screens for stocks or fund moves matching a signal type') and immediately scopes it as a list operation, not a single-stock lookup. The six-type taxonomy in the body makes the resource concrete rather than abstract.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit WHEN TO USE / WHEN NOT TO USE blocks, a named alternative (analyze_stock) tied to a clear selecting condition, plus three natural-language example queries that map intent to the tool. An agent can route between this and its siblings without inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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