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Stocklake — AI Stock Intelligence

Get Market Assessment

get_market_assessment
Read-onlyIdempotent

Combined AI market assessment: macro regime + market outlook in a single call. Produced every ~4 hours by the market intelligence pipeline.

Two distinct perspectives returned together:

  • REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take" → use for position sizing and asset allocation decisions

  • OUTLOOK (POSITIVE/NEUTRAL/NEGATIVE): answers "which direction and sectors to trade" → use for sector preference and directional bias

Both share the same pipeline run so they are always in sync.

  • history_count: include last N prior assessments for each (0-3, default 0)

  • regime_*: risk posture fields — regime, risk_appetite_score (0-100 re-expression of regime, higher = current conditions support more risk-taking), regime_bias, regime_bias_note (plain sentence on whether current conditions favor long or short setups, or neither), regime_confidence, regime_rationale, key_risks, watch_for, vix_at_assessment, regime_updated_at, regime_stale

  • regime_stale / outlook_stale: true if that assessment is >72h old (the pipeline runs weekdays only, so a normal Fri→Mon gap does not trip this — only a genuinely broken/stuck pipeline does). null if the timestamp itself is missing.

  • indicators.macro_data: FRED macro data (yield curve, Fed funds, cpi_index, unemployment, M2)

  • indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal

  • indicators.market_sentiment: CNN Fear & Greed value and label

  • market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors NOTE: point-in-time snapshot recorded when AI ran — not live prices (use get_market_pulse for live)

  • outlook_*: directional fields — outlook, outlook_conviction, equity_view, preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at, outlook_stale

Pro tier only — AI pipeline cost attached. For informational purposes only. Not financial advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
history_countNoInclude the last N prior assessments for each of regime and outlook (0-3, default 0).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already provide readOnlyHint, idempotentHint, and destructiveHint, so safety is covered. The description adds critically useful behavior: it explains the ~4-hour production cadence, the exact meaning of staleness (including that a normal Fri→Mon gap does not trip it), the point-in-time nature of market_context (not live), and the 'always in sync' guarantee. This goes well beyond annotations and materially informs how an agent interprets results.

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

Conciseness5/5

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

Despite being long, the description is tightly structured with a clear front-loaded purpose, then bulleted field groupings. Every section adds unique information—pipeline cadence, staleness semantics, snapshot caveats, Pro-tier note—and there is no fluff. The structure makes it scannable and each sentence earns its place.

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?

Given the tool's complexity (dual assessments, many fields, staleness, pipeline info, alternatives), the description is exceptionally complete. It explains the output schema fields, the meaning of indicators, the point-in-time caveat, and even addresses edge cases like missing timestamps. Nothing an agent needs to use the tool correctly is missing.

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

Parameters3/5

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

Schema coverage for history_count is 100%: the schema already states 'Include the last N prior assessments for each of regime and outlook (0-3, default 0)'. The description repeats this almost verbatim, adding no new semantics. Since schema does the heavy lifting, the baseline of 3 is appropriate.

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?

The description immediately states the tool returns a combined AI market assessment with two distinct perspectives (regime and outlook), with explicit verbs and resources. It clearly distinguishes itself from siblings by noting it's a single call combining both, and later points to get_market_pulse for live prices, so an agent can differentiate it without opening other schemas.

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?

The description gives explicit usage contexts: regime for position sizing/asset allocation, outlook for sector preference/directional bias. It also explicitly says to use get_market_pulse for live prices, and notes the 'Pro tier only' restriction. This is clear when-to-use and when-not-to-use guidance, referencing an alternative directly.

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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TDQS

A4.2/5.0
Disambiguation4/5

Most tools have clearly distinct targets—single stock, batch, news, history, insider activity, screener, market pulse, and so on. The closest pairs are get_earnings_calendar vs get_earnings_intelligence and get_market_assessment vs get_market_pulse, which overlap in raw inputs but differ in AI interpretation; the descriptions provide enough clarification to avoid serious misselection.

Naming Consistency5/5

All 17 tools follow a consistent get_<resource> snake_case pattern, with hierarchical names like get_stock, get_stocks, get_stock_news, get_stock_history, and get_stock_research making related resources obvious. There are no mixed naming conventions or vague verb choices.

Tool Count4/5

At 17 tools, the set is slightly above the ideal range, but the scope is broad and each tool has a plausible role in an AI stock intelligence workflow. The convenience aggregations like get_stocks and get_stock_research add some redundancy but remain purposeful rather than bloated.

Completeness5/5

The surface is comprehensive for a read-only AI stock intelligence domain: single-stock fundamentals and technicals, batch lookups, price history, per-stock and market-wide news, insider activity, screening, market pulse, macro assessment, sector intelligence, earnings, signals, and watchlist enrichment. No major operational dead ends are apparent.

Resources