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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

A4.6/5.0
Behavior5/5

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

Although annotations already say the call is read-only and idempotent, the description adds meaningful behavioral context: it is not produced every 4 hour, stale is tripped only after >72h with weekday-only pipeline details, and all market_context values are point-in-time snapshots of a specific execution run. These details go well beyond the annotations and materially affect how an agent should interpret results.

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?

The description is longer than typical descriptions, but its length is justified by the two distinct analyses, the many key output fields, and the important caveats. It is well orgized and puts the core purpose first. Some disclaimerminal lines (For informational purposes only) are less actionable for an agent, so it does not get a perfect score.

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?

The description covers when to use each perspective, how staleness works, the cost/tier caveat, the difference between live and point-in-time data, and gives meaning for each major result field. There is also an output schema, so the response format is available elsewhere. This is complete for safe and correct invocation.

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?

The only parameter is history_count, and the input schema already provides a clear default, a range, and a human-readable description. The tool description repeats this same information but does not add any deeper parameter behavior e.g., navg except the schema already covers it. Baseline 3, as 100% of the schema is described.

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 says this is a combined AI market assessment returning both macro regime and market outlook, which is a specific and distinct resource. It also breaks down the two perspectives into the questions they answer, making the tool's purpose unambiguous and able to be selected from a list.

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 direct usage guidance: the REGIME perspective is for position sizing and asset allocation, and the OUTLOOK perspective is for sector preference and directional bias. It also explicitly says to use get_market_pulse for live data instead of the point-in-time snapshot here, which is a clear when-not/alternative instruction.

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

A4.3/5.0
Disambiguation4/5

Most tools carve out clearly distinct jobs: per-stock quotes, batch quotes, earnings calendars, market pulse, news, signals, screener, watchlist. A few pairs—notably get_stock vs get_stocks and get_market_assessment vs get_market_pulse—are close enough that an agent would need to read descriptions carefully to pick the right one.

Naming Consistency5/5

All tool names follow a uniform get_<snake_case_noun> pattern with no mixed conventions. The singular/plural pair get_stock and get_stocks is a deliberate batch-version distinction rather than an inconsistency, and compounds like earnings_intelligence vs market_assessment remain predictable.

Tool Count4/5

With 17 tools, the server is slightly over the ideal 3-15 range, but the count is well-justified by the breadth of the stock-intelligence domain: per-stock, batch, historical, market-level, earnings, insider, news, signals, screeners, and watchlists all have a dedicated entry point. It is a larger surface area than ideal, but none of the tools feel redundant or purely decorative.

Completeness4/5

The tool surface gives agents full read-oriented workflows: single-stock data, batch lookups, historical prices, indicator history, news, research bundles, insider activity, market health, earnings, signals, movers, sector intelligence, and screening all exist. The main gap is discovery—there is no symbol/name search tool beyond the screener category filters, and historical earnings-surprise data is absent—but agents can work around both via existing tools.

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