Skip to main content
Glama

Stockfacts

by io.github.AAAZZZR
OverviewDiscussionsAdmin

Stock overview

get_stock
Read-onlyIdempotent

Overview of one US-listed stock: company facts (SEC name, CIK, exchange, SIC industry, other share classes), open-market insider activity in the last 90 days (Form 4 codes P and S, non-derivative: number of filings and total USD), institutional ownership from 13F for the latest complete quarter (number of holders, total shares and market value in USD, and the previous quarter for comparison), and the curated superinvestors holding it (shares, market value, pct_of_portfolio = percent of that superinvestor's 13F portfolio). A quarter is complete once its 45-day filing deadline has passed and the data is loaded; in_progress_quarter is a newer quarter still being filed. Share classes (GOOG/GOOGL, BRK.A/BRK.B) are separate tickers because 13F reports each class separately. A ticker that is no longer on the SEC's list (active false; delisted true when the company has no listed common stock left, with the Form 25 delisting date in delisted_on when known) keeps its page, and its 13F figures are for its last quarter with a full set of 13F holders (f13.note). financials summarizes the latest fiscal year and quarter (revenue, net income, free cash flow and their year-over-year growth, in the reporting currency, which is not always USD) and short_interest the latest FINRA short interest (short shares, change, days to cover); each is null when there is no data. market_cap is the company's market cap in USD. Market cap is the latest daily closing price of the company's primary ticker times the shares outstanding on its latest SEC 10-K or 10-Q cover page (shares_as_of), adjusted for stock splits since then (split_factor, 1 = none). It is recalculated every US trading day after the close; close_date is the trading day of the close used. No stock price is returned. When market_cap is null, market_cap_unavailable gives the reason: no_price or stale_price (no daily close in the last 7 days, for example OTC or halted stocks), no_shares or stale_shares (no cover-page share count within about 400 days, common for companies whose cover lists several share classes separately, such as GOOGL/GOOG, BRK or META), foreign_filer (a Form 20-F filer: the US listing is usually ADSs and the ADS ratio is not in SEC data), shares_mismatch (the cover-page share count does not match the listed shares: 13F institutions report holding more than 1.5 times the cover-page shares, which points to several share classes or ADSs, or the company has two or more traded common lines whose latest closes differ by more than 1.25 times, such as multi-fund ETP trusts like ProShares Trust II that share one cover-page share count) or out_of_range (an implausible value, including a market cap below $1 million); both are null when Livermore has no market cap row for the company. screen_stocks lists companies by market cap. Use get_insider_trades, get_stock_13f_holders, get_financials and get_short_interest for the full lists.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
tickerYesStock ticker, e.g. AAPL or BRK.B (share classes use a dot; BRK-B also works).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYes
f13Yes
sicYes
urlYes
nameYes
activeYesfalse when the ticker is no longer on the SEC's list of tickers.
tickerYes
delistedYestrue when the ticker is inactive and the company has no active common-stock ticker left (delisted or acquired). An inactive ticker whose company still trades under another ticker (a ticker change) is not delisted.
exchangeYes
industryYes
financialsYesLatest fiscal year and latest quarter from the XBRL financial statements, in the reporting currency; null when there are none. get_financials has the full statements.
market_capYesMarket cap in USD: the latest close of the company's primary ticker times the cover-page shares outstanding (no price is returned); null when unavailable (see market_cap_unavailable).
delisted_onYesDelisting date (YYYY-MM-DD) of a delisted stock: the SEC filing date of the Form 25 that removed its common stock from the exchange. null when the stock is not delisted or no Form 25 was found (for example a company that kept trading over the counter).
holders_urlYes
insiders_urlYes
short_interestYesLatest FINRA short interest (within the last year); null when there is none. get_short_interest has the history, short volume, fails-to-deliver and ATS volume.
superinvestorsYes
sec_filings_urlYes
insider_activityYes
other_share_classesYes
market_cap_unavailableYesWhy market_cap is null: no_price, stale_price, no_shares, stale_shares, foreign_filer, shares_mismatch, out_of_range. null when market_cap is set, or when Livermore has no market cap row for the company.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed3 schema fields changed
    • addedOutput schema / properties / market_cap
      Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "close_date": {
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "shares": {
+          "description": "Cover-page shares outstanding, adjusted for later splits.",
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "shares_as_of": {
+          "description": "Date of the share count on the 10-K or 10-Q cover page.",
+          "type": [
+            "string",
+            "null"
+          ]
+        },
+        "split_factor": {
+          "description": "Stock splits applied since shares_as_of (1 = none).",
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "ticker": {
+          "description": "The ticker whose close was used (the company's primary ticker; other share classes share it).",
+          "type": "string"
+        },
+        "usd": {
+          "type": "number"
+        }
+      },
+      "required": [
+        "usd",
+        "ticker",
+        "close_date",
+        "shares",
+        "shares_as_of",
+        "split_factor"
+      ],
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Market cap in USD: the latest close of the company's primary ticker times the cover-page shares outstanding (no price is returned); null when unavailable (see market_cap_unavailable)."
+}
    • addedOutput schema / properties / market_cap_unavailable
      Added value: +{
+  "description": "Why market_cap is null: no_price, stale_price, no_shares, stale_shares, foreign_filer, shares_mismatch, out_of_range. null when market_cap is set, or when Livermore has no market cap row for the company.",
+  "type": [
+    "string",
+    "null"
+  ]
+}
    • changedOutput schema / required
      Previous value: -[
-  "ticker",
-  "name",
-  "cik",
-  "exchange",
-  "active",
-  "delisted",
-  "delisted_on",
-  "sic",
-  "industry",
-  "other_share_classes",
-  "url",
-  "insiders_url",
-  "holders_url",
-  "sec_filings_url",
-  "insider_activity",
-  "f13",
-  "superinvestors",
-  "financials",
-  "short_interest"
-]New value: +[
+  "ticker",
+  "name",
+  "cik",
+  "exchange",
+  "active",
+  "delisted",
+  "delisted_on",
+  "sic",
+  "industry",
+  "other_share_classes",
+  "url",
+  "insiders_url",
+  "holders_url",
+  "sec_filings_url",
+  "insider_activity",
+  "f13",
+  "superinvestors",
+  "financials",
+  "short_interest",
+  "market_cap",
+  "market_cap_unavailable"
+]
  2. Changed3 schema fields changed
    • addedOutput schema / properties / financials
      Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "currency": {
+          "description": "Reporting currency of the latest period; amounts are in it, not USD.",
+          "type": "string"
+        },
+        "latest_annual": {
+          "anyOf": [
+            {
+              "additionalProperties": false,
+              "properties": {
+                "currency": {
+                  "type": "string"
+                },
+                "filed_date": {
+                  "type": "string"
+                },
+                "fiscal_period": {
+                  "enum": [
+                    "FY",
+                    "Q1",
+                    "Q2",
+                    "Q3",
+                    "Q4"
+                  ],
+                  "type": "string"
+                },
+                "fiscal_year": {
+                  "type": "number"
+                },
+                "form": {
+                  "type": "string"
+                },
+                "free_cash_flow": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "net_income": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "period_end": {
+                  "type": "string"
+                },
+                "reported_date": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "revenue": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "usd_rate": {
+                  "anyOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "average": {
+                          "type": [
+                            "number",
+                            "null"
+                          ]
+                        },
+                        "period_end": {
+                          "type": [
+                            "number",
+                            "null"
+                          ]
+                        }
+                      },
+                      "required": [
+                        "average",
+                        "period_end"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "description": "US dollars per 1 unit of the reporting currency (FRED H.10): average over the period (for income statement and cash flow amounts) and on the period-end date (for balance sheet amounts). null for companies reporting in USD."
+                },
+                "yoy_pct": {
+                  "additionalProperties": false,
+                  "properties": {
+                    "free_cash_flow": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    },
+                    "net_income": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    },
+                    "revenue": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    }
+                  },
+                  "required": [
+                    "revenue",
+                    "net_income",
+                    "free_cash_flow"
+                  ],
+                  "type": "object"
+                }
+              },
+              "required": [
+                "fiscal_year",
+                "fiscal_period",
+                "period_end",
+                "currency",
+                "revenue",
+                "net_income",
+                "free_cash_flow",
+                "yoy_pct",
+                "form",
+                "filed_date",
+                "reported_date",
+                "usd_rate"
+              ],
+              "type": "object"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        },
+        "latest_quarter": {
+          "anyOf": [
+            {
+              "additionalProperties": false,
+              "properties": {
+                "currency": {
+                  "type": "string"
+                },
+                "filed_date": {
+                  "type": "string"
+                },
+                "fiscal_period": {
+                  "enum": [
+                    "FY",
+                    "Q1",
+                    "Q2",
+                    "Q3",
+                    "Q4"
+                  ],
+                  "type": "string"
+                },
+                "fiscal_year": {
+                  "type": "number"
+                },
+                "form": {
+                  "type": "string"
+                },
+                "free_cash_flow": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "net_income": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "period_end": {
+                  "type": "string"
+                },
+                "reported_date": {
+                  "type": [
+                    "string",
+                    "null"
+                  ]
+                },
+                "revenue": {
+                  "type": [
+                    "number",
+                    "null"
+                  ]
+                },
+                "usd_rate": {
+                  "anyOf": [
+                    {
+                      "additionalProperties": false,
+                      "properties": {
+                        "average": {
+                          "type": [
+                            "number",
+                            "null"
+                          ]
+                        },
+                        "period_end": {
+                          "type": [
+                            "number",
+                            "null"
+                          ]
+                        }
+                      },
+                      "required": [
+                        "average",
+                        "period_end"
+                      ],
+                      "type": "object"
+                    },
+                    {
+                      "type": "null"
+                    }
+                  ],
+                  "description": "US dollars per 1 unit of the reporting currency (FRED H.10): average over the period (for income statement and cash flow amounts) and on the period-end date (for balance sheet amounts). null for companies reporting in USD."
+                },
+                "yoy_pct": {
+                  "additionalProperties": false,
+                  "properties": {
+                    "free_cash_flow": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    },
+                    "net_income": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    },
+                    "revenue": {
+                      "type": [
+                        "number",
+                        "null"
+                      ]
+                    }
+                  },
+                  "required": [
+                    "revenue",
+                    "net_income",
+                    "free_cash_flow"
+                  ],
+                  "type": "object"
+                }
+              },
+              "required": [
+                "fiscal_year",
+                "fiscal_period",
+                "period_end",
+                "currency",
+                "revenue",
+                "net_income",
+                "free_cash_flow",
+                "yoy_pct",
+                "form",
+                "filed_date",
+                "reported_date",
+                "usd_rate"
+              ],
+              "type": "object"
+            },
+            {
+              "type": "null"
+            }
+          ]
+        },
+        "url": {
+          "type": "string"
+        }
+      },
+      "required": [
+        "currency",
+        "latest_annual",
+        "latest_quarter",
+        "url"
+      ],
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Latest fiscal year and latest quarter from the XBRL financial statements, in the reporting currency; null when there are none. get_financials has the full statements."
+}
    • addedOutput schema / properties / short_interest
      Added value: +{
+  "anyOf": [
+    {
+      "additionalProperties": false,
+      "properties": {
+        "avg_daily_volume": {
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "change_pct": {
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "change_shares": {
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "days_to_cover": {
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "dtc_capped": {
+          "type": "boolean"
+        },
+        "settlement_date": {
+          "type": "string"
+        },
+        "short_shares": {
+          "type": [
+            "number",
+            "null"
+          ]
+        },
+        "url": {
+          "type": "string"
+        }
+      },
+      "required": [
+        "settlement_date",
+        "short_shares",
+        "change_shares",
+        "change_pct",
+        "avg_daily_volume",
+        "days_to_cover",
+        "dtc_capped",
+        "url"
+      ],
+      "type": "object"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "description": "Latest FINRA short interest (within the last year); null when there is none. get_short_interest has the history, short volume, fails-to-deliver and ATS volume."
+}
    • changedOutput schema / required
      Previous value: -[
-  "ticker",
-  "name",
-  "cik",
-  "exchange",
-  "active",
-  "delisted",
-  "delisted_on",
-  "sic",
-  "industry",
-  "other_share_classes",
-  "url",
-  "insiders_url",
-  "holders_url",
-  "sec_filings_url",
-  "insider_activity",
-  "f13",
-  "superinvestors"
-]New value: +[
+  "ticker",
+  "name",
+  "cik",
+  "exchange",
+  "active",
+  "delisted",
+  "delisted_on",
+  "sic",
+  "industry",
+  "other_share_classes",
+  "url",
+  "insiders_url",
+  "holders_url",
+  "sec_filings_url",
+  "insider_activity",
+  "f13",
+  "superinvestors",
+  "financials",
+  "short_interest"
+]
  3. First observed

TDQS

A4.4/5.0
Behavior5/5

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

Annotations already cover the safety profile (readOnly, idempotent, non-destructive, closed-world), and the description adds deep behavioral context: null/empty behaviors ('each is null when there is no data'), the full set of market_cap_unavailable reasons, delisting semantics with Form 25 dates, and quarter-completeness rules (45-day deadline, in_progress_quarter). This is far beyond what annotations provide.

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

Conciseness2/5

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

The definition is a single very long paragraph that spends most of its length explaining return-value fields and their edge cases (split_factor, shares_mismatch, market_cap_unavailable reasons), much of which duplicates the existing output schema. It is front-loaded with the overview, but the volume and lack of structure work against conciseness.

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 complex multi-dataset aggregation tool, the description is thorough: it covers what is returned, how each figure is derived, edge cases (delisted, foreign filers, no price), and where to go for full lists. Nothing an agent needs to call it correctly is missing.

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?

With a single 100%-covered parameter the schema baseline is 3, but the description adds real meaning by explaining that share classes are separate tickers (GOOG/GOOGL, BRK.A/BRK.B) because 13F reports them separately — directly relevant to how the ticker argument should be supplied.

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+resource scope ('Overview of one US-listed stock') and enumerates exactly which datasets the overview aggregates. It also names the sibling tools that return the full versions of each section, so an agent can distinguish it from get_insider_trades, get_stock_13f_holders, get_financials and get_short_interest.

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

Usage Guidelines4/5

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

Explicitly routes the agent: 'Use get_insider_trades, get_stock_13f_holders, get_financials and get_short_interest for the full lists,' and notes screen_stocks lists companies by market cap. This is clear selection context, though it does not state hard when-not-to-use exclusions or prerequisites for calling this tool.

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

All Stockfacts toolsInspect
Try in Browser
One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources