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FinBridge

Marty Schwartz 10-EMA + MACD Screener — approximation (FinBridge DB)

screen_schwartz
Read-only

Screen KR, US and/or TW stocks for a Marty Schwartz short-term momentum setup, evaluated on the nightly indicators_latest snapshot (daily corporate-action-adjusted KR prices).

APPROXIMATION: Marty Schwartz is a discretionary short-term trader; this screener only proxies his "10-day EMA green light + MACD momentum" principle. It is not his full method (which includes intraday timing, tape reading, and risk discretion). Expect false positives and misses.

Conditions (all required):

  • close > 10-day EMA (Schwartz's "green light")

  • if require_macd_bull: MACD histogram > 0 (momentum bullish)

  • RS percentile >= 'rs_min'

  • price <= 'max_ext_pct'% above the 10-day EMA (not over-extended)

Args:

  • market: 'kr', 'us', or 'all' (default)

  • rs_min: minimum RS percentile 1-99 (default 60)

  • require_macd_bull: require MACD histogram > 0 (default true)

  • max_ext_pct: max % above the 10-day EMA before over-extended (default 12)

  • min_vol_avg20: optional minimum 20-day average volume (liquidity filter)

  • min_price: optional minimum close price (avoid low-priced stocks; e.g. 10 for US$, 5000 for KRW)

  • sort_by: rs_pctile|pct_from_ema10|ret_20d|ret_5d|macd_hist|close (default rs_pctile)

  • order: 'asc'|'desc' (default 'desc'); limit: 1-50 (default 20); response_format: 'markdown'|'json'

Returns: {count, market, criteria:{rs_min, require_macd_bull, max_ext_pct}, rows:[{name, source, ticker|stock_code, as_of, close, ema10, ema20, pct_from_ema10, macd_hist, rs_pctile, ret_20d}]}.

Examples:

  • US short-term momentum, liquid: {market:'us', min_vol_avg20: 500000}

  • KR names on a fresh 10EMA green light, tight: {market:'kr', rs_min: 70, max_ext_pct: 6}

Use when: shortlisting short-term momentum names on a 10-EMA green light (Schwartz style, approximate). Don't treat a pass as a Schwartz buy — his method is discretionary. For the trend template use screen_minervini; for EMA-support leaders use screen_kell. Notes: KR/US/TW prices are adjusted for corporate actions but not dividends (indicators around dividend events may be slightly distorted); US history starts 2023-03-28 (volume from 2024-07-01) so long-window figures are shallower there. This is an approximation of a discretionary method, not a faithful reproduction. Market data, not investment advice. Errors: an empty result is not an error (count 0 = nothing passed today); 'database has not been built yet' -> ingest/indicators has not run.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows, 1-50 (default 20)
orderNoSort direction (default desc)desc
marketNoMarket: 'kr' (default), 'us', 'tw', or 'all'. Japan has no redistributable price source, so it is not screenable.kr
rs_minNoMinimum RS percentile (default 60)
sort_byNoSort column (default rs_pctile)rs_pctile
min_priceNoMinimum close price (avoid low-priced stocks; e.g. 10 for US$, 5000 for KRW)
max_ext_pctNoMax % above the 10-day EMA before over-extended (default 12)
min_vol_avg20NoMinimum 20-day average volume (liquidity filter)
response_formatNo'markdown' for a table, 'json' for compact machine-readable outputmarkdown
require_macd_bullNoRequire MACD histogram > 0 (default true)

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
rowsYes
countYes
notesNo
orderNo
marketYes
signalsNo
sort_byNo
us_noteNo
criteriaNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

A4.8/5.0
Behavior5/5

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

Annotations give readOnlyHint=true, and the description goes beyond this by disclosing that this is an approximation with false positives and misses, that prices are corporate-action-adjusted but not dividend-adjusted, that US history starts 2023-03-28, and that empty results should not be treated as errors. It also explains the 'database has not been built yet' error condition.

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 front-loaded with purpose, uses clear section headers, and is scannable with bullets. However, the Args section largely duplicates the input schema, and the approximation caveat is repeated several times. These are minor, since each section still 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?

For a 10-parameter, 0-required-parameter tool with an output schema, the description is complete: it documents all strategy conditions, parameter semantics, output shape, examples, data quirks, error behavior, and when to route to alternative tools. There is no meaningful operational gap for an agent deciding how to invoke this tool.

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 coverage is 100%, so the baseline is 3. The description adds value by mapping parameters to the strategy conditions, giving concrete examples (e.g., min_price=10 for US$, 5000 for KRW; min_vol_avg20=500000), and showing how arguments combine in practice. It loses a point because the Args block mostly restates schema defaults and the market arg listing omits the 'tw' enum option that the schema supports.

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 opens with a specific verb and resource: 'Screen KR, US and/or TW stocks for a Marty Schwartz short-term momentum setup.' It names the strategy logic, the data snapshot, and the approximation nature. It also disambiguates itself from siblings by directing to screen_minervini for the trend template and screen_kell for EMA-support leaders.

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 provides an explicit 'Use when' section: short-listing short-term momentum names on a 10-EMA green light. It gives concrete exclusions ('Don't treat a pass as a Schwartz buy') and names which siblings to use instead for other strategies. It also includes practical examples for US liquid names and tight KR setups.

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 resource+action targets, and the overlapping screen_* tools are thoroughly cross-referenced with 'use screen_X instead' guidance. Minor ambiguity exists between get_disclosure_feed, get_dart_filings, and get_dart_major_events, which all surface KR filings from different angles but remain distinguishable.

Naming Consistency5/5

Every tool follows a consistent verb_noun snake_case pattern: get_* for retrievers, screen_* for screeners, search_* for lookups, plus action verbs like analyze_, backtest_, compare_, import_, and query_. Subfamilies (dart_*, edgar_*, fred_*, crypto_*) are consistently prefixed, making tool selection predictable.

Tool Count3/5

37 tools is heavy, and the four momentum screeners (canslim/kell/minervini/schwartz) plus three KR disclosure tools could arguably be collapsed into parameterized variants. However, the server's unusually broad scope—KR/US/TW/JP/EU equities, crypto, macro, portfolio, backtesting—means most tools earn their place, so the count is high but not chaotic.

Completeness4/5

The surface covers the core workflow well: search, prices, fundamentals, filings, insider trades, valuation, screeners, backtesting, and portfolio tracking for KR/US, plus crypto and macro. Notable gaps are the lack of single-company financial-statement tools for TW/JP/EU (only available through screen_companies) and no real-time stock quotes, but these are workable for the stated local-database research purpose.

Resources