Daily and weekly AI briefings on the stocks you hold, plus per-ticker news with sources.
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Scored across 5 tools
The three get_* report tools are mostly distinct by scope: latest, public Magnificent 7, or by report id. However, get_latest_report and get_public_report both retrieve a 'latest' report, which could cause slight confusion if an agent does not carefully read the descriptions.
All tools follow a consistent snake_case verb_noun pattern: get_latest_report, get_public_report, get_report, list_reports, list_ticker_summaries. There are no mixed conventions or vague verbs.
Five tools are well-scoped for a read-only financial report and ticker summary server. Each tool has a distinct role, and the count avoids both redundancy and thin coverage.
The surface covers listing reports, fetching latest, public, and by-id reports, plus ticker news summaries. Minor gaps include no date-range or filtered report listing and no single-ticker summary endpoint, but core consumption workflows are covered.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
get_latest_reportget_public_reportget_reportlist_reportslist_ticker_summariesYour portfolio plus Congress, top funds, insiders, analysts and social signals, explained by AI.
Real-time news with bias scoring, live market data, and AI-powered options pricing
Portfolio analytics + US-equity market research for AI clients. ChatGPT deep-research compat.
AI stock intelligence: prices, fundamentals, technicals, news, macro regime, and sector signals.
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