| retrieve_current_price | Retrieves the current price for the given ticker.
Args:
ticker: The ticker symbol of the stock to retrieve the current price for.
Returns:
A JSON-serializable dict with the current price and related info. |
| retrieve_stock_data | Retrieves stock data for a list of tickers using yfinance.
Args:
ticker_list: List of ticker symbols (e.g., ['AAPL', 'MSFT', 'GOOGL'])
start_date: Start date of the data (e.g., '2024-01-01')
end_date: End date of the data (e.g., '2024-12-31')
interval: Data interval (e.g., '1d', '1h', '5m', etc.)
Returns:
Dict mapping ticker to its historical data (as a list of dicts). |
| retrieve_dividends | Retrieves dividends for the given ticker. |
| retrieve_splits | Retrieves splits for the given ticker. |
| retrieve_ticker_info | Retrieves information about the given ticker.
Args:
ticker: The ticker symbol of the stock to retrieve the information for.
Returns:
A JSON-serializable dict with information about the given ticker. |
| retrieve_financial_statements | Retrieves the annual income statements, balance sheet, or cash flow for the given ticker.
Args:
ticker: The ticker symbol of the stock to retrieve the statements for.
indicator: The type of financial statement to retrieve. e.g. "income_statement", "balance_sheet", "cash_flow"
Returns:
A JSON-serializable dict with income statements, balance sheet, or cash flow. |
| mcp_calculate_growth_rates | Calculates growth rates for a time series (e.g., revenue, earnings).
Args:
series: List of numbers ordered oldest to newest.
Returns:
Dict with annualized growth rate and list of period-over-period growth rates. |
| mcp_calculate_technical_indicators | Calculates technical indicators (SMA, EMA, RSI, MACD, volatility) on stockprice data.
Args:
price_data: List of closing prices ordered oldest to newest.
indicator: 'sma', 'ema', 'rsi', 'macd', 'volatility'
window: Window size for the indicator.
Returns:
Dict with indicator values. |
| mcp_calculate_financial_metrics | Calculates financial metrics from the provided data. The metrics are:
- gross_margin (need retrieve income_statement)
- operating_margin (need retrieve income_statement)
- net_profit_margin (need retrieve income_statement)
- ebitda (need retrieve income_statement)
- debt_to_equity (need retrieve balance_sheet)
- current_ratio (need retrieve balance_sheet)
- quick_ratio (need retrieve balance_sheet)
- book_value_per_share (need retrieve balance_sheet)
- free_cash_flow (need retrieve cash_flow)
- cash_flow_margin (need retrieve cash_flow)
- roe (need retrieve income_statement and balance_sheet)
- roa (need retrieve income_statement and balance_sheet)
- pe_ratio (need retrieve income_statement and market)
- pb_ratio (need retrieve income_statement and market)
- dividend_yield (need retrieve income_statement and market)
Args:
financial_data: Dict with financial data.
indicator: str, one of the supported metric names
window: int, window size for the indicator
Returns:
Dict with financial metrics name as key and value as value. e.g. {'gross_margin': 0.5} |
| mcp_plot_price_chart | Generates a price chart (line or candlestick) from OHLCV data.
Args:
prices: List of dicts with keys 'date', 'open', 'high', 'low', 'close', 'volume'.
chart_type: 'line' or 'candlestick'.
title: Chart title.
filename: Optional filename to save the plot.
Returns:
Dict with 'file_path' and 'base64' of the image. |
| mcp_plot_financial_metric | Plots a financial metric over time.
Args:
dates: List of date strings.
values: List of metric values.
metric_name: Name of the metric.
title: Chart title.
filename: Optional filename to save the plot.
Returns:
Dict with 'file_path' and 'base64' of the image. |
| mcp_plot_comparison_chart | Plots a comparison chart for multiple tickers or financial metrics over time.
Args:
dates: List of date strings.
series: Dict where keys are labels and values are lists of values for each date.
title: Chart title.
filename: Optional filename to save the plot.
Returns:
Dict with 'file_path' and 'base64' of the image. |
| mcp_plot_trading_opportunities | Plots price data with trading signals/opportunities.
Args:
prices: List of dicts with keys 'date', 'open', 'high', 'low', 'close', 'volume'.
short_window: Short window for the short moving average. Default is 9.
long_window: Long window for the long moving average. Default is 21.
title: Chart title.
Returns:
Dict with 'file_path' and 'base64' of the image. |