Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FRED_API_KEY | No | Your FRED API key for accessing Federal Reserve Economic Data |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| chacteristics | Characteristics of good investors. |
| mode_instructions | Mode instructions. |
| investment_principles | Provides a set of core investment principles and guidelines. |
| portfolio_construction_prompt | Outlines a portfolio construction strategy that uses tail-hedging via married put. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| cnn://fng/current | |
| cnn://fng/history |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_ticker_data | Get comprehensive report for ticker: overview, news, metrics, performance, dates, analyst recommendations, and upgrades/downgrades. |
| get_options | Get options with highest open interest. Dates: YYYY-MM-DD. Type: C=calls, P=puts. |
| get_price_history | Get historical price data digest for specified period. Usually get at least 3 months, 6 months or more. |
| get_financial_statements | Get financial statements. Types: income, balance, cash. Frequency: quarterly, annual. |
| get_institutional_holders | Get major institutional and mutual fund holders. |
| get_earnings_history | Get earnings history with estimates and surprises. |
| get_insider_trades | Get recent insider trading activity. |
| get_ticker_news_tool | For getting yahoo financial news of a ticker. Useful for getting latest news, especially for doing deep research. |
| get_current_fng_tool | |
| get_historical_fng_tool | |
| analyze_fng_trend | |
| calculate | Calculate the result of a mathematical expression. Support python math syntax and numpy. > calculate("2 * 3 + 4") {'result': 10} > calculate("sin(pi/2)") {'result': 1.0} > calculate("sqrt(16)") {'result': 4.0} > calculate("np.mean([1, 2, 3])") {'result': 2.0} |
| calc_ta | |
| get_current_time | Get the current time in ISO 8601 format. |
| get_fred_series | Get a FRED series by its ID. However the data is not always the latest, so use with caution!!! |
| search_fred_series | Search for the most popular FRED series by keyword. Useful for finding key data by name. Like GDP, CPI, etc. However the data is not always the latest. |
| cnbc_news_feed | Get the latest breaking world news from CNBC, BBC, and SCMP. Useful to have an overview for the day. |