Server Configuration
Describes the environment variables required to run the server.
Name | Required | Description | Default |
---|---|---|---|
FRED_API_KEY | No | Your FRED API key for enhanced macroeconomic data access |
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 | |
time://now | |
cnbc://news |
Tools
Functions exposed to the LLM to take actions
Name | Description |
---|---|
get_ticker_data | Get comprehensive report for ticker: overview, news, metrics, sector / industry valuation, performance, dates, analyst recommendations, and upgrades/downgrades. |
get_price_history | Get historical price data digest for specified period. There're two kinds of response mode: |
get_financial_statements | Get financial statements. Types: income, balance, cash. Frequency: quarterly, annual. |
get_earnings_history | Get earnings history with estimates and surprises. |
get_ticker_news_tool | For getting yahoo financial news of a ticker. Useful for getting latest news, especially for doing deep research. |
super_option_tool | |
get_top25_holders | |
get_insider_trades | |
get_overall_sentiment_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} |
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. Include the Fed rate prediction from Fed watch and key macro indicators. |
social_media_feed | Get most discussed stocks and investments opinions from reddit. Useful to know what investors are talking about. keywords is optional. Set keywords to match the specific topic you are interested in, by 'OR' operator, e.g. ['tsla', 'tesla'], ['tesla', 'spacex'], ['AAPL', 'apple', 'tim cook', 'cook'] No keywords will return the most discussed stocks and investments. |