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JerBouma

Finance Toolkit

by JerBouma

momentum

Read-onlyIdempotent

Calculate RSI, MACD, Stochastic Oscillator, Williams %R, Aroon, and 20+ more technical indicators from price data. Provide tickers and indicator name to get values without fetching prices first.

Instructions

Momentum technical indicators (RSI, MACD, Stochastic Oscillator, Williams %R, Aroon). Applied to price data automatically — no need to fetch prices first. Requires tickers='AAPL' — use comma-separated values for multiple tickers.

Available indicators: get_money_flow_index, get_williams_percent_r, get_aroon_indicator, get_commodity_channel_index, get_relative_vigor_index, get_force_index, get_ultimate_oscillator, get_percentage_price_oscillator, get_detrended_price_oscillator, get_average_directional_index, get_chande_momentum_oscillator, get_ichimoku_cloud, get_stochastic_oscillator, get_moving_average_convergence_divergence, get_relative_strength_index, get_balance_of_power, get_awesome_oscillator, get_vortex_indicator, get_elder_ray_index, get_rate_of_change, get_choppiness_index, get_know_sure_thing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
lagNoNumber of periods to lag when computing growth rates.
growthNoReturn period-over-period growth rates instead of absolute values.
periodNoObservation frequency, e.g. 'monthly', 'quarterly', or 'annual'.daily
windowNoValue for window. Leave unset to use the default of the indicator you selected. Defaults differ between indicators.
tickersNoComma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'.
weightsNoValue for weights.
constantNoValue for constant.
end_dateNoEnd of the date range in YYYY-MM-DD format.2026-08-19
window_1NoValue for window_1.
window_2NoValue for window_2.
window_3NoValue for window_3.
indicatorYesName of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators.
quarterlyNoReturn quarterly data instead of annual when True.
start_dateNoStart of the date range in YYYY-MM-DD format.2021-08-20
base_windowNoValue for base_window.
long_windowNoValue for long_window. Leave unset to use the default of the indicator you selected. Defaults are 26 for get_moving_average_convergence_divergence; 28 for get_percentage_price_oscillator; 34 for get_awesome_oscillator.
roc_windowsNoValue for roc_windows.
sma_windowsNoValue for sma_windows.
standardizeNoReturn the Z-Score (standard score) instead of the raw values, i.e. how many standard deviations each value is from the mean of its own series. When combined with growth=True, the growth values are standardized instead of the raw values.
close_columnNoValue for close_column.Adj Close
short_windowNoValue for short_window. Leave unset to use the default of the indicator you selected. Defaults are 12 for get_moving_average_convergence_divergence; 5 for get_awesome_oscillator; 7 for get_percentage_price_oscillator.
show_columnsNoComma-separated names to filter the output. For historical data use the key names visible in any response record (e.g. 'Close,Volume,Return'). For financial statements use the 'metric' field values from the response (e.g. 'Revenue,Net Income,EBITDA'). Call the tool once without this parameter to see all available names, then repeat with show_columns to reduce response size and token usage.
signal_windowNoValue for signal_window.
smooth_windowNoValue for smooth_window.
benchmark_tickerNoTicker used as the market benchmark, e.g. 'SPY' or '^GSPC'.SPY
conversion_windowNoValue for conversion_window.
lead_span_b_windowNoValue for lead_span_b_window.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

With readOnlyHint, openWorldHint, and idempotentHint already present, the description adds useful behavioral context: price data is handled automatically, tickers are required, and multiple tickers are supported via comma separation. No contradiction with annotations exists.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The first sentence is front-loaded and useful, but the description includes a long list of 22 indicator names that duplicates the indicator enum in the input schema. The list adds bulk without much new information, making the description less concise than it could be.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (27 parameters) and rich schema, the description provides a reasonable overview but does not clarify which parameters apply to which indicators or how to pick among the many indicator options. The output schema and annotations help, but the description leaves important selection guidance to the agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so the schema carries most parameter meaning. The description adds that tickers is effectively required and that defaults differ by indicator, but many parameters still rely on generic schema descriptions like 'Value for window_1' without further explanation.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly identifies the tool as providing momentum technical indicators (RSI, MACD, Stochastic Oscillator, etc.) and is distinct from categories like volatility, breadth, and performance. It lacks an explicit verb like 'computes' or 'returns,' but the scope and examples make the purpose clear.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It provides clear usage context: apply momentum indicators to price data automatically, no need to fetch prices first, and tickers must be supplied as 'AAPL' or comma-separated values. It does not explicitly mention when not to use it or recommend sibling tools, so it stops short of a 5.

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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