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N-lia

MonteWalk

by N-lia
OverviewSchemaRelated ServersScoreDiscussions
Python
Hybrid

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
NEWSAPI_KEYNoYour NewsAPI key for news aggregation (optional)
ALPACA_API_KEYYesYour Alpaca API key for paper trading
ALPACA_SECRET_KEYYesYour Alpaca secret key for paper trading

Capabilities

Server capabilities have not been inspected yet.

Tools

Functions exposed to the LLM to take actions

NameDescription
health_checkB

Returns the health status of the MonteWalk server.

get_account_infoB

Get detailed Alpaca account information including equity, buying power, and day trade status.

get_priceA
Retrieves historical price data (OHLCV) for a given symbol.

Args:
    symbol: The ticker symbol (e.g., 'AAPL', 'BTC-USD').
    interval: Data interval. Valid values: "1m", "2m", "5m", "15m", "30m", "60m", "90m", "1h", "1d", "5d", "1wk", "1mo", "3mo".
    period: Data period to download. Valid values: "1d", "5d", "1mo", "3mo", "6mo", "1y", "2y", "5y", "10y", "ytd", "max".
    visualize: If True, returns a candlestick chart instead of raw data.
    
Returns:
    JSON string of OHLCV data or base64-encoded candlestick chart.
get_fundamentalsC
Retrieves core financial and fundamental data.

Args:
    symbol: The ticker symbol.
    
Returns:
    Dictionary containing fundamental data.
get_orderbookB
Fetches the current order book. 
NOTE: yfinance does not provide Level 2 data. This is a placeholder to demonstrate tool registration.

Args:
    symbol: The ticker symbol.
    
Returns:
    Message indicating unavailability.
place_orderA
Submits a market or limit order to Alpaca paper trading.

Args:
    symbol: Ticker symbol.
    side: 'buy' or 'sell'.
    qty: Quantity to trade.
    order_type: 'market' or 'limit'.
    limit_price: Required if order_type is 'limit'.
    
Returns:
    Confirmation message or error
cancel_orderB
Cancels a specific open order.

Args:
    order_id: The Alpaca order ID to cancel
    
Returns:
    Confirmation message
get_positionsA
Retrieves the current state of all held positions and cash balance.

Returns:
    Dict with 'cash' and 'positions' keys
flattenA
Immediately closes all open positions.

Returns:
    Summary of closed positions
get_order_historyC
Get order history from Alpaca.

Args:
    status: "all", "open", or "closed"
    
Returns:
    Formatted order history
portfolio_riskB

Returns annualized volatility of the portfolio.

varD

Calculates Value at Risk (VaR).

max_drawdownB

Calculates Maximum Drawdown.

monte_carlo_simulationB
Runs a Monte Carlo simulation using Geometric Brownian Motion (Log Returns).

Args:
    simulations: Number of paths to simulate.
    days: Number of days to project forward.
    visualize: If True, returns a histogram of final outcomes.
run_backtestA
Backtests a Moving Average Crossover strategy.

Args:
    symbol: Ticker symbol
    fast_ma: Fast moving average period
    slow_ma: Slow moving average period  
    start_date: Backtest start date
    end_date: Backtest end date
    visualize: If True, returns equity curve chart
walk_forward_analysisC

Performs Walk Forward Analysis on MA Crossover. Optimizes (Fast, Slow) on Train, tests on Test.

compute_indicatorsC
Calculates technical indicators for a symbol.

Args:
    symbol: Ticker symbol.
    indicators: List of indicators (e.g., ['RSI', 'MACD', 'BBANDS']).
rolling_statsB

Computes rolling mean and volatility.

get_technical_summaryC

Performs a technical analysis summary (RSI, MACD, Moving Averages). Returns a 'Buy', 'Sell', or 'Neutral' signal based on aggregated indicators.

mean_variance_optimizeC

Calculates optimal portfolio weights using Mean-Variance Optimization (Max Sharpe).

risk_parityC

Calculates weights based on Inverse Volatility (Naive Risk Parity).

log_actionA
Logs an agent action or reasoning step for audit purposes.

Args:
    action_type: Category (e.g., 'REASONING', 'TRADE_DECISION', 'ERROR').
    details: Description of the action.
get_newsB
Retrieves recent news headlines for a given symbol.

Args:
    symbol: Ticker symbol.
    max_items: Maximum number of news items to return.

Returns:
    JSON string of news articles with titles and publishers.
analyze_sentimentB
Analyzes the sentiment of a given text using FinBERT on Modal (via Public Endpoint).

Args:
    text: Text to analyze (e.g., news headline, article).

Returns:
    Dictionary with polarity, confidence, and classification.
get_symbol_sentimentC
Fetches recent news for a symbol and calculates aggregate sentiment.

Args:
    symbol: Ticker symbol.

Returns:
    Aggregate sentiment analysis of recent news.
add_to_watchlistC

Adds a symbol to the monitoring watchlist.

remove_from_watchlistC

Removes a symbol from the watchlist.

get_crypto_priceB
Gets the current price of a cryptocurrency.

Args:
    coin_id: CoinGecko ID (e.g., 'bitcoin', 'ethereum', 'solana')
    vs_currency: Currency to compare against (default: 'usd')
    
Returns:
    Dictionary with price information
get_crypto_market_dataB
Gets comprehensive market data for a cryptocurrency.

Args:
    coin_id: CoinGecko ID (e.g., 'bitcoin', 'ethereum')
    
Returns:
    Formatted string with market data
get_trending_cryptoB
Gets the top trending cryptocurrencies in the last 24 hours.

Returns:
    Formatted string with trending coins
search_cryptoC
Searches for cryptocurrencies by name or symbol.

Args:
    query: Search term (e.g., 'bitcoin', 'BTC', 'ethereum')
    
Returns:
    Formatted string with search results

Prompts

Interactive templates invoked by user choice

NameDescription
morning_briefing Generates a morning briefing prompt with Portfolio and Watchlist context.
analyze_ticker Deep dive analysis prompt for a specific ticker.
risk_analysis Comprehensive risk analysis prompt for the current portfolio.
backtest_strategy Backtesting workflow prompt.
crypto_market_update Cryptocurrency market analysis prompt.
portfolio_rebalance Portfolio rebalancing workflow prompt.
sync_watchlist Intelligent watchlist synchronization with portfolio holdings. Agent automatically adds owned symbols and optionally removes sold symbols.

Resources

Contextual data attached and managed by the client

NameDescription
get_portfolio_summary Returns a live summary of the portfolio from Alpaca (Cash, Positions, Equity).
get_watchlist_resource Returns a live view of the watchlist with current prices.
get_news_resource Returns the latest news headlines for the watchlist.
get_crypto_resource Returns the top trending cryptocurrencies.

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