Schema | MonteWalk

Server Configuration

Describes the environment variables required to run the server.

Name	Required	Description
`NEWSAPI_KEY`	No	Your NewsAPI key for news aggregation (optional)
`ALPACA_API_KEY`	Yes	Your Alpaca API key for paper trading
`ALPACA_SECRET_KEY`	Yes	Your Alpaca secret key for paper trading

Capabilities

Server capabilities have not been inspected yet.

Tools

Functions exposed to the LLM to take actions

Name	Description
health_check	Returns the health status of the MonteWalk server.
get_account_info	Get detailed Alpaca account information including equity, buying power, and day trade status.
get_price	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_fundamentals	`Retrieves core financial and fundamental data. Args: symbol: The ticker symbol. Returns: Dictionary containing fundamental data.`
get_orderbook	`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_order	`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_order	`Cancels a specific open order. Args: order_id: The Alpaca order ID to cancel Returns: Confirmation message`
get_positions	`Retrieves the current state of all held positions and cash balance. Returns: Dict with 'cash' and 'positions' keys`
flatten	`Immediately closes all open positions. Returns: Summary of closed positions`
get_order_history	`Get order history from Alpaca. Args: status: "all", "open", or "closed" Returns: Formatted order history`
portfolio_risk	Returns annualized volatility of the portfolio.
var	Calculates Value at Risk (VaR).
max_drawdown	Calculates Maximum Drawdown.
monte_carlo_simulation	`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_backtest	`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_analysis	Performs Walk Forward Analysis on MA Crossover. Optimizes (Fast, Slow) on Train, tests on Test.
compute_indicators	`Calculates technical indicators for a symbol. Args: symbol: Ticker symbol. indicators: List of indicators (e.g., ['RSI', 'MACD', 'BBANDS']).`
rolling_stats	Computes rolling mean and volatility.
get_technical_summary	Performs a technical analysis summary (RSI, MACD, Moving Averages). Returns a 'Buy', 'Sell', or 'Neutral' signal based on aggregated indicators.
mean_variance_optimize	Calculates optimal portfolio weights using Mean-Variance Optimization (Max Sharpe).
risk_parity	Calculates weights based on Inverse Volatility (Naive Risk Parity).
log_action	`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_news	`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_sentiment	`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_sentiment	`Fetches recent news for a symbol and calculates aggregate sentiment. Args: symbol: Ticker symbol. Returns: Aggregate sentiment analysis of recent news.`
add_to_watchlist	Adds a symbol to the monitoring watchlist.
remove_from_watchlist	Removes a symbol from the watchlist.
get_crypto_price	`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_data	`Gets comprehensive market data for a cryptocurrency. Args: coin_id: CoinGecko ID (e.g., 'bitcoin', 'ethereum') Returns: Formatted string with market data`
get_trending_crypto	`Gets the top trending cryptocurrencies in the last 24 hours. Returns: Formatted string with trending coins`
search_crypto	`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

Name	Description
`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

Name	Description
`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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