Get current stock and options positions for all accounts.

Get account equity, cash, and balance overview for all accounts.

Get transaction history (fills, dividends, interest, transfers).

Args: date_range: today|1w|1m|2m|mtd|ytd|ly|cust. Use "ly" for the trailing year, or "cust" with custom_from/custom_to for an explicit window. custom_from: Window start, "YYYY-MM-DD". Required when date_range="cust"; supplying it also implies "cust" so the range arg can be left alone. custom_to: Window end, "YYYY-MM-DD". Defaults to custom_from when omitted.

Returns JSON keyed by account number.

List orders and their status (open / filled / cancelled) for all accounts.

Each entry carries the Firstrade order id (e.g. 'G42621-1601'), which is the authoritative link between a fill and the GTC ladder it came from. Use this to see resting GTC orders, detect dead orders, and attribute fills to a plan.

Args: per_page: Orders per page. 0 (default) returns all.

Returns JSON keyed by account number.

Get real-time quote for a stock symbol.

Get real-time quotes for multiple symbols (comma-separated, e.g. 'AAPL,NVDA,MU').

Get the broker's own option chain for a stock symbol.

Args: symbol: Underlying ticker, e.g. 'NVDA'. exp_date: Expiration as 'YYYYMMDD' (or 'YYYY-MM-DD'). Omit to list the available expiration dates instead of returning a chain. strike_min / strike_max: Optional inclusive strike filter (0 = no bound). Full chains on NVDA/MU/CRWD exceed the MCP result-size cap (~100-140k chars); pass a band around spot (e.g. ±15%) to keep the payload small.

Returns JSON: {"items": [{exp_date, day_left, exp_type}, ...]} when exp_date is omitted, else the chain for that expiration (filtered if bounds given).

Get broker-computed greeks (delta/gamma/theta/vega/rho, IV) for an option chain.

Prefer this over locally derived greeks when sizing or comparing legs.

Args: symbol: Underlying ticker, e.g. 'TSLA'. exp_date: Expiration as 'YYYYMMDD' (or 'YYYY-MM-DD'). Get valid dates from get_option_chain with exp_date omitted. strike_min / strike_max: Optional inclusive strike filter (0 = no bound); full greeks on liquid names exceed the MCP result-size cap.

Returns JSON {"chains": [{strike, cp, side, symbol, iv, delta, gamma, rho, theta, vega}, ...]}. Illiquid strikes report "--" rather than a number.

Preview a stock order WITHOUT sending it (dry_run=True). Always call this first.

Args: symbol: Ticker symbol (e.g. 'NVDA'). order_type: buy | sell | sell_short | buy_to_cover quantity: Number of shares. price_type: limit | market | stop | stop_limit | trailing_stop_dollar | trailing_stop_percent duration: day | day_ext | overnight | gt90 (gt90 ≈ GTC, 90-day) price: Limit price (required for limit/stop_limit orders). stop_price: Stop trigger price (required for stop/stop_limit orders).

Returns JSON with order preview confirmation data, plus "confirm_token": pass that token unchanged to place_stock_order (with the identical order arguments) to actually send it. The token expires in 10 minutes and works once.

Place a real stock order (dry_run=False). Requires FT_ALLOW_LIVE_ORDERS=true in .env AND a confirm_token from preview_stock_order called with these exact same arguments — the server rejects the order otherwise, it does not just rely on the caller having "meant to" preview first.

Args: symbol: Ticker symbol (e.g. 'NVDA'). order_type: buy | sell | sell_short | buy_to_cover quantity: Number of shares. confirm_token: Token returned by preview_stock_order for this exact order. price_type: limit | market | stop | stop_limit | trailing_stop_dollar | trailing_stop_percent duration: day | day_ext | overnight | gt90 (gt90 ≈ GTC, 90-day) price: Limit price (required for limit/stop_limit orders). stop_price: Stop trigger price (required for stop/stop_limit orders).

Returns JSON with order confirmation. This sends a real order to Firstrade.

Preview an option order WITHOUT sending it (dry_run=True). Always call this first.

Args: option_symbol: OCC format symbol (e.g. 'AAPL250620C00150000'). order_type: buy_to_open | sell_to_close | sell_to_open | buy_to_close ('buy' = buy_to_open, 'sell' = sell_to_open; to exit a long option you MUST use sell_to_close, otherwise Firstrade treats it as opening a short and rejects with ref 1103). contracts: Number of contracts. price_type: limit | market | stop | stop_limit duration: day | day_ext | gt90 price: Limit price per contract (required for limit orders). stop_price: Stop trigger price (required for stop/stop_limit orders).

Returns JSON with order preview confirmation data, plus "confirm_token": pass that token unchanged to place_option_order (with the identical order arguments) to actually send it. The token expires in 10 minutes and works once.

Place a real option order (dry_run=False). Requires FT_ALLOW_LIVE_ORDERS=true in .env AND a confirm_token from preview_option_order called with these exact same arguments — the server rejects the order otherwise, it does not just rely on the caller having "meant to" preview first.

Args: option_symbol: OCC format symbol (e.g. 'AAPL250620C00150000'). order_type: buy_to_open | sell_to_close | sell_to_open | buy_to_close ('buy' = buy_to_open, 'sell' = sell_to_open; to exit a long option you MUST use sell_to_close, otherwise Firstrade treats it as opening a short and rejects with ref 1103). contracts: Number of contracts. confirm_token: Token returned by preview_option_order for this exact order. price_type: limit | market | stop | stop_limit duration: day | day_ext | gt90 price: Limit price per contract (required for limit orders). stop_price: Stop trigger price (required for stop/stop_limit orders).

Returns JSON with order confirmation. This sends a real order to Firstrade.

Preview a two-leg option spread WITHOUT sending it (dry_run=True). Always call this first.

Args: symbol1 / symbol2: OCC symbols of the two legs (e.g. 'NVDA261120C00270000'). transaction1 / transaction2: buy_to_open | sell_to_open | sell_to_close | buy_to_close per leg (e.g. debit call spread = leg1 buy_to_open lower strike, leg2 sell_to_open higher strike). limit_type: 'debit' (you pay net_price) or 'credit' (you receive net_price). net_price: Net limit price per spread. contracts1 / contracts2: Contracts per leg (default 1 each).

Notes: complex orders are DAY only (no GTC) and accepted by Firstrade only 7AM–4PM ET (ref 1110 otherwise). Returns JSON preview plus "confirm_token": pass that token unchanged to place_option_spread (with the identical arguments) to actually send it. The token expires in 10 minutes and works once.

Place a real two-leg option spread (dry_run=False). Requires FT_ALLOW_LIVE_ORDERS=true in .env AND a confirm_token from preview_option_spread called with these exact same arguments — the server rejects the order otherwise, it does not just rely on the caller having "meant to" preview first.

Same arguments as preview_option_spread, plus confirm_token. DAY order only; 7AM–4PM ET window. Returns JSON with order confirmation. This sends a real order to Firstrade.

Cancel an open order by order_id (e.g. 'G42621-1569').

Args: order_id: The order ID returned by place_stock_order or place_option_order.

Returns JSON with cancellation result.