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jon-fox

Agentic-Investor

by jon-fox

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DEBUG_LOGGINGNoEnable detailed debug logging for development and troubleshootingfalse
ALPACA_API_KEYNoYour Alpaca API key for fetching intraday stock data
ALPACA_API_SECRETNoYour Alpaca API secret for fetching intraday stock data

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
get_crypto_fear_greed_indexB

Get the current Crypto Fear & Greed Index (0-100 scale) from Alternative.me, indicating cryptocurrency market sentiment where 0 represents extreme fear and 100 represents extreme greed. Use this when asked about crypto market sentiment, investor psychology in digital assets, Bitcoin market mood, altcoin risk appetite, or whether it's a good time to buy/sell cryptocurrencies. Includes historical data and trend analysis.

get_google_trendsA

Get relative search interest data from Google Trends for specified keywords over customizable time periods (7, 30, 90+ days). Returns normalized interest scores (0-100) showing search popularity trends. Use this when asked about public interest trends, search volume comparisons, trending topics, brand awareness over time, seasonal patterns, or correlation between search interest and stock movements. Example keywords: "bitcoin", "Tesla earnings", "inflation", "recession".

get_market_moversA

Identify top gaining stocks (biggest winners), biggest losing stocks (worst performers), and most actively traded securities by volume in real-time or recent trading sessions. Use this when asked about "what's hot", "what's moving", market leaders, volatile stocks, today's biggest movers, stocks making news, pre-market activity, or after-hours trading action. Supports filtering by market session: regular hours, pre-market, and after-hours. Returns up to 100 stocks with price, volume, and percentage change data.

get_cnn_fear_greed_indexA

Get CNN's Fear & Greed Index showing overall stock market sentiment (0-100 scale) with detailed breakdowns of seven key indicators: VIX volatility levels, put/call option ratios, junk bond demand vs investment grade, safe haven demand (bonds vs stocks), market momentum, stock price strength, and market breadth. Use this when asked about market sentiment, investor psychology, risk appetite, bull/bear market conditions, whether markets are overbought/oversold, or overall market health. Scale: 0=extreme fear, 100=extreme greed.

get_ticker_dataA

Get comprehensive stock analysis including current price, daily volume, market capitalization, P/E ratios (trailing and forward), 52-week high/low range, beta, profit margins, revenue/earnings growth, book value, debt levels, and ROE/ROA metrics. Also includes up to 50 recent news headlines with sources and URLs, latest analyst recommendations (strong buy/buy/hold/sell/strong sell distribution), recent upgrades and downgrades from major firms, and upcoming earnings calendar dates with EPS estimates. Use this when asked about stock performance, company valuation, fundamentals, Wall Street sentiment, analyst opinions, recent company news, or financial health. Supports any public company ticker: AAPL, TSLA, MSFT, GOOGL, AMZN, NVDA, etc.

get_optionsA

Retrieve options chain data including strike prices, expiration dates, bid/ask spreads, implied volatility, open interest, trading volume, and Greeks (delta, gamma, theta, vega) for both call and put options. Use this when asked about options strategies, checking option premiums, evaluating covered calls, analyzing protective puts, finding strike prices, assessing derivatives positions, volatility trading opportunities, or options expiring soon. Supports flexible filtering by strike price range, expiration date window (start/end dates), and option type (calls only, puts only, or both). Returns up to 1000 contracts per query. Example usage: AAPL calls expiring in 30 days, TSLA puts near current price.

get_price_historyA

Get historical OHLCV (Open, High, Low, Close, Volume) stock price data with smart interval selection based on time period. Returns daily data for longer periods and intraday data for shorter periods. Use this when asked about price history, past performance, stock charts, historical trends, price patterns over time, year-to-date performance, or comparing current prices to historical levels. Supports periods: 1 day, 5 days, 1 month, 3 months, 6 months, 1 year, 2 years, 5 years, 10 years, year-to-date, and maximum available history. Perfect for backtesting, technical analysis, and historical comparisons. Works with any ticker: AAPL, TSLA, SPY, QQQ, etc.

get_financial_statementsA

Get detailed financial statements including income statements (revenue, expenses, net income, EPS), balance sheets (assets, liabilities, equity, cash, debt), and cash flow statements (operating cash flow, investing activities, financing activities, free cash flow). Supports both quarterly and annual reporting frequencies with up to 20 historical periods. Use this when asked about company financials, revenue trends, profitability, cash position, debt levels, financial health, accounting metrics, earnings quality, or fundamental analysis. Essential for DCF models, financial modeling, and deep-dive company research. Returns data in structured format with all line items. Example: "Show me AAPL's last 8 quarters of income statements" or "Get TSLA's annual balance sheets".

get_earnings_historyA

Get historical quarterly earnings results including EPS estimates (analyst consensus), actual reported EPS, earnings surprise amounts and percentages, and earnings announcement dates. Returns up to 50 historical earnings reports. Use this when asked about earnings beats/misses, earnings surprise history, quarterly results trends, how often a company beats estimates, earnings consistency, EPS growth trajectory, or past earnings performance. Helps identify companies that consistently beat/miss expectations. Example: "Has NVDA been beating earnings?" or "Show me TSLA's earnings surprise history".

get_insider_tradesA

Get recent insider trading activity including executive and director transactions: stock purchases, sales, option exercises, and other reportable transactions. Returns up to 100 recent trades with insider name, title, transaction type, share count, price per share, total value, and filing date. Use this when asked about insider buying/selling, whether executives are confident, if insiders are dumping stock, insider sentiment, Form 4 filings, C-suite transactions, or director activity. Heavy insider buying can signal confidence while selling may indicate concerns. Example: "Are AAPL insiders buying?" or "Show me recent insider sales at TSLA".

get_institutional_holdersA

Get major institutional shareholders and mutual fund holders including their position sizes, share counts, percentage of total shares owned, and position values. Returns top 20-100 largest holders. Use this when asked about institutional ownership, who owns the most shares, major shareholders, hedge fund positions, mutual fund holdings, institutional support, ownership concentration, or smart money positioning. High institutional ownership often indicates confidence while institutions selling can signal concerns. Example: "Who are the biggest holders of NVDA?" or "Show me institutional ownership of TSLA".

get_nasdaq_earnings_calendarA

Get upcoming earnings announcements for a specific date showing company names, ticker symbols, earnings dates, EPS estimates (high/low/average), revenue estimates, and surprise history. Returns up to 500 companies reporting on the specified date. Use this when asked about earnings calendar, who reports today/tomorrow, upcoming earnings, what companies announce this week, earnings season schedule, or when specific companies report. Defaults to today's date if not specified. Essential for planning trades around earnings events and tracking market-moving announcements. Example: "Who reports earnings today?" or "Show me earnings calendar for next Friday".

fetch_intraday_dataA

Fetch high-resolution 15-minute interval stock price data (bars) using Alpaca market data API. Returns timestamp and close price for each 15-minute period in EST timezone. Supports up to 1000 bars (roughly 10 trading days of intraday data). Use this when asked about intraday price action, today's trading pattern, minute-by-minute movement, recent price fluctuations, current session behavior, or short-term price trends. Perfect for day trading analysis, identifying intraday support/resistance, or examining recent volatility. Example: "Show me TSLA's price movement today" or "What's the intraday chart for AAPL?".

calculate_technical_indicatorA

Calculate professional technical analysis indicators using TA-Lib including: Simple Moving Average (SMA), Exponential Moving Average (EMA), Relative Strength Index (RSI), Moving Average Convergence Divergence (MACD with signal line and histogram), and Bollinger Bands (upper/middle/lower bands with standard deviation). Use this when asked about technical analysis, chart indicators, overbought/oversold conditions (RSI), trend identification (moving averages), momentum signals (MACD), volatility analysis (Bollinger Bands), support/resistance levels, crossover signals, or trading indicators. Supports customizable time periods (5-200 periods), lookback windows (1 month to 5 years), and moving average types. Returns up to 1000 data points. Example: "Calculate RSI for AAPL" or "Show me 50-day and 200-day moving averages for SPY".

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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