Historical move analysis
history_move_analysisAnalyze why a stock moved over a past window by cross-checking independent technical, company-news, and macro reads, then classify each move as explained, unexplained, overreaction, or underreaction.
Instructions
Explain what moved a stock over a past window, and why.
Runs three INDEPENDENT reads that are blind to each other, then reconciles them:
A technical read of price and volume, with NO news context. Its value is that it is independent -- told the news first, a model narrates the chart to fit the story.
A search of company-specific catalysts (earnings, guidance, ratings, legal, product).
A deterministic read of the macro complex, then a search of macro news driven by what actually moved.
A deterministic scan first picks the significant trading days, so all three work from the same calendar. Each such day is then classified:
explained move with a matching catalyst unexplained a real move, news WAS searched, nothing found -- implies flow, positioning or genuine technical behaviour, and the technical read deserves MORE weight here overreaction move much larger than the catalyst warrants underreaction catalyst much larger than the move -- priced in no_ta / no_catalyst_coverage that stream was not run; NOT a finding about the market
Read coverage before the verdicts. A false there means the stream was
never run, and absence of a search is not absence of a catalyst.
Turning every branch off returns coverage only, with no verdicts.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Point-in-time cutoff, ISO YYYY-MM-DD. Every data source hard-truncates here, so a backtest cannot see the future. Omit for live data. | |
| months | No | Lookback in months. Ignored when start_date and end_date are both given. | |
| ticker | Yes | Ticker symbol, e.g. 'NVDA'. Case-insensitive. | |
| end_date | No | Window end, ISO YYYY-MM-DD. | |
| session_id | No | Reuse a previous call's session to ask a follow-up without recomputing. Omit for an independent run. | |
| start_date | No | Window start, ISO YYYY-MM-DD. | |
| include_macro | No | Read the macro complex (QQQ, SPY, dollar index, 10-year yield, gold, VIX) and search macro news. | |
| include_technical | No | Run the blind technical read of the chart. | |
| include_company_news | No | Search company-specific catalysts. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||