Check whether moomoo OpenD is reachable and logged in. Read-only — cannot place, modify, or cancel orders.

Get current price, volume, % change, and other live data for one or more stock codes (e.g. 'US.AAPL', 'US.TSLA'). Read-only — cannot place, modify, or cancel orders.

Get current positions in the connected moomoo account. Read-only — cannot place, modify, or cancel orders. Does not by itself confirm whether the connected account is paper or live; cross-check with check_health if that matters for the current task.

Compute sector/symbol concentration for the current portfolio. Returns total market value, breakdown by sector and symbol, and a list of concentration_flags for any position exceeding a 25% threshold. This is a deterministic calculation, not a model estimate. Read-only.

Run the Bull Milker screener: turnover ratio, volume, and % change filters. Defaults are turnover 2-10%, volume 500k-5M, change 1-8% — override any bound to widen or narrow the scan. market is 'US', 'HK', 'SH', or 'SZ'. Read-only — returns candidates for you to evaluate, never places any order.

Bull Milker screener plus PE ratio filtering and short-interest enrichment (short_sell_rate, short_available_volume) per result.

Each result includes an institutional_pct field that is always None — moomoo's public OpenAPI does not expose institutional ownership data. Treat None as "unknown, not available," never as "0%." Read-only — returns candidates for you to evaluate, never places any order.

Compiles filled trades into quarterly buckets labeled Q126, Q226, Q326, Q426, etc. (Q<2-digit year>). Each quarter includes trade count, buy/sell split, gross notional traded, and symbols traded. No cost-basis matching — for realized gains/losses use get_quarterly_tax_summary instead.

start/end are 'YYYY-MM-DD' strings. If start is omitted, moomoo's default lookback (~90 days) applies and older quarters will be incomplete — the response includes a '_lookback_warning' field in that case. Read-only, works on paper trading (defaults to SIMULATE).

Realized capital gain/loss by quarter (Q126 format), split into short-term and long-term, using FIFO cost-basis matching against your LIVE trading account's deal history.

IMPORTANT — LIVE ACCOUNT, NOT TAX ADVICE:

• Reads your real account's historical deals. Read-only — cannot place, modify, or cancel orders. Requires TAX_AUDIT_ENABLE_LIVE=true in the server's .env; if that's not set, this raises a clear error rather than silently failing or falling back to paper data.

• Cost basis uses FIFO (IRS default absent another election). If your broker uses average-cost or specific-lot-ID, these figures won't match your official 1099-B exactly.

• Does not account for wash sales, dividends, or corporate actions (splits/mergers) affecting cost basis.

• Present any numbers from this tool as a planning estimate to reconcile against the broker's 1099-B, never as a final tax figure.

start/end are 'YYYY-MM-DD' strings — for a full tax year, pass an explicit start (e.g. start='2026-01-01'), since the ~90-day default lookback will otherwise silently miss earlier quarters.