Get RSI analysis for a given ticker.

Get MACD analysis for a given ticker.

Get support and resistance levels for a given ticker.

Get comprehensive technical analysis for a given ticker with enhanced logging and timeout handling.

This enhanced version provides:

• Step-by-step logging for debugging

• 25-second timeout to prevent hangs

• Comprehensive error handling

• Guaranteed JSON-RPC responses

Generate a comprehensive technical analysis chart with enhanced error handling.

This enhanced version provides:

• 15-second timeout for chart generation

• Progressive chart sizing for Claude Desktop compatibility

• Detailed logging for debugging

• Graceful fallback on errors

Get top Maverick stocks from the screening results.

DISCLAIMER: Stock screening results are for educational and research purposes only. This is not investment advice. Past performance does not guarantee future results. Always conduct thorough research and consult financial professionals before investing.

The Maverick screening strategy identifies stocks with:

• High momentum strength

• Technical patterns (Cup & Handle, consolidation, etc.)

• Momentum characteristics

• Strong combined scores

Get top Maverick Bear stocks from the screening results.

DISCLAIMER: Bearish screening results are for educational purposes only. This is not advice to sell short or make bearish trades. Short selling involves unlimited risk potential. Always consult financial professionals before trading.

The Maverick Bear screening identifies stocks with:

• Weak momentum strength

• Bearish technical patterns

• Distribution characteristics

• High bear scores

Get stocks showing supply/demand breakout patterns from accumulation.

This screening identifies stocks in the demand expansion phase with:

• Price above all major moving averages (demand zone)

• Moving averages in proper alignment indicating accumulation (50 > 150 > 200)

• Strong momentum strength showing institutional interest

• Market structure indicating supply absorption and demand dominance

Get comprehensive screening results from all strategies.

This tool returns the top stocks from each screening strategy:

• Maverick Bullish: High momentum growth stocks

• Maverick Bearish: Weak stocks for short opportunities

• Supply/Demand Breakouts: Stocks breaking out from accumulation phases

Returns: Dictionary containing all screening results organized by strategy

Get stocks filtered by specific screening criteria.

This tool allows custom filtering across all screening results based on:

• Momentum score rating

• Volume requirements

• Price constraints

• Sector preferences

Add a stock position to your portfolio.

This tool adds a new position or increases an existing position in your portfolio. If the ticker already exists, it will average the cost basis automatically.

Get your complete portfolio with all positions and performance metrics.

This tool retrieves your entire portfolio including:

• All stock positions with cost basis

• Current market values (if prices available)

• Profit/loss for each position

• Portfolio-wide performance metrics

Remove shares from a position in your portfolio.

This tool removes some or all shares of a stock from your portfolio. If no share count is specified, the entire position is removed.

Clear all positions from your portfolio.

CAUTION: This removes all positions from the specified portfolio. This action cannot be undone.

Perform risk-adjusted stock analysis with position sizing.

DISCLAIMER: This analysis is for educational purposes only and does not constitute investment advice. All investments carry risk of loss. Always consult with qualified financial professionals before making investment decisions.

This tool analyzes a stock with risk parameters tailored to different investment styles. It provides:

• Position sizing recommendations based on ATR

• Stop loss suggestions

• Entry points with scaling

• Risk/reward ratio calculations

• Confidence score based on technicals

Portfolio Integration: If you already own this stock, the analysis includes:

• Current position details (shares, cost basis, unrealized P&L)

• Position sizing relative to existing holdings

• Recommendations for averaging up/down

The risk_level parameter (0-100) adjusts the analysis from conservative (low) to aggressive (high).

Compare multiple tickers using technical and fundamental metrics.

This tool provides side-by-side comparison of stocks including:

• Price performance

• Technical indicators (RSI, trend strength)

• Volume characteristics

• Momentum strength ratings

• Risk metrics

Portfolio Integration: If no tickers are provided, automatically compares all positions in your portfolio, making it easy to see which holdings are performing best.

Analyze correlation between multiple securities.

DISCLAIMER: This correlation analysis is for educational purposes only. Past correlations do not guarantee future relationships between securities. Always diversify appropriately and consult with financial professionals.

This tool calculates the correlation matrix for a portfolio of stocks, helping to identify:

• Highly correlated positions (diversification issues)

• Negative correlations (natural hedges)

• Overall portfolio correlation metrics

Portfolio Integration: If no tickers are provided, automatically analyzes correlation between all positions in your portfolio, helping you understand diversification and identify concentration risk.

Fetch historical stock data for a given ticker symbol.

This is the primary tool for retrieving stock price data. It uses intelligent caching to minimize API calls and improve performance.

Updated to use separated services following Single Responsibility Principle.

Fetch historical data for multiple tickers efficiently.

This tool fetches data for multiple stocks in a single call, which is more efficient than calling fetch_stock_data multiple times.

Updated to use separated services following Single Responsibility Principle.

Get detailed fundamental information about a stock.

This tool retrieves comprehensive stock information including:

• Company description and sector

• Market cap and valuation metrics

• Financial ratios

• Trading information

Get optional Adanos market sentiment data for stocks.

Get news sentiment analysis for a stock using Tiingo News API or LLM analysis.

This enhanced tool provides reliable sentiment analysis by:

• Using Tiingo's news API if available (requires paid plan)

• Analyzing sentiment with LLM (Claude/GPT)

• Falling back to research-based sentiment

• Never failing due to missing EXTERNAL_DATA_API_KEY

Get cached price data directly from the database.

This tool retrieves data from the local cache without making external API calls. Useful for checking what data is available locally.

Provide links to various financial charting websites.

This tool generates URLs to popular financial websites where detailed stock charts can be viewed, including:

• TradingView (advanced charting)

• Finviz (visual screener)

• Yahoo Finance (comprehensive data)

• StockCharts (technical analysis)

Clear cached data for a specific ticker or all tickers.

This tool helps manage the local cache by removing stored data, forcing fresh data retrieval on the next request.

Get comprehensive system performance health report.

This tool provides an overall health assessment of the MaverickMCP system, including Redis connectivity, cache performance, database query metrics, and index usage analysis. Use this for general system health monitoring.

Get Redis connection pool health and performance metrics.

This tool provides detailed information about Redis connectivity, connection pool status, operation latency, and basic health tests. Use this when diagnosing Redis-related performance issues.

Returns: Redis health status and connection metrics

Get cache performance metrics and optimization suggestions.

This tool provides cache hit/miss ratios, operation latencies, Redis memory usage, and performance test results. Use this to optimize caching strategies and identify cache bottlenecks.

Returns: Cache performance metrics and test results

Get database query performance metrics and connection pool status.

This tool provides database query statistics, slow query detection, connection pool metrics, and database health tests. Use this to identify database performance bottlenecks and optimization opportunities.

Returns: Database performance metrics and query statistics

Analyze database index usage and provide optimization recommendations.

This tool examines database index usage statistics, identifies missing indexes, analyzes table scan patterns, and provides specific recommendations for database performance optimization. Use this for database tuning.

Returns: Database index analysis and optimization recommendations

Analyze cache usage patterns and recommend optimal configuration.

This tool analyzes current cache hit rates, memory usage, and access patterns to recommend optimal TTL values, cache sizes, and configuration settings for maximum performance. Use this for cache tuning.

Returns: Cache optimization analysis and recommended settings

Clear specific performance caches for maintenance or testing.

This tool allows selective clearing of different cache types:

• stock_data: Stock price and company information caches

• screening: Maverick and trending stock screening caches

• market_data: High volume and market analysis caches

• all: Clear all performance caches

Use this for cache maintenance, testing, or when stale data is suspected.

List all available LangGraph agents and their capabilities.

Returns: Information about available agents and personas

Analyze market conditions using an AI agent with specified persona and strategy.

Get streaming analysis from an AI agent for real-time updates.

Compare analysis results across different investor personas.

Perform orchestrated multi-agent analysis with intelligent routing.

Perform deep financial research on a topic with AI agents.

Compare analysis results from multiple agent types side by side.

Perform comprehensive research on any financial topic using web search and AI analysis.

Enhanced features:

• Generous timeout (basic: 120s, standard: 240s, comprehensive: 360s, exhaustive: 600s)

• Intelligent source optimization

• Parallel LLM processing

• Progressive token budgeting

• Partial results on timeout

Perform comprehensive research on a specific company.

Features:

• Financial metrics analysis

• Market sentiment assessment

• Competitive positioning

• Investment recommendations

Analyze market sentiment for a specific topic or sector.

Features:

• Real-time sentiment extraction

• News and social media analysis

• Investor opinion aggregation

• Trend identification

Get comprehensive system health status.

Returns detailed information about all system components including:

• Overall health status

• Component-by-component status

• Resource utilization

• Circuit breaker states

• Performance metrics

Returns: Dictionary containing complete system health information

Get status of a specific component or all components.

Get status of all circuit breakers.

Returns information about circuit breaker states, failure counts, and performance metrics for all external API connections.

Returns: Dictionary containing circuit breaker status information

Get current system resource usage.

Returns information about CPU, memory, disk usage, and other system resources being consumed by the backtesting system.

Returns: Dictionary containing resource usage information

Get comprehensive status dashboard data.

Returns aggregated health status, performance metrics, alerts, and historical trends for the entire backtesting system.

Returns: Dictionary containing complete dashboard information

Reset a specific circuit breaker.

Get historical health data for trend analysis.

Returns recent health check history including component status changes, resource usage trends, and system performance over time.

Returns: Dictionary containing historical health information

Run comprehensive health diagnostics.

Performs a complete system health check including all components, circuit breakers, resource usage, and generates a diagnostic report with recommendations.

Returns: Dictionary containing diagnostic results and recommendations

Run a VectorBT backtest with specified strategy and parameters.

Optimize strategy parameters using VectorBT grid search.

Perform walk-forward analysis to test strategy robustness.

Run Monte Carlo simulation on backtest results.

Compare multiple strategies on the same symbol.

List all available VectorBT strategies with descriptions.

Returns: Dictionary of available strategies and their information

Parse natural language strategy description into VectorBT parameters.

Backtest a strategy across multiple symbols (portfolio).

Generate comprehensive charts for a backtest.

Generate chart for strategy parameter optimization.

Run backtest using ML-enhanced strategies.

Train an ML predictor model for trading signals.

Analyze market regimes for a stock using ML methods.

Create and backtest a strategy ensemble across multiple symbols.

Discover all available capabilities of the MaverickMCP server.

This tool provides comprehensive information about:

• Available strategies (traditional and ML)

• Tool categories and their functions

• Parameter requirements for each strategy

• Example usage patterns

Use this as your first tool to understand what's available.

List all available backtesting strategies with their parameters.

Returns detailed information about each strategy including:

• Strategy name and description

• Required and optional parameters

• Default parameter values

• Example usage

Get detailed help for a specific strategy.

Query the agent decision audit trail.

Returns recent decision records showing query classifications, agent routing, token usage, cost estimates, and outcomes.

Get tool registry status including rate limits and available tool categories.

Returns current rate limit usage and configuration for every tool category. Useful for monitoring tool availability and diagnosing rate-limit issues.

Returns: Dictionary with rate_limits (current usage) and tool_categories (config).

Create a persistent price/indicator alert signal. The condition dict must specify 'indicator' (price, rsi, volume, sma), 'operator' (lt, gt, lte, gte, spike, crosses_above, crosses_below), and 'threshold' (numeric, not needed for spike).

Update an existing signal's label, condition, interval, or active status.

List all configured signals, optionally filtering to active-only.

Delete a signal alert by ID.

Manually trigger evaluation of all active signals against current market data. Returns a list of evaluation results including which signals triggered.

Detect the current market regime (bull, bear, choppy, or transitional) using SPY price data and a composite multi-factor scoring model.

Retrieve recorded market regime events from the database.

Backtest a saved signal definition against historical OHLCV data. Walks the data bar-by-bar through the live signal evaluation engine so the entry/exit edges match what the signal would produce in production. Returns trade list and summary metrics (total return, win rate, Sharpe, max drawdown).

Get recent screening changes (symbol entries and exits). Optionally filter by screen_name. Returns up to limit changes, ordered newest-first.

Get screening run history for a specific symbol — showing each run in which the symbol appeared. Optionally filter by screen_name.

Register scheduling intent for a named screen. Records the screen name and interval in the database for future integration with the scheduler. Actual periodic execution is wired during the integration pass.

Return overall status of the screening pipeline — latest run per screen, result counts, and any configured scheduled jobs.

Add an open trade to the journal. Record the symbol, side (long/short), entry price, and number of shares. Optionally include a rationale, strategy tags, and notes. Entry date defaults to now.

Close an existing open trade by entry ID. Provide the exit price; exit date defaults to now. PnL is automatically computed (long: exit-entry, short: entry-exit). Strategy performance metrics are recomputed for all tags on this trade.

List trades from the journal. Optionally filter by symbol, status (open/closed), or strategy tag. Returns up to limit trades (default 50), newest first.

Return aggregated performance metrics for a strategy tag: win/loss count, total PnL, average win/loss, expectancy, and profit factor. Metrics are based on all closed trades tagged with this strategy.

Compare all strategies ranked by expectancy (highest first). Shows win/loss counts, total PnL, and key metrics for each strategy tag.

Return full details for a trade entry by ID, including all computed metrics. Shows entry/exit prices, PnL, tags, rationale, and notes.

Create a new named watchlist for tracking ticker symbols. The name must be unique. An optional description can be provided.

Add a ticker symbol to an existing watchlist. Optional notes can capture the thesis or context for watching the symbol.

Remove a ticker symbol from a watchlist.

Generate a scored intelligence brief for every symbol on a watchlist. Each entry includes: active signal count, upcoming catalyst flag (within 30 days), days on watchlist, and notes. Results are sorted by active signals descending.

List upcoming catalyst events (earnings, ex-dividend, FDA decisions, etc.) within a given number of days from today. Optionally filter to a specific list of ticker symbols.

Compute a full risk dashboard for the named portfolio. Returns total value, sector concentration, parametric VaR (95 and 99 confidence), and total unrealised P&L.

Pre-trade risk check: shows how adding a new position would affect portfolio risk. Returns current vs projected metrics including sector concentration and VaR.

Calculate position size adjusted for current market regime. Detects regime from SPY data, then scales risk percentage accordingly: bull = full risk, choppy/transitional = 75%, bear = 50%.

Generate current risk alerts for the named portfolio. Checks for sector concentration (>30% warning, >50% critical), oversized positions (>20%), and portfolio drawdown (>10% loss).

Get basic portfolio summary and stock analysis capabilities.

Returns available features and sample stock data.

Get sample watchlist with real-time stock data.

Provides stock data for popular tickers to demonstrate functionality.

Get comprehensive market overview including indices, sectors, and market breadth.

Provides full market data without restrictions.

Get upcoming economic events and indicators.

Provides full access to economic calendar data.