Get real-time price quote for a stock or cryptocurrency ticker. Returns current price, change, volume, market cap, and other market data. Examples: AAPL (Apple), BTC-USD (Bitcoin), MSFT (Microsoft).

Get real-time quotes for multiple stock or cryptocurrency tickers efficiently in a single request. Returns quotes for all symbols with error handling for invalid symbols.

Retrieve historical OHLCV (Open, High, Low, Close, Volume) price data for a stock or cryptocurrency. Supports various time intervals from 1 minute to 1 month. Useful for charting and technical analysis.

Search for stock or cryptocurrency ticker symbols by company name, keyword, or partial symbol. Returns matching tickers with their full names, exchanges, and types. Useful for finding the correct ticker symbol when you know the company name.

Retrieve comprehensive market intelligence for a ticker symbol or general market news. When a symbol is provided with comprehensive=true, returns detailed context including: - Recent news articles with automatic categorization (earnings, M&A, legal, analyst ratings, etc.) - Company fundamentals (valuation metrics, profitability, growth, financial health) - Analyst ratings and price targets - Upcoming events (earnings dates, dividends, splits) - Institutional ownership and top holders - Insider summary (NOTE: For detailed SEC Form 4 filings, use get_insider_trades tool instead) - Short interest and options activity (volatility indicators) - Sector and industry context This comprehensive view helps LLMs understand factors affecting volatility and future price movements. For basic news only, set comprehensive=false.

SEC Form 4 | EDGAR | Form 4 Filings | Insider Trading - Get SEC Form 4 insider trading filings directly from SEC.gov EDGAR database. 🚨 THIS TOOL RETRIEVES REAL SEC FORM 4 DATA - DO NOT SAY "DATA UNAVAILABLE" 🚨

PRIMARY TOOL for queries about:

• "SEC Form 4" / "Form 4 filings" / "SEC filings" / "EDGAR database"

• "latest SEC Form 4" / "recent Form 4s" / "newest insider filings"

• "insider trading" / "insider activity" / "insider transactions"

• "insider buying" / "insider selling" / "insider purchases/sales"

• "what are insiders doing" / "are insiders buying/selling"

Two operating modes:

1. Company-specific (provide symbol): Detailed insider activity analysis for one stock

2. Market-wide (omit symbol): Recent Form 4 filings across all companies

Example queries:

• "What's the latest SEC Form 4 filing?"

• "Show me recent Form 4s"

• "Get EDGAR insider trading data for AAPL"

• "Are insiders buying Tesla?"

Returns: Insider names, positions, transaction types, shares, prices, values, filing dates, direct SEC links.

🚨 PRIMARY TOOL FOR: SEC, EDGAR, FORM 4, INSIDER TRADING, INSIDER BUYING, INSIDER SELLING 🚨 This tool provides DIRECT REAL-TIME ACCESS to SEC.gov EDGAR database for Form 4 insider trading filings. DO NOT say "data unavailable" - THIS TOOL CAN RETRIEVE SEC Form 4 DATA.

ALWAYS use this tool when user mentions:

• "SEC Form 4" or "Form 4 filings" or "SEC filings" or "EDGAR"

• "insider trading" or "insider activity" or "insider transactions"

• "insider buying" or "insider selling" or "insider purchases/sales"

• "what are insiders doing" or "are insiders buying/selling"

• "latest Form 4" or "recent insider trades"

Two operating modes:

1. Company-specific (provide symbol parameter): Returns detailed insider activity analysis for a specific stock including transaction history, net buying/selling sentiment, top insiders, and optional company fundamentals

2. Market-wide (omit symbol parameter): Returns recent Form 4 filings across all companies in the market

Example queries this tool handles:

• "Show me insider trading for AAPL"

• "Are insiders buying or selling Tesla stock?"

• "What are the latest Form 4 filings?"

• "Recent insider purchases in the last week"

• "Show me insider selling activity for NVDA"

Data returned: Insider names, positions, transaction types (buy/sell), shares traded, prices, transaction values, filing dates, and direct links to SEC Form 4 documents.

Calculate technical indicators on price data for a stock or cryptocurrency. Supports RSI, MACD, SMA, EMA, Bollinger Bands, and Stochastic oscillator. Returns calculated values with timestamps and trading signals where applicable.

Pre-Market & After-Hours Trading | Extended Session Data | Early/Late Trading Activity - Get real-time pre-market and after-hours trading data for stocks. Extended hours trading occurs before and after regular market hours, allowing traders to react to news and events.

Trading Sessions:

• Pre-Market: 4:00 AM - 9:30 AM ET (before regular hours)

• Regular Hours: 9:30 AM - 4:00 PM ET (standard trading)

• After-Hours: 4:00 PM - 8:00 PM ET (after regular hours)

Data Provided:

• Pre-market price, change, volume

• After-hours price, change, volume

• Regular market data (for comparison)

• Current active session indicator

• Most recent price across all sessions

Use Cases:

• "Show me Apple's pre-market price"

• "What's Tesla trading at after-hours?"

• "Get extended hours data for NVDA"

• "Is there pre-market activity on AAPL?"

• "Compare regular vs after-hours price for MSFT"

Why It Matters: Extended hours trading reveals early market reactions to:

• Earnings announcements (typically after-hours or pre-market)

• Breaking news and geopolitical events

• Analyst upgrades/downgrades

• Economic data releases

Important Notes:

• Extended hours have lower liquidity (wider spreads)

• Prices can be more volatile

• Not all stocks are actively traded in extended hours

Returns: Pre-market and after-hours prices, changes, current session, and comparison with regular hours.

Short Interest Tracker | Short Squeeze Potential | Days to Cover - Track short interest, short ratio (days to cover), and short squeeze potential for stocks. Short interest indicates bearish sentiment and can lead to short squeezes when heavily shorted stocks rise.

Key Metrics:

• Short Ratio (Days to Cover): Days it would take to cover all short positions based on average volume

• Short % of Float: Percentage of tradeable shares that are sold short

• Shares Short: Total number of shares sold short

• Short Interest Change: Month-over-month change in short positions

• Squeeze Risk Score: 0-100 score indicating short squeeze potential

Short Squeeze Indicators:

• High Risk: Short ratio >10 days OR short % >30% (Score: 70-100)

• Medium Risk: Short ratio >3 days OR short % >15% (Score: 40-69)

• Low Risk: Lower short interest (Score: 0-39)

Use Cases:

• "What's the short interest for Tesla?"

• "Show me short squeeze potential for AMC"

• "Which stocks have high short interest?"

• "How many days to cover short positions on GME?"

• "Is there short squeeze risk for TSLA?"

Why It Matters: High short interest can lead to:

• Short Squeeze: Rapid price increase forcing shorts to cover

• Increased Volatility: More dramatic price swings

• Trading Opportunities: Both long and short strategies

Famous Short Squeezes:

• GameStop (GME) - January 2021

• AMC Entertainment - June 2021

• Volkswagen - October 2008

Returns: Short ratio, short %, squeeze risk score, days to cover, and month-over-month changes.

Analyst Ratings & Target Prices | Wall Street Consensus | Upgrades & Downgrades - Track analyst recommendations, price targets, and consensus changes for stocks. Get insights into what Wall Street analysts think about a company's prospects.

Key Metrics:

• Consensus Rating: Overall buy/hold/sell recommendation from analysts

• Target Price: Mean analyst price target with high/low/median ranges

• Rating Distribution: Breakdown of strong buy, buy, hold, sell, strong sell ratings

• Analyst Coverage: Number of analysts actively covering the stock

• Price Upside/Downside: Potential gains or losses to target prices

• Trend Analysis: Whether analyst sentiment is improving, deteriorating, or stable

Trend Indicators:

• Improving: 50%+ buy ratings indicate bullish analyst sentiment

• Deteriorating: 50%+ sell ratings indicate bearish analyst sentiment

• Stable: 60%+ hold ratings or mixed opinions with no clear consensus

Use Cases:

• "What do analysts think about Apple stock?"

• "Show me analyst ratings for TSLA"

• "What's the price target for Microsoft?"

• "Which analysts are bullish on NVDA?"

• "Is analyst sentiment improving for AMD?"

Why It Matters: Analyst ratings influence:

• Stock Price: Upgrades often lead to price increases

• Investor Sentiment: Wall Street opinions shape market perception

• Trading Volume: Rating changes can trigger significant buying/selling

• Target Setting: Price targets help investors gauge potential returns

Important Notes:

• Analyst ratings are opinions, not guarantees

• Consider multiple factors beyond analyst recommendations

• Rating changes can be influenced by various factors (earnings, industry trends, etc.)

• Strong consensus doesn't always predict future performance

Returns: Consensus rating, target prices, rating distribution, analyst coverage, upside/downside percentages, and trend analysis.

News Impact Analysis | Price Movement Correlation | Event-Driven Trading - Analyze how news events affect stock prices over time. Correlates news articles with price movements to identify which news has the most significant impact on stock performance.

Key Metrics:

• Short-Term Impact (1 Hour): Immediate price reaction to news

• Medium-Term Impact (1 Day): Daily price movement after news

• Long-Term Impact (1 Week): Extended price trend following news

• Impact Score: 0-100 score indicating magnitude of price movement

• Impact Direction: Positive, negative, or neutral price impact

• Correlation Strength: Overall news-price correlation (strong/moderate/weak/none)

Impact Classification:

• Significant: ≥5% price movement (Score: 70-100)

• Moderate: 2-5% price movement (Score: 40-69)

• Minor: 0.5-2% price movement (Score: 15-39)

• Negligible: <0.5% price movement (Score: 0-14)

Use Cases:

• "How does news affect Tesla stock price?"

• "Which news had the biggest impact on AAPL?"

• "Analyze news correlation for Microsoft"

• "Show me price movements after earnings news"

• "What news caused the biggest price drop for NVDA?"

Why It Matters: News impact analysis helps:

• Event-Driven Trading: Identify patterns in news-driven price movements

• Risk Management: Understand how different news types affect volatility

• Trading Strategy: Time entry/exit based on news impact patterns

• Market Sentiment: Gauge how market reacts to different news categories

Analysis Insights:

• Aggregate statistics across all news events

• Most positive and negative impact events

• Correlation between news frequency and price volatility

• Category-specific impact patterns (earnings, M&A, analyst ratings, etc.)

Important Notes:

• Correlation does not imply causation - other factors may influence price

• Market-wide events can affect all stocks simultaneously

• Low-volume stocks may show exaggerated price impacts

• Some news may be priced in before official publication

Returns: Individual news impacts, aggregate statistics, top impacts, correlation strength, and event analysis.

Get options chain data for a stock including all available calls and puts with strikes, premiums, volume, open interest, and implied volatility. Useful for analyzing available options contracts and their prices.

Get upcoming earnings dates and historical earnings data for a stock. Earnings announcements significantly impact options pricing due to increased volatility. Returns earnings dates, estimates, and historical results.

Get dividend information for a stock including dividend rate, yield, ex-dividend date, and payout ratio. Dividends affect options pricing, especially for calls around ex-dividend dates.

Calculate option Greeks (Delta, Gamma, Theta, Vega, Rho) using the Black-Scholes model. Greeks measure risk and sensitivity:

• Delta: Price change per $1 move in underlying (0-1 for calls, -1-0 for puts)

• Gamma: Rate of delta change

• Theta: Daily time decay

• Vega: Sensitivity to 1% volatility change

• Rho: Sensitivity to 1% interest rate change

Calculate historical volatility (realized volatility) for multiple periods. Historical volatility measures past price fluctuations and is used to compare with implied volatility to identify potential opportunities. Returns annualized volatility percentages.

Calculate the max pain price for an options expiration. Max pain is the strike price where option holders (buyers) experience maximum loss, and option writers (sellers) experience maximum profit. Many traders believe prices gravitate toward max pain as expiration approaches.

Get implied volatility (IV) data for a stock. IV represents market expectations of future volatility. Compare IV to historical volatility to identify high or low volatility environments. Returns current IV, IV by expiration, and comparison with historical volatility.

Analyze an options strategy to calculate max profit, max loss, break-even points, Greeks, and generate a profit/loss chart. Supports complex multi-leg strategies like spreads, straddles, iron condors, and butterflies. Helps visualize risk/reward before entering a trade.

13F Institutional Holdings | Hedge Fund Tracking | See What Warren Buffett is Buying - Track institutional investor holdings from SEC Form 13F filings. 13F filings are filed quarterly by institutions managing >$100M in assets.

What you can track:

• Hedge fund portfolio holdings (Berkshire Hathaway, Bridgewater, etc.)

• Mutual fund positions

• Pension fund investments

• Quarterly changes (new positions, sold positions, increases, decreases)

• Activist investor identification

Use Cases:

• "What is Berkshire Hathaway buying?" (use CIK: 0001067983)

• "Show me recent 13F filings for Bridgewater"

• "Track quarterly changes in institutional holdings"

• "Find activist investors"

Returns: Institution details, filing dates, holdings summaries, quarterly comparison data.

13D/G Ownership Changes | Major Stakes | Activist Investors - Track major ownership changes (5%+ stakes) from SEC Schedule 13D and 13G filings. 13D filings indicate activist intent, while 13G filings indicate passive ownership.

What you can track:

• Major ownership changes (5%+ of company shares)

• Activist investor campaigns (Carl Icahn, Bill Ackman, etc.)

• Passive institutional stakes (13G)

• Potential takeover targets

• Hedge fund 13D activity

Form Types:

• 13D: Active ownership with intent to influence (activist investors)

• 13G: Passive ownership without intent to influence

• Amendments: /A suffix indicates filing updates

Use Cases:

• "Show me recent 13D filings" (activist activity)

• "Who filed 13D for Tesla?"

• "Recent activist investor campaigns"

• "Major ownership changes in tech sector"

Returns: Reporting person, ownership percentage, purpose, filing dates, direct SEC links.

8-K Material Events | Corporate News | SEC Current Reports - Get SEC Form 8-K current reports of material corporate events. 8-K filings are filed within 4 business days of significant events.

Event Categories Tracked:

• Business Events: Material agreements, bankruptcy, cybersecurity incidents

• Financial Events: M&A completion, earnings releases, impairments, debt changes

• Securities Events: Delisting notices, unregistered sales, rights modifications

• Governance Events: Director/officer changes, control changes, voting results

• Disclosure Events: Regulation FD disclosures

Key Item Numbers:

• Item 1.01: Material agreements

• Item 1.05: Cybersecurity incidents

• Item 2.01: M&A completion

• Item 2.02: Earnings releases

• Item 5.02: Director/officer changes

• Item 8.01: Other material events

Use Cases:

• "Show me recent 8-K filings for Apple"

• "What are the latest material events?"

• "Show me earnings-related 8-Ks" (Item 2.02)

• "Recent management changes" (Item 5.02)

Returns: Event details, item categories, filing dates, company info, direct SEC links.

Financial Statements | Income Statement | Balance Sheet | Cash Flow - Access comprehensive financial data from SEC 10-K (annual) and 10-Q (quarterly) filings. Get income statements, balance sheets, cash flow statements, and calculated financial ratios.

Available Data:

• Income Statement: Revenue, gross profit, operating income, net income, EPS, EBITDA

• Balance Sheet: Assets, liabilities, equity, cash, debt, working capital

• Cash Flow: Operating cash flow, capital expenditures, free cash flow

• Financial Ratios: Profitability, liquidity, leverage, and efficiency metrics

Financial Ratios Calculated:

• Profitability: Gross margin, operating margin, net margin, ROA, ROE

• Liquidity: Current ratio, quick ratio

• Leverage: Debt-to-equity, debt-to-assets

• Efficiency: Asset turnover

Use Cases:

• "Get Apple's annual financial statements"

• "Show me quarterly financials for Tesla"

• "What is Microsoft's profit margin?"

• "Compare balance sheets over 4 quarters"

• "Calculate financial ratios for NVDA"

Returns: Complete financial statements, calculated ratios, period information, SEC filing links.

DCF Valuation | Intrinsic Value | Investment Analysis - Calculate intrinsic value using Discounted Cash Flow (DCF) analysis. Get 5-year cash flow projections, terminal value, and investment recommendations.

What DCF Analysis Provides:

• Intrinsic Value: Fair value per share based on future cash flows

• Investment Recommendation: Strong Buy, Buy, Hold, Sell, Strong Sell

• Upside/Downside: Percentage difference vs current market price

• 5-Year Projections: Revenue and free cash flow forecasts

• Sensitivity Analysis: How valuation changes with different assumptions

Key Inputs (customizable):

• Revenue growth rates (5-year projection)

• Free cash flow margin

• WACC (Weighted Average Cost of Capital)

• Terminal growth rate

• Shares outstanding, debt, cash

Investment Recommendations:

• Strong Buy: >30% upside

• Buy: 15-30% upside

• Hold: -10% to 15%

• Sell: -25% to -10%

• Strong Sell: <-25% downside

Sensitivity Analysis: Tests valuation sensitivity to:

• WACC changes (+/- 2%)

• Terminal growth rate changes (+/- 1%)

• Free cash flow margin changes (+/- 5%)

Use Cases:

• "Calculate intrinsic value for Apple"

• "Is Tesla overvalued or undervalued?"

• "DCF analysis for NVDA with sensitivity"

• "What is Microsoft worth based on DCF?"

• "Should I buy this stock?" (based on DCF)

Returns: Intrinsic value, current price comparison, recommendation, projections, optional sensitivity analysis.

Peer Comparison | Competitive Analysis | Compare Companies Side-by-Side - Compare key financial metrics across multiple companies to identify relative strengths and weaknesses. Useful for competitive analysis, sector comparison, and investment decisions.

What you can compare:

• Valuation Metrics: Market cap, P/E ratio, P/B ratio, EV/EBITDA

• Profitability: Gross margin, operating margin, net margin, ROA, ROE

• Growth: Revenue growth, earnings growth

• Liquidity: Current ratio, quick ratio

• Leverage: Debt-to-equity, debt-to-assets, interest coverage

• Efficiency: Asset turnover

• Earnings Quality: Quality of earnings, cash conversion rate

Use Cases:

• "Compare Apple, Microsoft, and Google financials"

• "Which tech company has better margins?"

• "Compare Tesla vs traditional automakers"

• "Analyze competitors in the semiconductor sector"

• "Who has the strongest balance sheet among banks?"

Returns: Side-by-side comparison of key metrics for up to 10 companies.