FolioFact
Read-only value-investing fund, holdings, financial, options, and insider research.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Befunde (4)
- LOWTool 'fund_holdings' description lacks action verbin fund_holdings
- LOWTool 'stock_insiders' description lacks action verbin stock_insiders
- LOWTool 'stock_options' description lacks action verbin stock_options
- LOWTool 'fetch_page' suggests web access but openWorldHint=falsein fetch_page
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~10,599Tokens (Tool-Definitionen)
~9.4 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (8.28% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"foliofact": {
"url": "https://foliofact.com/mcp"
}
}
}Remote-Endpunkte
https://foliofact.com/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (13)
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🟢search(query)
Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query (fund names, tickers, insider names).",
"examples": [
"Pabrai",
"BRK"
]
}
},
"required": [],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"query": {
"type": "string"
},
"results": {
"type": "object",
"required": [
"funds",
"stocks",
"insiders"
],
"properties": {
"funds": {
"type": "array",
"items": {
"type": "object",
"required": [
"slug",
"name",
"manager"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
},
"manager": {
"type": [
"string",
"null"
]
}
},
"additionalProperties": false
}
},
"stocks": {
"type": "array",
"items": {
"type": "object",
"required": [
"ticker",
"name",
"listing"
],
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"listing": {
"anyOf": [
{
"type": "object",
"required": [
"listed_on",
"event_type",
"recently_listed",
"source_url",
"disclosure_note"
],
"properties": {
"listed_on": {
"type": "string",
"format": "date"
},
"event_type": {
"type": "string",
"enum": [
"ipo",
"direct_listing",
"spin_off"
]
},
"recently_listed": {
"type": "boolean"
},
"source_url": {
"type": "string",
"format": "uri"
},
"disclosure_note": {
"type": "string"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
}
},
"insiders": {
"type": "array",
"items": {
"type": "object",
"required": [
"owner_name",
"owner_cik",
"latest_transaction_date",
"transactions_count"
],
"properties": {
"owner_name": {
"type": "string"
},
"owner_cik": {
"type": [
"string",
"null"
]
},
"latest_transaction_date": {
"type": [
"string",
"null"
],
"format": "date"
},
"transactions_count": {
"type": "integer"
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"query",
"results",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_fund(slug)
One fund's latest filing and its investors.
Eingabe-Schema
{
"type": "object",
"properties": {
"slug": {
"type": "string",
"description": "Fund slug (URL identifier).",
"examples": [
"pabrai-funds",
"marmara-capital"
]
}
},
"required": [
"slug"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"fund": {
"type": "object",
"required": [
"slug",
"name",
"manager"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
},
"manager": {
"type": [
"string",
"null"
]
}
},
"additionalProperties": false
},
"filing": {
"anyOf": [
{
"type": "object",
"required": [
"quarter",
"report_period_on",
"positions",
"total_value"
],
"properties": {
"quarter": {
"type": "string"
},
"report_period_on": {
"type": "string",
"format": "date"
},
"positions": {
"type": "integer"
},
"total_value": {
"type": "integer"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"investors": {
"type": "array",
"items": {
"type": "object",
"required": [
"slug",
"name"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"additionalProperties": false
}
},
"portfolio": {
"type": "object",
"required": [
"total_value",
"row_count"
],
"properties": {
"total_value": {
"type": "integer"
},
"row_count": {
"type": "integer"
}
},
"additionalProperties": false
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"fund",
"filing",
"investors",
"portfolio",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢fund_holdings(slug)
A fund's current portfolio positions with quarter-over-quarter change.
Eingabe-Schema
{
"type": "object",
"properties": {
"slug": {
"type": "string",
"description": "Fund slug (URL identifier)."
}
},
"required": [
"slug"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"fund": {
"type": "object",
"required": [
"slug",
"name"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"additionalProperties": false
},
"quarter": {
"type": [
"string",
"null"
]
},
"total_value": {
"type": "integer"
},
"holdings": {
"type": "array",
"items": {
"type": "object",
"required": [
"security",
"position_type",
"shares",
"value",
"percent_of_fund",
"change",
"change_percent"
],
"properties": {
"security": {
"type": "object",
"required": [
"ticker",
"name",
"listing"
],
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"listing": {
"anyOf": [
{
"type": "object",
"required": [
"listed_on",
"event_type",
"recently_listed",
"source_url",
"disclosure_note"
],
"properties": {
"listed_on": {
"type": "string",
"format": "date"
},
"event_type": {
"type": "string",
"enum": [
"ipo",
"direct_listing",
"spin_off"
]
},
"recently_listed": {
"type": "boolean"
},
"source_url": {
"type": "string",
"format": "uri"
},
"disclosure_note": {
"type": "string"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
},
"position_type": {
"type": "string",
"enum": [
"direct",
"call",
"put"
]
},
"shares": {
"type": [
"integer",
"null"
]
},
"value": {
"type": "integer"
},
"percent_of_fund": {
"type": [
"number",
"null"
]
},
"change": {
"type": "string",
"enum": [
"new",
"add",
"trim",
"hold",
"sold",
"unknown"
]
},
"change_percent": {
"type": [
"number",
"null"
]
}
},
"additionalProperties": false
}
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"fund",
"quarter",
"total_value",
"holdings",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢fund_history(slug)
Quarter-by-quarter filing history and a summary (turnover, concentration, favorites).
Eingabe-Schema
{
"type": "object",
"properties": {
"slug": {
"type": "string",
"description": "Fund slug (URL identifier)."
}
},
"required": [
"slug"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"fund": {
"type": "object",
"required": [
"slug",
"name"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"additionalProperties": false
},
"quarters": {
"type": "array",
"items": {
"type": "object",
"required": [
"quarter",
"report_period_on",
"value",
"holdings_count",
"truncated",
"visible_holdings_count"
],
"properties": {
"quarter": {
"type": "string"
},
"report_period_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"value": {
"type": "integer"
},
"holdings_count": {
"type": "integer"
},
"truncated": {
"type": "boolean"
},
"visible_holdings_count": {
"type": "integer"
}
},
"additionalProperties": false
}
},
"summary": {
"type": "object",
"required": [
"quarters_count",
"average_positions_count",
"latest_top_five_percent",
"average_top_five_percent",
"average_turnover_count",
"durable_positions_count",
"favorite_positions"
],
"properties": {
"quarters_count": {
"type": "integer"
},
"average_positions_count": {
"type": [
"number",
"null"
]
},
"latest_top_five_percent": {
"type": [
"number",
"null"
]
},
"average_top_five_percent": {
"type": [
"number",
"null"
]
},
"average_turnover_count": {
"type": [
"number",
"null"
]
},
"durable_positions_count": {
"type": "integer"
},
"favorite_positions": {
"type": "array",
"items": {
"type": "object",
"required": [
"ticker",
"name",
"quarters_held",
"latest_percent",
"latest_value"
],
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"quarters_held": {
"type": "integer"
},
"latest_percent": {
"type": [
"number",
"null"
]
},
"latest_value": {
"type": [
"integer",
"null"
]
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"fund",
"quarters",
"summary",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_stock(ticker)
One company as held by tracked funds: holders, values, and last-quarter moves.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (dots allowed, e.g. BRK.A).",
"examples": [
"AAPL",
"BRK.A"
]
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"listing": {
"anyOf": [
{
"type": "object",
"required": [
"listed_on",
"event_type",
"recently_listed",
"source_url",
"disclosure_note"
],
"properties": {
"listed_on": {
"type": "string",
"format": "date"
},
"event_type": {
"type": "string",
"enum": [
"ipo",
"direct_listing",
"spin_off"
]
},
"recently_listed": {
"type": "boolean"
},
"source_url": {
"type": "string",
"format": "uri"
},
"disclosure_note": {
"type": "string"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"total_value": {
"type": "integer"
},
"single_class": {
"type": "boolean"
},
"latest_earnings": {
"anyOf": [
{
"type": "object",
"required": [
"period",
"revision",
"published_at",
"teaser"
],
"properties": {
"period": {
"type": "object",
"required": [
"slug",
"label",
"kind",
"end_on"
],
"properties": {
"slug": {
"type": "string"
},
"label": {
"type": "string"
},
"kind": {
"type": "string",
"enum": [
"quarter",
"half_year",
"annual"
]
},
"end_on": {
"type": "string",
"format": "date"
}
},
"additionalProperties": false
},
"revision": {
"type": "integer"
},
"published_at": {
"type": [
"string",
"null"
],
"format": "date-time"
},
"teaser": {
"type": "object",
"required": [
"headline",
"summary",
"highlights"
],
"properties": {
"headline": {
"type": "string"
},
"summary": {
"type": "string"
},
"highlights": {
"type": "array",
"items": {
"type": "string"
},
"minItems": 3,
"maxItems": 3
}
},
"additionalProperties": false
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"positions": {
"type": "array",
"items": {
"type": "object",
"required": [
"fund",
"filing",
"value",
"percent_of_fund",
"shares",
"activity"
],
"properties": {
"fund": {
"type": "object",
"required": [
"slug",
"name"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
}
},
"additionalProperties": false
},
"filing": {
"type": "object",
"required": [
"quarter",
"report_period_on",
"positions",
"total_value"
],
"properties": {
"quarter": {
"type": "string"
},
"report_period_on": {
"type": "string",
"format": "date"
},
"positions": {
"type": "integer"
},
"total_value": {
"type": "integer"
}
},
"additionalProperties": false
},
"value": {
"type": "integer"
},
"percent_of_fund": {
"type": [
"number",
"null"
]
},
"shares": {
"type": [
"integer",
"null"
]
},
"activity": {
"anyOf": [
{
"type": "object",
"required": [
"change",
"buy",
"sell"
],
"properties": {
"change": {
"type": "string",
"enum": [
"new",
"add",
"trim",
"sold"
]
},
"buy": {
"type": "boolean"
},
"sell": {
"type": "boolean"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
}
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"ticker",
"name",
"listing",
"total_value",
"single_class",
"latest_earnings",
"positions",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢get_investor(slug)
One investor's portfolio links (funds they run or back) and featured fund.
Eingabe-Schema
{
"type": "object",
"properties": {
"slug": {
"type": "string",
"description": "Investor slug (URL identifier).",
"examples": [
"monish-pabrai",
"li-lu"
]
}
},
"required": [
"slug"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"investor": {
"type": "object",
"required": [
"slug",
"name",
"kind"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
},
"kind": {
"type": "string",
"enum": [
"person",
"organization"
]
}
},
"additionalProperties": false
},
"portfolios": {
"type": "array",
"items": {
"type": "object",
"required": [
"vehicle",
"fund",
"filing"
],
"properties": {
"vehicle": {
"type": "object",
"required": [
"name",
"vehicle_type"
],
"properties": {
"name": {
"type": "string"
},
"vehicle_type": {
"type": "string",
"enum": [
"investment_manager",
"private_fund",
"registered_fund",
"company",
"investment_arm",
"personal"
]
}
},
"additionalProperties": false
},
"fund": {
"type": "object",
"required": [
"slug",
"name",
"personal"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
},
"personal": {
"type": "boolean"
}
},
"additionalProperties": false
},
"filing": {
"anyOf": [
{
"type": "object",
"required": [
"quarter",
"report_period_on",
"positions",
"total_value"
],
"properties": {
"quarter": {
"type": "string"
},
"report_period_on": {
"type": "string",
"format": "date"
},
"positions": {
"type": "integer"
},
"total_value": {
"type": "integer"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
}
},
"featured_fund": {
"anyOf": [
{
"type": "object",
"required": [
"slug",
"name",
"filing"
],
"properties": {
"slug": {
"type": "string"
},
"name": {
"type": "string"
},
"filing": {
"anyOf": [
{
"type": "object",
"required": [
"quarter",
"report_period_on",
"positions",
"total_value"
],
"properties": {
"quarter": {
"type": "string"
},
"report_period_on": {
"type": "string",
"format": "date"
},
"positions": {
"type": "integer"
},
"total_value": {
"type": "integer"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"investor",
"portfolios",
"featured_fund",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢insider_feed(filter, q, page, per_page, sort, ...)
Recent Form 4/5 insider transactions across all held stocks, newest first. Filterable by transaction type and owner. Page 2+ requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"filter": {
"type": "string",
"description": "Transaction type filter.",
"enum": [
"all",
"open_market",
"buys",
"sells"
]
},
"q": {
"type": "string",
"description": "Owner name query."
},
"page": {
"type": "integer",
"description": "Page number (deep pages require Pro).",
"minimum": 1
},
"per_page": {
"type": "integer",
"description": "Rows per page.",
"minimum": 1,
"maximum": 100
},
"sort": {
"type": "string",
"description": "Sort column.",
"enum": [
"date",
"owner",
"shares",
"value"
]
},
"dir": {
"type": "string",
"description": "Sort direction.",
"enum": [
"asc",
"desc"
]
}
},
"required": [],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"coverage_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"filter": {
"type": "string",
"enum": [
"all",
"open_market",
"buys",
"sells"
]
},
"query": {
"type": "string"
},
"sort": {
"type": "string",
"enum": [
"date",
"owner",
"shares",
"value"
]
},
"dir": {
"type": "string",
"enum": [
"asc",
"desc"
]
},
"transactions": {
"type": "array",
"items": {
"type": "object",
"required": [
"date",
"filed_on",
"ticker",
"company",
"owner_name",
"owner_role",
"transaction_code",
"shares",
"price",
"value"
],
"properties": {
"date": {
"type": "string",
"format": "date"
},
"filed_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"ticker": {
"type": [
"string",
"null"
]
},
"company": {
"type": [
"string",
"null"
]
},
"owner_name": {
"type": [
"string",
"null"
]
},
"owner_role": {
"type": [
"string",
"null"
]
},
"transaction_code": {
"type": "string"
},
"shares": {
"type": "integer"
},
"price": {
"anyOf": [
{
"type": "string",
"pattern": "^-?[0-9]+(?:\\.[0-9]+)?$"
},
{
"type": "null"
}
]
},
"value": {
"type": "integer"
}
},
"additionalProperties": false
}
},
"pagination": {
"type": "object",
"required": [
"page",
"per_page",
"total",
"total_pages"
],
"properties": {
"page": {
"type": "integer"
},
"per_page": {
"type": "integer"
},
"total": {
"type": "integer"
},
"total_pages": {
"type": "integer"
}
},
"additionalProperties": false
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"coverage_on",
"filter",
"query",
"sort",
"dir",
"transactions",
"pagination",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢fetch_page(path)
Fetches an allowlisted public page as markdown/text: published blog posts (/blog/:slug), static pages (e.g. /agents, /api-docs, /about), and the agent discovery doc (/llms.txt).
Eingabe-Schema
{
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Public path, e.g. /blog/how-to-read-a-13f-without-overreading-it, /agents, or /llms.txt."
}
},
"required": [
"path"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"path": {
"type": "string"
},
"title": {
"type": "string"
},
"text": {
"type": "string"
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"path",
"text",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢stock_earnings(ticker, period, include_full)
The latest cited AI Earnings Report for one stock (or a stable period with `period`). Requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (dots allowed)."
},
"period": {
"type": "string",
"description": "Optional stable report slug, for example 2026-03-31-quarter."
},
"include_full": {
"type": "boolean",
"description": "Request full Pro analysis (always returned to Pro callers)."
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"access": {
"type": "string",
"enum": [
"teaser",
"full"
]
},
"report": {
"anyOf": [
{
"type": "object",
"required": [
"period",
"revision",
"published_at",
"teaser",
"body",
"sources",
"generation"
],
"properties": {
"period": {
"type": "object",
"required": [
"slug",
"label",
"kind",
"end_on"
],
"properties": {
"slug": {
"type": "string"
},
"label": {
"type": "string"
},
"kind": {
"type": "string",
"enum": [
"quarter",
"half_year",
"annual"
]
},
"end_on": {
"type": "string",
"format": "date"
}
},
"additionalProperties": false
},
"revision": {
"type": "integer"
},
"published_at": {
"type": [
"string",
"null"
],
"format": "date-time"
},
"teaser": {
"type": "object",
"required": [
"headline",
"summary",
"highlights"
],
"properties": {
"headline": {
"type": "string"
},
"summary": {
"type": "string"
},
"highlights": {
"type": "array",
"items": {
"type": "string"
},
"minItems": 3,
"maxItems": 3
}
},
"additionalProperties": false
},
"body": {
"anyOf": [
{
"type": "object",
"required": [
"headline",
"summary",
"highlights",
"metrics",
"key_changes",
"management",
"guidance",
"risks",
"historical_context",
"limitations"
],
"properties": {
"headline": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"summary": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"highlights": {
"type": "array",
"items": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"minItems": 3,
"maxItems": 3
},
"metrics": {
"type": "array",
"items": {
"type": "object",
"required": [
"label",
"value",
"comparison",
"source_ids"
],
"properties": {
"label": {
"type": [
"string",
"null"
]
},
"value": {
"type": [
"string",
"null"
]
},
"comparison": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"minItems": 1
},
"key_changes": {
"type": "array",
"items": {
"type": "object",
"required": [
"title",
"text",
"source_ids"
],
"properties": {
"title": {
"type": [
"string",
"null"
]
},
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"management": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"guidance": {
"type": "object",
"required": [
"text",
"source_ids",
"status"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
},
"status": {
"type": [
"string",
"null"
]
}
},
"additionalProperties": false
},
"risks": {
"type": "array",
"items": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"minItems": 1
},
"historical_context": {
"type": "object",
"required": [
"text",
"source_ids"
],
"properties": {
"text": {
"type": [
"string",
"null"
]
},
"source_ids": {
"type": "array",
"items": {
"type": "string"
}
}
},
"additionalProperties": false
},
"limitations": {
"type": "array",
"items": {
"type": "string"
},
"minItems": 1
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"title",
"form_type",
"filing_item",
"official_url",
"filed_on",
"accepted_at",
"content_digest"
],
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"form_type": {
"type": "string"
},
"filing_item": {
"type": [
"string",
"null"
]
},
"official_url": {
"type": "string",
"format": "uri"
},
"filed_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"accepted_at": {
"type": [
"string",
"null"
],
"format": "date-time"
},
"content_digest": {
"type": "string"
}
},
"additionalProperties": false
},
"minItems": 1
},
"generation": {
"type": "object",
"required": [
"model_id",
"opencode_version",
"schema_version",
"prompt_version"
],
"properties": {
"model_id": {
"const": "opencode/big-pickle"
},
"opencode_version": {
"type": [
"string",
"null"
]
},
"schema_version": {
"type": "string"
},
"prompt_version": {
"type": "string"
}
},
"additionalProperties": false
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"ticker",
"name",
"access",
"report",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢stock_financials(ticker)
Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (dots allowed)."
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"summary": {
"type": "object",
"required": [
"market_cap",
"enterprise_value",
"fcf_ev_yield_ttm",
"ocf_ev_yield_ttm",
"fcf_ev_yield_year",
"ocf_ev_yield_year",
"price",
"price_reported_on",
"price_basis_kind",
"valuation_observed_at",
"valuation_label",
"valuation_basis",
"revenue_growth_quarter",
"revenue_growth_year",
"revenue_growth_three_year_cagr",
"share_reduction_quarter",
"share_reduction_year",
"share_reduction_two_years",
"share_reduction_three_years"
],
"properties": {
"market_cap": {
"type": [
"integer",
"null"
]
},
"enterprise_value": {
"type": [
"integer",
"null"
]
},
"fcf_ev_yield_ttm": {
"type": [
"number",
"null"
]
},
"ocf_ev_yield_ttm": {
"type": [
"number",
"null"
]
},
"fcf_ev_yield_year": {
"type": [
"number",
"null"
]
},
"ocf_ev_yield_year": {
"type": [
"number",
"null"
]
},
"price": {
"type": "null"
},
"price_reported_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"price_basis_kind": {
"anyOf": [
{
"type": "string",
"enum": [
"daily_close",
"intraday",
"implied_13f"
]
},
{
"type": "null"
}
]
},
"valuation_observed_at": {
"type": [
"string",
"null"
],
"format": "date-time"
},
"valuation_label": {
"type": [
"string",
"null"
]
},
"valuation_basis": {
"type": "object",
"required": [
"statement_on",
"shares_on",
"price_on",
"measurement",
"estimated",
"description",
"unavailable_reason",
"ev_unavailable_reason",
"accession_number",
"source_url",
"mapping_sources",
"calculation_version",
"cash_flow_period"
],
"properties": {
"statement_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"shares_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"price_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"measurement": {
"type": [
"string",
"null"
]
},
"estimated": {
"type": "boolean"
},
"description": {
"type": "string"
},
"unavailable_reason": {
"type": [
"string",
"null"
]
},
"ev_unavailable_reason": {
"type": [
"string",
"null"
]
},
"accession_number": {
"type": [
"string",
"null"
]
},
"source_url": {
"type": [
"string",
"null"
]
},
"mapping_sources": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
]
},
"calculation_version": {
"type": "string"
},
"cash_flow_period": {
"type": [
"string",
"null"
]
}
},
"additionalProperties": false
},
"revenue_growth_quarter": {
"type": [
"number",
"null"
]
},
"revenue_growth_year": {
"type": [
"number",
"null"
]
},
"revenue_growth_three_year_cagr": {
"type": [
"number",
"null"
]
},
"share_reduction_quarter": {
"type": [
"number",
"null"
]
},
"share_reduction_year": {
"type": [
"number",
"null"
]
},
"share_reduction_two_years": {
"type": [
"number",
"null"
]
},
"share_reduction_three_years": {
"type": [
"number",
"null"
]
}
},
"additionalProperties": false
},
"series": {
"type": "object",
"required": [
"yearly",
"quarterly"
],
"properties": {
"yearly": {
"type": "array",
"items": {
"type": "object",
"required": [
"kind",
"key",
"label",
"end_on",
"filed_on",
"currency",
"derived",
"facts"
],
"properties": {
"kind": {
"type": "string",
"enum": [
"quarter",
"year"
]
},
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"end_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"filed_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"currency": {
"type": "string"
},
"derived": {
"type": "boolean"
},
"facts": {
"type": "object",
"required": [
"revenue",
"cost_of_revenue",
"gross_profit",
"operating_income",
"pretax_income",
"income_tax_expense",
"net_income",
"research_and_development",
"selling_general_admin",
"interest_expense",
"operating_cash_flow",
"capital_expenditures",
"share_repurchases",
"dividends_paid",
"depreciation_amortization",
"stock_based_compensation",
"investing_cash_flow",
"financing_cash_flow",
"total_assets",
"total_liabilities",
"stockholders_equity",
"cash_and_equivalents",
"long_term_debt",
"current_assets",
"current_liabilities",
"goodwill",
"inventory",
"basic_shares",
"diluted_shares",
"shares_outstanding"
],
"properties": {
"revenue": {
"type": [
"integer",
"null"
]
},
"cost_of_revenue": {
"type": [
"integer",
"null"
]
},
"gross_profit": {
"type": [
"integer",
"null"
]
},
"operating_income": {
"type": [
"integer",
"null"
]
},
"pretax_income": {
"type": [
"integer",
"null"
]
},
"income_tax_expense": {
"type": [
"integer",
"null"
]
},
"net_income": {
"type": [
"integer",
"null"
]
},
"research_and_development": {
"type": [
"integer",
"null"
]
},
"selling_general_admin": {
"type": [
"integer",
"null"
]
},
"interest_expense": {
"type": [
"integer",
"null"
]
},
"operating_cash_flow": {
"type": [
"integer",
"null"
]
},
"capital_expenditures": {
"type": [
"integer",
"null"
]
},
"share_repurchases": {
"type": [
"integer",
"null"
]
},
"dividends_paid": {
"type": [
"integer",
"null"
]
},
"depreciation_amortization": {
"type": [
"integer",
"null"
]
},
"stock_based_compensation": {
"type": [
"integer",
"null"
]
},
"investing_cash_flow": {
"type": [
"integer",
"null"
]
},
"financing_cash_flow": {
"type": [
"integer",
"null"
]
},
"total_assets": {
"type": [
"integer",
"null"
]
},
"total_liabilities": {
"type": [
"integer",
"null"
]
},
"stockholders_equity": {
"type": [
"integer",
"null"
]
},
"cash_and_equivalents": {
"type": [
"integer",
"null"
]
},
"long_term_debt": {
"type": [
"integer",
"null"
]
},
"current_assets": {
"type": [
"integer",
"null"
]
},
"current_liabilities": {
"type": [
"integer",
"null"
]
},
"goodwill": {
"type": [
"integer",
"null"
]
},
"inventory": {
"type": [
"integer",
"null"
]
},
"basic_shares": {
"type": [
"integer",
"null"
]
},
"diluted_shares": {
"type": [
"integer",
"null"
]
},
"shares_outstanding": {
"type": [
"integer",
"null"
]
}
},
"additionalProperties": false
}
},
"additionalProperties": false
}
},
"quarterly": {
"type": "array",
"items": {
"type": "object",
"required": [
"kind",
"key",
"label",
"end_on",
"filed_on",
"currency",
"derived",
"facts"
],
"properties": {
"kind": {
"type": "string",
"enum": [
"quarter",
"year"
]
},
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"end_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"filed_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"currency": {
"type": "string"
},
"derived": {
"type": "boolean"
},
"facts": {
"type": "object",
"required": [
"revenue",
"cost_of_revenue",
"gross_profit",
"operating_income",
"pretax_income",
"income_tax_expense",
"net_income",
"research_and_development",
"selling_general_admin",
"interest_expense",
"operating_cash_flow",
"capital_expenditures",
"share_repurchases",
"dividends_paid",
"depreciation_amortization",
"stock_based_compensation",
"investing_cash_flow",
"financing_cash_flow",
"total_assets",
"total_liabilities",
"stockholders_equity",
"cash_and_equivalents",
"long_term_debt",
"current_assets",
"current_liabilities",
"goodwill",
"inventory",
"basic_shares",
"diluted_shares",
"shares_outstanding"
],
"properties": {
"revenue": {
"type": [
"integer",
"null"
]
},
"cost_of_revenue": {
"type": [
"integer",
"null"
]
},
"gross_profit": {
"type": [
"integer",
"null"
]
},
"operating_income": {
"type": [
"integer",
"null"
]
},
"pretax_income": {
"type": [
"integer",
"null"
]
},
"income_tax_expense": {
"type": [
"integer",
"null"
]
},
"net_income": {
"type": [
"integer",
"null"
]
},
"research_and_development": {
"type": [
"integer",
"null"
]
},
"selling_general_admin": {
"type": [
"integer",
"null"
]
},
"interest_expense": {
"type": [
"integer",
"null"
]
},
"operating_cash_flow": {
"type": [
"integer",
"null"
]
},
"capital_expenditures": {
"type": [
"integer",
"null"
]
},
"share_repurchases": {
"type": [
"integer",
"null"
]
},
"dividends_paid": {
"type": [
"integer",
"null"
]
},
"depreciation_amortization": {
"type": [
"integer",
"null"
]
},
"stock_based_compensation": {
"type": [
"integer",
"null"
]
},
"investing_cash_flow": {
"type": [
"integer",
"null"
]
},
"financing_cash_flow": {
"type": [
"integer",
"null"
]
},
"total_assets": {
"type": [
"integer",
"null"
]
},
"total_liabilities": {
"type": [
"integer",
"null"
]
},
"stockholders_equity": {
"type": [
"integer",
"null"
]
},
"cash_and_equivalents": {
"type": [
"integer",
"null"
]
},
"long_term_debt": {
"type": [
"integer",
"null"
]
},
"current_assets": {
"type": [
"integer",
"null"
]
},
"current_liabilities": {
"type": [
"integer",
"null"
]
},
"goodwill": {
"type": [
"integer",
"null"
]
},
"inventory": {
"type": [
"integer",
"null"
]
},
"basic_shares": {
"type": [
"integer",
"null"
]
},
"diluted_shares": {
"type": [
"integer",
"null"
]
},
"shares_outstanding": {
"type": [
"integer",
"null"
]
}
},
"additionalProperties": false
}
},
"additionalProperties": false
}
}
},
"additionalProperties": false
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"ticker",
"name",
"summary",
"series",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢stock_insiders(ticker)
Recent Form 4/5 insider transactions for one company. Requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (dots allowed)."
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"coverage_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"transactions": {
"type": "array",
"items": {
"type": "object",
"required": [
"date",
"filed_on",
"ticker",
"company",
"owner_name",
"owner_role",
"transaction_code",
"shares",
"price",
"value"
],
"properties": {
"date": {
"type": "string",
"format": "date"
},
"filed_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"ticker": {
"type": [
"string",
"null"
]
},
"company": {
"type": [
"string",
"null"
]
},
"owner_name": {
"type": [
"string",
"null"
]
},
"owner_role": {
"type": [
"string",
"null"
]
},
"transaction_code": {
"type": "string"
},
"shares": {
"type": "integer"
},
"price": {
"anyOf": [
{
"type": "string",
"pattern": "^-?[0-9]+(?:\\.[0-9]+)?$"
},
{
"type": "null"
}
]
},
"value": {
"type": "integer"
}
},
"additionalProperties": false
}
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"ticker",
"name",
"coverage_on",
"transactions",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢stock_options(ticker)
Daily 30-day implied volatility history for one company. Requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (dots allowed)."
}
},
"required": [
"ticker"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"expected_reading_date": {
"type": "string",
"format": "date"
},
"stale": {
"type": "boolean"
},
"latest": {
"anyOf": [
{
"type": "object",
"required": [
"date",
"iv30",
"hv30",
"fetched_at",
"source",
"source_label",
"unit"
],
"properties": {
"date": {
"type": "string",
"format": "date"
},
"iv30": {
"type": "number"
},
"hv30": {
"type": [
"number",
"null"
]
},
"fetched_at": {
"type": "string",
"format": "date-time"
},
"source": {
"type": "string"
},
"source_label": {
"type": "string"
},
"unit": {
"const": "annualized_fraction"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"history": {
"type": "array",
"items": {
"type": "object",
"required": [
"date",
"iv30",
"hv30",
"fetched_at",
"source",
"source_label",
"unit"
],
"properties": {
"date": {
"type": "string",
"format": "date"
},
"iv30": {
"type": "number"
},
"hv30": {
"type": [
"number",
"null"
]
},
"fetched_at": {
"type": "string",
"format": "date-time"
},
"source": {
"type": "string"
},
"source_label": {
"type": "string"
},
"unit": {
"const": "annualized_fraction"
}
},
"additionalProperties": false
}
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
"canonical_url": {
"type": "string",
"format": "uri"
},
"methodology_url": {
"type": "string",
"format": "uri"
},
"data_as_of": {
"type": [
"string",
"null"
],
"format": "date"
},
"sources": {
"type": "array",
"items": {
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
"ticker",
"name",
"expected_reading_date",
"stale",
"latest",
"history",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}🟢compare_stocks(tickers, insider_window)
Aligned multi-stock comparison: valuation, latest financial point, fund conviction, and insider activity. Requires FolioFact Pro.
Eingabe-Schema
{
"type": "object",
"properties": {
"tickers": {
"type": "string",
"description": "Comma-separated tickers (2–6, dots allowed).",
"examples": [
"AAPL,MSFT,GOOG"
]
},
"insider_window": {
"type": "string",
"description": "Insider activity window.",
"enum": [
"90d",
"1y",
"all"
]
}
},
"required": [
"tickers"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Ausgabe-Schema
{
"type": "object",
"properties": {
"submitted_tickers": {
"type": "string"
},
"tickers": {
"type": "array",
"items": {
"type": "string"
},
"minItems": 2,
"maxItems": 6
},
"unknown_tickers": {
"type": "array",
"items": {
"type": "string"
}
},
"insider_window": {
"type": "string",
"enum": [
"90d",
"1y",
"all"
]
},
"insider_window_label": {
"type": "string"
},
"columns": {
"type": "array",
"items": {
"type": "object",
"required": [
"ticker",
"name",
"listing",
"market_cap",
"enterprise_value",
"ocf_ev_yield",
"fcf_ev_yield",
"price_basis_kind",
"valuation_observed_at",
"financial_point",
"fund_summary",
"insider_summary",
"valuation_basis"
],
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": [
"string",
"null"
]
},
"listing": {
"anyOf": [
{
"type": "object",
"required": [
"listed_on",
"event_type",
"recently_listed",
"source_url",
"disclosure_note"
],
"properties": {
"listed_on": {
"type": "string",
"format": "date"
},
"event_type": {
"type": "string",
"enum": [
"ipo",
"direct_listing",
"spin_off"
]
},
"recently_listed": {
"type": "boolean"
},
"source_url": {
"type": "string",
"format": "uri"
},
"disclosure_note": {
"type": "string"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"market_cap": {
"type": [
"integer",
"null"
]
},
"valuation_basis": {
"type": "object",
"required": [
"statement_on",
"shares_on",
"price_on",
"measurement",
"estimated",
"description",
"unavailable_reason",
"ev_unavailable_reason",
"accession_number",
"source_url",
"mapping_sources",
"calculation_version",
"cash_flow_period"
],
"properties": {
"statement_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"shares_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"price_on": {
"type": [
"string",
"null"
],
"format": "date"
},
"measurement": {
"type": [
"string",
"null"
]
},
"estimated": {
"type": "boolean"
},
"description": {
"type": "string"
},
"unavailable_reason": {
"type": [
"string",
"null"
]
},
"ev_unavailable_reason": {
"type": [
"string",
"null"
]
},
"accession_number": {
"type": [
"string",
"null"
]
},
"source_url": {
"type": [
"string",
"null"
]
},
"mapping_sources": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string"
}
},
{
"type": "null"
}
]
},
"calculation_version": {
"type": "string"
},
"cash_flow_period": {
"type": [
"string",
"null"
]
}
},
"additionalProperties": false
},
"enterprise_value": {
"type": [
"integer",
"null"
]
},
"ocf_ev_yield": {
"type": [
"number",
"null"
]
},
"fcf_ev_yield": {
"type": [
"number",
"null"
]
},
"price_basis_kind": {
"anyOf": [
{
"type": "string",
"enum": [
"daily_close",
"intraday",
"implied_13f"
]
},
{
"type": "null"
}
]
},
"valuation_observed_at": {
"type": [
"string",
"null"
],
"format": "date-time"
},
"financial_point": {
"anyOf": [
{
"type": "object",
"required": [
"label",
"end_on"
],
"properties": {
"label": {
"type": "string"
},
"end_on": {
"type": [
"string",
"null"
],
"format": "date"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"fund_summary": {
"type": "object",
"required": [
"available",
"holder_count",
"total_value",
"top_position",
"top_share",
"period_range",
"move_counts",
"average_weight",
"conviction_score"
],
"properties": {
"available": {
"type": "boolean"
},
"holder_count": {
"type": [
"integer",
"null"
]
},
"total_value": {
"type": [
"integer",
"null"
]
},
"top_position": {
"anyOf": [
{
"type": "object",
"required": [
"ticker",
"name",
"value",
"percent_of_fund"
],
"properties": {
"ticker": {
"type": [
"string",
"null"
]
},
"name": {
"type": [
"string",
"null"
]
},
"value": {
"type": [
"integer",
"null"
]
},
"percent_of_fund": {
"type": [
"number",
"null"
]
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"top_share": {
"type": [
"number",
"null"
]
},
"period_range": {
"anyOf": [
{
"type": "array",
"items": {
"type": "string",
"format": "date"
},
"minItems": 2,
"maxItems": 2
},
{
"type": "null"
}
]
},
"move_counts": {
"anyOf": [
{
"type": "object",
"required": [
"keeps",
"opens",
"adds",
"trims",
"exits"
],
"properties": {
"keeps": {
"type": "integer"
},
"opens": {
"type": "integer"
},
"adds": {
"type": "integer"
},
"trims": {
"type": "integer"
},
"exits": {
"type": "integer"
}
},
"additionalProperties": false
},
{
"type": "null"
}
]
},
"average_weight": {
"type": [
"number",
"null"
]
},
"conviction_score": {
"type": [
"number",
"null"
]
}
},
"additionalProperties": false
},
"insider_summary": {
"type": "object",
"required": [
"available",
"summary",
"coverage_date"
],
"properties": {
"available": {
"type": "boolean"
},
"summary": {
"anyOf": [
{
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"sell_value",
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"seller_count",
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],
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},
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},
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},
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"type": "integer"
},
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"type": "integer"
},
"largest_trade": {
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{
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"ticker",
"company",
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],
"properties": {
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},
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],
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]
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]
},
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},
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"string",
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},
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},
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},
"price": {
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{
"type": "string",
"pattern": "^-?[0-9]+(?:\\.[0-9]+)?$"
},
{
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}
]
},
"value": {
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}
},
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},
{
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}
]
}
},
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},
{
"type": "null"
}
]
},
"coverage_date": {
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"string",
"null"
],
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}
},
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}
},
"additionalProperties": false
},
"minItems": 2,
"maxItems": 6
},
"provenance": {
"type": "object",
"required": [
"canonical_url",
"methodology_url",
"data_as_of",
"sources",
"units"
],
"properties": {
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"type": "string",
"format": "uri"
},
"methodology_url": {
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},
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"null"
],
"format": "date"
},
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"required": [
"name"
],
"properties": {
"name": {
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"url": {
"type": "string",
"format": "uri"
}
},
"additionalProperties": false
}
},
"units": {
"type": "object",
"additionalProperties": {
"type": "string"
}
}
},
"additionalProperties": false
}
},
"required": [
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"tickers",
"unknown_tickers",
"insider_window",
"insider_window_label",
"columns",
"provenance"
],
"$schema": "https://json-schema.org/draft/2020-12/schema",
"additionalProperties": false
}Community
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verifiziertVersion nicht aufgezeichnet13 Tools