StockDrifts
Rated 13F funds with average buy prices, company KPIs, Japan investor ratings, Korea insider buys.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Befunde (14)
- LOWTool 'list_insider_trades_kr' description lacks action verbin list_insider_trades_kr
- LOWTool 'list_recent_trades_kr' description lacks action verbin list_recent_trades_kr
- LOWTool 'list_leaderboard_kr' description lacks action verbin list_leaderboard_kr
- LOWTool 'list_insider_filings_jp' description lacks action verbin list_insider_filings_jp
- LOWTool 'list_recent_filings_jp' description lacks action verbin list_recent_filings_jp
- LOWTool 'list_investor_filings_jp' description lacks action verbin list_investor_filings_jp
- LOWTool 'list_leaderboard_jp' description lacks action verbin list_leaderboard_jp
- LOWTool 'list_convergence_jp' description lacks action verbin list_convergence_jp
- LOWTool 'list_investor_periods_us' description lacks action verbin list_investor_periods_us
- LOWTool 'get_investor_changes_us' description lacks action verbin get_investor_changes_us
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~6,377Tokens (Tool-Definitionen)
~1.7 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (4.98% 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": {
"mcp": {
"url": "https://mcp.stockdrifts.io/mcp/"
}
}
}Remote-Endpunkte
https://mcp.stockdrifts.io/mcp/streamable-httpWas es kann
Tool-Inventar
Tools (32)
🟢 Nur lesen🟡 Schreiben🔴 Löschen⚪ Unbekannt
🟢list_insider_trades_kr(stock_code, days, limit, page, transaction_types, ...)
Insider trades for one KR ticker
Eingabe-Schema
{
"type": "object",
"properties": {
"stock_code": {
"type": "string",
"title": "Stock Code"
},
"days": {
"type": "integer",
"maximum": 9999,
"minimum": 1,
"default": 180,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
},
"page": {
"type": "integer",
"minimum": 0,
"description": "0-indexed page number.",
"default": 0,
"title": "Page"
},
"transaction_types": {
"type": "array",
"items": {
"type": "string"
},
"description": "Filter to BUY only, SELL only, or both. Defaults to both.",
"title": "Transaction Types"
},
"min_value_krw": {
"type": "number",
"minimum": 0,
"description": "Drop trades worth less than this many KRW.",
"title": "Min Value Krw"
},
"acquisition_method": {
"type": "string",
"description": "Filter to one acquisition_method (e.g. '장내매수' for open-market buys). Useful for excluding stock-dividend (주식배당) bookings.",
"title": "Acquisition Method"
},
"position_category": {
"type": "string",
"description": "Filter to a position bucket. One of: CEO, CFO, COO, CTO, Chairman, Co-CEO, President, Vice Chairman.",
"title": "Position Category"
}
},
"required": [
"stock_code"
]
}🟢get_insider_summary_kr(stock_code)
Pre-aggregated insider summary for one KR ticker
Eingabe-Schema
{
"type": "object",
"properties": {
"stock_code": {
"type": "string",
"title": "Stock Code"
}
},
"required": [
"stock_code"
]
}🟢list_recent_trades_kr(days, limit, page, transaction_types, min_value_krw, ...)
Recent KR insider trades across all tickers
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 7,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
},
"page": {
"type": "integer",
"minimum": 0,
"description": "0-indexed page number.",
"default": 0,
"title": "Page"
},
"transaction_types": {
"type": "array",
"items": {
"type": "string"
},
"description": "Filter to BUY only, SELL only, or both. Defaults to both.",
"title": "Transaction Types"
},
"min_value_krw": {
"type": "number",
"minimum": 0,
"description": "Drop trades worth less than this many KRW.",
"title": "Min Value Krw"
},
"acquisition_method": {
"type": "string",
"description": "Filter to one acquisition_method (e.g. '장내매수' for open-market buys). Useful for excluding stock-dividend (주식배당) bookings.",
"title": "Acquisition Method"
},
"position_category": {
"type": "string",
"description": "Filter to a position bucket. One of: CEO, CFO, COO, CTO, Chairman, Co-CEO, President, Vice Chairman.",
"title": "Position Category"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
},
"sector": {
"type": "string",
"description": "Industry sector (e.g. 'Semiconductors').",
"title": "Sector"
}
}
}🟢list_top_buys_kr(days, limit, high_signal_only, acquisition_method, min_value_krw, ...)
Top KR tickers by aggregated insider buying over a window
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 20,
"title": "Limit"
},
"high_signal_only": {
"type": "boolean",
"description": "Default true — restrict to Tier-1 open-market buys (장내매수) and drop program trades, matching the dashboard's High Signal view. Pass false to include stock-dividend bookings, option exercises, etc.",
"default": true,
"title": "High Signal Only"
},
"acquisition_method": {
"type": "string",
"description": "Override the high-signal filter with a specific acquisition_method (e.g. '장내매수', '주식배당').",
"title": "Acquisition Method"
},
"min_value_krw": {
"type": "number",
"minimum": 0,
"description": "Drop source trades worth less than this many KRW.",
"title": "Min Value Krw"
},
"min_insider_count": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Drop tickers with fewer than this many distinct insiders.",
"default": 1,
"title": "Min Insider Count"
},
"position_category": {
"type": "string",
"description": "Filter to a position bucket. One of: CEO, CFO, COO, CTO, Chairman, Co-CEO, President, Vice Chairman.",
"title": "Position Category"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
},
"sector": {
"type": "string",
"description": "Industry sector.",
"title": "Sector"
}
}
}🟢list_top_sells_kr(days, limit, high_signal_only, acquisition_method, min_value_krw, ...)
Top KR tickers by aggregated insider selling over a window
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 20,
"title": "Limit"
},
"high_signal_only": {
"type": "boolean",
"description": "Default true — restrict to Tier-1 open-market sells (장내매도) and drop program trades. Pass false to include all sell types.",
"default": true,
"title": "High Signal Only"
},
"acquisition_method": {
"type": "string",
"description": "Override the high-signal filter with a specific acquisition_method.",
"title": "Acquisition Method"
},
"min_value_krw": {
"type": "number",
"minimum": 0,
"description": "Drop source trades worth less than this many KRW.",
"title": "Min Value Krw"
},
"min_insider_count": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Drop tickers with fewer than this many distinct insiders.",
"default": 1,
"title": "Min Insider Count"
},
"position_category": {
"type": "string",
"description": "Filter to a position bucket. One of: CEO, CFO, COO, CTO, Chairman, Co-CEO, President, Vice Chairman.",
"title": "Position Category"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
},
"sector": {
"type": "string",
"description": "Industry sector.",
"title": "Sector"
}
}
}🟢list_opportunities_kr(period_days, max_return_pct, min_value_krw, exclude_asset_mgrs, limit)
Recent KR open-market BUYs whose price hasn't moved much yet
Eingabe-Schema
{
"type": "object",
"properties": {
"period_days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Period Days"
},
"max_return_pct": {
"type": "number",
"minimum": 0,
"description": "Drop trades whose price has already moved more than this many percent (positive or negative) since the filing.",
"default": 5,
"title": "Max Return Pct"
},
"min_value_krw": {
"type": "number",
"minimum": 0,
"description": "Drop trades smaller than this many KRW.",
"default": 100000000,
"title": "Min Value Krw"
},
"exclude_asset_mgrs": {
"type": "boolean",
"description": "Drop institutional rows (자산운용/투자신탁/연금).",
"default": true,
"title": "Exclude Asset Mgrs"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
}
}
}🟢list_plans_kr(days, stock_code, is_withdrawal, is_amendment, limit, ...)
KR pre-disclosure (D005) plans — announced but not yet executed trades
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 9999,
"minimum": 1,
"default": 90,
"title": "Days"
},
"stock_code": {
"type": "string",
"title": "Stock Code"
},
"is_withdrawal": {
"type": "boolean",
"description": "Filter to withdrawn (or non-withdrawn) plans.",
"title": "Is Withdrawal"
},
"is_amendment": {
"type": "boolean",
"description": "Filter to amendment (or original) filings.",
"title": "Is Amendment"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
},
"page": {
"type": "integer",
"minimum": 0,
"description": "0-indexed page number.",
"default": 0,
"title": "Page"
}
}
}🟢get_plan_executions_kr(rcept_no)
Cross-reference one D005 plan against its actual executions
Eingabe-Schema
{
"type": "object",
"properties": {
"rcept_no": {
"type": "string",
"title": "Rcept No"
}
},
"required": [
"rcept_no"
]
}🟢search_companies_kr(q, limit, offset)
Search KR companies by stock_code, Korean name, or English name
Eingabe-Schema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Search term — matches stock_code prefix, company_name (Korean) substring, or company_name_en substring. Omit to list all companies by trade volume.",
"title": "Q"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 25,
"title": "Limit"
},
"offset": {
"type": "integer",
"minimum": 0,
"default": 0,
"title": "Offset"
}
}
}🟢list_leaderboard_kr(min_buys, exclude_asset_mgrs, limit)
Top KR insiders by historical avg return on their buys
Eingabe-Schema
{
"type": "object",
"properties": {
"min_buys": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Minimum lifetime purchase count to appear.",
"default": 3,
"title": "Min Buys"
},
"exclude_asset_mgrs": {
"type": "boolean",
"description": "Drop institutional rows (자산운용/투자신탁/연금).",
"default": true,
"title": "Exclude Asset Mgrs"
},
"limit": {
"type": "integer",
"maximum": 200,
"minimum": 1,
"default": 100,
"title": "Limit"
}
}
}🟢list_insider_filings_jp(stock_code, days, limit, page, transaction_types, ...)
Shareholding-report filings for one JP ticker
Eingabe-Schema
{
"type": "object",
"properties": {
"stock_code": {
"type": "string",
"title": "Stock Code"
},
"days": {
"type": "integer",
"maximum": 9999,
"minimum": 1,
"default": 365,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
},
"page": {
"type": "integer",
"minimum": 0,
"description": "0-indexed page number.",
"default": 0,
"title": "Page"
},
"transaction_types": {
"type": "array",
"items": {
"type": "string"
},
"description": "Filter to specific transaction types (e.g. ['BUY']).",
"title": "Transaction Types"
},
"min_value_jpy": {
"type": "number",
"minimum": 0,
"description": "Drop filings worth less than this many JPY.",
"title": "Min Value Jpy"
},
"purpose_category": {
"type": "string",
"description": "Filter to one purpose_category (e.g. 'activist', 'passive').",
"title": "Purpose Category"
}
},
"required": [
"stock_code"
]
}🟢get_insider_summary_jp(stock_code)
Pre-aggregated shareholding summary for one JP ticker
Eingabe-Schema
{
"type": "object",
"properties": {
"stock_code": {
"type": "string",
"title": "Stock Code"
}
},
"required": [
"stock_code"
]
}🟢list_recent_filings_jp(days, purpose_category, limit, page, transaction_types, ...)
Recent JP filings across all tickers
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Days"
},
"purpose_category": {
"type": "string",
"title": "Purpose Category"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
},
"page": {
"type": "integer",
"minimum": 0,
"description": "0-indexed page number.",
"default": 0,
"title": "Page"
},
"transaction_types": {
"type": "array",
"items": {
"type": "string"
},
"description": "Filter to specific transaction types (e.g. ['BUY']).",
"title": "Transaction Types"
},
"min_value_jpy": {
"type": "number",
"minimum": 0,
"description": "Drop filings worth less than this many JPY.",
"title": "Min Value Jpy"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
}
}
}🟢list_top_buys_jp(days, limit, high_signal_only, purpose_category, min_value_jpy, ...)
Top JP tickers by aggregated insider buying over a window
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 20,
"title": "Limit"
},
"high_signal_only": {
"type": "boolean",
"description": "Default true — drop correction/amendment filings (paperwork).",
"default": true,
"title": "High Signal Only"
},
"purpose_category": {
"type": "string",
"description": "Filter source filings to one purpose_category (e.g. 'activist').",
"title": "Purpose Category"
},
"min_value_jpy": {
"type": "number",
"minimum": 0,
"description": "Drop source filings worth less than this many JPY.",
"title": "Min Value Jpy"
},
"min_investor_count": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Drop tickers with fewer than this many distinct investors.",
"default": 1,
"title": "Min Investor Count"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
}
}
}🟢list_top_sells_jp(days, limit, high_signal_only, purpose_category, min_value_jpy, ...)
Top JP tickers by aggregated insider selling over a window
Eingabe-Schema
{
"type": "object",
"properties": {
"days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Days"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 20,
"title": "Limit"
},
"high_signal_only": {
"type": "boolean",
"description": "Default true — drop correction/amendment filings (paperwork).",
"default": true,
"title": "High Signal Only"
},
"purpose_category": {
"type": "string",
"description": "Filter source filings to one purpose_category.",
"title": "Purpose Category"
},
"min_value_jpy": {
"type": "number",
"minimum": 0,
"description": "Drop source filings worth less than this many JPY.",
"title": "Min Value Jpy"
},
"min_investor_count": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Drop tickers with fewer than this many distinct investors.",
"default": 1,
"title": "Min Investor Count"
},
"market_cap": {
"type": "string",
"description": "Market-cap bucket. One of: mega, large, mid, small, micro.",
"title": "Market Cap"
}
}
}🟢list_investor_filings_jp(filer_edinet_code, limit)
All JP filings made by one investor (EDINET code)
Eingabe-Schema
{
"type": "object",
"properties": {
"filer_edinet_code": {
"type": "string",
"title": "Filer Edinet Code"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
}
},
"required": [
"filer_edinet_code"
]
}🟢list_opportunities_jp(period_days, max_return_pct, min_value_jpy, exclude_passive, limit)
Recent JP BUY/INITIAL filings whose price hasn't moved much yet
Eingabe-Schema
{
"type": "object",
"properties": {
"period_days": {
"type": "integer",
"maximum": 365,
"minimum": 1,
"default": 30,
"title": "Period Days"
},
"max_return_pct": {
"type": "number",
"minimum": 0,
"description": "Drop filings whose price has already moved more than this many percent (positive or negative) since the filing.",
"default": 5,
"title": "Max Return Pct"
},
"min_value_jpy": {
"type": "number",
"minimum": 0,
"description": "Drop filings smaller than this many JPY.",
"default": 100000000,
"title": "Min Value Jpy"
},
"exclude_passive": {
"type": "boolean",
"description": "Drop filings with purpose_category='passive'.",
"default": true,
"title": "Exclude Passive"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"default": 200,
"title": "Limit"
}
}
}🟢list_leaderboard_jp(min_buys, limit)
Top JP investors by star rating + avg return
Eingabe-Schema
{
"type": "object",
"properties": {
"min_buys": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "Minimum lifetime purchase count to appear.",
"default": 3,
"title": "Min Buys"
},
"limit": {
"type": "integer",
"maximum": 200,
"minimum": 1,
"default": 100,
"title": "Limit"
}
}
}🟢list_convergence_jp(min_investors, limit)
JP tickers with multiple distinct investors filing on the same name
Eingabe-Schema
{
"type": "object",
"properties": {
"min_investors": {
"type": "integer",
"maximum": 100,
"minimum": 2,
"description": "Minimum distinct investors per ticker.",
"default": 3,
"title": "Min Investors"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 20,
"title": "Limit"
}
}
}🟢search_companies_jp(q, limit, offset)
Search JP companies by stock_code, Japanese name, or English name
Eingabe-Schema
{
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Search term — matches stock_code prefix, company_name (Japanese) substring, or company_name_en substring. Omit to list all companies by filing volume.",
"title": "Q"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 25,
"title": "Limit"
},
"offset": {
"type": "integer",
"minimum": 0,
"default": 0,
"title": "Offset"
}
}
}🟢search_investors_us(query, limit)
Fuzzy-search investors by name; resolves to CIKs ordered by AUM Case-insensitive partial-name match against the latest-holdings view. Returns the largest funds first so the most likely match is at the top. Use this to resolve a manager name to a CIK before calling investor-axis tools (`get_investor_holdings_us`, `list_investor_periods_us`, `get_investor_changes_us`).
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"minLength": 2,
"description": "Partial manager name (case-insensitive)",
"title": "Query"
},
"limit": {
"type": "integer",
"maximum": 50,
"minimum": 1,
"default": 10,
"title": "Limit"
}
},
"required": [
"query"
]
}⚪screen_investor_sector_exposure_us(sector, tier, period, min_total_value_usd, min_positions, ...)
Screen investors by sector concentration (e.g. top biotech specialists) Ranks 13F filers by the share of their portfolio in one sector, computed from sector-tagged top-50 holdings. `tier` buckets: specialist (>=60%), heavy (30-60%), tilted (10-30%), minimal (<10%). Interpretation caveats: corporate venture arms (Gilead, Pfizer, GSK) and single-stock endowments (e.g. Lilly Endowment holds only LLY) rank as specialists — pass `min_positions` (e.g. 5) to screen for genuinely diversified sector pickers. Chain with `get_investor_holdings_us` / `get_investor_changes_us` to see what a specialist is buying now.
Eingabe-Schema
{
"type": "object",
"properties": {
"sector": {
"type": "string",
"description": "Sector to rank by: 'biotech' (biotech + pharma industries, the fast path) or a sector name like 'Healthcare', 'Technology', 'Energy'.",
"default": "biotech",
"title": "Sector"
},
"tier": {
"type": "string",
"description": "Only funds in this tier: specialist | heavy | tilted | minimal.",
"title": "Tier"
},
"period": {
"type": "string",
"description": "Reporting period: '2026-06-30' or '2026-Q2'. Defaults to latest.",
"title": "Period"
},
"min_total_value_usd": {
"type": "number",
"minimum": 0,
"description": "Only funds with total portfolio value ≥ this many USD.",
"title": "Min Total Value Usd"
},
"min_positions": {
"type": "integer",
"minimum": 1,
"description": "Only funds with at least this many positions in the sector.",
"title": "Min Positions"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 25,
"title": "Limit"
}
}
}⚪screen_investor_catalyst_record_us(sector, min_events, min_hit_rate, min_impact_usd, order_by, ...)
Screen funds by their track record on binary events (any sector) Ranks 13F filers by how their positions resolved through binary events — single-day moves >= ~25%, price-defined, NOT verified cause labels. In biotech these are trial readouts / FDA decisions / buyouts; elsewhere earnings blowups, guidance cuts, M&A. `sector='all'` (default) ranks across everything; `'biotech'` and lowercased sector names ('technology', 'energy', ...) scope the record. `hit_rate` = pops held / events decided; `impact_usd` is dollar-weighted (position value x event return). Always pass `min_events` (>= 5) — a perfect rate on 2 events is noise. Chain with `get_investor_holdings_us` to see what a proven event-caller is buying now, or `screen_investor_sector_exposure_us` to intersect with sector specialists.
Eingabe-Schema
{
"type": "object",
"properties": {
"sector": {
"type": "string",
"description": "Sector bucket: 'all' (rollup), 'biotech', or a lowercased sector name like 'technology' or 'energy'.",
"default": "all",
"title": "Sector"
},
"min_events": {
"type": "integer",
"minimum": 1,
"description": "Only funds exposed to at least this many events (use >= 5).",
"default": 5,
"title": "Min Events"
},
"min_hit_rate": {
"type": "number",
"maximum": 100,
"minimum": 0,
"description": "Only funds with hit_rate >= this percent.",
"title": "Min Hit Rate"
},
"min_impact_usd": {
"type": "number",
"description": "Only funds with dollar-weighted impact >= this many USD.",
"title": "Min Impact Usd"
},
"order_by": {
"type": "string",
"description": "Ranking column: impact_usd (default) | hit_rate | events.",
"default": "impact_usd",
"title": "Order By"
},
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"default": 25,
"title": "Limit"
}
}
}🟢get_investor_holdings_us(cik, period, top_n, tickers, min_position_value_usd)
Latest 13F holdings for one investor (or for a specific period)
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"title": "Cik"
},
"period": {
"type": "string",
"description": "Reporting period: '2026-Q2' or '2026-06-30'.",
"title": "Period"
},
"top_n": {
"type": "integer",
"maximum": 50,
"minimum": 1,
"description": "Return only the top-N positions by USD value (slims a 50-position payload).",
"title": "Top N"
},
"tickers": {
"type": "array",
"items": {
"type": "string"
},
"description": "Only return positions matching these tickers; overrides top_n.",
"title": "Tickers"
},
"min_position_value_usd": {
"type": "number",
"minimum": 0,
"description": "Drop positions worth less than this many USD.",
"title": "Min Position Value Usd"
}
},
"required": [
"cik"
]
}🟢list_investor_periods_us(cik, limit, top_n)
All 13F periods on file for one investor
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"title": "Cik"
},
"limit": {
"type": "integer",
"maximum": 60,
"minimum": 1,
"default": 12,
"title": "Limit"
},
"top_n": {
"type": "integer",
"maximum": 50,
"minimum": 1,
"description": "Return only the top-N positions per period (defaults to all 50).",
"title": "Top N"
}
},
"required": [
"cik"
]
}🟢get_investor_changes_us(cik, period_to, period_from)
QoQ position diff for one investor between two periods
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"title": "Cik"
},
"period_to": {
"type": "string",
"description": "Newer period: '2026-Q2' or '2026-06-30'.",
"title": "Period To"
},
"period_from": {
"type": "string",
"description": "Older period ('2026-Q1' or '2026-03-31'); defaults to the prior period on file.",
"title": "Period From"
}
},
"required": [
"cik",
"period_to"
]
}🟢get_investor_sector_exposure_us(cik, period, limit)
Sector-exposure history for one investor (newest quarter first) Per-quarter portfolio composition by sector for one 13F filer, including the biotech tier and top biotech positions. Use it to see whether a fund was already a sector specialist in earlier quarters, or how its sector mix is shifting. `unclassified_pct` reports how much top-50 value had no sector tag.
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"title": "Cik"
},
"period": {
"type": "string",
"description": "One reporting period: '2026-06-30' or '2026-Q2'. Default: all on file.",
"title": "Period"
},
"limit": {
"type": "integer",
"maximum": 60,
"minimum": 1,
"default": 12,
"title": "Limit"
}
},
"required": [
"cik"
]
}🟢get_investor_catalyst_record_us(cik, sector)
One fund's binary-event track record per sector, with best/worst calls The fund's record of holding names through binary events (price-defined single-day moves — readouts/FDA/buyouts in biotech, earnings/M&A elsewhere; not verified cause labels): one row per sector bucket, the 'all' rollup first, each with hits, blowups, hit rate, dollar-weighted impact, and the five best and worst resolved calls. 404 means the fund had no scored events in the window, not that it is a bad fund.
Eingabe-Schema
{
"type": "object",
"properties": {
"cik": {
"type": "string",
"title": "Cik"
},
"sector": {
"type": "string",
"description": "Only this sector bucket (e.g. 'biotech'); default all buckets.",
"title": "Sector"
}
},
"required": [
"cik"
]
}🟢list_ticker_holders_us(ticker, period, limit, ratings, min_total_value_usd, ...)
Investors with `ticker` in their top-50 positions, sorted by position size Returns 13F filers that hold `ticker` **as one of their 50 largest positions**, scoped to the most recent reporting period by default. Only top-50 positions per investor are surfaced — smaller positions are not included. Pass an explicit `period` to query a different quarter.
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
},
"period": {
"type": "string",
"description": "Reporting period: '2026-Q2' or '2026-06-30'.",
"title": "Period"
},
"limit": {
"type": "integer",
"maximum": 200,
"minimum": 1,
"default": 25,
"title": "Limit"
},
"ratings": {
"type": "array",
"items": {
"type": "string"
},
"description": "Filter to specific fund ratings (e.g. ['3','4','5'] for 3-star and above). Use this to avoid pulling 200 funds when you only want a rating slice.",
"title": "Ratings"
},
"min_total_value_usd": {
"type": "number",
"minimum": 0,
"description": "Only funds with total AUM ≥ this many USD.",
"title": "Min Total Value Usd"
},
"min_position_value_usd": {
"type": "number",
"minimum": 0,
"description": "Only funds whose position in this ticker is ≥ this many USD.",
"title": "Min Position Value Usd"
}
},
"required": [
"ticker"
]
}🟢get_kpi(ticker)
Latest normalized KPI snapshot for one ticker
Eingabe-Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
}
},
"required": [
"ticker"
]
}⚪screen_insiders(date_from, date_to, transaction_types, min_value, max_value, ...)
Screen insider activity by country, date, value, role, and ticker Screens one market per call, selected by `country`: 'KR' returns individual insider transactions, 'JP' returns 5%+ shareholding reports. The response echoes `country` — switch on it before reading `results`, since the two markets return different record shapes. There is no US coverage; use the 13F screen for US institutional flows.
Eingabe-Schema
{
"type": "object",
"properties": {
"date_from": {
"type": "string",
"title": "Date From"
},
"date_to": {
"type": "string",
"title": "Date To"
},
"transaction_types": {
"items": {
"type": "string"
},
"type": "array",
"title": "Transaction Types"
},
"min_value": {
"type": "number",
"title": "Min Value"
},
"max_value": {
"type": "number",
"title": "Max Value"
},
"actor_role": {
"type": "string",
"title": "Actor Role"
},
"stock_codes": {
"items": {
"type": "string"
},
"type": "array",
"title": "Stock Codes"
},
"limit": {
"type": "integer",
"maximum": 1000,
"minimum": 1,
"title": "Limit",
"default": 200
},
"country": {
"type": "string",
"title": "Country",
"description": "Market to screen: 'KR' (Korea) or 'JP' (Japan)."
}
},
"required": [
"country"
]
}⚪screen_holdings_us(period, tickers, min_value_usd, max_value_usd, ratings, ...)
Screen 13F holdings by period, ticker, value, and rating; returns each matched fund with only the position(s) that matched Results are wrapped in an envelope: `results` holds up to `limit` funds (max 500), `total_count` is the full server-side match count, and `truncated` says whether paging with `offset` would surface more. `period` accepts '2026-Q2' or an ISO date like '2026-06-30'.
Eingabe-Schema
{
"type": "object",
"properties": {
"period": {
"type": "string",
"title": "Period",
"description": "Reporting period: '2026-Q2' or an ISO date like '2026-06-30'."
},
"tickers": {
"items": {
"type": "string"
},
"type": "array",
"title": "Tickers"
},
"min_value_usd": {
"type": "number",
"title": "Min Value Usd"
},
"max_value_usd": {
"type": "number",
"title": "Max Value Usd"
},
"ratings": {
"items": {
"type": "string"
},
"type": "array",
"title": "Ratings"
},
"limit": {
"type": "integer",
"maximum": 500,
"minimum": 1,
"title": "Limit",
"default": 100
},
"offset": {
"type": "integer",
"minimum": 0,
"title": "Offset",
"description": "Rows to skip, for paging past `limit` (see `truncated`).",
"default": 0
}
}
}Community
Nachweis
Aktuelle Beobachtungen
verifiziertVersion nicht aufgezeichnet32 Tools