FolioFact

Read-only value-investing fund, holdings, financial, options, and insider research.

使うべきか

品質と安全性

A
説明の品質
84%
スキーマの完全性
98%
命名の品質
88%
ポイズニングのリスク
100%
権限の一致
90%
プロトコルへの準拠
100%

検出事項(4)

  • LOWTool 'fund_holdings' description lacks action verbfund_holdings 内
  • LOWTool 'stock_insiders' description lacks action verbstock_insiders 内
  • LOWTool 'stock_options' description lacks action verbstock_options 内
  • LOWTool 'fetch_page' suggests web access but openWorldHint=falsefetch_page 内

ツール定義とプロトコルへの準拠に関する自動分析に基づいています。

コンテキストコスト

~10,599トークン数(ツール定義)
~9.4 KB一般的なレスポンスサイズ
注意への影響は大きい(128k コンテキストの 8.28%)

これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。

インストール

ワンクリックインストール

これを `claude_desktop_config.json` ファイルに追加してください:

{
  "mcpServers": {
    "foliofact": {
      "url": "https://foliofact.com/mcp"
    }
  }
}

リモートエンドポイント

https://foliofact.com/mcpstreamable-http

できること

ツール一覧

ツール(13)

🟢 読み取り専用🟡 書き込み🔴 削除⚪ 不明
🟢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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Fund slug (URL identifier)."
    }
  },
  "required": [
    "slug"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

出力スキーマ

{
  "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).

入力スキーマ

{
  "type": "object",
  "properties": {
    "slug": {
      "type": "string",
      "description": "Fund slug (URL identifier)."
    }
  },
  "required": [
    "slug"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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).

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (dots allowed)."
    }
  },
  "required": [
    "ticker"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema"
}

出力スキーマ

{
  "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.

入力スキーマ

{
  "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"
}

出力スキーマ

{
  "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": [
                  {
                    "type": "object",
                    "required": [
                      "buy_value",
                      "sell_value",
                      "net_value",
                      "buyer_count",
                      "seller_count",
                      "largest_trade"
                    ],
                    "properties": {
                      "buy_value": {
                        "type": "integer"
                      },
                      "sell_value": {
                        "type": "integer"
                      },
                      "net_value": {
                        "type": "integer"
                      },
                      "buyer_count": {
                        "type": "integer"
                      },
                      "seller_count": {
                        "type": "integer"
                      },
                      "largest_trade": {
                        "anyOf": [
                          {
                            "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
                          },
                          {
                            "type": "null"
                          }
                        ]
                      }
                    },
                    "additionalProperties": false
                  },
                  {
                    "type": "null"
                  }
                ]
              },
              "coverage_date": {
                "type": [
                  "string",
                  "null"
                ],
                "format": "date"
              }
            },
            "additionalProperties": false
          }
        },
        "additionalProperties": false
      },
      "minItems": 2,
      "maxItems": 6
    },
    "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": [
    "submitted_tickers",
    "tickers",
    "unknown_tickers",
    "insider_window",
    "insider_window_label",
    "columns",
    "provenance"
  ],
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "additionalProperties": false
}

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