Manawa Terminal

Add a buy, sell, deposit, or withdrawal transaction to a portfolio. Args: portfolio_id: The portfolio UUID symbol: Stock symbol (e.g. "AAPL"). For deposit/withdrawal use "$CASH" (aliases "CASH" / blank are normalized to "$CASH"). side: "buy", "sell", "deposit", or "withdrawal" qty: Number of shares (or cash amount for deposit/withdrawal) price: Price per share date: Transaction date (YYYY-MM-DD)

Create a price or event alert for a symbol. Args: symbol: Stock symbol (e.g. "AAPL") alert_type: "target_price", "movement_pct", or "event" direction: Required for price alerts — "above", "below", or "either" threshold: Required for price alerts — price level or percentage move notes: Optional description event_types: Required when alert_type is "event". One or more of: "earnings_transcript", "insider_trade", "news_stock", "press_release", "filing_8k", "filing_13f", "politician_senate", "politician_house", "merger_acquisition"

Create a library folder, optionally nested under a parent. Args: name: Folder name parent_id: Parent folder UUID (optional — omit for a root folder)

Create a new markdown document in the research library. Args: title: Document title content: Markdown body folder_id: Folder UUID (optional — omit for library root)

Create a portfolio with a name and base currency. Args: name: Portfolio name currency: Base currency (default USD)

Create a watchlist with the given name and ticker symbols. Args: name: Watchlist name symbols: List of stock symbols (e.g. ["AAPL", "MSFT"])

Delete an alert by ID. Args: alert_id: The alert UUID

Delete a library folder and everything inside it. Args: folder_id: The folder UUID

Delete a library document and all of its stored versions. Args: item_id: The item UUID

Search financial data and return an answer with an inline widget. Covers stocks, macro, forex, crypto, commodities, earnings, technicals, and related market questions. Pass the user's question in `query` without rephrasing. To screen a named watchlist or portfolio, call list_watchlists or list_portfolios first, then pass the symbols here with filter criteria in `query`. Exclusive modes when a Deep Dive exists: focus=ai + section=… → narrative section focus=raw + source=… → thin data slice focus=catalog → list available Deep Dives Args: query: The user's financial question symbols: Optional ticker universe to screen (e.g. from list_watchlists) section: Optional Deep Dive section (competition, valuation, thesis, forecast, analyst_consensus, people, financials, earnings, technicals, overview, moves) focus: Optional exclusive mode: ai | raw | auto | catalog source: Optional thin raw slice when focus=raw (comparison_peers, price_targets, consensus, quote, key_financials, …)

Get a full generated journal entry by ID from list_journal. Draft ids from submit_journal_draft are not readable until end-of-day generation; use list_journal after the daily run for valid entry ids (integer or legacy UUID). Args: entry_id: Journal entry id from list_journal (integer or UUID)

Get a library document's metadata and content. Args: item_id: The item UUID

Get recent triggered alert notifications.

Get portfolio performance statistics (returns, allocation, risk). Args: portfolio_id: The portfolio UUID

Get current holdings with quantity, cost basis, market value, and unrealized P&L. Args: portfolio_id: The portfolio UUID

List active price and event alerts for the authenticated user.

List generated daily research journal entries (most recent first). Entries appear only after the automatic end-of-day journal generation run. Drafts from submit_journal_draft are not listed until that run completes.

List folders in the authenticated user's research library.

List version history for a library document (newest first). Args: item_id: The item UUID

List documents in a library folder, or at the root if no folder is given. Args: folder_id: Folder UUID to list (optional — omit for root-level items)

List the authenticated user's portfolios.

List the authenticated user's watchlists and their symbols.

Move a library folder under a different parent (or to root). Args: folder_id: The folder UUID to move parent_id: New parent folder UUID (omit / null for library root)

Move a library document into a different folder (or to root). Args: item_id: The item UUID to move folder_id: Destination folder UUID (omit / null for library root)

Rename a library folder. Args: folder_id: The folder UUID name: New folder name

Full-text search across the authenticated user's library documents. Args: query: Search terms limit: Max results (default 20, capped at 50)

Submit a journal draft for a day. Same-day resubmissions are retained as separate drafts. The draft is accepted immediately but the readable daily journal entry is generated automatically at end of day; it then appears in list_journal. The returned draft id is not a list_journal / get_journal_entry id until then. Args: entry_date: Day the draft is for (YYYY-MM-DD) content: Draft text

Update a library document's title and/or content (content edits create a new version). Args: item_id: The item UUID title: New title (optional) content: New markdown body (optional)

Update a watchlist's name and/or symbols. Args: watchlist_id: The watchlist UUID name: New name (optional) symbols: Updated list of symbols (optional)