# Open Markets (pypi · openmarkets)

Financial market data, SEC filings, macroeconomic telemetry, and portfolio analytics through MCP.

- Trust score: 69/100 (medium)
- Change this week: +6
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-09-20

## Components

- pypi · `openmarkets`: 69/100 (this document), [markdown](https://verifymcp.io/servers/danchev-openmarkets/openmarkets.md), [page](https://verifymcp.io/servers/danchev-openmarkets/openmarkets)

## Channel facts

- Registry: `pypi`
- Package: `openmarkets`
- Version: `0.1.0b1`
- Transport: `stdio`

## Trust breakdown

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-09-20.

- **Supply Chain Security**: 94/100
  - No malware found by supply-chain analysis.
  - No known CVEs affecting this package version or its production dependencies.
  - Runs a script at install time (build_backend) that we could not recognise. It may be perfectly ordinary, but we do not read the published tarball, so we cannot say what it does.
  - 2 of 54 dependencies flagged as unhealthy.
- **Provenance & Transparency**: 32/100
  - Source repository is publicly reachable at the declared URL.
  - Provenance check failed: no build-provenance attestation is published.
  - License check failed: no license is declared.
  - Actively maintained (last published 11 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 74/100
  - AI-judged instruction clarity (good).
  - Context-footprint check failed: tool/resource definitions use about 13531 tokens (~106/item across 127 items; 127 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 37/100
  - Stability observed for 11 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 87/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 54% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Tool Safety**: 75/100
  - No prompt-injection markers were found in the server instructions, tool names or descriptions we captured.
  - 0 of 2 tool(s) whose name or description implies an irreversible operation declare an MCP destructiveHint annotation; "backtest_mean_reversion_strategy" implies "execute" and declares readOnlyHint instead, contradicting what its own name says it does.
  - An AI judge read all 128 captured unit(s) of tool text and found none that tries to manipulate the model reading it.
- **Capabilities**: 100/100
  - Implements a current MCP spec version (2026-07-28).

## Install

### How do I install the Open Markets MCP server?

Open Markets runs locally as a PyPI package, launched with uvx openmarkets. Ready-made configuration for Claude, Cursor, VS Code, Codex and 5 more is on this page, copied from each client's own documentation.

### Claude

```bash
claude mcp add danchev-openmarkets -- uvx openmarkets
```

### Cursor

```json
{
  "mcpServers": {
    "danchev-openmarkets": {
      "command": "uvx",
      "args": [
        "openmarkets"
      ]
    }
  }
}
```

### VS Code

```json
{
  "servers": {
    "danchev-openmarkets": {
      "command": "uvx",
      "args": [
        "openmarkets"
      ]
    }
  }
}
```

### Codex

```bash
codex mcp add danchev-openmarkets -- uvx openmarkets
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "danchev-openmarkets": {
      "type": "local",
      "command": [
        "uvx",
        "openmarkets"
      ],
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add danchev-openmarkets --command uvx --arg openmarkets
```

### Hermes

```yaml
mcp_servers:
  danchev-openmarkets:
    command: "uvx"
    args: ["openmarkets"]
```

### Netclaw

```json
{
  "McpServers": {
    "danchev-openmarkets": {
      "Transport": "stdio",
      "Command": "uvx",
      "Arguments": [
        "openmarkets"
      ]
    }
  }
}
```

### Vellum

```bash
assistant mcp add danchev-openmarkets -t stdio -c uvx -a openmarkets
```

### Other

```json
{
  "mcpServers": {
    "danchev-openmarkets": {
      "command": "uvx",
      "args": [
        "openmarkets"
      ]
    }
  }
}
```

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-09-20 (score 69, +1)

No change was recorded against any check on this day. Stability & Change Management went from 33 to 37. That category is still filling its 30-day observation window: 10 days of observed history at the previous scan, 11 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-09-18 (score 68, +16)

- [security improvement] Malware scan: unverified → pass

### 2026-09-17 (score 52, −15)

- [security regression] Malware scan: pass → unverified

### 2026-09-16 (score 67, +5)

- [security improvement] Known CVEs: partial → pass
- [functional improvement] Stability: unverified → 0.23
- [functional] Dependency health: partial → 0.99

### 2026-09-15 (score 62, +14)

- [security regression] Known CVEs: pass → partial
- [security improvement] Malware scan: unverified → pass
- [functional] Dependency health: 0.99 → partial

### 2026-09-14 (score 48, −15)

- [security regression] Malware scan: pass → unverified

### 2026-09-09 (score 63)

First indexed and scored.

## MCP tools (127)

### `get_analyst_recommendations` (~72 tokens)

Retrieve analyst recommendations for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Analyst recommendations data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_earnings_estimates` (~71 tokens)

Retrieve earnings estimates for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Earnings estimates data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_eps_trends` (~75 tokens)

Retrieve EPS (Earnings Per Share) trends for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: EPS trends data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_full_analysis` (~78 tokens)

Retrieve a full analysis report for a given ticker, aggregating all available analysis data.

Args:
    ticker (str): The symbol of the security.

Returns:
    FullAnalysis: All analysis data for the ticker.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `earnings_estimates` (array): Analyst earnings estimates.
- `eps_trends` (array): Earnings-per-share estimate trends.
- `growth_estimates` (array): Analyst growth estimates.
- `price_targets`: Analyst price targets.
- `recommendation_changes` (array): Upgrades and downgrades over time.
- `recommendations` (array): Analyst recommendation summaries.
- `revenue_estimates` (array): Analyst revenue estimates.

### `get_growth_estimates` (~69 tokens)

Retrieve growth estimates for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Growth estimates data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_price_targets` (~68 tokens)

Retrieve price targets for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Price targets data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `current`: Current price.
- `high`: High target price.
- `low`: Low target price.
- `mean`: Mean target price.
- `median`: Median target price.

### `get_recommendation_changes` (~72 tokens)

Retrieve changes in analyst recommendations for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Recommendation changes data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_revenue_estimates` (~70 tokens)

Retrieve revenue estimates for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Revenue estimates data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_agriculture_prices` (~30 tokens)

Retrieve current prices for major agricultural grains (Wheat, Corn, Soybeans, Coffee, Sugar).

Output parameters:

- `result` (array)

### `get_commodity_history` (~43 tokens)

Retrieve historical price timeseries for a physical commodity or future.

Input parameters:

- `step` (string)
- `symbol` (string, required)
- `timeframe` (string)

Output parameters:

- `data_points` (array): Historical price bars
- `exchange` (string): Futures exchange
- `name` (string): Descriptive asset name
- `symbol` (string): Commodity symbol or alias
- `unit` (string): Trading unit

### `get_commodity_quote` (~30 tokens)

Retrieve the latest price quote for a physical commodity or futures contract.

Input parameters:

- `symbol` (string, required)

Output parameters:

- `date` (string): Date of the quote in YYYY-MM-DD format
- `exchange` (string): Futures exchange (e.g. NYMEX, COMEX, CBOT, ICE)
- `name` (string): Descriptive asset name
- `price` (number): Current / last settlement price
- `symbol` (string): Commodity symbol or alias (e.g. CRUDE_OIL, GOLD, WHEAT)
- `unit` (string): Trading unit (e.g. USD/bbl, USD/troy oz, USD/bushel)

### `get_energy_prices` (~33 tokens)

Retrieve current prices for benchmark energy commodities (WTI Crude, Brent, Natural Gas, Gasoline, Heating Oil).

Output parameters:

- `result` (array)

### `get_fertilizer_price_index` (~59 tokens)

Retrieve Green Markets North American Fertilizer Price Index timeseries.

Benchmark weekly index published by Green Markets / Bloomberg / Dow Jones tracking raw agricultural input costs.

Returns:
    FertilizerIndexSeries with latest price index and historical observations.

Output parameters:

- `data_points` (array): Historical weekly index levels
- `latest_date` (string): Date of the latest weekly release
- `latest_price` (number): Most recent weekly index value
- `name` (string): Benchmark index name
- `provider` (string): Data provider
- `unit` (string): Price index unit

### `get_livestock_prices` (~32 tokens)

Retrieve current snapshot prices for livestock commodities (Live Cattle, Feeder Cattle, Lean Hogs).

Output parameters:

- `result` (array)

### `get_metals_prices` (~30 tokens)

Retrieve current prices for precious and industrial metals (Gold, Silver, Copper, Platinum, Palladium).

Output parameters:

- `result` (array)

### `get_softs_prices` (~26 tokens)

Retrieve current snapshot prices for soft commodities (Coffee, Sugar, Cocoa, Cotton).

Output parameters:

- `result` (array)

### `get_crypto_fear_greed_proxy` (~79 tokens)

Retrieve a proxy value for the crypto fear and greed index.

Args:
    tickers (list[str] | None, optional): List of crypto tickers to include. If None, uses a default set.

Returns:
    CryptoSentiment: Sentiment proxy and supporting per-asset data.

Input parameters:

- `tickers`

Output parameters:

- `average_weekly_change`: Mean weekly percentage change, None when no asset had a usable value.
- `crypto_data` (array): Per-asset supporting data.
- `note` (string): Caveat describing how the proxy is derived.
- `sentiment_proxy` (string): Sentiment label: Extreme Greed, Greed, Neutral-Positive, Neutral-Negative, Fear, Extreme Fear, or Unknown when no data is usable.

### `get_crypto_history` (~217 tokens)

Retrieve historical price data for a cryptocurrency.

Args:
    ticker (str): The symbol of the cryptocurrency.
    period (str, optional): Time period for history. Valid periods: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max. Defaults to '1y'.
    interval (str, optional): Data interval. Valid intervals: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo. Defaults to '1d'.

Returns:
    list[CryptoHistory]: List of historical data points.

Input parameters:

- `interval` (string)
- `period` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_crypto_info` (~78 tokens)

Retrieve fast information for a specific cryptocurrency.

Args:
    ticker (str): The symbol of the cryptocurrency (e.g., 'BTC').

Returns:
    CryptoFastInfo: Fast info data for the given ticker.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `currency`: Currency of the ticker.
- `dayHigh`: Day's high price.
- `dayLow`: Day's low price.
- `exchange`: Exchange where the ticker is listed.
- `fiftyDayAverage`: 50-day average price.
- `lastPrice`: Last traded price.
- `lastVolume`: Last traded volume.
- `open`: Opening price.
- `previousClose`: Previous closing price.
- `quoteType`: Type of quote (e.g., CRYPTOCURRENCY).
- `regularMarketPreviousClose`: Regular market previous close.
- `tenDayAverageVolume`: 10-day average volume.
- `threeMonthAverageVolume`: 3-month average volume.
- `timezone`: Timezone of the exchange.
- `twoHundredDayAverage`: 200-day average price.
- `yearChange`: Change over the past year.
- `yearHigh`: 52-week high price.
- `yearLow`: 52-week low price.

### `get_top_cryptocurrencies` (~67 tokens)

Retrieve quotes for the configured major-cryptocurrency watchlist.

Args:
    count (int, optional): Number of top cryptocurrencies to fetch. Defaults to 10.

Returns:
    list[CryptoFastInfo]: List of top cryptocurrencies.

Input parameters:

- `count` (integer)

Output parameters:

- `result` (array)

### `get_balance_sheet` (~72 tokens)

Retrieve the balance sheet for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[BalanceSheetEntry]: List of balance sheet entries.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_curated_financials` (~92 tokens)

Retrieve curated essential financial performance and solvency snapshot (15 metrics).

Optimized for LLM reasoning to avoid context window bloat.

Args:
    ticker (str): The symbol of the security.

Returns:
    CuratedFinancialSummary: Core financial metrics for fundamental analysis.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `current_ratio`: Current ratio (liquidity).
- `debt_to_equity`: Debt to equity ratio.
- `ebitda`: Earnings before interest, taxes, depreciation, and amortization.
- `free_cashflow`: Free cash flow.
- `gross_margin`: Gross profit margin percentage.
- `gross_profit`: Gross profit.
- `net_income`: Net income to common shareholders.
- `operating_cashflow`: Operating cash flow.
- `operating_income`: Operating income / EBIT.
- `operating_margin`: Operating profit margin percentage.
- `profit_margin`: Net profit margin percentage.
- `return_on_assets`: Return on assets percentage.
- `return_on_equity`: Return on equity percentage.
- `symbol` (string): Stock symbol.
- `total_cash`: Total cash and short term investments.
- `total_debt`: Total debt outstanding.
- `total_revenue`: Total revenue (trailing 12M or recent fiscal year).

### `get_eps_history` (~77 tokens)

Retrieve EPS (Earnings Per Share) history for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[EPSHistoryEntry]: List of EPS history entries.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_financial_calendar` (~68 tokens)

Retrieve the financial calendar for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    FinancialCalendar: Financial calendar data.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `Dividend Date`: Dividend payment date.
- `Earnings Average`: Average earnings estimate.
- `Earnings Date`: List of earnings dates.
- `Earnings High`: High estimate for earnings.
- `Earnings Low`: Low estimate for earnings.
- `Ex-Dividend Date`: Ex-dividend date.
- `Revenue Average`: Average revenue estimate.
- `Revenue High`: High estimate for revenue.
- `Revenue Low`: Low estimate for revenue.

### `get_full_financials` (~85 tokens)

Retrieve a full set of financial data for a given ticker, aggregating all available financial statements and records.

Args:
    ticker (str): The symbol of the security.

Returns:
    FullFinancials: All financial data for the ticker.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `balance_sheet` (array): Balance sheet entries.
- `eps_history` (array): Historical earnings-per-share records.
- `financial_calendar`: Upcoming financial events.
- `income_statement` (array): Income statement entries.
- `sec_filings` (array): SEC filing records.
- `ttm_cash_flow_statement` (array): Trailing-twelve-month cash flow statement entries.
- `ttm_income_statement` (array): Trailing-twelve-month income statement entries.

### `get_income_statement` (~72 tokens)

Retrieve the income statement for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[IncomeStatementEntry]: List of income statement entries.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_sec_filings` (~73 tokens)

Retrieve SEC filings for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[SecFilingRecord]: List of SEC filing records.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_ttm_cash_flow_statement` (~89 tokens)

Retrieve the trailing twelve months (TTM) cash flow statement for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[TTMCashFlowStatementEntry]: List of TTM cash flow statement entries.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_ttm_income_statement` (~85 tokens)

Retrieve the trailing twelve months (TTM) income statement for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[TTMIncomeStatementEntry]: List of TTM income statement entries.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_global_sovereign_yields` (~84 tokens)

Retrieve benchmark 10-year sovereign bond yields across major global economies.

Compares benchmark 10-year government bond yields for the United States, Germany (Bund),
United Kingdom (Gilt), and Japan (JGB), including calculated spreads against the US 10-Year Treasury.

Returns:
    Snapshot of global 10-year sovereign benchmark yields and yield differentials.

Output parameters:

- `as_of_date` (string): Snapshot date
- `sovereigns` (array): Benchmark 10-year yields across major economies

### `get_treasury_yield_curve` (~58 tokens)

Retrieve the complete US Treasury yield curve snapshot across all benchmark maturities (1M to 30Y).

Includes calculated 2Y/10Y and 3M/10Y basis point spreads and yield curve inversion status.

Output parameters:

- `as_of_date` (string): Date of the yield curve snapshot
- `is_inverted`: Whether the 2Y/10Y yield curve is inverted, when both maturities are available
- `spread_2y_10y_bps`: 2Y/10Y spread in basis points ((10Y - 2Y) * 100)
- `spread_3m_10y_bps`: 3M/10Y spread in basis points ((10Y - 3M) * 100)
- `yields` (array): Yield curve points by maturity

### `get_treasury_yield_history` (~48 tokens)

Retrieve historical yield timeseries for a specific Treasury or sovereign benchmark maturity.

Input parameters:

- `maturity` (string, required)
- `step` (string)
- `timeframe` (string)

Output parameters:

- `data_points` (array): Historical yield observations
- `maturity` (string): Maturity label
- `name` (string): Descriptive name

### `get_dollar_index_dxy` (~52 tokens)

Fetch current US Dollar Index (DXY) quote.

The US Dollar Index measures the value of the US dollar relative to a basket of major foreign currencies.

Returns:
    Current DXY index quote.

Output parameters:

- `base_currency` (string): Base currency (e.g. 'EUR')
- `date` (string): Quote date in YYYY-MM-DD format
- `name` (string): Descriptive name (e.g. 'EUR/USD')
- `pair` (string): Currency pair symbol (e.g. 'EURUSD', 'USDJPY', 'DXY')
- `quote_currency` (string): Quote currency (e.g. 'USD')
- `rate` (number): Latest exchange rate
- `timestamp` (integer): Epoch timestamp in milliseconds

### `get_forex_history` (~140 tokens)

Fetch historical timeseries exchange rate bars for a currency pair.

Args:
    pair: Currency pair symbol (e.g. ``EURUSD``, ``USDJPY``).
    timeframe: Timespan duration (e.g. ``D7``, ``P1M``, ``P3M``, ``P1Y``, ``P5Y``, ``all``).
    step: Bar step frequency (e.g. ``P1D``, ``PT1M``).

Returns:
    Historical OHLC exchange rate bars.

Input parameters:

- `pair` (string, required)
- `step` (string)
- `timeframe` (string)

Output parameters:

- `data_points` (array): Ordered historical bars
- `name` (string): Descriptive name
- `pair` (string): Currency pair symbol

### `get_forex_quote` (~87 tokens)

Fetch current or latest foreign exchange quote for a currency pair.

Args:
    pair: Currency pair symbol (e.g. ``EURUSD``, ``USDJPY``, ``GBPUSD``, ``AUDUSD``, ``USDCAD``, ``USDCHF``).

Returns:
    Real-time or latest exchange rate with timestamp and currency breakdown.

Input parameters:

- `pair` (string, required)

Output parameters:

- `base_currency` (string): Base currency (e.g. 'EUR')
- `date` (string): Quote date in YYYY-MM-DD format
- `name` (string): Descriptive name (e.g. 'EUR/USD')
- `pair` (string): Currency pair symbol (e.g. 'EURUSD', 'USDJPY', 'DXY')
- `quote_currency` (string): Quote currency (e.g. 'USD')
- `rate` (number): Latest exchange rate
- `timestamp` (integer): Epoch timestamp in milliseconds

### `get_major_currencies` (~69 tokens)

Fetch real-time snapshot quotes for all major global currency pairs.

Covers EUR/USD, USD/JPY, GBP/USD, AUD/USD, USD/CAD, USD/CHF, USD/CNY, USD/MXN, and USD/INR.

Returns:
    List of major currency pair quotes.

Output parameters:

- `result` (array)

### `get_fund_asset_class_holdings` (~80 tokens)

Retrieve asset class holdings for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    FundAssetClassHolding | None: Asset class holdings data or None if unavailable.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_fund_bond_holdings` (~78 tokens)

Retrieve the bond holdings for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    list[FundBondHolding]: List of bond holdings in the fund.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_fund_equity_holdings` (~79 tokens)

Retrieve the equity holdings for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    list[FundEquityHolding]: List of equity holdings in the fund.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_fund_info` (~68 tokens)

Retrieve general information for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    FundInfo: Information about the fund.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `allTimeHigh`: All-time high price.
- `allTimeLow`: All-time low price.
- `ask`: Current ask price.
- `askSize`: Size of current ask.
- `averageDailyVolume10Day`: Average daily volume over 10 days.
- `averageDailyVolume3Month`: Average daily volume over 3 months.
- `averageVolume`: Average trading volume.
- `averageVolume10days`: Average trading volume over 10 days.
- `beta3Year`: 3-year beta.
- `bid`: Current bid price.
- `bidSize`: Size of current bid.
- `bookValue`: Book value per share.
- `category`: Fund category.
- `companyOfficers`: List of company officers.
- `corporateActions`: List of corporate actions.
- `cryptoTradeable`: Whether crypto trading is available.
- `currency`: Currency of the fund.
- `customPriceAlertConfidence`: Custom price alert confidence level.
- `dayHigh`: Day's highest price.
- `dayLow`: Day's lowest price.
- `dividendYield`: Dividend yield.
- `epsTrailingTwelveMonths`: Earnings per share over trailing twelve months.
- `esgPopulated`: Whether ESG data is populated.
- `exchange`: Exchange code.
- `exchangeDataDelayedBy`: Exchange data delay in minutes.
- `exchangeTimezoneName`: Exchange timezone name.
- `exchangeTimezoneShortName`: Exchange timezone short name.
- `executiveTeam`: Executive team members.
- `fiftyDayAverage`: 50-day moving average.
- `fiftyDayAverageChange`: Change from 50-day average.
- `fiftyDayAverageChangePercent`: Percentage change from 50-day average.
- `fiftyTwoWeekChangePercent`: 52-week percentage change.
- `fiftyTwoWeekHigh`: 52-week high price.
- `fiftyTwoWeekHighChange`: Change from 52-week high.
- `fiftyTwoWeekHighChangePercent`: Percentage change from 52-week high.
- `fiftyTwoWeekLow`: 52-week low price.
- `fiftyTwoWeekLowChange`: Change from 52-week low.
- `fiftyTwoWeekLowChangePercent`: Percentage change from 52-week low.
- `fiftyTwoWeekRange`: 52-week price range.
- `financialCurrency`: Currency used for financial statements.
- `firstTradeDateMilliseconds`: First trade date in milliseconds since epoch.
- `fiveYearAverageReturn`: 5-year average return.
- `fullExchangeName`: Full name of the exchange.
- `fundFamily`: Fund family name.
- `fundInceptionDate`: Fund inception date as Unix timestamp.
- `gmtOffSetMilliseconds`: GMT offset in milliseconds.
- `hasPrePostMarketData`: Whether pre/post-market data is available.
- `language`: Language code.
- `legalType`: Legal type of the fund.
- `longBusinessSummary`: Long business summary of the fund.
- `longName`: Long name of the fund.
- `market`: Market identifier.
- `marketState`: Current market state (e.g., PRE, REGULAR, POST, CLOSED).
- `maxAge`: Maximum age of the data in seconds.
- `messageBoardId`: Message board identifier.
- `navPrice`: Net asset value price.
- `netAssets`: Net assets of the fund.
- `netExpenseRatio`: Net expense ratio.
- `open`: Opening price.
- `phone`: Contact phone number.
- `postMarketChange`: Post-market price change.
- `postMarketChangePercent`: Post-market percentage change.
- `postMarketPrice`: Post-market price.
- `postMarketTime`: Post-market time as Unix timestamp.
- `previousClose`: Previous day's closing price.
- `priceHint`: Price hint for formatting.
- `priceToBook`: Price-to-book ratio.
- `quoteSourceName`: Quote source name.
- `quoteType`: Type of quote.
- `region`: Region code.
- `regularMarketChange`: Regular market price change.
- `regularMarketChangePercent`: Regular market percentage change.
- `regularMarketDayHigh`: Regular market day's highest price.
- `regularMarketDayLow`: Regular market day's lowest price.
- `regularMarketDayRange`: Regular market day price range.
- `regularMarketOpen`: Regular market opening price.
- `regularMarketPreviousClose`: Regular market previous close price.
- `regularMarketPrice`: Regular market price.
- `regularMarketTime`: Regular market time as Unix timestamp.
- `regularMarketVolume`: Regular market trading volume.
- `shortName`: Short name of the fund.
- `sourceInterval`: Source data interval in seconds.
- `symbol`: Ticker symbol.
- `threeYearAverageReturn`: 3-year average return.
- `totalAssets`: Total assets under management.
- `tradeable`: Whether the fund is tradeable.
- `trailingAnnualDividendRate`: Trailing annual dividend rate.
- `trailingAnnualDividendYield`: Trailing annual dividend yield.
- `trailingPE`: Trailing price-to-earnings ratio.
- `trailingPegRatio`: Trailing price/earnings to growth ratio.
- `trailingThreeMonthNavReturns`: Trailing 3-month NAV returns.
- `trailingThreeMonthReturns`: Trailing 3-month returns.
- `triggerable`: Whether price alerts can be triggered.
- `twoHundredDayAverage`: 200-day moving average.
- `twoHundredDayAverageChange`: Change from 200-day average.
- `twoHundredDayAverageChangePercent`: Percentage change from 200-day average.
- `typeDisp`: Display type.
- `volume`: Trading volume.
- `yield`: Fund yield.
- `ytdReturn`: Year-to-date return.

### `get_fund_operations` (~72 tokens)

Retrieve operations data for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    FundOperations | None: Operations data or None if unavailable.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_fund_overview` (~73 tokens)

Retrieve an overview for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    FundOverview | None: Overview data or None if unavailable.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_fund_sector_weighting` (~78 tokens)

Retrieve sector weighting data for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    FundSectorWeighting | None: Sector weighting data or None if unavailable.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_fund_top_holdings` (~77 tokens)

Retrieve the top holdings for a specific fund.

Args:
    ticker (str): The symbol of the fund.

Returns:
    list[FundTopHolding]: List of top holdings in the fund.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_full_holdings` (~82 tokens)

Retrieve a full set of holdings data for a given ticker, aggregating all available holdings information.

Args:
    ticker (str): The symbol of the security.

Returns:
    FullHoldings: All holdings data for the ticker.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `insider_purchases` (array): Insider purchase activity.
- `insider_roster_holders` (array): Insider roster holders.
- `institutional_holdings` (array): Institutional holders.
- `major_holders` (array): Ownership breakdown by holder category.
- `mutual_fund_holdings` (array): Mutual fund holders.

### `get_insider_purchases` (~71 tokens)

Retrieve insider purchases for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[InsiderPurchase]: Insider purchase activity.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_insider_roster_holders` (~77 tokens)

Retrieve the insider roster for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[InsiderRosterHolder]: Insiders and their holdings.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_institutional_holdings` (~71 tokens)

Retrieve institutional holdings for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Institutional holdings data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_major_holders` (~69 tokens)

Retrieve major holders for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Major holders data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_mutual_fund_holdings` (~74 tokens)

Retrieve mutual fund holdings for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    Any: Mutual fund holdings data from the repository.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_cpi_inflation` (~74 tokens)

Retrieve US Consumer Price Index (CPI) and Core CPI with year-over-year inflation rates.

Args:
    limit: Number of recent monthly observations to include (default 24).

Returns:
    InflationSummary containing Headline CPI, Core CPI, and YoY percentage inflation.

Input parameters:

- `limit` (integer)

Output parameters:

- `core_cpi_date` (string): Latest Core CPI release date
- `core_cpi_history` (array): Recent Core CPI observations
- `core_cpi_latest` (number): Latest Core CPI index level (less food & energy)
- `core_cpi_yoy_percent`: Core CPI year-over-year percentage change (%)
- `cpi_yoy_percent`: Headline CPI year-over-year percentage change (%)
- `headline_cpi_date` (string): Latest Headline CPI release date
- `headline_cpi_history` (array): Recent Headline CPI observations
- `headline_cpi_latest` (number): Latest Headline CPI index level

### `get_employment_indicators` (~71 tokens)

Retrieve US labor market telemetry including Civilian Unemployment Rate and Nonfarm Payrolls.

Args:
    limit: Number of recent monthly observations to include (default 24).

Returns:
    EmploymentSummary with unemployment rate %, total payrolls, and monthly net job creation.

Input parameters:

- `limit` (integer)

Output parameters:

- `monthly_job_growth_thousands`: Month-over-month net nonfarm job creation in thousands
- `nonfarm_payrolls_date` (string): Latest nonfarm payrolls release date
- `nonfarm_payrolls_thousands` (number): Total nonfarm employees (in thousands)
- `payrolls_history` (array): Recent nonfarm payrolls observations
- `unemployment_date` (string): Latest unemployment release date
- `unemployment_history` (array): Recent unemployment rate observations
- `unemployment_rate_percent` (number): Civilian unemployment rate (%)

### `get_financial_stress_and_credit_spreads` (~80 tokens)

Retrieve St. Louis Fed Financial Stress Index and ICE BofA US High Yield OAS credit spreads.

Args:
    limit: Number of recent observations to include (default 30).

Returns:
    FinancialStressSummary containing stress index level, market condition interpretation, and high-yield spreads.

Input parameters:

- `limit` (integer)

Output parameters:

- `financial_stress_index` (number): St. Louis Fed Financial Stress Index (0 = normal market conditions, >0 = above-average stress)
- `high_yield_oas_date` (string): Date of High Yield OAS observation
- `high_yield_oas_percent` (number): ICE BofA US High Yield Index Option-Adjusted Spread (credit spread over Treasuries in %)
- `oas_history` (array): Recent High Yield OAS credit spread observations
- `stress_history` (array): Recent Financial Stress Index observations
- `stress_index_date` (string): Date of latest stress index release
- `stress_level_interpretation` (string): Human-readable interpretation of financial market stress conditions

### `get_gdp_growth` (~75 tokens)

Retrieve US Real GDP and Nominal GDP output levels with quarter-over-quarter annualized growth rates.

Args:
    limit: Number of recent quarterly observations to include (default 20).

Returns:
    GDPSummary with Real GDP, Nominal GDP, and annualized real economic growth rate.

Input parameters:

- `limit` (integer)

Output parameters:

- `nominal_gdp_billions` (number): Nominal GDP in billions of current dollars
- `nominal_gdp_date` (string): Latest Nominal GDP observation quarter
- `nominal_gdp_history` (array): Recent quarterly Nominal GDP observations
- `real_gdp_annualized_growth_percent`: Quarter-over-quarter annualized real growth rate (%)
- `real_gdp_billions` (number): Real GDP in billions of chained 2017 dollars
- `real_gdp_date` (string): Latest Real GDP observation quarter
- `real_gdp_history` (array): Recent quarterly Real GDP observations

### `get_inflation_expectations` (~78 tokens)

Retrieve 5-Year and 10-Year market-implied Breakeven Inflation Rates from TIPS.

Args:
    limit: Number of recent daily observations to include (default 30).

Returns:
    InflationExpectationsSummary with 5Y and 10Y breakeven inflation rates (%).

Input parameters:

- `limit` (integer)

Output parameters:

- `breakeven_10y_date` (string): Date of 10-Year Breakeven observation
- `breakeven_10y_percent` (number): 10-Year Breakeven Inflation Rate (%)
- `breakeven_5y_date` (string): Date of 5-Year Breakeven observation
- `breakeven_5y_percent` (number): 5-Year Breakeven Inflation Rate (%)
- `history_10y` (array): Recent 10-Year Breakeven history
- `history_5y` (array): Recent 5-Year Breakeven history

### `get_interest_rates_telemetry` (~73 tokens)

Retrieve benchmark US money market and monetary policy interest rates (EFFR and SOFR).

Args:
    limit: Number of recent daily observations to include (default 30).

Returns:
    InterestRatesSummary with Effective Federal Funds Rate (EFFR) and SOFR rates.

Input parameters:

- `limit` (integer)

Output parameters:

- `effective_fed_funds_rate` (number): Effective Federal Funds Rate (EFFR %)
- `fed_funds_date` (string): Date of EFFR observation
- `fed_funds_history` (array): Recent Federal Funds Rate observations
- `sofr_date` (string): Date of SOFR observation
- `sofr_history` (array): Recent SOFR observations
- `sofr_rate` (number): Secured Overnight Financing Rate (SOFR %)

### `get_macroeconomic_series` (~156 tokens)

Query historical observations and metadata for any valid Federal Reserve Economic Data (FRED) series identifier.

Examples: 'MORTGAGE30US' (30-Year Fixed Mortgage Rate), 'UMCSENT' (Consumer Sentiment), 'INDPRO' (Industrial Production).

Args:
    series_id: Valid FRED series identifier (e.g. 'CPIAUCSL', 'MORTGAGE30US', 'INDPRO').
    limit: Number of recent observations to return (default 50, 0 for all available).

Returns:
    MacroeconomicSeries with series title, units, frequency, latest release, and data points.

Input parameters:

- `limit` (integer)
- `series_id` (string, required)

Output parameters:

- `data_points` (array): Historical observations
- `frequency` (string): Sampling frequency (e.g. 'Monthly', 'Quarterly', 'Daily')
- `latest_date` (string): Date of the most recent data release (YYYY-MM-DD)
- `latest_value` (number): Most recent observation value
- `series_id` (string): FRED series identifier (e.g. 'CPIAUCSL')
- `title` (string): Descriptive title of the economic series
- `units` (string): Unit of measurement (e.g. 'Index', 'Percent', 'Billions of Dollars')

### `get_money_supply_and_fed_balance_sheet` (~82 tokens)

Retrieve US M2 Money Supply and Federal Reserve Balance Sheet (Total Assets) liquidity telemetry.

Args:
    limit: Number of recent observations to include (default 24).

Returns:
    LiquiditySummary containing M2 Money Supply ($B), M2 YoY growth, and Fed Balance Sheet ($M).

Input parameters:

- `limit` (integer)

Output parameters:

- `fed_assets_date` (string): Date of latest Federal Reserve balance sheet release
- `fed_assets_history` (array): Recent Federal Reserve balance sheet observations
- `fed_total_assets_millions` (number): Federal Reserve Balance Sheet (Total Assets in millions of dollars)
- `m2_date` (string): Date of latest M2 release
- `m2_history` (array): Recent M2 observations
- `m2_money_supply_billions` (number): M2 Money Supply in billions of dollars
- `m2_yoy_growth_percent`: M2 year-over-year percentage growth (%)

### `get_pce_inflation` (~83 tokens)

Retrieve US Core Personal Consumption Expenditures (PCE) Price Index (Fed's primary inflation target).

Args:
    limit: Number of recent monthly observations to include (default 24).

Returns:
    PCESummary containing latest Core PCE level, YoY inflation rate, and Fed 2% target reference.

Input parameters:

- `limit` (integer)

Output parameters:

- `core_pce_date` (string): Latest Core PCE release date
- `core_pce_latest` (number): Latest Core PCE Price Index level (2017=100)
- `core_pce_yoy_percent`: Core PCE year-over-year percentage change (%)
- `fed_target_percent` (number): Federal Reserve official long-run inflation target (%)
- `history` (array): Recent Core PCE observations

### `get_global_indices` (~92 tokens)

Retrieve real-time snapshot of major global equity benchmark indices.

Includes US (S&P 500, Dow Jones, Nasdaq, Russell 2000), Europe (DAX 40, FTSE 100, CAC 40, Euro Stoxx 50),
and Asia (Nikkei 225, Hang Seng) alongside CBOE VIX.

Returns:
    GlobalMarketSnapshot with all international benchmark quotes.

Output parameters:

- `as_of` (string): Snapshot UTC date / time
- `indices` (array): List of major global benchmark indices

### `get_market_status` (~36 tokens)

Retrieve the current status of major market indices.

Returns:
    dict: Market indices status data.

Input parameters:

- `market` (string, required)

Output parameters:

- `close`: Market close time
- `id`: Market ID
- `message`: Status message
- `name`: Market name
- `open`: Market open time
- `status`: Market status
- `timezone`: Timezone info
- `yfit_market_id`: Yahoo Finance market ID
- `yfit_market_status`: Yahoo Finance market status

### `get_market_summary` (~35 tokens)

Retrieve a summary of the overall market performance.

Returns:
    dict: Market summary data.

Input parameters:

- `market` (string, required)

Output parameters:

- `summary`: Dictionary of market summaries

### `get_volatility_vix` (~47 tokens)

Retrieve real-time quote for the CBOE Volatility Index (VIX / Wall Street Fear Gauge).

Returns:
    GlobalIndexQuote with latest VIX index value and date.

Output parameters:

- `date` (string): Effective date / timestamp string
- `name` (string): Full index name
- `region` (string): Geographic market region (e.g. 'US', 'Europe', 'Asia')
- `symbol` (string): Index symbol alias (e.g. 'SPX', 'DAX', 'VIX')
- `unit` (string): Unit of measurement
- `value` (number): Current/latest index level

### `get_call_options` (~105 tokens)

Retrieve call options for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration (date | None, optional): The expiration date. If None, uses the nearest expiration.

Returns:
    list[CallOption] | None: List of call options or None if unavailable.

Input parameters:

- `expiration`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_option_chain` (~100 tokens)

Retrieve the option contract chain for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration (date | None, optional): The expiration date. If None, uses the nearest expiration.

Returns:
    OptionContractChain: The option contract chain data.

Input parameters:

- `expiration`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `calls`: Call option contracts.
- `puts`: Put option contracts.
- `underlying`: Underlying asset information.

### `get_option_expiration_dates` (~75 tokens)

Retrieve available option expiration dates for a given ticker.

Args:
    ticker (str): The symbol of the security.

Returns:
    list[OptionExpirationDate]: List of available expiration dates.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_options_by_moneyness` (~145 tokens)

Retrieve options filtered by moneyness for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration_date (str | None, optional): The expiration date as a string. If None, uses the nearest expiration.
    moneyness_range (float, optional): The moneyness range for filtering. Defaults to 0.1.

Returns:
    dict: Options data filtered by moneyness.

Input parameters:

- `expiration_date`
- `moneyness_range` (number)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `calls` (array): Call contracts within the range.
- `current_price` (number): Current price of the underlying.
- `price_range`: Strike range applied.
- `puts` (array): Put contracts within the range.

### `get_options_skew` (~102 tokens)

Retrieve options skew analysis for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration_date (str | None, optional): The expiration date as a string. If None, uses the nearest expiration.

Returns:
    dict: Options skew analysis data.

Input parameters:

- `expiration_date`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `call_skew` (array): Call implied volatility by strike.
- `put_skew` (array): Put implied volatility by strike.
- `warning`: Set when one side was malformed and returned empty; the other side is still valid.

### `get_options_volume_analysis` (~101 tokens)

Retrieve options volume analysis for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration_date (str | None, optional): The expiration date as a string. If None, uses the nearest expiration.

Returns:
    dict: Volume analysis data.

Input parameters:

- `expiration_date`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `put_call_ratio_oi`: Put/call open interest ratio, None when call open interest is zero.
- `put_call_ratio_volume`: Put/call volume ratio, None when call volume is zero.
- `total_call_open_interest` (number): Summed call open interest.
- `total_call_volume` (number): Summed call contract volume.
- `total_put_open_interest` (number): Summed put open interest.
- `total_put_volume` (number): Summed put contract volume.

### `get_put_options` (~105 tokens)

Retrieve put options for a given ticker and expiration date.

Args:
    ticker (str): The symbol of the security.
    expiration (date | None, optional): The expiration date. If None, uses the nearest expiration.

Returns:
    list[PutOption] | None: List of put options or None if unavailable.

Input parameters:

- `expiration`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `backtest_mean_reversion_strategy` (~275 tokens)

Execute Relative Strength Index (RSI) Mean-Reversion strategy backtest.

Enters long when RSI drops below oversold threshold; exits to cash when RSI reaches overbought threshold.
Evaluates trade win rate, profit factor, max drawdown, and equity progression.

Args:
    ticker: Asset ticker.
    rsi_window: RSI calculation window in days.
    oversold_threshold: RSI buy trigger level.
    overbought_threshold: RSI sell trigger level.
    period: Backtest timespan.
    initial_capital: Starting capital in USD.
    slippage_bps: Slippage charged per entry or exit, in basis points.

Returns:
    BacktestResult with performance metrics and closed trades.

Input parameters:

- `initial_capital` (number): Starting cash capital in USD
- `overbought_threshold` (number): RSI level to trigger position exit to cash
- `oversold_threshold` (number): RSI level to trigger position entry
- `period` (string): Backtest duration
- `rsi_window` (integer): RSI calculation window in days
- `slippage_bps` (number): Execution slippage charged per entry or exit in basis points
- `ticker` (string, required): Asset ticker symbol to backtest (e.g. 'AAPL', 'MSFT', 'SPY')

Output parameters:

- `buy_and_hold_return_percent` (number): Benchmark Buy & Hold return for comparison (%)
- `cagr_percent` (number): Compound Annual Growth Rate (%)
- `ending_capital` (number): Final equity capital
- `equity_curve` (array): Sampled historical equity curve
- `initial_capital` (number): Starting cash capital
- `max_drawdown_percent` (number): Strategy maximum drawdown (%)
- `period` (string): Backtest lookback period
- `profit_factor`: Net profitable trade P/L divided by net losing trade P/L
- `strategy_name` (string): Strategy name and parameters
- `ticker` (string): Tested asset ticker
- `total_return_percent` (number): Cumulative strategy return (%)
- `total_trades` (integer): Total round-trip trades executed
- `trades` (array): Sample of executed trades
- `win_rate_percent` (number): Percentage of winning closed trades (%)

### `backtest_trend_following_strategy` (~258 tokens)

Execute Moving Average Crossover (Golden Cross / Death Cross) rule-based strategy backtest.

Enters long position when fast MA crosses above slow MA; exits to cash when fast MA crosses below slow MA.
Calculates cumulative return, CAGR, benchmark buy & hold comparison, win rate, profit factor, and equity curve.

Args:
    ticker: Asset ticker.
    fast_window: Fast SMA period in days.
    slow_window: Slow SMA period in days.
    period: Backtest timespan.
    initial_capital: Starting capital in USD.
    slippage_bps: Slippage charged per entry or exit, in basis points.

Returns:
    BacktestResult with complete trade log and performance statistics.

Input parameters:

- `fast_window` (integer): Fast moving average window in trading days
- `initial_capital` (number): Starting cash capital in USD
- `period` (string): Backtest duration
- `slippage_bps` (number): Execution slippage charged per entry or exit in basis points
- `slow_window` (integer): Slow moving average window in trading days
- `ticker` (string, required): Asset ticker symbol to backtest (e.g. 'AAPL', 'NVDA', 'SPY')

Output parameters:

- `buy_and_hold_return_percent` (number): Benchmark Buy & Hold return for comparison (%)
- `cagr_percent` (number): Compound Annual Growth Rate (%)
- `ending_capital` (number): Final equity capital
- `equity_curve` (array): Sampled historical equity curve
- `initial_capital` (number): Starting cash capital
- `max_drawdown_percent` (number): Strategy maximum drawdown (%)
- `period` (string): Backtest lookback period
- `profit_factor`: Net profitable trade P/L divided by net losing trade P/L
- `strategy_name` (string): Strategy name and parameters
- `ticker` (string): Tested asset ticker
- `total_return_percent` (number): Cumulative strategy return (%)
- `total_trades` (integer): Total round-trip trades executed
- `trades` (array): Sample of executed trades
- `win_rate_percent` (number): Percentage of winning closed trades (%)

### `calculate_asset_correlation_matrix` (~118 tokens)

Calculate pairwise correlation matrix and annualized covariance matrix across a basket of assets.

Evaluates diversification benefits and cross-asset correlations (-1.0 to +1.0) across equities,
ETFs, crypto, commodities, and fixed income.

Args:
    tickers: Asset symbols to compare.
    period: Lookback timespan.

Returns:
    CorrelationMatrixResult with correlation and covariance matrices.

Input parameters:

- `period` (string): Historical lookback period
- `tickers` (array, required): List of asset tickers to correlate

Output parameters:

- `annualized_covariance_matrix` (object): Annualized covariance matrix
- `assets` (array): Ordered list of asset tickers
- `correlation_matrix` (object): Pairwise Pearson correlation matrix (-1.0 to +1.0)
- `period` (string): Historical lookback period

### `calculate_drawdown_series` (~113 tokens)

Calculate historical underwater drawdown curve and maximum peak-to-trough decline series.

Evaluates historical capital drawdown depths and recovery timelines from previous peaks.

Args:
    tickers: Portfolio asset tickers.
    weights: Portfolio weights.
    period: Lookback duration.

Returns:
    DrawdownSeriesResult with underwater percentage drawdown points.

Input parameters:

- `period` (string): Historical lookback period
- `tickers` (array, required): List of asset tickers in portfolio
- `weights`: Optional portfolio allocation weights list

Output parameters:

- `data_points` (array): Historical drawdown curve points
- `max_drawdown_percent` (number): Maximum historical peak-to-trough drawdown (%)
- `peak_date`: Date of the peak before maximum drawdown
- `portfolio` (array): Portfolio tickers
- `trough_date`: Date of the trough of maximum drawdown

### `calculate_factor_exposures` (~146 tokens)

Calculate multi-factor linear regression exposures against benchmark macro market drivers.

Regresses asset returns against Market (SPY), Tech Growth (QQQ), Small-Cap (IWM), Treasuries (TLT),
and Gold (GLD) to estimate systematic factor loadings, Jensen's Alpha, and R-squared.

Args:
    ticker: Asset ticker.
    period: Lookback timespan.

Returns:
    FactorExposuresResult with estimated factor betas and model statistics.

Input parameters:

- `period` (string): Regression lookback period
- `ticker` (string, required): Asset ticker symbol to analyze (e.g. 'AAPL', 'NVDA', 'ARKK')

Output parameters:

- `exposures` (array): Estimated factor loadings
- `period` (string): Regression lookback period
- `ticker` (string): Analyzed ticker or portfolio

### `calculate_minimum_variance_portfolio` (~101 tokens)

Calculate Markowitz numerical Minimum Variance portfolio allocation weights.

Solves for long-only asset weights that minimize overall portfolio variance using the empirical
covariance matrix.

Args:
    tickers: Asset symbols.
    period: Lookback duration for covariance estimation.

Returns:
    PortfolioAllocationResult with minimum variance asset weights.

Input parameters:

- `period` (string): Historical lookback period
- `tickers` (array, required): List of asset tickers to optimize

Output parameters:

- `allocations` (array): List of optimal asset weights
- `period` (string): Historical lookback period used for optimization
- `strategy` (string): Asset allocation strategy name (e.g. Risk Parity, Minimum Variance)

### `calculate_portfolio_risk_metrics` (~273 tokens)

Calculate comprehensive quantitative risk and performance metrics for a multi-asset portfolio.

Computes Annualized Return, Annualized Volatility, Sharpe Ratio, Sortino Ratio, Calmar Ratio,
Max Drawdown, 1-Day Historical Value-at-Risk (VaR 95% & 99%), Expected Shortfall (CVaR 95% & 99%),
Beta, and Jensen's Alpha against a benchmark.

Assumes frictionless daily rebalancing to the supplied target weights,
using the assets' common price history.

Args:
    tickers: Asset ticker symbols.
    weights: Portfolio weights.
    benchmark: Benchmark symbol.
    period: Lookback duration.
    risk_free_rate: Risk-free rate.

Returns:
    PortfolioRiskMetrics object with risk-adjusted performance breakdown.

Input parameters:

- `benchmark` (string): Benchmark ticker symbol used to calculate Beta and Alpha (e.g. 'SPY', 'QQQ')
- `period` (string): Historical lookback period
- `risk_free_rate` (number): Annualized risk-free interest rate (e.g. 0.045 for 4.5%)
- `tickers` (array, required): List of asset tickers in the portfolio
- `weights`: Optional list of non-negative portfolio weights, normalized to sum to 1.0

Output parameters:

- `alpha_percent`: Annualized Jensen's Alpha when estimable (%)
- `annualized_return_percent` (number): Geometrically annualized compound return (%)
- `annualized_volatility_percent` (number): Annualized standard deviation / volatility (%)
- `benchmark` (string): Benchmark ticker used for Beta and Alpha
- `beta`: Sensitivity / Beta relative to benchmark when estimable
- `calmar_ratio`: Calmar ratio when maximum drawdown is non-zero
- `cvar_95_percent` (number): 1-Day Expected Shortfall / Conditional VaR at 95% confidence (%)
- `cvar_99_percent` (number): 1-Day Expected Shortfall / Conditional VaR at 99% confidence (%)
- `max_drawdown_percent` (number): Maximum peak-to-trough decline (%)
- `period` (string): Historical lookback period
- `r_squared`: R-Squared correlation coefficient when estimable
- `sharpe_ratio`: Sharpe ratio when volatility is non-zero
- `sortino_ratio`: Sortino ratio when downside deviation is non-zero
- `tickers` (array): List of asset tickers in portfolio
- `var_95_percent` (number): 1-Day Historical Value-at-Risk at 95% confidence (%)
- `var_99_percent` (number): 1-Day Historical Value-at-Risk at 99% confidence (%)
- `weights` (array): Normalized portfolio asset weights

### `calculate_risk_parity_weights` (~108 tokens)

Calculate equal-risk-contribution risk parity allocation weights.

Allocates capital inversely proportional to historical volatility so each asset
reports each asset's actual covariance-based contribution to portfolio risk.

Args:
    tickers: Asset symbols to allocate.
    period: Historical volatility lookback duration.

Returns:
    PortfolioAllocationResult with recommended percentage weights.

Input parameters:

- `period` (string): Historical lookback period used to measure volatility
- `tickers` (array, required): List of asset tickers to allocate

Output parameters:

- `allocations` (array): List of optimal asset weights
- `period` (string): Historical lookback period used for optimization
- `strategy` (string): Asset allocation strategy name (e.g. Risk Parity, Minimum Variance)

### `calculate_rolling_beta` (~148 tokens)

Calculate historical rolling window Beta sensitivity series against a benchmark.

Reveals how an asset's market correlation and systematic risk exposure have evolved over time.

Args:
    ticker: Asset symbol.
    benchmark: Benchmark symbol.
    window: Rolling window length in days.
    period: Lookback duration.

Returns:
    RollingBetaSeries with chronological rolling beta values.

Input parameters:

- `benchmark` (string): Benchmark ticker (e.g. 'SPY', 'QQQ')
- `period` (string): Historical lookback period
- `ticker` (string, required): Asset ticker symbol to analyze (e.g. 'NVDA', 'TSLA')
- `window` (integer): Rolling calculation window in trading days

Output parameters:

- `benchmark` (string): Benchmark ticker symbol
- `current_beta`: Most recent rolling beta value when estimable
- `data_points` (array): Historical rolling beta points
- `ticker` (string): Asset ticker symbol
- `window` (integer): Rolling calculation window in trading days

### `search_screener_matches` (~288 tokens)

Run a predefined screener query to discover matching equities, ETFs or
mutual funds - for example the current day's top gainers, the most
actively traded stocks, or top-performing ETFs.

Args:
    query (str): Name of a predefined screen. One of: aggressive_small_caps,
        bond_etfs, conservative_foreign_funds, day_gainers, day_losers,
        growth_technology_stocks, high_yield_bond, most_actives,
        most_shorted_stocks, portfolio_anchors, small_cap_gainers,
        solid_large_growth_funds, solid_midcap_growth_funds, technology_etfs,
        top_etfs_us, top_mutual_funds, top_performing_etfs,
        undervalued_growth_stocks, undervalued_large_caps.
    count (int, optional): Maximum number of results to return. Defaults to 25.
        Must be positive; Yahoo caps this at 250.
    offset (int, optional): Number of results to skip, for pagination. Defaults to 0.
        Must be non-negative.

Returns:
    ScreenerResult: Matching instruments and the total match count.

Raises:
    ValueError: If query is unknown, or count/offset is out of range.

Input parameters:

- `count` (integer)
- `offset` (integer)
- `query` (string, required)

Output parameters:

- `quotes` (array): Matching instruments for this page.
- `total` (integer): Total number of matches for the query, across all pages.

### `get_sec_10k_annual_filings` (~105 tokens)

Retrieve annual Form 10-K regulatory filings with direct document links.

Annual reports filed with the SEC containing audited balance sheets, income statements,
MD&A discussion, and comprehensive risk factor disclosures.

Args:
    ticker: Stock ticker symbol.
    limit: Number of annual 10-K filings to retrieve.

Returns:
    List of Form 10-K filing items with direct SEC document URLs.

Input parameters:

- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `result` (array)

### `get_sec_10q_quarterly_filings` (~102 tokens)

Retrieve quarterly Form 10-Q regulatory filings with direct document links.

Quarterly reports filed with the SEC containing unaudited financial statements
and ongoing quarterly operations review.

Args:
    ticker: Stock ticker symbol.
    limit: Number of quarterly 10-Q filings to retrieve.

Returns:
    List of Form 10-Q filing items with direct SEC document URLs.

Input parameters:

- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `result` (array)

### `get_sec_8k_material_events` (~108 tokens)

Retrieve Form 8-K unscheduled material corporate event announcements.

Covers major corporate events including quarterly earnings press releases, executive appointments/departures,
M&A transactions, debt financings, and material agreements.

Args:
    ticker: Stock ticker symbol.
    limit: Number of Form 8-K filings to retrieve.

Returns:
    List of Form 8-K material event filings with direct SEC document URLs.

Input parameters:

- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `result` (array)

### `get_sec_cik_lookup` (~93 tokens)

Search the official SEC registered company directory by ticker or company name.

Resolves ticker symbols and company titles to their official 10-digit Central Index Key (CIK).

Args:
    query: Ticker or company title search string.
    limit: Maximum number of matches to return.

Returns:
    List of SECCIKLookupResult matches.

Input parameters:

- `limit` (integer)
- `query` (string, required)

Output parameters:

- `result` (array)

### `get_sec_company_profile` (~86 tokens)

Retrieve official SEC corporate registrant profile and metadata.

Includes 10-digit CIK, Standard Industrial Classification (SIC) code, business/mailing address,
fiscal year end, and state of incorporation directly from SEC EDGAR.

Args:
    ticker: Stock ticker symbol or CIK.

Returns:
    SECCompanyProfile with regulatory corporate metadata.

Input parameters:

- `ticker` (string, required)

Output parameters:

- `business_address`: Primary corporate headquarters address
- `cik` (string): 10-digit zero-padded SEC CIK
- `fiscal_year_end`: Month/Day of fiscal year end (e.g. '0930')
- `investor_website`: Investor relations website URL
- `mailing_address`: Mailing address
- `name` (string): Official registrant corporate name
- `phone`: Primary corporate telephone number
- `sic`: Standard Industrial Classification (SIC) code
- `sic_description`: SIC industry title
- `state_of_incorporation`: State or country of legal incorporation
- `ticker` (string): Stock ticker symbol
- `website`: Corporate website URL

### `get_sec_insider_form4_filings` (~107 tokens)

Retrieve Form 4 insider ownership changes and transaction filings.

Filed by corporate officers, directors, and 10%+ beneficial owners reporting open-market
stock purchases, sales, option exercises, and restricted stock grants.

Args:
    ticker: Stock ticker symbol.
    limit: Number of Form 4 filings to retrieve.

Returns:
    List of Form 4 insider filings with direct SEC document URLs.

Input parameters:

- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `result` (array)

### `get_sec_recent_filings` (~127 tokens)

Retrieve recent regulatory filings submitted to the SEC by a company.

Provides direct SEC EDGAR document URLs, acceptance dates, accession numbers, and XBRL flags.

Args:
    ticker: Stock ticker symbol.
    form_type: Optional filter by SEC Form (e.g. '10-K', '10-Q', '8-K', '4').
    limit: Maximum number of filing records to return.

Returns:
    List of SECFilingItem objects with direct HTTPS document URLs.

Input parameters:

- `form_type`
- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `result` (array)

### `get_sec_xbrl_company_facts` (~88 tokens)

Retrieve catalog summary of all interactive US-GAAP XBRL financial disclosure concepts for an entity.

Provides a count and sample of available standard US-GAAP accounting tags filed in the registrant's XBRL facts.

Args:
    ticker: Stock ticker symbol.

Returns:
    SECXBRLCompanyFactsSummary with taxonomy metrics overview.

Input parameters:

- `ticker` (string, required)

Output parameters:

- `available_concepts_sample` (array): Sample of concept tag names
- `available_gaap_concepts_count` (integer): Total US-GAAP concepts filed
- `cik` (string): 10-digit zero-padded SEC CIK
- `entity_name` (string): Official registrant corporate name
- `key_metrics_available` (array): Identified standard financial metrics
- `ticker` (string): Stock ticker symbol

### `get_sec_xbrl_concept_timeseries` (~152 tokens)

Retrieve historical timeseries for a specific US-GAAP XBRL accounting concept directly from SEC filings.

Extracts exact financial values, units, fiscal years, and fiscal periods filed in official 10-K and 10-Q reports.

Args:
    ticker: Stock ticker symbol.
    concept: US-GAAP tag or alias ('REVENUES', 'NET_INCOME', 'GROSS_PROFIT', 'ASSETS', 'CASH', 'EPS').
    limit: Maximum historical observation periods to return.

Returns:
    SECXBRLConceptTimeseries with historical reported values.

Input parameters:

- `concept` (string)
- `limit` (integer)
- `ticker` (string, required)

Output parameters:

- `cik` (string): 10-digit zero-padded SEC CIK
- `concept` (string): Standardized XBRL tag name (e.g. 'Revenues', 'Assets')
- `description`: US-GAAP accounting definition
- `label`: Human-readable concept title
- `latest_period`: Period end date for latest value
- `latest_value`: Most recent reported value
- `observations` (array): Historical observations
- `ticker` (string): Stock ticker symbol
- `unit` (string): Measurement unit (e.g. 'USD', 'shares')

### `get_all_industries` (~99 tokens)

Retrieve a list of all industries, optionally filtered by sector.

Backed by a static local mapping rather than a region-scoped
upstream call, so this tool takes no region parameter.

Args:
    sector (str | None): The name of the sector to filter by, or None to retrieve all industries.
Returns:
    list[str]: A list of all industries, or industries in the specified sector.

Input parameters:

- `sector`

Output parameters:

- `result` (array)

### `get_industry_overview` (~170 tokens)

Retrieve an overview of a specific industry.

Args:
    industry (str): The name of the industry.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Accepted for a consistent signature; has no observable
        effect on this endpoint upstream.
Returns:
    IndustryOverview: An overview of the specified industry.

Input parameters:

- `industry` (string, required)
- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…

Output parameters:

- `companies_count` (integer): Number of companies in the industry
- `description` (string): Industry description
- `employee_count` (integer): Total number of employees in the industry
- `industries_count`: Number of sub-industries
- `market_cap` (integer): Total market capitalization of the industry
- `market_weight` (number): Market weight of the industry
- `message_board_id` (string): Message board identifier

### `get_industry_top_companies` (~174 tokens)

Retrieve a list of top companies within a specific industry.

Args:
    industry (str): The name of the industry.
    region (str): ISO 3166-1 alpha-2 country code scoping the returned
        companies to that region's exchange. Defaults to 'US'.
Returns:
    list[IndustryTopCompaniesEntry]: A list of top companies in the industry.

Input parameters:

- `industry` (string, required)
- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…

Output parameters:

- `result` (array)

### `get_industry_top_growth_companies` (~178 tokens)

Retrieve a list of top growth companies within a specific industry.

Args:
    industry (str): The name of the industry.
    region (str): ISO 3166-1 alpha-2 country code scoping the returned
        companies to that region's exchange. Defaults to 'US'.
Returns:
    list[IndustryTopGrowthCompaniesEntry]: A list of top growth companies in the industry.

Input parameters:

- `industry` (string, required)
- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…

Output parameters:

- `result` (array)

### `get_industry_top_performing_companies` (~180 tokens)

Retrieve a list of top performing companies within a specific industry.

Args:
    industry (str): The name of the industry.
    region (str): ISO 3166-1 alpha-2 country code scoping the returned
        companies to that region's exchange. Defaults to 'US'.
Returns:
    list[IndustryTopPerformingCompaniesEntry]: A list of top growth companies in the industry.

Input parameters:

- `industry` (string, required)
- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…

Output parameters:

- `result` (array)

### `get_sector_industries` (~82 tokens)

Retrieve a list of industries within a specific sector.

Backed by a static local mapping rather than a region-scoped
upstream call, so this tool takes no region parameter.

Args:
    sector (str): The name of the sector.
Returns:
    list[str]: A list of industries in the sector.

Input parameters:

- `sector` (string, required)

Output parameters:

- `result` (array)

### `get_sector_overview` (~178 tokens)

Retrieve overview information for a specific sector.

Args:
    sector (str): The name of the sector.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Accepted for a consistent signature; has no observable
        effect on this endpoint upstream (overview data does not
        vary by region).
Returns:
    SectorOverview: Overview data for the sector.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `sector` (string, required)

Output parameters:

- `companies_count` (integer): Number of companies in the sector
- `description` (string): Sector description
- `employee_count` (integer): Total number of employees in the sector
- `industries_count` (integer): Number of industries in the sector
- `market_cap` (integer): Total market capitalization of the sector
- `market_weight` (number): Market weight of the sector
- `message_board_id` (string): Message board identifier

### `get_sector_overview_for_ticker` (~207 tokens)

Retrieve overview information for a specific sector based on a stock ticker.

Args:
    ticker (str): The stock ticker symbol.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Accepted for a consistent signature; has no observable
        effect on this endpoint upstream (overview data does not
        vary by region).
Returns:
    SectorOverview: Overview data for the sector associated with the ticker.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `companies_count` (integer): Number of companies in the sector
- `description` (string): Sector description
- `employee_count` (integer): Total number of employees in the sector
- `industries_count` (integer): Number of industries in the sector
- `market_cap` (integer): Total market capitalization of the sector
- `market_weight` (number): Market weight of the sector
- `message_board_id` (string): Message board identifier

### `get_sector_research_reports` (~179 tokens)

Retrieve a list of research reports within a specific sector.

Args:
    sector (str): The name of the sector.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Accepted for a consistent signature; has no observable
        effect on this endpoint upstream.
Returns:
    list[IndustryResearchReportEntry]: A list of research reports in the sector.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `sector` (string, required)

Output parameters:

- `result` (array)

### `get_sector_top_companies` (~173 tokens)

Retrieve a list of top companies within a specific sector.

Args:
    sector (str): The name of the sector.
    region (str): ISO 3166-1 alpha-2 country code scoping the returned
        companies to that region's exchange. Defaults to 'US'.
Returns:
    list[SectorTopCompaniesEntry]: A list of top companies in the sector.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `sector` (string, required)

Output parameters:

- `result` (array)

### `get_sector_top_companies_for_ticker` (~202 tokens)

Retrieve a list of top companies within a specific sector based on a stock ticker.

Args:
    ticker (str): The stock ticker symbol.
    region (str): ISO 3166-1 alpha-2 country code scoping the returned
        companies to that region's exchange. Defaults to 'US'.
Returns:
    list[SectorTopCompaniesEntry]: A list of top companies in the sector associated with the ticker.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_sector_top_etfs` (~180 tokens)

Retrieve a list of top ETFs within a specific sector.

Args:
    sector (str): The name of the sector.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Any non-US region returns an empty list upstream rather
        than region-specific ETFs.
Returns:
    list[SectorTopETFsEntry]: A list of top ETFs in the sector.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `sector` (string, required)

Output parameters:

- `result` (array)

### `get_sector_top_mutual_funds` (~185 tokens)

Retrieve a list of top mutual funds within a specific sector.

Args:
    sector (str): The name of the sector.
    region (str): ISO 3166-1 alpha-2 country code. Defaults to 'US'.
        Any non-US region returns an empty list upstream rather
        than region-specific funds.
Returns:
    list[SectorTopMutualFundsEntry]: A list of top mutual funds in the sector.

Input parameters:

- `region` (string): ISO 3166-1 alpha-2 country code, for example 'US', 'GB', 'DE' or 'JP'. Defaults to 'US'. Only scopes company-listing results (e.g. top companies); overview and research-report data is not region-spec…
- `sector` (string, required)

Output parameters:

- `result` (array)

### `get_corporate_actions` (~71 tokens)

Retrieve corporate actions for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    list[CorporateActions]: List of corporate action records.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_curated_info` (~85 tokens)

Retrieve curated stock fundamental overview (33 essential metrics).

Optimized for LLM reasoning to avoid context window bloat.

Args:
    ticker (str): The symbol of the stock.

Returns:
    StockInfo_v2: Curated stock information.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `averageVolume`: Average trading volume
- `beta`: Beta value
- `city`: City of headquarters
- `country`: Country of headquarters
- `currentPrice`: Current trading price
- `dayHigh`: Highest price of the day
- `dayLow`: Lowest price of the day
- `debtToEquity`: Debt to equity ratio
- `dividendYield`: Dividend yield
- `exDividendDate`: Ex-dividend date as datetime
- `fiftyTwoWeekHigh`: 52-week high price
- `fiftyTwoWeekLow`: 52-week low price
- `forwardPE`: Forward P/E ratio
- `freeCashflow`: Free cash flow
- `fullTimeEmployees`: Number of full-time employees
- `industry`: Industry of the company
- `longBusinessSummary`: Long business summary
- `longName`: Long name of the company
- `marketCap`: Market capitalization
- `open`: Opening price
- `operatingCashflow`: Operating cash flow
- `payoutRatio`: Payout ratio
- `phone`: Contact phone number
- `previousClose`: Previous closing price
- `priceToBook`: Price to book ratio
- `returnOnAssets`: Return on assets
- `returnOnEquity`: Return on equity
- `sector`: Sector of the company
- `shortName`: Short name of the company
- `symbol`: Ticker symbol
- `trailingPE`: Trailing P/E ratio
- `volume`: Trading volume
- `website`: Company website

### `get_dividend_summary` (~68 tokens)

Retrieve a summary of dividend data for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    dict: Dividend summary data.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `dividendRate`: Dividend rate.
- `dividendYield`: Dividend yield.
- `exDividendDate`: Ex-dividend date.
- `fiveYearAvgDividendYield`: Five-year average dividend yield.
- `lastDividendDate`: Last dividend date.
- `lastDividendValue`: Last dividend value.
- `payoutRatio`: Payout ratio.
- `trailingAnnualDividendRate`: Trailing annual dividend rate.
- `trailingAnnualDividendYield`: Trailing annual dividend yield.

### `get_dividends` (~71 tokens)

Retrieve dividend history for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    list[StockDividends]: List of dividend records.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_extended_financial_summary` (~101 tokens)

Retrieve the financial summary plus valuation and share-count metrics.

A superset of get_financial_summary, adding market cap, enterprise
value, share counts, book value and price-to-book.

Args:
    ticker (str): The symbol of the stock.

Returns:
    ExtendedFinancialSummary: Financial summary with valuation metrics.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `bookValue`: Book value.
- `currentRatio`: Current ratio.
- `debtToEquity`: Debt to equity ratio.
- `earningsGrowth`: Earnings growth.
- `enterpriseValue`: Enterprise value.
- `floatShares`: Float shares.
- `freeCashflow`: Free cash flow.
- `grossMargins`: Gross margins.
- `grossProfits`: Gross profits.
- `marketCap`: Market capitalization.
- `operatingCashflow`: Operating cash flow.
- `operatingMargins`: Operating margins.
- `priceToBook`: Price to book ratio.
- `profitMargins`: Profit margins.
- `quickRatio`: Quick ratio.
- `returnOnAssets`: Return on assets.
- `returnOnEquity`: Return on equity.
- `revenueGrowth`: Revenue growth.
- `sharesOutstanding`: Shares outstanding.
- `sharesShort`: Shares short.
- `totalCash`: Total cash.
- `totalCashPerShare`: Total cash per share.
- `totalDebt`: Total debt.
- `totalRevenue`: Total revenue.

### `get_fast_info` (~72 tokens)

Retrieve fast info for a specific stock ticker.

Args:
    ticker (str): The symbol of the stock.

Returns:
    StockFastInfo: Fast info data for the given ticker.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `currency` (string): Currency of the ticker.
- `dayHigh` (number): Day's high price.
- `dayLow` (number): Day's low price.
- `exchange` (string): Exchange where the ticker is listed.
- `fiftyDayAverage` (number): 50-day average price.
- `lastPrice` (number): Last traded price.
- `lastVolume` (integer): Last traded volume.
- `marketCap`: Market capitalization.
- `open` (number): Opening price.
- `previousClose` (number): Previous closing price.
- `quoteType` (string): Type of quote (e.g., equity, ETF).
- `regularMarketPreviousClose` (number): Regular market previous close.
- `shares`: Number of shares outstanding.
- `tenDayAverageVolume` (integer): 10-day average volume.
- `threeMonthAverageVolume` (integer): 3-month average volume.
- `timezone` (string): Timezone of the exchange.
- `twoHundredDayAverage` (number): 200-day average price.
- `yearChange` (number): Change over the past year.
- `yearHigh` (number): 52-week high price.
- `yearLow` (number): 52-week low price.

### `get_financial_summary` (~109 tokens)

Retrieve profitability, liquidity and cash-flow metrics for a stock.

Covers revenue, margins, cash flow, debt and return ratios. Use
get_extended_financial_summary instead when valuation or share-count
metrics are also needed.

Args:
    ticker (str): The symbol of the stock.

Returns:
    FinancialSummary: Profitability, liquidity and cash-flow metrics.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `currentRatio`: Current ratio.
- `debtToEquity`: Debt to equity ratio.
- `earningsGrowth`: Earnings growth.
- `freeCashflow`: Free cash flow.
- `grossMargins`: Gross margins.
- `grossProfits`: Gross profits.
- `operatingCashflow`: Operating cash flow.
- `operatingMargins`: Operating margins.
- `profitMargins`: Profit margins.
- `quickRatio`: Quick ratio.
- `returnOnAssets`: Return on assets.
- `returnOnEquity`: Return on equity.
- `revenueGrowth`: Revenue growth.
- `totalCash`: Total cash.
- `totalCashPerShare`: Total cash per share.
- `totalDebt`: Total debt.
- `totalRevenue`: Total revenue.

### `get_history` (~208 tokens)

Retrieve historical price data for a stock.

Args:
    ticker (str): The symbol of the stock.
    period (str, optional): Valid periods: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max. Defaults to '1y'.
    interval (str, optional): Valid intervals: 1m, 2m, 5m, 15m, 30m, 60m, 90m, 1h, 1d, 5d, 1wk, 1mo, 3mo. Defaults to '1d'.

Returns:
    list[StockHistory]: List of historical data points.

Input parameters:

- `interval` (string)
- `period` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_info` (~118 tokens)

Retrieve detailed info for a specific stock ticker.

Args:
    ticker (str): The symbol of the stock.
    fields (list[str], optional): Specific field names to return (e.g. ['marketCap', 'trailingPE']).
        If omitted, returns the complete StockInfo model.

Returns:
    StockInfo | dict: Detailed info data or pruned dictionary of requested fields.

Input parameters:

- `fields`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result`

### `get_news` (~67 tokens)

Retrieve news items for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    list[NewsItem]: List of news items.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_price_target` (~65 tokens)

Retrieve price target data for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    dict: Price target data.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `numberOfAnalystOpinions`: Number of analyst opinions.
- `recommendationKey`: Recommendation key.
- `recommendationMean`: Recommendation mean.
- `targetHighPrice`: Target high price.
- `targetLowPrice`: Target low price.
- `targetMeanPrice`: Target mean price.
- `targetMedianPrice`: Target median price.

### `get_quick_technical_indicators` (~69 tokens)

Retrieve quick technical indicators for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    dict: Technical indicators data.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `currentPrice`: Current price.
- `fiftyDayAverage`: 50-day average price.
- `fiftyDayAverageChange`: 50-day average change.
- `fiftyDayAverageChangePercent`: 50-day average change percent.
- `fiftyTwoWeekHigh`: 52-week high price.
- `fiftyTwoWeekLow`: 52-week low price.
- `twoHundredDayAverage`: 200-day average price.
- `twoHundredDayAverageChange`: 200-day average change.
- `twoHundredDayAverageChangePercent`: 200-day average change percent.

### `get_risk_metrics` (~65 tokens)

Retrieve risk metrics for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    dict: Risk metrics data.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `auditRisk`: Audit risk score.
- `boardRisk`: Board risk score.
- `compensationRisk`: Compensation risk score.
- `overallRisk`: Overall risk score.
- `shareHolderRightsRisk`: Shareholder rights risk score.

### `get_splits` (~70 tokens)

Retrieve stock split history for a stock.

Args:
    ticker (str): The symbol of the stock.

Returns:
    list[StockSplit]: List of stock split records.

Input parameters:

- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_valuation_history` (~246 tokens)

Retrieve historical valuation ratios (P/E, P/S, P/B, EV/EBITDA, PEG, market cap,
enterprise value) for a stock, one entry per period.

Unlike get_financial_summary or get_extended_financial_summary, which are a
current snapshot, this returns a short history so trend can be seen across
recent quarters or years.

Args:
    ticker (str): The symbol of the stock.
    freq (str, optional): Period-column grouping: 'quarterly', 'monthly',
        'yearly' or 'trailing'. Defaults to 'quarterly'.
    periods (int | None, optional): Number of period columns to return, newest
        first. None returns all available history; 0 returns only the current
        value. Defaults to 5.

Returns:
    list[ValuationMeasuresEntry]: Valuation ratios per period, newest first.
        Empty for instruments valuation measures do not apply to (e.g.
        cryptocurrencies).

Input parameters:

- `freq` (string)
- `periods`
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `result` (array)

### `get_wsj_bollinger_bands` (~222 tokens)

Retrieve server-side computed Bollinger Bands (upper, middle, lower, bandwidth) from WSJ Michelangelo.

Calculated natively on the WSJ charting servers, minimizing client compute overhead.

Args:
    ticker: Stock symbol (e.g. 'TSLA', 'NVDA').
    window: Moving average calculation window (default 20).
    multiplier: Standard deviation multiplier (default 2.0).
    timeframe: Timespan duration (e.g. 'P1M', 'P3M', 'P1Y').
    step: Bar step frequency (e.g. 'P1D', 'PT1M').

Returns:
    WSJBollingerBandsSeries containing timestamped price, lower band, middle band, upper band, and bandwidth %.

Input parameters:

- `multiplier` (number)
- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)
- `window` (integer)

Output parameters:

- `data_points` (array): Calculated Bollinger Band points
- `multiplier` (number): Standard deviation multiplier (e.g. 2.0)
- `symbol` (string): Stock ticker symbol
- `window` (integer): Moving average calculation window (e.g. 20)

### `get_wsj_intraday_bars` (~179 tokens)

Retrieve high-resolution intraday continuous tick bars (including pre-market and after-hours) from WSJ.

Args:
    ticker: Stock symbol (e.g. 'TSLA', 'AAPL').
    timeframe: Intraday duration: 'D1' (today), 'D5' (past 5 days), 'D7' (past 7 days).
    step: Bar frequency: 'PT1M' (1-minute bars), 'PT5M' (5-minute bars), 'PT15M' (15-minute bars).

Returns:
    WSJStockHistory containing continuous 1-minute intraday bars with volume.

Input parameters:

- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)

Output parameters:

- `data_points` (array): Ordered price bars
- `name` (string): Company name
- `symbol` (string): Stock ticker symbol (e.g. 'TSLA', 'AAPL')

### `get_wsj_stock_history` (~182 tokens)

Retrieve historical price bars (OHLCV) for a stock directly from WSJ Michelangelo.

Args:
    ticker: Stock symbol (e.g. 'TSLA', 'AAPL', 'NVDA', 'MSFT').
    timeframe: Timespan duration: 'D7' (7 days), '1mo', 'P3M', 'P1Y', '5y', 'all'.
    step: Bar frequency: 'P1D' (daily), 'PT1M' (1-minute intraday), 'PT5M' (5-minute).

Returns:
    WSJStockHistory with ordered historical OHLCV price bars.

Input parameters:

- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)

Output parameters:

- `data_points` (array): Ordered price bars
- `name` (string): Company name
- `symbol` (string): Stock ticker symbol (e.g. 'TSLA', 'AAPL')

### `get_support_resistance_levels` (~108 tokens)

Retrieve support and resistance levels for a given ticker and period.

Args:
    ticker (str): The symbol of the security.
    period (str, optional): Time period for levels (e.g., '6mo'). Defaults to '6mo'.

Returns:
    SupportResistanceLevelsDict: Support and resistance levels data.

Input parameters:

- `period` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `current_price` (number)
- `nearest_resistance`
- `nearest_support`
- `resistance_levels` (array)
- `support_levels` (array)

### `get_technical_indicators` (~103 tokens)

Retrieve technical indicators for a given ticker and period.

Args:
    ticker (str): The symbol of the security.
    period (str, optional): Time period for indicators (e.g., '6mo'). Defaults to '6mo'.

Returns:
    TechnicalIndicatorsDict: Technical indicators data.

Input parameters:

- `period` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `average_volume` (number)
- `current_price` (number)
- `fifty_two_week_high` (number)
- `fifty_two_week_low` (number)
- `price_position_in_52w_range_percent`
- `price_vs_sma_20`
- `price_vs_sma_200`
- `price_vs_sma_50`
- `sma_20`
- `sma_200`
- `sma_50`

### `get_volatility_metrics` (~104 tokens)

Retrieve volatility metrics for a given ticker and period.

Args:
    ticker (str): The symbol of the security.
    period (str, optional): Time period for metrics (e.g., '1y'). Defaults to '1y'.

Returns:
    VolatilityMetricsDict: Volatility metrics data.

Input parameters:

- `period` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.

Output parameters:

- `annualized_volatility` (number)
- `daily_volatility` (number)
- `max_daily_gain_percent` (number)
- `max_daily_loss_percent` (number)
- `negative_days` (integer)
- `positive_days` (integer)
- `positive_days_percentage` (number)
- `total_trading_days` (integer)

### `get_wsj_ema` (~167 tokens)

Retrieve server-side computed Exponential Moving Average (EMA) from WSJ Michelangelo.

Args:
    ticker: Symbol (e.g. 'NVDA', 'MSFT').
    window: Moving average calculation window period (default 20).
    timeframe: Timespan duration (e.g. 'P1M', 'P3M', 'P1Y').
    step: Bar step frequency (e.g. 'P1D', 'PT1M').

Returns:
    WSJIndicatorSeries with timestamped price and computed EMA values.

Input parameters:

- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)
- `window` (integer)

Output parameters:

- `data_points` (array): Ordered indicator data points
- `indicator` (string): Indicator name (e.g. 'SMA', 'EMA', 'RSI')
- `symbol` (string): Ticker symbol
- `window` (integer): Calculation window period (e.g. 50)

### `get_wsj_macd` (~238 tokens)

Retrieve server-side computed Moving Average Convergence Divergence (MACD) from WSJ.

Calculates MACD line, signal line, and MACD histogram natively on WSJ charting servers.

Args:
    ticker: Symbol (e.g. 'TSLA', 'AAPL').
    fast_window: Fast EMA period (default 12).
    slow_window: Slow EMA period (default 26).
    signal_window: Signal line EMA period (default 9).
    timeframe: Timespan duration (e.g. 'P1M', 'P3M', 'P1Y').
    step: Bar step frequency (e.g. 'P1D', 'PT1M').

Returns:
    WSJMACDSeries containing timestamped price, MACD line, signal line, and histogram.

Input parameters:

- `fast_window` (integer)
- `signal_window` (integer)
- `slow_window` (integer)
- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)

Output parameters:

- `data_points` (array): Ordered MACD data points
- `fast_window` (integer): Fast EMA window (default 12)
- `signal_window` (integer): Signal EMA window (default 9)
- `slow_window` (integer): Slow EMA window (default 26)
- `symbol` (string): Ticker symbol

### `get_wsj_rsi` (~168 tokens)

Retrieve server-side computed Relative Strength Index (RSI) momentum indicator from WSJ.

Args:
    ticker: Symbol (e.g. 'TSLA', 'AAPL').
    window: RSI calculation period (default 14).
    timeframe: Timespan duration (e.g. 'P1M', 'P3M', 'P1Y').
    step: Bar step frequency (e.g. 'P1D', 'PT1M').

Returns:
    WSJIndicatorSeries with timestamped price and RSI values (0-100).

Input parameters:

- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)
- `window` (integer)

Output parameters:

- `data_points` (array): Ordered indicator data points
- `indicator` (string): Indicator name (e.g. 'SMA', 'EMA', 'RSI')
- `symbol` (string): Ticker symbol
- `window` (integer): Calculation window period (e.g. 50)

### `get_wsj_sma` (~193 tokens)

Retrieve server-side computed Simple Moving Average (SMA) from WSJ Michelangelo.

Calculated directly on WSJ charting servers, providing ultra-low-latency moving averages.

Args:
    ticker: Symbol (e.g. 'AAPL', 'TSLA', 'SPX').
    window: Moving average calculation window period (default 50).
    timeframe: Timespan duration (e.g. 'P1M', 'P3M', 'P1Y', '5y').
    step: Bar step frequency (e.g. 'P1D', 'PT1M').

Returns:
    WSJIndicatorSeries with timestamped price and computed SMA values.

Input parameters:

- `step` (string)
- `ticker` (string, required): Security ticker symbol, for example 'AAPL', 'GOOG' or 'MSFT'.
- `timeframe` (string)
- `window` (integer)

Output parameters:

- `data_points` (array): Ordered indicator data points
- `indicator` (string): Indicator name (e.g. 'SMA', 'EMA', 'RSI')
- `symbol` (string): Ticker symbol
- `window` (integer): Calculation window period (e.g. 50)

## Diagnostics

Captured diagnostic sections: Provenance, Install scripts, Dependencies. The full working is on the page: https://verifymcp.io/servers/danchev-openmarkets/openmarkets#diagnostics

## Score history

- 2026-09-20: 69
- 2026-09-19: 68
- 2026-09-18: 68
- 2026-09-17: 52
- 2026-09-16: 67
- 2026-09-15: 62
- 2026-09-14: 48
- 2026-09-13: 63
- 2026-09-12: 63
- 2026-09-11: 63
- 2026-09-10: 63
- 2026-09-09: 63

## Common questions

### What is the Open Markets MCP server?

Open Markets is an MCP server listed in the public MCP registry as io.github.danchev/openmarkets. Financial market data, SEC filings, macroeconomic telemetry, and portfolio analytics through MCP. This page covers its PyPI package (openmarkets).

### Is the Open Markets MCP server safe to use?

Open Markets scores 69 out of 100 on VerifyMCP. We found no known CVEs affecting it as of 20 September 2026. That is a record of what we were able to check automatically, not an endorsement. The category breakdown on this page shows every signal behind the number, including the ones we could not confirm.

### What tools does the Open Markets MCP server expose?

Open Markets exposes 127 tools: get_analyst_recommendations, get_earnings_estimates, get_eps_trends, get_full_analysis, get_growth_estimates, and 122 more. Their descriptions and schemas cost roughly 13,446 tokens of context every time the server is loaded.

### Is the Open Markets MCP server still maintained?

Open Markets is still listed as active in the MCP registry. We last reached this channel on 20 September 2026. Those dates come from our own scans of the registry and the channel itself, not from anything the publisher announced.

## Links

- PyPI project: https://pypi.org/project/openmarkets/
- Socket report: https://socket.dev/pypi/package/openmarkets
- Repository: https://github.com/danchev/openmarkets
- Changelog RSS feed: https://verifymcp.io/servers/danchev-openmarkets/openmarkets.xml
- Changelog JSON feed: https://verifymcp.io/servers/danchev-openmarkets/openmarkets.json
- HTML version of this page: https://verifymcp.io/servers/danchev-openmarkets/openmarkets