io.github.daniel3303/equibles

Record a user-confirmed purchase or sale in the caller's portfolio. Never infer or guess the instrument, quantity, price or date. For stock, pass ticker. For an option, pass both its underlying ticker and verified OCC symbol; unknown or expired contracts are rejected. quantity is signed: positive for long shares/contracts, negative for short stock or written options. costPerUnit is always the positive per-share price or option premium, never the per-contract total. Identical retries within the duplicate window return the existing lot instead of adding another.

Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date. The lot moves out of the open positions and its realized profit is kept. Ask the user for the closing price and date; never guess them from a market quote. Closing PART of a lot splits it: the closed part keeps the original cost basis and the rest stays open on that same basis, so a later sale is still priced against what was actually paid. An option that expired worthless closes at a price of 0. An option that was exercised or assigned closes here too, and the resulting shares are a separate AddPortfolioLot.

Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value; tickers with no data for the period are listed separately. Fiscal year/period follow each company's OWN fiscal calendar (e.g. NVDA's fiscal 2025 ended January 2025), so peer rows can cover very different calendar months — check the Period End column.

Compare two institutions' 13F portfolios on their latest common report date. Returns Jaccard and dollar-weighted overlap, portfolio totals, and shared or unique positions. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Resolve filer names with SearchInstitutions. For mutual-fund or ETF NPORT portfolios, use GetFundProfile.

Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot. Ask the user before creating one, since it is their account. Names are unique within an account, and re-creating a name that already exists is rejected rather than merged.

Permanently delete one of the USER's own portfolios and every lot in it, open and closed. This cannot be undone and it destroys the recorded cost basis and realized-profit history. ALWAYS confirm with the user first, naming the portfolio and how many lots it holds. Call GetMyPortfolio if you do not already know.

Read analyst consensus forecasts for a company, including revenue, EPS, product, segment and operating metrics. Prefers consensus the company publishes itself through its investor-relations sources and falls back to a compiled consensus; every answer states which kind answered. Returns original units, accounting basis, mean/median/range/count labels, snapshot history and publication dates. Coverage varies by issuer. This reads stored verified data and never scrapes on demand.

Get a company's at-the-market (ATM) equity offering programs — original agreement date and stated precision, latest amendment, money and/or share capacity, cumulative sales, remaining availability with per-figure as-of dates, expiry, derived exhausted/expired status, and source filings. Bare table figures are normalized only from an exact grounded filing scale header. ATM programs have no tagged XBRL equivalent, so figures come from verified extractions of the company's own 10-K, 10-Q and 8-K filings; only filings from roughly the last 13 months are scanned, so an empty result means no program was captured there — not proof the company runs no ATM program. Nothing is estimated.

Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominated in the stock's price units (USD). The smoothing is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Bollinger Bands for a stock. A middle band (simple moving average of close) with upper and lower bands set a number of standard deviations above and below it. Bands widen when volatility rises and contract when it falls; price touching the upper/lower band is a common overbought/oversold cue. Includes %B ((close-lower)/(upper-lower)) and bandwidth ((upper-lower)/middle) columns. The moving-average window is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal year and recent quarters. Figures come from the company's own XBRL facts plus verified extractions of filings' narrative text; nothing is estimated, and figures a company stopped restating carry an explicit staleness label. For the dilution mirror-image — at-the-market (ATM) equity offering programs — use GetAtmPrograms.

Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets to find available market codes.

Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings releases and 10-K/10-Q MD&A, with period, filing date, source quote and exactly comparable year-over-year change. Omit metric for each series' latest reading; pass a company metric label for its full history. Values retain the company's stated scale. Earnings-call transcripts are not figure sources. A disclosed GAAP-to-non-GAAP reconciliation includes its stated bridge.

Get congressional securities transactions for a specific ticker (newest first, last year by default). Shows which members of Congress reported a purchase or sale, with transaction and filing dates; amounts are disclosed ranges, not exact values, and Asset identifies the filed instrument (such as stock, option, or bond). Use GetMemberTrades for one member's transactions across all tickers.

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry (default) ranks the subject's direct industry peers; Sector widens to sibling industries; Market ranges across the ~1,500 largest listed names and surfaces cross-industry relationships the classification misses (suppliers, commodity proxies). direction=Negative flips the ranking to the strongest inverse movers (hedge candidates). Candidates need a $100M market cap and enough overlapping trading days with the subject; each row reports the observation count behind its coefficient. Use GetStockPrices for the underlying series and the screener for fundamentals-based peer sets.

Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, and period, with the source filing. Untagged disclosures come from verified narrative extraction with a verbatim quote; issuers that tag ConcentrationRiskPercentage in structured XBRL (e.g. NVDA, AAPL) return those customer-specific dimensioned facts directly. A miss is never a statement of no risk. Pass maxFilings > 1 to also see earlier filings' disclosures (the concentration trend).

Get one durable debt instrument by its Equibles identifier. Returns current balances, linked filing observation, verified covenant bullets, exact source quotes, and governing or amending SEC documents. History, covenants, and documents are independently paged. Use GetDebtProfile first to obtain the instrument identifier.

Get a company's reported total debt history and its identified notes, loans, and revolving credit facilities. The latest 10-K establishes the annual baseline; each subsequent 10-Q and relevant 8-K updates durable instrument records instead of creating a new instrument from a similar-looking row. Results summarize each instrument and provide its ID; use GetDebtInstrument for paged covenants, filing observations, exact evidence, and governing SEC exhibits. Unmatched observations are disclosed and excluded.

Get a company's stored declared cash dividends newest first. Each row gives the ex-dividend date, cash amount per share in USD, and source. Date filters apply to the ex-dividend date. Future ex-dates can appear after a dividend is declared. Dividend records are issuer-level and available only through the company's current primary ticker; a secondary share class is never assumed to have the same dividend.

Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved TL;DR, bullish and bearish points, and verbatim pull-quotes, plus a deterministic narrative shift against the immediately older available approved brief. When available, it also shows company guidance issued at the call, how that range changed from management's prior update, and the reported quarter versus the operative company guidance that preceded it. This is company guidance, not analyst consensus; actual comparisons use filed GAAP XBRL facts, never estimates. The shift is derived from approved bullets and is not separately verifier-approved. Newest quarter first. Only calls with an approved brief appear, so quarters can be missing from the sequence.

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventTranscript), title, call date, status, which of the four artefacts are available, the transcript and earnings-release document ids when linked, and the release's extracted guidance rows when the 8-K carries approved ones. When a transcript is available, read it with GetEarningsCallTranscript, or get the AI read via GetEarningsBrief / GetEarningsCallToneAndThemes. Use this to ask "what do we have for AAPL FY2025 Q3?" rather than chasing each artefact separately — or omit the fiscal period for the company's latest call.

Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved calls appear, so quarters can be missing from the sequence (a gap note flags non-consecutive quarters). Use it to gauge how confident or guarded management sounded and what they talked about most.

Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or human-reviewed); unverified voices show as a role label (e.g. Operator) or a neutral speaker number. Use GetEarningsCallEvent first to check a transcript exists.

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX). FOMC meetings are NOT included — FRED's release feed has no real FOMC meeting dates; use the Federal Reserve's published meeting calendar for those. Defaults to the next 30 days. Use minImportance=high to see only the market movers, and GetEconomicIndicator to fetch a series' data after it prints.

Get time series data for a FRED economic indicator. Returns historical observations for indicators like FEDFUNDS (fed funds rate), CPIAUCSL (CPI inflation), UNRATE (unemployment), GDP, T10Y2Y (yield spread), VIXCLS (VIX), SP500, MORTGAGE30US, M2SL (money supply), and more. Covers the curated ~40-series set Equibles tracks, not the full FRED catalog — use SearchEconomicIndicators to find available series.

Get an ETF's stored portfolio holdings from its latest SEC Form NPORT-P report, largest position first. Coverage is full, tracked U.S. equities only, or unknown when the authoritative reported count is unavailable. Use offset to continue through broad portfolios.

Get ETF settled performance, SEC assets, allocation and top holdings. For this same exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, GetOptionExpirations/GetOptionChain/GetOptionContract for options, GetShortInterest for reported short interest and days to cover, GetShortVolume/GetOffExchangeVolume/GetFailsToDeliver for trading and settlement data, GetTopHolders/GetInstitutionalOwnershipHistory/GetTopInstitutionalBuyersSellers for 13F institutional exposure, GetFundsHoldingStock for funds owning the ETF, and GetCongressionalTrades for congressional trades. These are shared stock-and-ETF tools; GetEtfHoldings instead returns investments inside the ETF. ListFilings/SearchDocuments select the SEC registrant and may include sibling funds, not just this ETF series. Dividend history is currently primary-listing-only; issuer-trained short-interest forecasts and squeeze scores are not ETF analytics.

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name, the role text exactly as filed, a separate normalized role classification, the action, the effective date when stated, the verbatim disclosure, and the source filing (form + link). Changes are extracted from the filings' narrative text and verified before publication. Coverage is still back-filling: the output names the oldest covered filing date, and an empty answer distinguishes 'covered filings disclose no changes' from 'filings not yet processed'.

Get a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first. Figures are exactly as the company disclosed them; Total is the filer's own figure, never a recomputation. Coverage is limited to US DEF 14A filers (foreign private issuers file 20-F and are not covered) and is still back-filling: the output states the newest proxy on file next to the newest imported year, so stale coverage is visible.

Get fails-to-deliver (FTD) data for an exact listed stock or exchange-traded fund from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity across dates. Price is the previous trading day's closing price (SEC file convention, not a settlement price) and Value = Quantity × Price. Within the covered window (the output names the earliest fully covered settlement date), dates absent from the table had no reported fails; earlier dates are only partially covered, so their absence is not evidence of no fails. The SEC publishes each half-month batch with roughly a two-week lag, so the newest rows trail today. High or persistent FTD balances may indicate naked short selling or settlement issues.

Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults to meetings in the next 90 days; pass a date range to look further ahead. This is a forward-looking calendar of announced meetings, not a historical archive — coverage starts in late 2025 — and entries are the FDA's own listings, not linked to stock tickers.

Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Facts (structured XBRL). Returns a time series, one row per fiscal period, using the latest restated value unless asOriginallyReported is set. Each row carries its actual period start/end; fiscal years/quarters follow the company's own fiscal calendar. Warns when the selected alias ends materially before the company's other structured facts, which can indicate an XBRL tag change. Dimensioned disclosures such as customer concentration are outside this consolidated-series tool. For a full statement use GetFinancialStatement; to compare peers use CompareFinancialFact.

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for one exact statement period end. Quarterly flow rows are always discrete quarters: when the filer reports only cumulative year-to-date USD values, the quarter is derived by exact subtraction from the preceding cumulative period and marked Derived. Company-specific dimensional facts (e.g. product-segment revenue) are not included — use GetRevenueBreakdown for segment/geographic revenue, and GetFinancialFact or CompareFinancialFact for one line item across periods or across companies.

Get recent proposed insider sales for a stock from SEC Form 144 notices. Each Form 144 is an affiliate's declaration of intent to sell restricted or control securities, showing the seller, their relationship to the company, the number of shares and aggregate market value to be sold, the proposed sale as a share of the issuer's current shares outstanding, the approximate sale date, the broker, and the filer's remarks (including any stated 10b5-1 plan). Results are the most recent notices first and a note flags when more exist than were returned; use fromDate/toDate to scope a period (heavy 10b5-1 filers can flood the recency window with small daily notices). A proposal may never execute; a completed sale may later appear on Form 4 or 5 only when it is reportable there.

Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining, the minimum investment, the number of investors, the claimed exemptions, whether the notice is an amendment (D/A), and its SEC accession number. Ongoing offerings are re-noticed through D/A amendments that RESTATE the same offering — group rows by first-sale date and offering amount and use only the latest notice of each chain, or capital raised will be counted several times over. Use this to track how a company is raising private capital alongside its public filings.

Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Accepts an exchange-listed ticker or an exact fund identifier from SearchFunds, including a profile id, SEC series id, stored series ticker, or verified share-class alias. Each N-CEN shows the registrant's classification, Investment Company Act file number, reporting period, first/last-filing flags, latest service providers, and an exact filed-name provider history. N-CEN is filed at registrant level; this dataset currently ingests it through tracked issuer feeds, so a series inside an untracked multi-series trust can resolve correctly but still have no N-CEN report on record. Only registered funds file N-CEN; operating companies return no data.

Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report. Accepts a profile ID, SEC series ID, stored ticker, or verified alias from SearchFunds. Returns registrant, series, assets, reported and stored holding counts, and the largest stored positions. Some multi-series trusts store only tracked-stock positions; reported counts and asset totals still describe the full filing. Use GetFundsHoldingStock for the inverse lookup.

Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports. The listed security's authoritative CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exited position never shows as current. Returns the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profile (Long/Short), largest positions first. Report dates differ per fund series (each files on its own fiscal quarter), so values are as of each row's report date and cross-row totals mix as-of dates.

Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviated, or cleared. Flags are extracted from each company's newest 10-K/10-Q narrative text and verified before publication; a filing without going-concern language counts as no doubt. Coverage starts when the extraction lane first examined the company — earlier filings are not analyzed, so absence from the history does not rule out prior doubt episodes.

Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, recipient named by the government, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), outlays when reported, period-of-performance end date, and description. Coverage: only prime contract awards of $1M or more that resolve to a listed company are included, so sums understate total federal revenue. Useful for gauging a company's reliance on federal spending; use GetTopGovernmentContractors to rank companies market-wide.

Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period and source provenance. Closed target periods are marked ended. Revenue and diluted-EPS guidance includes the reported actual and verdict once comparable XBRL facts exist; non-GAAP guidance is never compared with GAAP actuals. Coverage notes distinguish unprocessed documents from sources that state no guidance.

Get the companies that have joined or left a major US stock index, newest first. Changes are derived by comparing consecutive constituent lists from the funds that track the index, so each one is dated to the window between two reports rather than to an announcement: a daily holdings file dates a change to a day, a quarterly filing only to a quarter. Several funds track the same index and each records a change separately, so records for the same company and direction over overlapping windows are collapsed into the single event a reader should see, keeping the narrowest window. This is observed membership, not an announcement feed, so a change appears once a tracking fund has actually reported it.

Get the current constituent list of a major US stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, or the Dow Jones Industrial Average. Each row carries the company's rank by weight, its ticker, and its share of the index. The list is a full-replication tracking fund's own disclosed holdings, taken from an SEC Form N-PORT filing or from the holdings file the fund publishes daily, and the answer names which fund and which date it came from. A list is only published once a fund's filing reaches us whole, so a partial filing is never served as a shrunken index. Rows that could not be matched to a tracked company are listed under the name the fund reported rather than dropped, because a dropped row would make the index look shorter than it is. Use GetIndexChanges for what has joined or left, and GetIndexForecast for who the published rules point to next.

Apply an index's published entry rules and return candidates with rule-by-rule evidence. S&P results are SCREENS because a committee chooses additions; the S&P 500 adds versioned 90-day empirical join probabilities for eligible candidates and exit probabilities for every member. They are estimates, not guarantees. Russell and Nasdaq-100 are PROJECTIONS decided by published rankings. A non-member with a missing figure has no entry verdict. An unmeasured member stays out of deterministic departure buckets, while the S&P 500 gives it the neutral exit baseline. The Dow has no quantitative rule or forecast. Each model revision is immutable. A model-version change may append a higher revision for the same trading day, and readers use the highest revision.

Get a summary of insider ownership for a stock, ranked by total shares held. Shares come from each insider's most recent SEC Form 3/4/5 filing: the filing's closing balance per security and ownership bucket (actual shares only — options and other derivative holdings are excluded), summed into Direct and Indirect columns and restated onto today's split basis, so they can differ from the raw figures in older filings. Indirect can understate an insider holding through several vehicles, because a filing reports one balance per vehicle and only the last is kept. Former insiders may linger with stale dates or zero shares. Returns at most maxResults insiders (default 30). Use this to understand the insider ownership structure of a company; use GetInsiderTransactions for the underlying trades.

Rank stocks by a peer-relative 0-100 insider-accumulation score over 90 days: net buyers, net shares bought as a percent of shares outstanding, and net buy value. It uses qualifying open-market Forms 4/5 purchases and sales; Form 3 establishes initial ownership, and disclosed Rule 10b5-1 trades are excluded. Filter for cluster buys or liquidity, request the bottom ranking for distribution, or pass ticker for one stock's factors and universe rank. Filters never renumber the universe rank. Use GetInsiderTransactions for the filings.

Get recent insider trading transactions for a stock from SEC Forms 4 and 5, newest first. Form 3 supplies initial ownership rather than a transaction. The Type column carries the SEC transaction code meaning: 'Buy'/'Sell' are open-market purchases/sales only, while Award, Conversion, Exercise, Tax Payment, Expiration, Gift, Inheritance, Discretionary and Other are compensation or derivative mechanics — not conviction trades. The 10b5-1 column marks trades made under a pre-arranged Rule 10b5-1 plan ('-' = filing predates the 2023 checkbox). Per-row Shares/Price/Value are as filed; Owned After is the post-transaction balance restated onto today's split basis, tracked per security kind and ownership form. Supports optional date-range, transaction-type and insider-name filters to reach history beyond the newest rows. Use this to understand insider buying/selling activity.

Get the historical trend of aggregate reported 13F exposure for an exact stock or ETF listing across multiple quarters. The legacy Total Shares field sums reported quantities across common-share rows, put/call notional-underlying rows, and any tracked principal-denominated rows, so it is not a pure share-ownership measure. Shows total reported quantity, published position value, and filer count. Changes are withheld when a relevant filer has no observed 13F in either compared quarter; missing filings and filer identity changes are not trades. Values normally use report-date closing prices, may fall back to filer values, and can include zero when unavailable. While the newest quarter's filing window is open, non-ETF primary stocks use a provisional combined view; ETF listings remain exact and as-filed because carry-forward is filer-wide.

Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag, and values each exact listed security on raw closing prices. Returns price return (dividends excluded), CAGR, and max drawdown for the clone and benchmark, plus price-return alpha. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it.

Combine 2-25 institutions' 13F portfolios on their latest common report date. Ranks stocks by holder count, then combined value. Published values normally use report-date closing prices, may fall back to filer values, and can be zero when unavailable. Set minInstitutions to 2 or more for positions shared by multiple filers.