FinBridge

Summarize stored apartment sales, excluding cancellations. Monthly medians are not a price index or valuation. Months with no trades report count 0 — uncollected months raise an error instead.

Roll the stored portfolio back to a past snapshot from get_portfolio_history, replacing ALL current holdings and assets with that snapshot's content. Use this to undo a bad import_portfolio call. Omit snapshot_id to restore the snapshot immediately before the current state (undo the last change). This action is itself recorded as a new snapshot — history is append-only, so restoring is itself reversible the same way. Tell the user what was restored (get_portfolio afterwards shows it valued at current prices).

Screen KR and/or US stocks against William O'Neil's CAN SLIM checklist (as taught by David Ryan), joining the nightly valuation_latest (earnings/sales growth, ROE, PER) and indicators_latest (relative strength, distance from the 52-week high) snapshots. Returns fundamentally strong momentum leaders, sorted by RS by default. One of four named strategy screens (this one, screen_minervini, screen_kell, screen_schwartz), each a fixed published checklist. Not this tool for: thresholds you choose yourself (screen_technical), fundamentals (screen_companies) or funds (screen_etfs). Only C, A, N, S, L are coded as filters — I (institutional sponsorship) and M (market direction) require fund-flow and index-level data that cannot be evaluated from a single stock's snapshot, so they are intentionally omitted: C — Current quarterly earnings: latest-quarter diluted-EPS YoY >= c_min (default 25). Quarter codes compare like-for-like a year apart (1=Q1, 2=cumulative half, 3=Q3). A — Annual earnings & quality: latest annual diluted-EPS YoY >= a_min (default 25) AND ROE >= roe_min (default 17) N — New highs: price within near_high_pct% of the 52-week high (default 15) S — Sales: latest annual revenue YoY > 0 when require_sales is true (default true) L — Leader: RS rating (national percentile 1-99) >= rs_min (default 80) A metric that is NULL (e.g. growth base was a loss, so the sign-flipped percentage is dropped) fails its comparison and the stock is excluded. Args: - market: 'kr' (DART/KOSPI+KOSDAQ), 'us' (EDGAR), or 'all' (default) - c_min: min latest-quarter EPS YoY %, CAN SLIM C (default 25) - a_min: min latest-annual EPS YoY %, CAN SLIM A (default 25) - roe_min: min ROE %, quality gate under A (default 17) - rs_min: min RS percentile 1-99, CAN SLIM L (default 80) - near_high_pct: max % below the 52-week high, CAN SLIM N (default 15; smaller = closer to the high) - require_sales: require positive annual revenue growth, CAN SLIM S (default true) - min_…

Screen companies across five markets on annual fundamentals stored in the local finbridge database: Korea (DART), the US (SEC EDGAR), Taiwan (TWSE/TPEx), Japan (EDINET) and Europe (ESEF/IFRS). Filters and sorting run on standard metrics plus derived ratios; Annual rows (quarter=0) are the default. When a single market has no annual rows and fiscal_year is omitted, the screen falls back to that market's latest reported period. This fallback is not used for market='all'; do not compare a partial-year result with annual revenue. Base amounts are in each company's reporting currency — KRW, USD, TWD, JPY, or for Europe whatever the filer reports in (EUR, DKK, SEK, NOK, PLN, ...) — so absolute-value thresholds are market-dependent and cross-market (market='all') screens work best with ratio metrics (margins, roe, debt_ratio). Not this tool for: price or technical signals (screen_technical and the four named strategy screens), funds (screen_etfs), one company in depth (get_valuation), or statements straight from the regulator (get_dart_financials / get_edgar_financials). Coverage note: Taiwan carries only the latest reported period, because TWSE publishes a snapshot rather than history, and it has no annual row at all until an FY Q4 statement publishes — so roe, psr and the 3-year CAGRs are empty for every Taiwanese company, and cash / operating cash flow are unavailable there at any depth (the TWSE OpenAPI publishes no cash-flow statement and its balance sheet carries no cash line). Screen Taiwan on revenue, margins, EPS and the balance-sheet totals; use market='kr' or 'us' when the screen depends on a return, a multiple or a growth rate. Europe is still loading and is thinner than the others: about 1 in 8 rows has no operating_income (the filer tags it with a company extension rather than the IFRS concept) and about 1 in 5 has no revenue (banks and investment entities report interest revenue or fair-value gains, not a single IFRS revenue total — we leave the column em…

Screen exchange-traded funds in the local finbridge database on the things that actually distinguish an ETF: premium/discount to NAV, fund size (AUM), the index it tracks, price momentum, and — for US funds — the audited calendar-year TOTAL return from the fund's own prospectus. Funds only. Operating companies are screened by screen_companies (fundamentals) or screen_technical / the four named strategy screens (price signals). ⚠These funds are excluded from screen_companies by construction: that tool ranks on annual financial statements, which funds do not file. Coverage differs by market and the response says so per row: - KR (1,170 listed ETFs): NAV, AUM (net assets, KRW), listed units and the tracked index come from the same daily feed as prices, 2020-01-02 onward. premium_pct is close/NAV-1 computed on the SAME day (mixing dates would be meaningless). - US (5,868 ETFs): no NAV or AUM source exists that we may redistribute, so those fields are null. Instead total_return_pct carries the fund's audited calendar-year total return (distributions reinvested) from SEC prospectus data — the only distribution-inclusive number available. ⚠ret_20d / ret_120d are PRICE returns in every market: ETF distributions are not in the daily bars, so income funds look worse than they were. For US funds compare against total_return_pct to see the gap. ⚠aum is in the listing currency (KRW today). Do not rank across markets on it. ⚠total_return_pct is pinned to ONE calendar year across all rows (reported as total_return_year), because prospectus refresh dates differ per fund — ranking a 2024 figure against a 2025 one would be a silently wrong table. Args: - market: 'kr', 'us', or 'all' (default) - min_aum: minimum net assets in listing currency (KR only; e.g. 100000000000 = 1,000억) - max_abs_premium_pct: keep funds trading within this |premium| of NAV, e.g. 0.5 - min_premium_pct: keep funds at or above this premium (negative values find discounts) - min_price, min_vo…

Screen KR, US and/or TW stocks for an Oliver Kell "Cycle of Price Action" long setup, evaluated on the nightly indicators_latest snapshot (daily corporate-action-adjusted KR prices). One of four named strategy screens (this one, screen_minervini, screen_canslim, screen_schwartz), each a fixed published checklist. Not this tool for: thresholds you choose yourself (screen_technical), fundamentals (screen_companies) or funds (screen_etfs). APPROXIMATION: Oliver Kell's method is discretionary — his full cycle (reversal extension, EMA crossback, wedge pop, base-n-break, exhaustion) is a chart read, not a formula. This screener only proxies ONE phase: "a relative-strength leader in an uptrend, riding its short-term EMAs and not over-extended". It will miss real Kell setups and flag stocks that are not. Conditions (all required): - close > 20-day EMA (uptrend, holding the 20EMA) - price is 0..'max_ext_pct'% above the 10-day EMA (above support but not exhausted) - RS percentile >= 'rs_min' (a leader) - if require_ema_stack: 10-day EMA > 20-day EMA (rising short-term stack) Args: - market: 'kr', 'us', or 'all' (default) - rs_min: minimum RS percentile 1-99 (default 80; Kell trades leaders) - max_ext_pct: max % above the 10-day EMA before treating it as over-extended (default 15) - require_ema_stack: require 10EMA > 20EMA (default true) - min_vol_avg20: optional minimum 20-day average volume (liquidity filter) - min_price: optional minimum close price (avoid low-priced stocks; e.g. 10 for US$, 5000 for KRW) - sort_by: rs_pctile|pct_from_ema10|ret_20d|ret_5d|macd_hist|close (default rs_pctile) - order: 'asc'|'desc' (default 'desc'); limit: 1-50 (default 20); response_format: 'markdown'|'json' Returns: {count, market, criteria:{rs_min, max_ext_pct, require_ema_stack}, rows:[{name, source, ticker|stock_code, as_of, close, ema10, ema20, pct_from_ema10, macd_hist, rs_pctile, ret_20d}]}. Examples: - US leaders on EMA support: {market:'us', min_vol_a…

Screen KR, US and/or TW stocks that pass Mark Minervini's 8-point Trend Template (from "Trade Like a Stock Market Wizard"), evaluated on the nightly indicators_latest snapshot (daily corporate-action-adjusted KR prices). Returns stage-2 uptrend leaders, sorted by relative strength by default. One of four named strategy screens (this one, screen_canslim, screen_kell, screen_schwartz), each a fixed published checklist. Not this tool for: thresholds you choose yourself (screen_technical), fundamentals (screen_companies) or funds (screen_etfs). The 8 criteria (all required): 1. Price above the 150-day and 200-day moving averages 2. 150-day MA above the 200-day MA 3. 200-day MA rising (vs ~1 month ago) [can be relaxed via require_sma200_rising] 4. 50-day MA above both the 150- and 200-day MAs 5. Price above the 50-day MA 6. Price at least 'above_low_pct'% above its 52-week low (default 25) 7. Price within 'near_high_pct'% of its 52-week high (default 25) 8. RS rating >= 'rs_min' (default 70), where RS is the national percentile (1-99) of blended 3/6/12-month momentum vs the stock's own market Optionally also require a Volatility Contraction Pattern base via require_vcp. VCP detection here is an APPROXIMATION (heuristic swing/contraction count, not a discretionary chart read) and can miss valid bases or flag false positives. Args: - market: 'kr' (DART/KOSPI+KOSDAQ), 'us' (EDGAR), or 'all' (default) - rs_min: minimum RS percentile 1-99 (default 70; Minervini prefers higher) - near_high_pct: max % below the 52-week high (default 25; smaller = tighter/closer to high) - above_low_pct: min % above the 52-week low (default 25) - require_sma200_rising: require criterion 3 (default true) - require_vcp: also require a heuristically-detected VCP base (vcp_setup=1) (default false; VCP is approximate) - min_vol_avg20: optional minimum 20-day average volume (liquidity filter; recommended to exclude illiquid microcaps) - min_price: optional minimum…

Screen KR, US and/or TW stocks for a Marty Schwartz short-term momentum setup, evaluated on the nightly indicators_latest snapshot (daily corporate-action-adjusted KR prices). One of four named strategy screens (this one, screen_minervini, screen_canslim, screen_kell), each a fixed published checklist. Not this tool for: thresholds you choose yourself (screen_technical), fundamentals (screen_companies) or funds (screen_etfs). APPROXIMATION: Marty Schwartz is a discretionary short-term trader; this screener only proxies his "10-day EMA green light + MACD momentum" principle. It is not his full method (which includes intraday timing, tape reading, and risk discretion). Expect false positives and misses. Conditions (all required): - close > 10-day EMA (Schwartz's "green light") - if require_macd_bull: MACD histogram > 0 (momentum bullish) - RS percentile >= 'rs_min' - price <= 'max_ext_pct'% above the 10-day EMA (not over-extended) Args: - market: 'kr', 'us', or 'all' (default) - rs_min: minimum RS percentile 1-99 (default 60) - require_macd_bull: require MACD histogram > 0 (default true) - max_ext_pct: max % above the 10-day EMA before over-extended (default 12) - min_vol_avg20: optional minimum 20-day average volume (liquidity filter) - min_price: optional minimum close price (avoid low-priced stocks; e.g. 10 for US$, 5000 for KRW) - sort_by: rs_pctile|pct_from_ema10|ret_20d|ret_5d|macd_hist|close (default rs_pctile) - order: 'asc'|'desc' (default 'desc'); limit: 1-50 (default 20); response_format: 'markdown'|'json' Returns: {count, market, criteria:{rs_min, require_macd_bull, max_ext_pct}, rows:[{name, source, ticker|stock_code, as_of, close, ema10, ema20, pct_from_ema10, macd_hist, rs_pctile, ret_20d}]}. Examples: - US short-term momentum, liquid: {market:'us', min_vol_avg20: 500000} - KR names on a fresh 10EMA green light, tight: {market:'kr', rs_min: 70, max_ext_pct: 6} Use when: shortlisting short-term momentum names on a 10-E…

Screen KR/US companies by technical signals over the latest indicator snapshots (v_indicators / indicators_latest, refreshed nightly). Signals and the sort key are fixed whitelists mapped to SQL predicates; every threshold is bound as a parameter, so inputs are never interpolated into SQL. This is the open-ended technical screen: you pick the signals and thresholds. The four named strategies are fixed checklists instead (screen_minervini, screen_canslim, screen_kell, screen_schwartz). Not this tool for: fundamentals (screen_companies) or funds (screen_etfs). Args: - market: 'kr' (DART), 'us' (EDGAR), or 'all' (default) - signals: any of golden_cross, dead_cross, rsi_oversold (RSI<30), rsi_overbought (RSI>70), near_52w_high (within 3% of high), near_52w_low, above_sma20, volume_surge (vol_ratio>=2), macd_bullish (macd_hist>0), rs_leader (RS rating >=80 vs home market), rs_outperform (RS rating >=60). ANDed together; omit for none. - min_price: optional minimum close; min_vol_avg20: optional minimum 20-day average volume (liquidity filter) - sort_by: ret_1d|ret_5d|ret_20d|ret_60d|ret_120d|ret_250d|rsi14|vol_ratio|pct_from_52w_hi|pct_from_52w_lo|close|atr14|rs_pctile|rs_120d (default ret_20d) - order: 'asc'|'desc' (default 'desc'); limit: 1-100 (default 20); response_format: 'markdown'|'json' Relative strength (rs_pctile 1-99, rs_120d) measures each stock vs its OWN national market (KR vs the KR universe, US vs the US universe): rs_pctile is the national percentile of blended 3/6/12-month momentum (IBD-style; 99=strongest); rs_120d is 6-month excess return in pp over the national median. Returns: {count, market, signals, sort_by, order, rows:[{name, source, ticker|stock_code, as_of, close, rsi14, macd_hist, ret_5d, ret_20d, ret_60d, vol_ratio, pct_from_52w_hi, pct_from_52w_lo, golden_cross, dead_cross, above_sma20, rs_pctile, rs_120d}]}. Examples: - Oversold KR names by 20-day return: {market:'kr', signals:['rsi_oversold'], sort_by:'ret_20d', order:'a…

Search companies registered with DART, South Korea's corporate disclosure system, by name, 6-digit stock code, or 8-digit DART corp_code. Returns the corp_code required by the other dart_* tools. Not this tool for: US registrants (use search_edgar_company). Japan, Taiwan and Europe have no search tool — reach them through screen_companies or query_db on the companies table. Args: - query: company name (Korean works best, e.g. '삼성전자'), 6-digit KRX stock code ('005930'), or 8-digit corp_code - listed_only: restrict to KRX-listed companies (default true). Set false to include ~90k unlisted entities. - limit: max results, 1-50 (default 10) Returns: {count, companies: [{corp_code, corp_name, stock_code}]} — stock_code is null for unlisted companies. Match priority: exact stock code > exact name > listed partial > unlisted partial. Examples: - {query: '삼성전자'} -> corp_code 00126380, stock_code 005930 - {query: '카카오', listed_only: false} -> listed 카카오 plus unlisted same-name entities Use when you need a corp_code or must disambiguate similar names. Don't use for US companies (use search_edgar_company). Errors: DART_API_KEY not configured; no match returns count 0 (not an error).

Search SEC EDGAR registrants (US-listed companies) by ticker, company name, or CIK. Returns the 10-digit zero-padded CIK needed by the other edgar_* tools. Not this tool for: Korean companies (use search_dart_company). Japan, Taiwan and Europe have no search tool — reach them through screen_companies or query_db on the companies table. Args: - query (required): ticker ('AAPL', 'BRK-B' or 'BRK.B'), company-name fragment ('Berkshire'), or CIK number ('320193') - limit: max results, 1-50 (default 10) Returns: {count, companies: [{cik, ticker, title}]} ranked exact-ticker > exact-name > prefix > substring. Examples: - "find Apple's CIK" -> {query: 'AAPL'} - "companies named Berkshire" -> {query: 'Berkshire', limit: 5} Use when: you need a CIK or to disambiguate a company name before calling get_edgar_financials/filings/insider_trades (those also accept tickers directly, so for an exact ticker you can skip this step). Don't use for: Korean companies (use search_dart_company) or private companies not registered with the SEC. Errors: no match -> error suggesting a shorter name fragment; only SEC registrants with a listed ticker are searchable.