Your whole platform, inside the chat.

Screen the whole universe by signal, then stack conditions until only the names that matter survive.

• screen_signals Universe screen with 15+ gates — GARP, market-cap bounds, valuation, growth, analyst rating, anti-chase thresholds — in one call.
• screen_convergence Multi-signal AND logic (up to 12 conditions) with cohort routing and earnings blackout — only symbols where the strategies agree.
• get_signal_methodology How any signal works, plus its backtest and training metrics.

Every strategy carries its trust label — and you can recompute it yourself, the way an analyst would.

• research_strategy One-call verdict: cross-sectional validation + FDR correction + correlations + rolling walk-forward.
• get_walk_forward_results Per-symbol overfit detection on a train/test split — validated, caution, likely-overfit, insufficient data.
• compute_fdr_correction False-discovery-rate gate so multiple testing doesn't hand you a fluke.

Describe a strategy in plain English, get Python, backtest it, deploy it across the universe.

• generate_script Natural-language → trading-signal code (score, strategy, indicator, or metric).
• deploy_script Turn a script into a recurring subscription — scheduled, realtime, or manual.
• run_batch Execute across a watchlist or the full universe.

Define, train, and deploy your own predictive models — their output becomes signals like any other.

• create_ai_model Define a model: type, prediction target, symbol scope, features.
• deploy_ai_model Publish a trained model's predictions as live signals.
• get_inference_results Latest predictions per symbol.

The full pick pipeline and risk-budgeted portfolio build — with an auditable reason for every dismissal.

• run_strategy_funnel Multi-stage pick funnel — pre-flight → sector rotation → convergence → edge → AI ensemble → validation → tier — with an audit table and dismissal log.
• build_portfolio Convergence + risk budget + next steps per candidate.
• get_monitor_snapshot Weekly read: breadth, sector rotation, Fama-French, VIX regime, data gaps.

Prices, factors, breadth, and sector rotation across the whole universe.

• get_price_bars Daily OHLCV for trend analysis and charting.
• get_sector_rotation Leading and lagging sectors by return.
• get_fama_french_factors Factor exposure — value, size, profitability, momentum.

Deep fundamentals and a multi-field screener, batched across hundreds of symbols.

• screen_fundamentals Screen on P/E, margins, growth, debt, beta, analyst rating, and more.
• compare_symbols Side-by-side fundamentals + signals across 2–10 stocks.

Cluster-buy insider signals, activist filings, and outlier-compounder quality scoring.

• get_insider_candidates Rank by insider metrics — cluster buys, net dollar buying, activist 13D filings.
• get_compounder_candidates Rank by outlier compounder score — growth, profitability, FCF yield, ROE, low debt.

Decompose returns, size positions with Kelly, and check portfolio concentration.

• analyze_portfolio_risk VaR / CVaR, correlations, and sector concentration.
• get_factor_decomposition Split a stock's returns into market beta, sector beta, and alpha.
• get_hit_rate BUY-signal outcome distribution and a Kelly fraction for sizing.

Headlines and aggregated retail sentiment, scored and filtered to your tickers.

• get_news_sentiment Headlines with a sentiment score and a running average.
• get_social_sentiment StockTwits / Reddit / ApeWisdom with FinBERT scores.
• get_trending_tickers Social-mention leaderboard.

Create and read watchlists and holdings — the context everything else binds to.

• create_watchlist New watchlist, optionally seeded with symbols.
• get_holdings Portfolio holdings with position data.

Compose dashboards from ready-made templates and 25+ widget types — entirely from the conversation.

• create_dashboard Build a dashboard from a ready-made intent template.
• add_widget Place any of 25+ widget types — KPI, signal chart, screener, news, heatmap, backtester, and more.

Wire alerts on any signal and manage the scheduled jobs that compute them.

• create_signal_change_alert Fire on BUY / SELL / NEUTRAL transitions on any deployed signal.
• create_alert Threshold alert with notification routing.
• list_subscriptions See and manage deployed subscriptions and their schedules.