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The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.

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about_us Read-only

Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

This tool takes no arguments.

Welcome MCP server | mcptry

Tools (57)

about_us

Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

add_to_watchlist

Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.

Argument	Type	Description
ticker*	string	Ticker symbol (e.g. AAPL, SPY, BTC-USD).
ma_type	string	Moving Average Type. Defaults to EMA (Exponential).
watchlist*	string	Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id.
asset_type*	string	Asset type. Required by the underlying endpoint.
added_price	number	Optional: the price when added, for entry-price tracking.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker",
    "watchlist",
    "asset_type"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol (e.g. AAPL, SPY, BTC-USD)."
    },
    "ma_type": {
      "enum": [
        "EMA",
        "SMA"
      ],
      "type": "string",
      "description": "Moving Average Type. Defaults to EMA (Exponential)."
    },
    "watchlist": {
      "type": "string",
      "description": "Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id."
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string",
      "description": "Asset type. Required by the underlying endpoint."
    },
    "added_price": {
      "type": "number",
      "description": "Optional: the price when added, for entry-price tracking.",
      "exclusiveMinimum": 0
    }
  }
}

check_ticker_in_my_watchlists

Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.

read-only

Argument	Type	Description
ticker*	string	Ticker symbol (e.g. AAPL, BTC-USD)
asset_type*	string	Asset type for the ticker

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker",
    "asset_type"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol (e.g. AAPL, BTC-USD)"
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string",
      "description": "Asset type for the ticker"
    }
  }
}

close_trade

Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.

Argument	Type	Description
ticker	string	Alternative to trade_id: the ticker of your single open trade.
trade_id	string	The trade id (from list_my_trades). Preferred when known.
exit_date*	string	Exit date — ISO date (YYYY-MM-DD) or datetime.
exit_price*	number	Exit price per share/unit.
exit_reason	string	Optional: why you exited.
lesson_learned	string	Optional: a post-trade reflection — what you learned.
emotional_state	number	Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "exit_price",
    "exit_date"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Alternative to trade_id: the ticker of your single open trade."
    },
    "trade_id": {
      "type": "string",
      "description": "The trade id (from list_my_trades). Preferred when known."
    },
    "exit_date": {
      "type": "string",
      "description": "Exit date — ISO date (YYYY-MM-DD) or datetime."
    },
    "exit_price": {
      "type": "number",
      "description": "Exit price per share/unit.",
      "exclusiveMinimum": 0
    },
    "exit_reason": {
      "type": "string",
      "maxLength": 200,
      "description": "Optional: why you exited."
    },
    "lesson_learned": {
      "type": "string",
      "maxLength": 1000,
      "description": "Optional: a post-trade reflection — what you learned."
    },
    "emotional_state": {
      "type": "number",
      "maximum": 4,
      "minimum": -4,
      "description": "Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric."
    }
  }
}

compare_tickers

Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.

read-only

Argument	Type	Description
period	string	Default 1Y
tickers*	array	List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "tickers"
  ],
  "properties": {
    "period": {
      "enum": [
        "1W",
        "1M",
        "3M",
        "6M",
        "1Y",
        "2Y",
        "5Y",
        "YTD",
        "MAX"
      ],
      "type": "string",
      "description": "Default 1Y"
    },
    "tickers": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "maxItems": 5,
      "minItems": 2,
      "description": "List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']"
    }
  }
}

create_watchlist

Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.

Argument	Type	Description
name*	string	Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1–100 characters.
is_public	boolean	If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you).
description	string	Optional. What's the focus of this list? Up to 500 characters.
alert_frequency	string	Alert frequency for changes. Defaults to none.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1–100 characters."
    },
    "is_public": {
      "type": "boolean",
      "description": "If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you)."
    },
    "description": {
      "type": "string",
      "maxLength": 500,
      "description": "Optional. What's the focus of this list? Up to 500 characters."
    },
    "alert_frequency": {
      "enum": [
        "none",
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string",
      "description": "Alert frequency for changes. Defaults to none."
    }
  }
}

delete_trade

Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.

destructive

Argument	Type	Description
confirm*	boolean	Must be true. Confirms the user asked for this trade to stop counting.
trade_id*	string	The trade id to remove from your stats (from list_my_trades).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "trade_id",
    "confirm"
  ],
  "properties": {
    "confirm": {
      "type": "boolean",
      "description": "Must be true. Confirms the user asked for this trade to stop counting."
    },
    "trade_id": {
      "type": "string",
      "description": "The trade id to remove from your stats (from list_my_trades)."
    }
  }
}

delete_watchlist

Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.

destructive

Argument	Type	Description
watchlist*	string	Name, slug or id of the Stock Tracker to delete.
confirm_name*	string	The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it — do not fill this in on their behalf.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "watchlist",
    "confirm_name"
  ],
  "properties": {
    "watchlist": {
      "type": "string",
      "description": "Name, slug or id of the Stock Tracker to delete."
    },
    "confirm_name": {
      "type": "string",
      "description": "The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it — do not fill this in on their behalf."
    }
  }
}

discover_community_watchlists

Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.

read-only

Argument	Type	Description
limit	number
sort_by	string	Default: popular
asset_type	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 30,
      "minimum": 1
    },
    "sort_by": {
      "enum": [
        "popular",
        "recent",
        "mostItems"
      ],
      "type": "string",
      "description": "Default: popular"
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string"
    }
  }
}

follow_watchlist

Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.

Argument	Type	Description
watchlist_slug*	string	Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists.
alert_frequency	string	How often to receive alerts. Defaults to none.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "watchlist_slug"
  ],
  "properties": {
    "watchlist_slug": {
      "type": "string",
      "description": "Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists."
    },
    "alert_frequency": {
      "enum": [
        "none",
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string",
      "description": "How often to receive alerts. Defaults to none."
    }
  }
}

get_balance_sheet

Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.
periods	number	How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
frequency	string	Reporting frequency. Defaults to quarterly.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."
    },
    "periods": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned."
    },
    "frequency": {
      "enum": [
        "quarterly",
        "annual"
      ],
      "type": "string",
      "description": "Reporting frequency. Defaults to quarterly."
    }
  }
}

get_cash_flow

Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.
periods	number	How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
frequency	string	Reporting frequency. Defaults to quarterly.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."
    },
    "periods": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned."
    },
    "frequency": {
      "enum": [
        "quarterly",
        "annual"
      ],
      "type": "string",
      "description": "Reporting frequency. Defaults to quarterly."
    }
  }
}

get_close_history

Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.

read-only

Argument	Type	Description
range	string	Time range. Defaults to 1Y.
ticker*	string	Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD).
interval	string	Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years of monthly closes.
asset_type	string	Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD.
include_recent	number	Optional: also return the most recent N closes at the chosen interval (max 60).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "range": {
      "enum": [
        "1W",
        "1M",
        "3M",
        "6M",
        "1Y",
        "2Y",
        "ALL"
      ],
      "type": "string",
      "description": "Time range. Defaults to 1Y."
    },
    "ticker": {
      "type": "string",
      "description": "Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD)."
    },
    "interval": {
      "enum": [
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string",
      "description": "Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years of monthly closes."
    },
    "asset_type": {
      "enum": [
        "stock",
        "crypto"
      ],
      "type": "string",
      "description": "Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD."
    },
    "include_recent": {
      "type": "number",
      "maximum": 60,
      "minimum": 1,
      "description": "Optional: also return the most recent N closes at the chosen interval (max 60)."
    }
  }
}

get_crypto_price_alignment

How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.

read-only

Argument	Type	Description
pair*	string	Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD
ma_type	string	Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "pair"
  ],
  "properties": {
    "pair": {
      "type": "string",
      "description": "Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD"
    },
    "ma_type": {
      "enum": [
        "SMA",
        "EMA"
      ],
      "type": "string",
      "description": "Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available."
    }
  }
}

get_curated_lists

Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.

read-only

Argument	Type	Description
ticker*	string	Ticker symbol

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol"
    }
  }
}

get_dividends

Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.

read-only

Argument	Type	Description
limit	number	How many recent dividends to include. Defaults to 12.
ticker*	string	Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 40,
      "minimum": 1,
      "description": "How many recent dividends to include. Defaults to 12."
    },
    "ticker": {
      "type": "string",
      "description": "Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto."
    }
  }
}

get_earnings_estimates

Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.

read-only

Argument	Type	Description
limit	number	How many periods to include. Defaults to 12 (everything available).
ticker*	string	Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto.
horizon	string	Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 12,
      "minimum": 1,
      "description": "How many periods to include. Defaults to 12 (everything available)."
    },
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto."
    },
    "horizon": {
      "enum": [
        "quarterly",
        "annual"
      ],
      "type": "string",
      "description": "Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years)."
    }
  }
}

get_earnings_transcript

Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.

read-only

Argument	Type	Description
limit	number	Speaker turns to return. Defaults to all.
offset	number	Skip the first N speaker turns. Defaults to 0.
ticker*	string	Stock ticker (e.g. AAPL). Transcripts cover individual companies only.
quarter*	string	Fiscal quarter of the call, e.g. '2026Q1'. ⚠️ FISCAL, not calendar — and for a company whose fiscal year is offset they are different years. NVDA's quarter ending 2026-04-30 is 2027Q1, not 2026Q1; asking for 2026Q1 returns a call from May 2025 with no error. Do not derive this label from a calendar date. If unsure, try the label and check the speakers' own dates in the transcript before using anything from it.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker",
    "quarter"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 200,
      "minimum": 1,
      "description": "Speaker turns to return. Defaults to all."
    },
    "offset": {
      "type": "number",
      "minimum": 0,
      "description": "Skip the first N speaker turns. Defaults to 0."
    },
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Transcripts cover individual companies only."
    },
    "quarter": {
      "type": "string",
      "pattern": "^\\d{4}Q[1-4]$",
      "description": "Fiscal quarter of the call, e.g. '2026Q1'. ⚠️ FISCAL, not calendar — and for a company whose fiscal year is offset they are different years. NVDA's quarter ending 2026-04-30 is 2027Q1, not 2026Q1; asking for 2026Q1 returns a call from May 2025 with no error. Do not derive this label from a calendar date. If unsure, try the label and check the speakers' own dates in the transcript before using anything from it."
    }
  }
}

get_etf_profile

Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.

read-only

Argument	Type	Description
ticker*	string	ETF ticker (e.g. SPY, QQQ, VTI)
holdings_limit	number	Top holdings to show; default 10

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "ETF ticker (e.g. SPY, QQQ, VTI)"
    },
    "holdings_limit": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "Top holdings to show; default 10"
    }
  }
}

get_fundamentals

Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto."
    }
  }
}

get_income_statement

Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).

read-only

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto.
periods	number	How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.
frequency	string	Reporting frequency. Defaults to quarterly.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."
    },
    "periods": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned."
    },
    "frequency": {
      "enum": [
        "quarterly",
        "annual"
      ],
      "type": "string",
      "description": "Reporting frequency. Defaults to quarterly."
    }
  }
}

get_industry_returns

Same idea as the sector view, narrower scope — average return for a single industry over the last year.

read-only

Argument	Type	Description
industry*	string	Industry name, e.g. 'Software - Application', 'Banks - Diversified'

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "industry"
  ],
  "properties": {
    "industry": {
      "type": "string",
      "description": "Industry name, e.g. 'Software - Application', 'Banks - Diversified'"
    }
  }
}

get_insider_transactions

Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.

read-only

Argument	Type	Description
limit	number	Transactions to include, newest first. Defaults to 20.
ticker*	string	Stock ticker (e.g. AAPL). Individual companies only.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 100,
      "minimum": 1,
      "description": "Transactions to include, newest first. Defaults to 20."
    },
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Individual companies only."
    }
  }
}

get_institutional_holdings

Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.

read-only

Argument	Type	Description
limit	number	Top holders to include. Defaults to 10.
ticker*	string	Stock ticker (e.g. AAPL). Individual companies only.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Top holders to include. Defaults to 10."
    },
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Individual companies only."
    }
  }
}

get_instrument_overview

Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.

read-only

Argument	Type	Description
ticker*	string	Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)"
    }
  }
}

get_instrument_popularity

How many community watchlists include a given ticker — a simple read on what the club is tracking.

read-only

Argument	Type	Description
ticker*	string	Ticker symbol

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol"
    }
  }
}

get_macro_indicators

US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.

read-only

Argument	Type	Description
history	number	Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned.
include_keys	array	Optional filter — return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are reported back with the valid list. When a filter is set, each matched indicator also returns its reading history (see `history`).

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "history": {
      "type": "number",
      "maximum": 60,
      "minimum": 2,
      "description": "Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned."
    },
    "include_keys": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Optional filter — return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are reported back with the valid list. When a filter is set, each matched indicator also returns its reading history (see `history`)."
    }
  }
}

get_market_calendar

Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.

read-only

Argument	Type	Description
to	string	Only events on or before this date (YYYY-MM-DD).
from	string	Only events on or after this date (YYYY-MM-DD).
limit	number	Max events to return per section. Defaults to 25.
filter	string	Filter the calendar by event type. Defaults to all.
tickers	array	Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned — use this to reach a coverage list.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "to": {
      "type": "string",
      "description": "Only events on or before this date (YYYY-MM-DD)."
    },
    "from": {
      "type": "string",
      "description": "Only events on or after this date (YYYY-MM-DD)."
    },
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Max events to return per section. Defaults to 25."
    },
    "filter": {
      "enum": [
        "all",
        "earnings",
        "ipos"
      ],
      "type": "string",
      "description": "Filter the calendar by event type. Defaults to all."
    },
    "tickers": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned — use this to reach a coverage list."
    }
  }
}

get_market_movers

Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.

read-only

Argument	Type	Description
list	string	Which list to return. Defaults to all three.
limit	number	Rows per list. Defaults to 10.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "list": {
      "enum": [
        "gainers",
        "losers",
        "most_active"
      ],
      "type": "string",
      "description": "Which list to return. Defaults to all three."
    },
    "limit": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "Rows per list. Defaults to 10."
    }
  }
}

get_market_pulse

A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_mood_for_ticker

Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

read-only

Argument	Type	Description
ticker*	string	Ticker symbol (e.g. AAPL, TSLA, BTC-USD)
history_limit	number	History points to include, default 60

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol (e.g. AAPL, TSLA, BTC-USD)"
    },
    "history_limit": {
      "type": "number",
      "maximum": 500,
      "minimum": 1,
      "description": "History points to include, default 60"
    }
  }
}

get_my_briefing

Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_cocreator_status

Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_journal_stats

Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_trust_score

Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_my_watchlists

Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.

read-only

Argument	Type	Description
limit	number	Max watchlists per section; default 20

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Max watchlists per section; default 20"
    }
  }
}

get_news

Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.

read-only

Argument	Type	Description
limit	number	Up to 20 articles; default 10
ticker*	string	Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 20,
      "minimum": 1,
      "description": "Up to 20 articles; default 10"
    },
    "ticker": {
      "type": "string",
      "description": "Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)"
    }
  }
}

get_price_alignment

How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.

read-only

Argument	Type	Description
ticker*	string	Stock or ETF ticker (e.g. AAPL, SPY)
ma_type	string	Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock or ETF ticker (e.g. AAPL, SPY)"
    },
    "ma_type": {
      "enum": [
        "SMA",
        "EMA"
      ],
      "type": "string",
      "description": "Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available."
    }
  }
}

get_pricing

Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_sector_returns

Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.

read-only

Argument	Type	Description
sector*	string	Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "sector"
  ],
  "properties": {
    "sector": {
      "type": "string",
      "description": "Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'."
    }
  }
}

get_ticker_metadata

Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.

read-only

Argument	Type	Description
ticker*	string	Ticker symbol (e.g. AAPL)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol (e.g. AAPL)"
    }
  }
}

get_today_mood_changes

Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.

read-only

Argument	Type	Description
mood	string	Only show changes that landed on this mood
limit	number
asset_type	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "mood": {
      "enum": [
        "Strong Bullish",
        "Bullish",
        "Neutral",
        "Bearish",
        "Strong Bearish"
      ],
      "type": "string",
      "description": "Only show changes that landed on this mood"
    },
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string"
    }
  }
}

get_valuation_inputs

DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.

read-only

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto."
    }
  }
}

get_watchlist_by_slug

Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.

read-only

Argument	Type	Description
slug*	string	Watchlist slug, e.g. 'ai-and-tech-infrastructure'

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "slug"
  ],
  "properties": {
    "slug": {
      "type": "string",
      "description": "Watchlist slug, e.g. 'ai-and-tech-infrastructure'"
    }
  }
}

import_trades

Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.

Argument	Type	Description
source	string	Which platform the export came from. Defaults to generic, which matches columns by name.
csv_data*	string	The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns.
skip_header	boolean	Whether the first row is a header. Defaults to true.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "csv_data"
  ],
  "properties": {
    "source": {
      "enum": [
        "tradervue",
        "tradersync",
        "ibkr",
        "degiro",
        "generic"
      ],
      "type": "string",
      "description": "Which platform the export came from. Defaults to generic, which matches columns by name."
    },
    "csv_data": {
      "type": "string",
      "minLength": 1,
      "description": "The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns."
    },
    "skip_header": {
      "type": "boolean",
      "description": "Whether the first row is a header. Defaults to true."
    }
  }
}

list_market_moods

Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. Filter by sector, asset type, or mood label.

read-only

Argument	Type	Description
mood	string
limit	number	Default 20, max 50 for anonymous tier
sector	string	Filter by sector name (e.g. 'Technology')
industry	string	Filter by industry name
asset_type	string
only_with_changes	boolean	Only items where mood changed recently

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "mood": {
      "enum": [
        "Strong Bullish",
        "Bullish",
        "Neutral",
        "Bearish",
        "Strong Bearish"
      ],
      "type": "string"
    },
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Default 20, max 50 for anonymous tier"
    },
    "sector": {
      "type": "string",
      "description": "Filter by sector name (e.g. 'Technology')"
    },
    "industry": {
      "type": "string",
      "description": "Filter by industry name"
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string"
    },
    "only_with_changes": {
      "type": "boolean",
      "description": "Only items where mood changed recently"
    }
  }
}

list_my_trades

Your trades from the Trading Journal at The Balanced Investor Club. Optionally filter by status or ticker. Set include_notes to read back the thesis and lesson you wrote on each trade. Your data, your patterns — never advice.

read-only

Argument	Type	Description
limit	number	Trades to return; default 20
status	string	Filter by trade status
ticker	string	Filter to a specific ticker
include_notes	boolean	Include the thesis, exit reason, lesson and notes written on each trade. Off by default because they are long — turn it on when looking at a handful of trades, not a whole book.
include_paper	boolean	Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Trades to return; default 20"
    },
    "status": {
      "enum": [
        "Open",
        "Closed"
      ],
      "type": "string",
      "description": "Filter by trade status"
    },
    "ticker": {
      "type": "string",
      "description": "Filter to a specific ticker"
    },
    "include_notes": {
      "type": "boolean",
      "description": "Include the thesis, exit reason, lesson and notes written on each trade. Off by default because they are long — turn it on when looking at a handful of trades, not a whole book."
    },
    "include_paper": {
      "type": "boolean",
      "description": "Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site."
    }
  }
}

list_securities_by

List every security inside a sector or industry — a way to map the surface before drilling. Returns ticker, name, sector, industry, and optionally market cap. Use this when the user asks 'what's in Technology?', 'show me the Banks industry', or to build a peer set by size for a comps analysis (sort='market_cap').

read-only

Argument	Type	Description
sort	string	Sort order. 'market_cap' adds a market-cap column (largest first) — ideal for picking comps peers by size. Caps come from our fundamentals cache, so rarely-viewed small names may show '—'. Defaults to 'name'.
field*	string	Filter dimension
limit	number	Default 30, max 100
value*	string	Filter value, e.g. 'Technology', 'Banks - Diversified'

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "field",
    "value"
  ],
  "properties": {
    "sort": {
      "enum": [
        "name",
        "market_cap"
      ],
      "type": "string",
      "description": "Sort order. 'market_cap' adds a market-cap column (largest first) — ideal for picking comps peers by size. Caps come from our fundamentals cache, so rarely-viewed small names may show '—'. Defaults to 'name'."
    },
    "field": {
      "enum": [
        "sector",
        "industry"
      ],
      "type": "string",
      "description": "Filter dimension"
    },
    "limit": {
      "type": "number",
      "maximum": 100,
      "minimum": 1,
      "description": "Default 30, max 100"
    },
    "value": {
      "type": "string",
      "description": "Filter value, e.g. 'Technology', 'Banks - Diversified'"
    }
  }
}

log_trade

Log a trade you've already made into your Trading Journal — ticker, direction, entry date, price, and quantity, plus an optional thesis and how you felt. This records a past decision; it never executes anything. Stocks, ETFs, and crypto only.

Argument	Type	Description
notes	string	Optional: anything else to remember.
thesis	string	Optional: why this trade? What's your conviction?
ticker*	string	Ticker or crypto pair (e.g. AAPL, SPY, BTC-USD).
quantity*	number	Quantity / position size.
direction*	string	Trade direction.
entry_date*	string	Entry date — ISO date (YYYY-MM-DD) or datetime.
entry_price*	number	Entry price per share/unit.
is_test_trade	boolean	Mark this as a paper/practice trade. Paper trades are kept out of your real performance stats — win rate, P&L, and the emotion breakdown. Defaults to false (a real trade). Use true when trying something out, so you don't pollute your own record.

remove_from_watchlist

Remove an instrument from one of your Stock Trackers. This will remove the instrument from your stock tracker. This action cannot be undone.

destructive

Argument	Type	Description
ticker*	string	Ticker symbol to remove (e.g. AAPL).
watchlist*	string	Name of the Stock Tracker the ticker is in, or its id.
asset_type	string	Optional: helps disambiguate if the same ticker exists in multiple asset types.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "ticker",
    "watchlist"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Ticker symbol to remove (e.g. AAPL)."
    },
    "watchlist": {
      "type": "string",
      "description": "Name of the Stock Tracker the ticker is in, or its id."
    },
    "asset_type": {
      "enum": [
        "stock",
        "etf",
        "crypto",
        "forex"
      ],
      "type": "string",
      "description": "Optional: helps disambiguate if the same ticker exists in multiple asset types."
    }
  }
}

search_instruments

Search The Balanced Investor Club's coverage universe across stocks, ETFs, and crypto. Type a ticker, company name, or coin name — same as the search box on the website.

read-only

Argument	Type	Description
limit	number	Up to 15 results; default 10
query*	string	Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 15,
      "minimum": 1,
      "description": "Up to 15 results; default 10"
    },
    "query": {
      "type": "string",
      "description": "Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla)"
    }
  }
}

search_my_watchlists

Search across your own watchlists, the curated/official ones, and shared community lists by name. Returns up to 5 matches per bucket.

read-only

Argument	Type	Description
query*	string	Search query (2-100 chars)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string",
      "maxLength": 100,
      "minLength": 2,
      "description": "Search query (2-100 chars)"
    }
  }
}

start_here

Start exploring The Balanced Investor Club. A calm orientation — what we are, what the community is watching right now, and what to try next. Recommended as your first call.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

unfollow_watchlist

Stop following a public Stock Tracker. It disappears from your stock tracker page and you stop receiving its updates. Your own Stock Trackers are unaffected.

destructive

Argument	Type	Description
watchlist_slug*	string	Slug or name of the Stock Tracker you're following. get_my_watchlists lists them.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "watchlist_slug"
  ],
  "properties": {
    "watchlist_slug": {
      "type": "string",
      "description": "Slug or name of the Stock Tracker you're following. get_my_watchlists lists them."
    }
  }
}

update_trade

Update fields on an existing trade in your Trading Journal — entry price, quantity, thesis, notes, how you felt at entry, or the lesson you took from it. Identify the trade by id.

Argument	Type	Description
notes	string	Updated notes.
thesis	string	Updated thesis — why this trade.
quantity	number	New quantity.
trade_id*	string	The trade id (from list_my_trades).
entry_price	number	New entry price.
is_test_trade	boolean	Reclassify the trade: true makes it a paper trade (excluded from your stats), false makes it a real one. Use delete_trade if what you want is to take a mistaken entry out of your record.
lesson_learned	string	What you took away from this trade. Can be written long after the exit — the lesson usually arrives later than the P&L.
emotional_state	number	Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. (entry)

Input schema (JSON)

update_watchlist

Update one of your Stock Trackers — rename it, change the description, make it public or private, or change how often it alerts you. Only the fields you pass are changed.

Argument	Type	Description
name	string	New name. 1–100 characters.
is_public	boolean	True makes it discoverable and followable by others. False makes it visible only to you.
watchlist*	string	Name, slug or id of the Stock Tracker to update.
description	string	New description. Up to 500 characters.
show_anonymous	boolean	When public, hide your identity as the author.
alert_frequency	string	How often this Stock Tracker alerts you to changes.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "watchlist"
  ],
  "properties": {
    "name": {
      "type": "string",
      "maxLength": 100,
      "minLength": 1,
      "description": "New name. 1–100 characters."
    },
    "is_public": {
      "type": "boolean",
      "description": "True makes it discoverable and followable by others. False makes it visible only to you."
    },
    "watchlist": {
      "type": "string",
      "description": "Name, slug or id of the Stock Tracker to update."
    },
    "description": {
      "type": "string",
      "maxLength": 500,
      "description": "New description. Up to 500 characters."
    },
    "show_anonymous": {
      "type": "boolean",
      "description": "When public, hide your identity as the author."
    },
    "alert_frequency": {
      "enum": [
        "none",
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string",
      "description": "How often this Stock Tracker alerts you to changes."
    }
  }
}

whoami

A quick hello — your name, plan, how long you've been with The Balanced Investor Club, and today's date from our servers. Call this before stamping a date on any deliverable: the date here is authoritative, and a date you recall is not.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "trade_id"
  ],
  "properties": {
    "notes": {
      "type": "string",
      "maxLength": 1000,
      "description": "Updated notes."
    },
    "thesis": {
      "type": "string",
      "maxLength": 500,
      "description": "Updated thesis — why this trade."
    },
    "quantity": {
      "type": "number",
      "description": "New quantity.",
      "exclusiveMinimum": 0
    },
    "trade_id": {
      "type": "string",
      "description": "The trade id (from list_my_trades)."
    },
    "entry_price": {
      "type": "number",
      "description": "New entry price.",
      "exclusiveMinimum": 0
    },
    "is_test_trade": {
      "type": "boolean",
      "description": "Reclassify the trade: true makes it a paper trade (excluded from your stats), false makes it a real one. Use delete_trade if what you want is to take a mistaken entry out of your record."
    },
    "lesson_learned": {
      "type": "string",
      "maxLength": 1000,
      "description": "What you took away from this trade. Can be written long after the exit — the lesson usually arrives later than the P&L."
    },
    "emotional_state": {
      "type": "number",
      "maximum": 4,
      "minimum": -4,
      "description": "Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric. (entry)"
    }
  }
}