Stocklake — AI Stock Intelligence

Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call. Key fields: - price, change_pct, prev_close, week52_high/low, volume, avg_volume - market_cap, enterprise_value, beta - pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate - debt_to_equity, profit_margins, return_on_equity, free_cashflow - revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm - analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus) - analyst_rating_score: 1.0–5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell) - analyst_target: mean analyst price target - analyst_count: number of analyst opinions - indicators: RSI, MACD, Bollinger Bands, SMA20/SMA200, EMA20/EMA200, ATR, ma_50, ma_200 - description: company business description - website, employees, officers (top 5: name, title, total_pay) - updated_at: last data sync timestamp Available to all tiers.

AI-analysed news for a stock, newest first. Only returns articles processed by our AI pipeline (sentiment, flag score, summary). - days: look-back window in days (default 30, max 30) - limit: max articles returned (default 10, max 10) - status: "ok" = articles returned | "empty" = no news in window - Per article: title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) Pro tier only — AI pipeline cost attached.

Daily OHLCV price history for a stock. - days: number of trading days to return (default 90, max 365) - Returns: { symbol, days, count, history[] } - Per bar: date, open, high, low, close, volume

Upcoming earnings dates for stocks in the Stocklake universe. - days: look-ahead window in days (default 7, max 30) - Returns: { window_days, from_date, to_date, count, results[] } - Each result: symbol, name, sector, market_cap, price, rsi, earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward - Sorted by earnings_date ascending. - Dates sourced from market data — treat is_estimate=true dates as approximate. Available to all tiers.

Combined AI market assessment: macro regime + market outlook in a single call. Produced every ~4 hours by the market intelligence pipeline. Two distinct perspectives returned together: - REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take" → use for position sizing and asset allocation decisions - OUTLOOK (BULLISH/NEUTRAL/BEARISH): answers "which direction and sectors to trade" → use for sector preference and directional bias Both share the same pipeline run so they are always in sync. - history_count: include last N prior assessments for each (0-3, default 0) - regime_*: risk posture fields — regime, regime_bias, regime_confidence, regime_rationale, key_risks, watch_for, vix_at_assessment, regime_updated_at - indicators.macro_data: FRED macro data (yield curve, Fed funds, cpi_index, unemployment, M2) - indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal - indicators.market_sentiment: CNN Fear & Greed value and label - market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors NOTE: point-in-time snapshot recorded when AI ran — not live prices (use get_market_pulse for live) - outlook_*: directional fields — outlook, outlook_conviction, equity_view, preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at Pro tier only — AI pipeline cost attached.

AI-assessed sector intelligence: signal, cycle stage, rotation signal, drivers, alerts, and computed statistics per sector (RSI distribution, breadth, performance 1W/1M, top/bottom movers, historical percentiles). Pass a sector name for a single sector, or omit the parameter (or pass None) to get the latest assessment for all 11 sectors. Refreshed every ~4 hours by the market intelligence pipeline. Available to pro tier only (AI pipeline costs).

Get AI-synthesized insider + institutional sentiment for a stock. Returns combined signal (BULLISH/BEARISH/NEUTRAL etc.), flag_score (8+=notable), confidence, per-source breakdown, and a human-readable summary. Data covers insider transactions (SEC Form 4) and institutional holdings. Pro tier only — AI pipeline cost attached.

Filter and rank stocks from the Stocklake universe. - sector: e.g. "Technology", "Healthcare", "Financial Services" - country: e.g. "United States", "Germany" - rsi_signal: "oversold" (<30) | "overbought" (>70) | "neutral" (30–70) - analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell" - min_volume: minimum daily volume (e.g. 1000000) - min_market_cap_b: minimum market cap in billions (e.g. 10 = $10B+) - max_market_cap_b: maximum market cap in billions (e.g. 2 = small-cap only up to $2B) - max_pe_forward: maximum forward P/E ratio filter (e.g. 20 = value screens) - sort_by: "change_pct" | "volume" | "market_cap" | "rating" | "rsi_asc" (oversold first) | "rsi_desc" (overbought first) - limit: max 50 (default 20) - Returns: { count, filters, results[] } — each result includes symbol, name, sector, price, change_pct, volume, market_cap, rsi, pe_forward, analyst_rating, rating (0–10), direction Available to all tiers.

Technical rating (0–10) for a stock with per-indicator breakdown. Uses RSI, MACD, Bollinger Bands, and SMA50/SMA200 trend analysis. - rating: 0–10 composite score - direction: BULLISH (≥6) | NEUTRAL (4–6) | BEARISH (≤4) - signals: per-indicator breakdown with verdict and strength Available to all tiers (guest, free, pro) — computed from stored indicators, no AI cost.

Batch stock data for up to 50 symbols in a single call. Returns a dict keyed by symbol. Missing symbols are omitted from the result. Each symbol in the batch counts as one call toward the daily limit. Available to all tiers.

Live market health snapshot in a single call. Aggregates key market indicators without requiring multiple tool calls. No AI cost — reads live data directly from the market data feed. Returns: - vix: VIX level and change_pct (from live stocks data) - fear_greed: value (0-100) and label (e.g. "neutral", "greed", "fear") - breadth: market-wide RSI distribution — oversold_pct, overbought_pct, neutral_pct, universe_size - indices: SPY, QQQ, IWM prices + RSI + 1-week performance - bonds: TLT (long-duration bonds), GLD (gold) - updated_at: when the breadth/fear_greed snapshot was last recorded Available to all tiers.

AI research summary for a stock — verdict, confidence, key points, and risk factors. Generated by the Stocklake AI pipeline (stock_ai_summary.py) on a nightly refresh cycle. Returns: - verdict: "bullish" | "bearish" | "neutral" - confidence: 0-10 (how confident the AI is in its assessment) - flag_score: 0-10 (how notable/interesting this stock is right now — 8+ = worth attention) - summary: 2-4 sentence AI narrative - key_points: list of 3-5 bullish/neutral observations - risks: list of 2-3 specific risk factors - price_at_generation: stock price when the summary was generated - generated_at: UTC timestamp of last generation Pro tier only — AI pipeline cost attached.

AI-screened stock ideas actively flagged by the Stocklake pipeline. These are stocks the pipeline's AI agents have identified as worth attention — sourced from news analysis, sector screening, and sentiment signals. Parameters: - direction: "LONG" | "SHORT" | "BOTH" (default: all) - min_conviction: minimum conviction score 0-10 (default 7) - min_flag_score: minimum flag score 0-10 (default 8; 9+ = high conviction) - source: filter by signal source — "news" | "screener" | "sentiment" (default: all) - limit: max results to return (default 25, max 50) Returns: - count: number of ideas returned - ideas[]: each with symbol, direction, conviction (0-10), confidence (0-10), flag_score (0-10), source, rationale, expires - Note: ideas expire daily — active ideas represent the pipeline's current view. Pro tier only — AI pipeline cost attached.

Top AI-flagged news across all tracked stocks — the market-wide news briefing. Unlike get_stock_news (per-symbol), this scans the entire universe and returns the most notable articles ranked by AI flag score, newest first within each score tier. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_flag_score: minimum AI flag score (default 8, min 5, max 10) 8 = notable · 9 = high-impact · 10 = exceptional - days: look-back window in days (default 3, max 10) - limit: max articles returned (default 10, max 25) - Per article: symbol, title, published_at, ai_sentiment, ai_flag_score (0-10), ai_summary (full text), ai_confidence (0-10) Pro tier only — AI pipeline cost attached.

Power screener — filter stocks by technicals, fundamentals, and AI signals. More capable than search_stocks: exact RSI bounds, MACD/SMA filters, presets, and AI fields. Parameters: - sector: e.g. "Technology", "Healthcare", "Financial Services" - min_rsi / max_rsi: exact RSI bounds (e.g. min_rsi=30, max_rsi=50 = post-oversold recovery zone) - sma_trend: "above_200" (price above 200-day MA) | "below_200" - macd_signal: "bullish" (MACD line above signal) | "bearish" - min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today) - min_market_cap_b / max_market_cap_b: market cap in billions - max_pe_forward: maximum forward P/E (e.g. 20 = value screen) - min_flag_score: minimum AI flag score 0-10 (pro tier only — silently ignored for free) - preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only) oversold = RSI≤35 + above SMA200 · overbought = RSI≥65 momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = flag_score≥7 - sort_by: "market_cap" | "rsi" | "perf_1d" | "analyst_rating" | "flag_score" (pro) - sort_dir: "asc" | "desc" (default "desc") - limit: 1–50 (default 20) Pro tier: adds flag_score + ai_verdict to every result row, enables min_flag_score filter and high_conviction preset. All other filters available to all tiers.

Top market movers from the Stocklake universe — gainers, losers, most active. - category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories) - limit: results per category (default 10, max 20) - min_market_cap_b: filter to stocks above this market cap in billions (e.g. 1.0 = $1B+) Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap Available to all tiers.

Structured technical signal summary — agent-ready labeled outputs for a stock. Unlike get_stock_rating (composite score + nested breakdown), this returns flat labeled signals optimized for programmatic consumption without parsing raw numbers. Returns: - overall: BULLISH | NEUTRAL | BEARISH (composite) - rsi: value + signal label (oversold / recovering / neutral / approaching_overbought / overbought) - macd: signal (bullish/bearish), histogram, strength (strong/moderate/weak) - bollinger: position (below_lower / lower_half / upper_half / above_upper), bandwidth_pct - sma200: trend (above/below), gap_pct (distance from 200-day MA as %) - sma50: trend (above/below), gap_pct Available to all tiers.

All 11 market sectors in one call — signals, breadth, and momentum for rotation analysis. Where get_sector_intelligence gives deep analysis for one sector, this gives the rotation picture across all sectors simultaneously. Use for: identifying sector rotation, finding leading vs lagging sectors, spotting breadth divergences, allocating capital across sectors. Returns per sector (sorted by signal strength, LEADING first): - signal: LEADING | STRONG | NEUTRAL | WEAK | LAGGING - confidence: 0-10 - alert: notable condition (narrow breadth, extreme RSI, etc.) - avg_rsi: sector-average RSI - sma200_breadth_pct: % of stocks in sector above their 200-day MA - oversold_pct / overbought_pct: RSI distribution extremes - perf_1w_pct / perf_1m_pct: average sector performance - updated_at: when this sector was last assessed by the AI pipeline - history_count: include last N prior signal states per sector (0-3, default 0) Pro tier only — AI-enriched sector signals.

Full research context for a symbol in one call — fundamentals, AI summary, news, sentiment, and discovery status. Replaces 5 separate calls: get_stock + get_stock_ai_summary + get_stock_news + get_sentiment_profile + get_discovery_ideas (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, confidence, flag_score, full summary, key_points, risks - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_flag_score, ai_summary) - sentiment: signal, confidence, insider_trend (buying/selling/neutral), institutional_pct - discovery: active discovery idea for this symbol, if any (direction, conviction, rationale) All data is pre-computed by the Stocklake AI pipeline — no live AI calls on request. Pro tier only.

Upcoming earnings with AI context — flag scores, verdicts, and risk factors per stock. Combines the earnings calendar with AI pipeline data to surface which upcoming earnings events are worth monitoring. Parameters: - days_ahead: look-ahead window in days (default 14, max 30) - sector: filter to one sector (e.g. "Technology") - min_flag_score: only return stocks with AI flag score >= this value (optional) Returns per stock (sorted by earnings_date ascending): - earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated - symbol, name, sector, price, rsi, market_cap - eps_trailing, eps_forward (earnings expectations context) - ai_verdict, ai_flag_score, ai_confidence (nightly AI pipeline) - ai_risks: top 2 AI-identified risk factors - analyst_rating, analyst_target Pro tier only — AI pipeline cost attached.