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FinancialGlobal MacroMCP serverFirst audited Nov 13, 2026

Equibles

SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.The vendor's description, from its MCP Registry listing.

Passed public checksAudited Nov 13, 2026

Every public check ran and passed. Public audit: we connect as an AI client would, list the tools and check what they say. We do not run them. How we audit

Does it work?
YesConnected in 418 ms.
Sign-up?
None neededIt answered without any account or key.
Can it change things?
YesSome tools say they can change things. Your AI client should ask you first.
Endpointhttps://mcp.equibles.com/mcp

Source code Website Streamable HTTP · protocol 2025-11-25 · server version 1.0.0.0

What we checked, the evidence, and the tools it offers.

What we checked

Security

  • Passed: Connections are encrypted (HTTPS).

  • Passed: No hidden instructions found in tool text.

Safety labels

  • Note: 10 tools are labelled as able to change things.

    Expected for tools that send, write or buy. Your AI client should ask before calling them.

    • AddPortfolioLot
    • UpdatePortfolioLot
    • CreateMyPortfolio
    • SuggestToolImprovement
    • ClosePortfolioLot
    • ReportProblem
    • DeleteMyPortfolio
    • UnwatchInstrument
    • and 2 more

  • Passed: Every tool says whether it only reads or can change things.

Tools

  • Passed: 152 tools listed.

  • Passed: Every tool describes its inputs with a valid schema.

Protocol

  • Passed: The MCP handshake works (Streamable HTTP).

  • Passed: Protocol version 2025-11-25 (latest).

  • Passed: Unknown requests are refused.

Connection

  • Passed: The server responds.

Tools (152)

As the server describes them. The labels are the server's own: it says whether each tool only reads or can change things.

  • GetLatestClosingPricesGet each ticker's newest traded, settled daily close (USD for US listings; a MIC:TICKER listing on another exchange in its own trading currency, named in a note), with one-session change, volume, and…Read-only
  • GetCftcPositioningGet 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…Read-only
  • AddPortfolioLotRecord 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; a listing on another exchange is its MIC:TICK…Can change things
  • GetMarketStatusGet the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a…Read-only
  • GetMarketWideCongressionalActivityGet the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The win…Read-only
  • GetEuropeanDirectorTransactionsGet the director and related-person (PDMR) transactions a regulator published for one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B). Coverage today is Sweden's Finansinspektionen regi…Read-only
  • GetTranscriptPhraseTrendCount how often a word or phrase comes up on a company's last earnings calls, oldest first: mentions per call, the rate per 10,000 words, the split between prepared remarks and Q&A where the call sta…Read-only
  • GetWebDataFeedGet the latest independently verified stored result for one of the caller's trackers, or the latest retained result at or before a requested timestamp. This is read-only, never triggers a live run, a…Read-only
  • ScreenStocksScreen listed stocks with optional min/max bounds for price, market cap, institutional ownership, 13F holder signals (conviction, crowding, private-fund adviser ownership, active holders' share chang…Read-only
  • GetHolderTargetsShareholder targeting for a stock: the 13F filers of the newest closed quarter that hold its holder-overlap peers (operating companies whose active holders overlap most, funds excluded) but hold no c…Read-only
  • GetFundProfileGet 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 re…Read-only
  • GetInvestorEventTranscriptGet the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or a…Read-only
  • GetInstitutionConsensusHoldingsCombine 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 bac…Read-only
  • SearchListingsFind exchange listings by company name or ticker (query), by ISIN (isin), or list every listing of one exchange or country, across the US and other exchanges. Each row gives the symbol other tools ac…Read-only
  • GetEuropeanShortPositionsGet the net short positions disclosed to European regulators for one listing outside the US, written MIC:TICKER (e.g. XPAR:UBI, XAMS:ASML), matched by that security's ISIN, or the issuer's LEI for is…Read-only
  • SearchInstitutionsSearch the tracked 13F filer set by institution name or SEC CIK. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no stri…Read-only
  • GetShortInterestGet bi-monthly short interest history for an exact stock or ETF listing from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per…Read-only
  • GetPutCallRatiosGet CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullis…Read-only
  • ListInvestorEventsList a company's investor events, newest first: earnings calls plus conferences, investor days and shareholder meetings. Each row gives the event id, type, UTC start, title, fiscal period (earnings c…Read-only
  • GetOptionTermStructureCompare the nearest upcoming expirations side by side: at-the-money implied volatility, the at-the-money straddle's mid as a market-implied expected move, put/call ratios and max pain for each. An ex…Read-only
  • GetCongressionalTradesGet 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; a…Read-only
  • GetInstitutionCloneBacktestBacktest 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.…Read-only
  • CompareInstitutionPortfoliosCompare 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 u…Read-only
  • GetValuationMultiplesHistoryGet up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA, P/E, Price/Sales and Price/Book, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers. Each row is recomputed at…Read-only
  • GetUpcomingInvestorEventsGet upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events schedul…Read-only
  • GetDividendHistoryGet the stored declared cash dividends of an exact stock or ETF listing, newest first. Each row gives the ex-dividend date and cash amount per share: in USD for a US listing, and in the listing's tra…Read-only
  • UpdatePortfolioLotCorrect a lot the USER already recorded: a mistyped quantity, price, trade date, note or exchange rate. Only the fields you pass change; the rest are left alone. The instrument itself cannot be edit…Can change things
  • GetShortInterestSnapshotMarket-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99:…Read-only
  • GetOptionChainSummaryGet one expiration's positioning from the live chain: open interest and volume by side with put/call ratios, max pain, at-the-money implied volatility, the at-the-money straddle's mid as a market-imp…Read-only
  • GetValuationMultiplesGet current EV/Revenue, EV/EBIT, P/E, Price/Sales and Price/Book with peer median, quartiles and sample size; REITs add verified company-stated P/FFO and P/AFFO, and a filer with a verified reconcili…Read-only
  • GetFormDOfferingsGet 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 o…Read-only
  • GetFundsHoldingStockGet 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 (or, for a li…Read-only
  • GetHolderMixWho holds a stock or ETF listing, by kind of 13F filer, quarter by quarter: each bucket's share of 13F common shares, its like-for-like change, and new and exited filers. Split by holder type (regula…Read-only
  • GetEarningsCallEventGet the earnings-call event for a company's fiscal quarter: one record grouping the call's audio, transcript, slide deck and 8-K earnings release. Returns the event id, title, call date, status, each…Read-only
  • GetIndexChangesGet 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 dat…Read-only
  • GetEtfProfileGet ETF settled performance, SEC assets, allocation and top holdings. For this exact ETF ticker, use GetStockPrices or GetLatestClosingPrices for prices, GetLiveQuote for entitled intraday quotes, Ge…Read-only
  • GetRevenueBreakdownGet a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerabl…Read-only
  • GetHolderTypeFlowsMarket-wide 13F money flows for a closed quarter by kind of filer: what each bucket bought and sold, net flow, net flow as % of its prior 13F book, and net buyers vs sellers. Buckets: holder type (re…Read-only
  • GetGovernmentContractsGet federal government contract awards won by a specific public company: US federal awards (from USAspending.gov) or Government of Canada contracts (from its proactive publication of contracts over C…Read-only
  • GetCorrelatedStocksGet 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 trad…Read-only
  • GetAverageTrueRangeAverage 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 dai…Read-only
  • GetOwnershipSummaryGet who owns a stock, as shares and % of shares outstanding: 13F institutions, insiders (Forms 3, 4, 5, single-class issuers only), 13D/13G blocks no 13F report already holds, and the remaining float…Read-only
  • GetMyPortfolioGet the caller's saved portfolios, and those colleagues shared with the caller's organization, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments. Om…Read-only
  • CreateMyPortfolioCreate 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…Can change things
  • SearchFundsSearch the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant. Returns one canonical profile per series with ticker, registration type, latest report date, ass…Read-only
  • SuggestToolImprovementSuggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option. A…Can change things
  • GetEtfHoldingsGet an ETF's stored portfolio holdings, largest position first: a US fund's latest SEC Form NPORT-P report (coverage full, partial, or unknown when counts are missing or inconsistent), or, for a fund…Read-only
  • GetEarningsCallTranscriptGet 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…Read-only
  • GetIpoFeedGet the US S-1/F-1 registration pipeline, newest filing activity first. Rows distinguish Primary, Resale, DirectListing, NonOffering and Unknown transactions; terms come from the newest effective pro…Read-only
  • GetShareholderVoteResultsGet a company's shareholder meeting vote results from its SEC 8-K Item 5.07 filings, latest meeting first: for each matter (each director nominee on its own row) the For, Against, Abstain, Withheld a…Read-only
  • GetIndexForecastApply 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 joi…Read-only
  • GetLatestEconomicIndicatorsGet the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators…Read-only
  • GetInstitutionQuarterlyActivityGet an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Common shares, put/call positions and principal…Read-only
  • GetTopHoldersGet the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings. Returns a ranked list by shares held, including published position value and percentage of…Read-only
  • ClosePortfolioLotRecord 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 clo…Can change things
  • GetEarningsCallToneAndThemesGet 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…Read-only
  • GetOptionChainSessionGet one session's bars across one expiration, by strike: open, high, low, close, volume, VWAP and trades for every contract, active or expired. Use it for how a chain traded on a past date; GetOption…Read-only
  • SearchCftcMarketsSearch the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract. Coverage is a curated set of ~35 ma…Read-only
  • GetEarningsCallThemeHistoryTrack how a company's earnings-call themes move quarter over quarter: a theme by fiscal-quarter table of mention counts and tone across its last scored calls, oldest first, with each theme's status o…Read-only
  • GetIndexCompositionGet the current constituent list of a major US or Canadian stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, the Dow Jones Industrial Average, the S&P/TS…Read-only
  • GetSupplyChainOverlapGet which of a company's suppliers and customers also supply or buy from its competitors, as 10-K filings name them: each one with the listed competitors it also serves, or, with vs, the company agai…Read-only
  • GetLatestCftcPositioningGet the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-c…Read-only
  • GetInvestorRelationsNewsGet recent investor-relations press releases for a stock, scraped from the company's IR website; for a US company whose IR site has no news feed, the press releases it furnished as exhibits to its 8-…Read-only
  • SearchDocumentSearch one SEC filing or earnings-call transcript by document ID. semantic mode uses hybrid relevance and returns excerpts in document order with approximate line numbers. exact mode performs a liter…Read-only
  • GetOwnershipSignalsWho holds a stock and how, measured across every 13F book of the newest closed quarter, beside the quarter before: conviction (filers holding it among their ten largest positions, its weight in their…Read-only
  • GetBeneficialOwnershipGet the Schedule 13D and 13G beneficial-ownership record of a stock or ETF listing: each filer's latest 13D or 13G, its event date, the block's shares (restated onto today's split basis) and percent…Read-only
  • GetCanadianFundHoldingsGet the Canadian exchange-traded funds holding one Canadian listing, written MIC:TICKER (e.g. XTSE:RY), from each fund's own newest published portfolio, largest position first: the fund's ticker and…Read-only
  • GetMajorShareholdingsGet the major-holding notifications regulators outside the US publish for one listing, written MIC:TICKER (e.g. XLON:BARC): who crossed a voting-rights threshold, when, and the resulting position. Co…Read-only
  • GetCanadianShortPositionsGet the aggregate short positions in one Canadian listing, written MIC:TICKER (e.g. XTSE:RY, XTSX:..., XCNQ:..., NEOE:...), from CIRO's Consolidated Short Position Report, newest first. CIRO, the Can…Read-only
  • GetInstitutionStyleHistoryGet an institutional 13F filer's portfolio style quarter by quarter, measured from its filed common-share book: style band (index-like, systematic-like, concentrated, diversified active), turnover ba…Read-only
  • GetStockPricesGet daily, weekly or monthly OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Weekly (ISO week) and monthly bars ro…Read-only
  • GetEconomicCalendarGet the economic release calendar — scheduled (upcoming) and recent publication dates of US and Canadian macro data releases, each row naming its market, with the FRED series each release updates and…Read-only
  • GetFinancialStatementGet 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), or from the issuer's regulatory filings f…Read-only
  • ListFilingsList stored SEC filings and earnings-call transcripts newest first. Omit ticker for a market-wide feed or provide one ticker for a company-specific list. Returns company identity, document IDs, types…Read-only
  • ReportProblemReport an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty (ToolFailed), or returned verifiably impossible or contradictory data (ImplausibleResult). Answer the…Can change things
  • GetSuperInvestorsGet the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest repor…Read-only
  • GetLiveQuoteGet the latest intraday reading for active U.S. listings (consolidated SIP: last trade, UTC time, session freshness, bid/ask) and for listings named MIC:TICKER on a Canadian exchange (XTSE, XTSX, XCN…Read-only
  • DeleteMyPortfolioPermanently 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 wit…Can change things
  • GetExecutiveChangesGet 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…Read-only
  • SearchEtfsSearch active exchange-traded funds and products by ticker, fund name, sponsor, or ISIN, US and other exchanges. US ETF identity comes from the authoritative security-type reference directory, with a…Read-only
  • SearchInsidersSearch the tracked SEC corporate-insider set (directors, officers, 10% owners) by name. Search first requires every punctuation-independent whole query word in the filed legal name, then broadens to…Read-only
  • GetOffExchangeVolumeGet weekly off-exchange (dark pool / OTC) trading volume for an exact stock or ETF listing from the FINRA OTC/ATS Transparency data. Each week shows ATS (alternative trading system / dark pool) volum…Read-only
  • UnwatchInstrumentRemove a stock or an option contract from one of the USER's portfolio watchlists. This only removes the watch entry: it never touches a holding, so a stock the portfolio also owns stays exactly as re…Can change things
  • GetInsiderSentimentScoresRank 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…Read-only
  • GetOnBalanceVolumeOn-Balance Volume (OBV) for a stock. Running cumulative volume that adds the bar's volume on up-closes, subtracts on down-closes, and stays flat on equal closes. Useful for confirming or diverging fr…Read-only
  • GetInstitutionalOwnershipHistoryGet 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…Read-only
  • GetStockProfileGet one listing's profile: the company's description, website, sector and industry, SEC CIK, LEI and fiscal year end, the security's ISIN and type, and the company's other listings on every covered e…Read-only
  • ListWebDataFeedsList the caller's own trackers (recurring, verified website data collections), with schedule, state, visibility, and most recent run. This is read-only and never contacts a source website. To create…Read-only
  • GetBuybackProgramsGet a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total in money or shares, remaining availability, expiry, source filings), the latest pr…Read-only
  • GetOptionTradesGet the trade tape for ONE option contract by its OCC symbol, active or expired, newest first: time, price, size, exchange and condition. A cancelled print stays in the tape, marked, so read volume f…Read-only
  • GetAnalystEstimatesRead 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 a…Read-only
  • WatchInstrumentPut a stock or an option contract on one of the USER's portfolio watchlists, without recording any position. A watched instrument shows up in GetMyPortfolio's 'Watching (not held)' section with a cur…Can change things
  • GetInstitutionPortfolioView the tracked stock positions of a specific institutional investor from an SEC 13F-HR filing. Shows the largest positions by published value (default 20, max 500), with share counts, value, percen…Read-only
  • GetDebtInstrumentGet 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 document…Read-only
  • GetFailsToDeliverGet 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 se…Read-only
  • GetTopGovernmentContractorsRank public companies by total federal contract dollars awarded over a date range, one country at a time: US (default, from USAspending.gov; total award value of prime contract awards of $1M or more)…Read-only
  • GetCanadianInsiderTransactionsGet the insider transactions filed on SEDI, Canada's insider disclosure system, for the issuer of one Canadian listing, written MIC:TICKER (e.g. XTSE:ATD, XTSX:..., XCNQ:..., NEOE:...), newest first.…Read-only
  • GetIpoDetailsGet one S-1/F-1 registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, verified offering classification, effective-prospectus accession and EDGAR link, propos…Read-only
  • GetGuidanceGet 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 per…Read-only
  • GetForm144ProposedSalesGet 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 rela…Read-only
  • GetInstitutionBeneficialOwnershipGet the Schedule 13D and 13G stakes a named institution has disclosed: its latest filing on each listed security (13D or 13G, amendment or not) with the event and filing dates, accession, the shares…Read-only
  • GetInvestorEventSlideMetadataGet metadata and access links for a captured investor-event slide deck by event id. Returns the same deck metadata as REST: event and ticker, call date, deck title and source, PDF versus image-slides…Read-only
  • GetInsiderOwnershipGet 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, held directl…Read-only
  • GetNonGaapBridgeGet a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP measure (Adjusted EBITDA, adjusted EPS, a…Read-only
  • CompareFinancialFactCompare 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…Read-only
  • GetOrganizationGet an organization no market we cover lists, such as the U.S. Government, a federal agency or an unlisted company: its kind, country, LEI, parent and parts, the listed companies whose 10-K reports n…Read-only
  • GetOptionContractGet the full snapshot for ONE option contract by its OCC symbol (e.g. O:AAPL260724C00110000): greeks, implied volatility, open interest, the latest daily price, the previous traded session, the lates…Read-only
  • GetFdaAdvisoryCommitteeMeetingsGet 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…Read-only
  • GetStochasticOscillatorStochastic Oscillator (%K and %D) for a stock. %K measures the close relative to the high/low range over the lookback window; %D is the smoothed signal line (simple moving average of %K). Useful for…Read-only
  • RemovePortfolioLotPermanently delete a lot from the USER's portfolio, as if it had never been recorded. This is for a lot entered by mistake. It is NOT how a sale is recorded: deleting a lot that was sold destroys its…Can change things
  • GetDebtProfileGet a company's source-linked reported debt balances, total debt history, and identified notes, loans, and revolving credit facilities. The latest annual report establishes the baseline; subsequent i…Read-only
  • GetOptionVolatilityHistoryGet a stock's daily implied volatility history, newest first: constant-30-day implied volatility (IV30), IV rank and IV percentile over the trailing year, the at-the-money IV of the near and far expi…Read-only
  • GetAllHoldersGet every disclosed holder of a stock or ETF listing in one table: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4, 5) and registered funds (N-PORT). The default view shows one ro…Read-only
  • GetMemberNetWorthGet a congress member's net worth history from their annual financial disclosures. Disclosed values are ranges, so every year is a band (minimum-maximum), never a point estimate. Only electronically…Read-only
  • GetOptionContractHistoryGet past price and volume bars for ONE option contract by its OCC symbol, active or expired, newest first: open, high, low, close, volume, VWAP and trades. A period without trades has no bar. timefra…Read-only
  • GetFundNcenReportsGet 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…Read-only
  • GetInsiderTransactionsGet 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…Read-only
  • GetCompanyKpisGet 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.…Read-only
  • SearchInvestmentAdvisersSearch the tracked SEC Form ADV adviser set by firm name. Search first requires every punctuation-independent query word anywhere in the legal or business name, then broadens to any word only when no…Read-only
  • GetMarketHolidayCalendarList the US equity market holidays and early-close (1:00 p.m. ET) half days for a calendar year (NYSE/Nasdaq). Defaults to the current year. The calendar is curated for 2025 through 2027; a year outs…Read-only
  • GetOptionChainGet the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, the latest daily price and the previous traded sessio…Read-only
  • GetCustomerConcentrationGet 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, percentag…Read-only
  • GetAtmProgramsGet 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 wi…Read-only
  • GetInstitutionSummaryGet the portfolio summary header for an institutional 13F filer — published tracked 13F value (not total firm AUM), position count, top-10 / top-25 concentration, QoQ turnover, and the latest / prior…Read-only
  • GetGoingConcernStatusGet 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, t…Read-only
  • GetEarningsCallQuestionsGet the analyst questions asked in a call's Q&A, one entry per analyst turn at the microphone, follow-ups included: the analyst and firm, the full question text, who answered, the turn range to read…Read-only
  • GetSupplyChainGet a company's supply chain: the customers, suppliers, competitors and partners named in annual 10-K reports, its own and those of other listed companies that name it, with any stated revenue or rec…Read-only
  • GetStockSplitsGet the captured stock splits and reverse splits of an exact stock or ETF listing, newest effective date first, and whether its stored daily prices are confirmed restated onto the post-split share ba…Read-only
  • GetCanadianFilingsList the documents a company listed in Canada filed on SEDAR+, the Canadian securities regulators' filing system, for the issuer of one Canadian listing written MIC:TICKER (e.g. XTSE:SHOP, XCNQ:...),…Read-only
  • GetLargestShortVolumeGet the exact listed securities, including ETFs, with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sort…Read-only
  • GetFinancialFactGet 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), or from the issuer…Read-only
  • GetInstitutionSectorAllocationGet an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`. Returns a markdown…Read-only
  • GetShortSqueezeScoresRank primary operating-company stocks by a peer-relative 0-100 short-squeeze score using short interest, capped days to cover, price versus trailing VWAP, short-volume trend, short-interest change, f…Read-only
  • SearchCongressMembersSearch the tracked congressional roster by name. Search first requires every punctuation-independent query word anywhere in the filed name, then broadens to any word only when no strict row matches.…Read-only
  • GetShortVolumeGet daily short sale volume history for an exact stock or ETF listing from FINRA's short sale volume files. Shows short volume, short-exempt volume, total volume, and short volume percentage per trad…Read-only
  • GetMarketWide13FActivityGet the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter. The `bucket` argument s…Read-only
  • GetVixHistoryGet CBOE Volatility Index (VIX) historical daily OHLC data. VIX measures expected 30-day S&P 500 volatility. Below 15 = low volatility/complacency, above 30 = high fear/uncertainty. Data available fr…Read-only
  • GetExecutiveCompensationGet 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 compensatio…Read-only
  • GetEconomicIndicatorGet 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…Read-only
  • GetInvestmentAdviserGet the full Form ADV profile for a single SEC-registered or exempt reporting investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regul…Read-only
  • ReadDocumentLinesRead numbered lines from one SEC filing or earnings-call transcript. Use line numbers returned by SearchDocument or request a known range. Returns at most 2,000 lines and identifies the next startLin…Read-only
  • GetEarningsBriefGet 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 i…Read-only
  • AnalyzeOptionStrategyWork out the arithmetic of one to four proposed option legs: net debit or credit, payoff, breakevens and whole-position greeks. Long legs price at the ask and short legs at the bid; a leg without a u…Read-only
  • GetOptionExpirationsList the available option expiration dates for a stock, with the contract count at each. Use this to pick an expiration for GetOptionChain. Pass expired=true for past expirations (US tickers), to pic…Read-only
  • GetBollingerBandsBollinger 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 co…Read-only
  • GetTopInstitutionalBuyersSellersGet the institutions that moved the needle the most on a stock this quarter — biggest absolute share additions (Top Buyers) and biggest absolute share reductions (Top Sellers) versus the previous 13F…Read-only
  • GetEuropeanFundHoldingsGet the European investment funds reporting a position in one listing outside the US, written MIC:TICKER (e.g. XSTO:VOLV-B), matched by that security's ISIN. Coverage today is Swedish UCITS quarterly…Read-only
  • ListExchangesList the markets listings are covered on: the US directory and each exchange outside the US, with the exchange codes its listings are written under (MIC:TICKER), its country code, trading currency, s…Read-only
  • SearchEconomicIndicatorsSearch the curated set of US macro series from FRED and Canadian series from FRED, the Bank of Canada and Statistics Canada that Equibles tracks (rates, inflation, employment, GDP, housing, market in…Read-only
  • GetMostHeldStocksGet the cross-sectional ranking of stocks by institutional 13F breadth for a quarter. Rank by filer count (default), quarter-over-quarter filer-count change, total published position value, convictio…Read-only
  • GetMemberTradesGet a congress member's disclosed securities transactions (newest first, last year by default). Shows tickers, transaction and filing dates, disclosed amount ranges, the filed Asset identifying the i…Read-only
  • SearchDocumentsSearch SEC filings and earnings-call transcripts with hybrid keyword and semantic retrieval, or with match 'phrase' for only the excerpts containing an exact phrase. Omit ticker to search every compa…Read-only

Audit history

  1. Nov 13Passed

What we sent

Every request in this audit, with the answer and how long it took. We never send credentials and never call a tool.

RequestAnswerTime
initializeHTTP 200418 ms
initializedHTTP 202352 ms
tools/listHTTP 200575 ms
unknown-methodHTTP 401118 ms

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