com.thebalancedinvestorclub/welcome

Est-ce que com.thebalancedinvestorclub/welcome est sûr ?

Au dernier audit MCP Hub, le serveur MCP « com.thebalancedinvestorclub/welcome » est classé « Non encore testé ». Référencé dans l'annuaire. Seul le pentest comportemental fait foi, et il n'a pas encore été exécuté sur ce serveur. Le verdict est réévalué en continu ; consultez la fiche pour l'état à jour.

Méthode : MCP Hub analyse la description de chaque outil (couche 1) et, pour le verdict fort, exécute le serveur dans une micro-VM isolée avec leurres et réseau bloqué (couche 2). On publie des noms et des compteurs, jamais le contenu brut renvoyé par un outil.

Les 57 outils

• about_us≈ 103 tokens

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

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "about_us", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• add_to_watchlist≈ 283 tokens

  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.

  Paramètres, retour & exemple (5)

  Paramètres

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

  Exemple d'appel

  {"name": "add_to_watchlist", "arguments": {"ticker": "texte", "watchlist": "texte", "asset_type": "stock"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• check_ticker_in_my_watchlists≈ 171 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

  • ticker · string · requis
    Ticker symbol (e.g. AAPL, BTC-USD)
  • asset_type · string · requis · stock | etf | crypto | forex
    Asset type for the ticker

  Exemple d'appel

  {"name": "check_ticker_in_my_watchlists", "arguments": {"ticker": "texte", "asset_type": "stock"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• close_trade≈ 358 tokens

  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.

  Paramètres, retour & exemple (7)

  Paramètres

  • ticker · string · optionnel
    Alternative to trade_id: the ticker of your single open trade.
  • trade_id · string · optionnel
    The trade id (from list_my_trades). Preferred when known.
  • exit_date · string · requis
    Exit date — ISO date (YYYY-MM-DD) or datetime.
  • exit_price · number · requis
    Exit price per share/unit.
  • exit_reason · string · optionnel
    Optional: why you exited.
  • lesson_learned · string · optionnel
    Optional: a post-trade reflection — what you learned.
  • emotional_state · number · optionnel
    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.

  Exemple d'appel

  {"name": "close_trade", "arguments": {"exit_date": "texte", "exit_price": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• compare_tickers≈ 180 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

  • period · string · optionnel · 1W | 1M | 3M | 6M | 1Y | 2Y | 5Y | YTD
    Default 1Y
  • tickers · array · requis
    List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']

  Exemple d'appel

  {"name": "compare_tickers", "arguments": {"tickers": []}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• create_watchlist≈ 261 tokens

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

  Paramètres, retour & exemple (4)

  Paramètres

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

  Exemple d'appel

  {"name": "create_watchlist", "arguments": {"name": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• delete_trade≈ 223 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • confirm · boolean · requis
    Must be true. Confirms the user asked for this trade to stop counting.
  • trade_id · string · requis
    The trade id to remove from your stats (from list_my_trades).

  Exemple d'appel

  {"name": "delete_trade", "arguments": {"confirm": true, "trade_id": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• delete_watchlist≈ 194 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • watchlist · string · requis
    Name, slug or id of the Stock Tracker to delete.
  • confirm_name · string · requis
    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.

  Exemple d'appel

  {"name": "delete_watchlist", "arguments": {"watchlist": "texte", "confirm_name": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• discover_community_watchlists≈ 175 tokens

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

  Paramètres, retour & exemple (3)

  Paramètres

  • limit · number · optionnel
  • sort_by · string · optionnel · popular | recent | mostItems
    Default: popular
  • asset_type · string · optionnel · stock | etf | crypto | forex

  Exemple d'appel

  {"name": "discover_community_watchlists", "arguments": {"limit": 1, "sort_by": "popular", "asset_type": "stock"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• follow_watchlist≈ 196 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

  • watchlist_slug · string · requis
    Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists.
  • alert_frequency · string · optionnel · none | daily | weekly | monthly
    How often to receive alerts. Defaults to none.

  Exemple d'appel

  {"name": "follow_watchlist", "arguments": {"watchlist_slug": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_balance_sheet≈ 223 tokens

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

  Paramètres, retour & exemple (3)

  Paramètres

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

  Exemple d'appel

  {"name": "get_balance_sheet", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_cash_flow≈ 226 tokens

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

  Paramètres, retour & exemple (3)

  Paramètres

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

  Exemple d'appel

  {"name": "get_cash_flow", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_close_history≈ 338 tokens

  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.

  Paramètres, retour & exemple (5)

  Paramètres

  • range · string · optionnel · 1W | 1M | 3M | 6M | 1Y | 2Y | ALL
    Time range. Defaults to 1Y.
  • ticker · string · requis
    Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD).
  • interval · string · optionnel · daily | weekly | monthly
    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 · optionnel · stock | crypto
    Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD.
  • include_recent · number · optionnel
    Optional: also return the most recent N closes at the chosen interval (max 60).

  Exemple d'appel

  {"name": "get_close_history", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_crypto_price_alignment≈ 206 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

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

  Exemple d'appel

  {"name": "get_crypto_price_alignment", "arguments": {"pair": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_curated_lists≈ 161 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Ticker symbol

  Exemple d'appel

  {"name": "get_curated_lists", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_dividends≈ 183 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • limit · number · optionnel
    How many recent dividends to include. Defaults to 12.
  • ticker · string · requis
    Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto.

  Exemple d'appel

  {"name": "get_dividends", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_earnings_estimates≈ 252 tokens

  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.

  Paramètres, retour & exemple (3)

  Paramètres

  • limit · number · optionnel
    How many periods to include. Defaults to 12 (everything available).
  • ticker · string · requis
    Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto.
  • horizon · string · optionnel · quarterly | annual
    Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years).

  Exemple d'appel

  {"name": "get_earnings_estimates", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_earnings_transcript≈ 356 tokens

  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.

  Paramètres, retour & exemple (4)

  Paramètres

  • limit · number · optionnel
    Speaker turns to return. Defaults to all.
  • offset · number · optionnel
    Skip the first N speaker turns. Defaults to 0.
  • ticker · string · requis
    Stock ticker (e.g. AAPL). Transcripts cover individual companies only.
  • quarter · string · requis
    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.

  Exemple d'appel

  {"name": "get_earnings_transcript", "arguments": {"ticker": "texte", "quarter": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_etf_profile≈ 166 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

  • ticker · string · requis
    ETF ticker (e.g. SPY, QQQ, VTI)
  • holdings_limit · number · optionnel
    Top holdings to show; default 10

  Exemple d'appel

  {"name": "get_etf_profile", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_fundamentals≈ 156 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto.

  Exemple d'appel

  {"name": "get_fundamentals", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_income_statement≈ 230 tokens

  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).

  Paramètres, retour & exemple (3)

  Paramètres

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

  Exemple d'appel

  {"name": "get_income_statement", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_industry_returns≈ 136 tokens

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

  Paramètres, retour & exemple (1)

  Paramètres

  • industry · string · requis
    Industry name, e.g. 'Software - Application', 'Banks - Diversified'

  Exemple d'appel

  {"name": "get_industry_returns", "arguments": {"industry": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_insider_transactions≈ 182 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • limit · number · optionnel
    Transactions to include, newest first. Defaults to 20.
  • ticker · string · requis
    Stock ticker (e.g. AAPL). Individual companies only.

  Exemple d'appel

  {"name": "get_insider_transactions", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_institutional_holdings≈ 188 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • limit · number · optionnel
    Top holders to include. Defaults to 10.
  • ticker · string · requis
    Stock ticker (e.g. AAPL). Individual companies only.

  Exemple d'appel

  {"name": "get_institutional_holdings", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_instrument_overview≈ 193 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

  Exemple d'appel

  {"name": "get_instrument_overview", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_instrument_popularity≈ 123 tokens

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

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Ticker symbol

  Exemple d'appel

  {"name": "get_instrument_popularity", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_macro_indicators≈ 273 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • history · number · optionnel
    Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned.
  • include_keys · array · optionnel
    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`).

  Exemple d'appel

  {"name": "get_macro_indicators", "arguments": {"history": 1, "include_keys": []}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_market_calendar≈ 300 tokens

  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.

  Paramètres, retour & exemple (5)

  Paramètres

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

  Exemple d'appel

  {"name": "get_market_calendar", "arguments": {"to": "texte", "from": "texte", "limit": 1, "filter": "all", "tickers": []}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_market_movers≈ 186 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • list · string · optionnel · gainers | losers | most_active
    Which list to return. Defaults to all three.
  • limit · number · optionnel
    Rows per list. Defaults to 10.

  Exemple d'appel

  {"name": "get_market_movers", "arguments": {"list": "gainers", "limit": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_market_pulse≈ 118 tokens

  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?'

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_market_pulse", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_mood_for_ticker≈ 202 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • ticker · string · requis
    Ticker symbol (e.g. AAPL, TSLA, BTC-USD)
  • history_limit · number · optionnel
    History points to include, default 60

  Exemple d'appel

  {"name": "get_mood_for_ticker", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_my_briefing≈ 127 tokens

  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.

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_my_briefing", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_my_cocreator_status≈ 116 tokens

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

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_my_cocreator_status", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_my_journal_stats≈ 110 tokens

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

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_my_journal_stats", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_my_trust_score≈ 107 tokens

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

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_my_trust_score", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_my_watchlists≈ 138 tokens

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

  Paramètres, retour & exemple (1)

  Paramètres

  • limit · number · optionnel
    Max watchlists per section; default 20

  Exemple d'appel

  {"name": "get_my_watchlists", "arguments": {"limit": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_news≈ 159 tokens

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

  Paramètres, retour & exemple (2)

  Paramètres

  • limit · number · optionnel
    Up to 20 articles; default 10
  • ticker · string · requis
    Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)

  Exemple d'appel

  {"name": "get_news", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_price_alignment≈ 228 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • ticker · string · requis
    Stock or ETF ticker (e.g. AAPL, SPY)
  • ma_type · string · optionnel · SMA | EMA
    Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.

  Exemple d'appel

  {"name": "get_price_alignment", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_pricing≈ 93 tokens

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

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "get_pricing", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_sector_returns≈ 170 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • sector · string · requis
    Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'.

  Exemple d'appel

  {"name": "get_sector_returns", "arguments": {"sector": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_ticker_metadata≈ 126 tokens

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

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Ticker symbol (e.g. AAPL)

  Exemple d'appel

  {"name": "get_ticker_metadata", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_today_mood_changes≈ 230 tokens

  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.

  Paramètres, retour & exemple (3)

  Paramètres

  • mood · string · optionnel · Strong Bullish | Bullish | Neutral | Bearish | Strong Bearish
    Only show changes that landed on this mood
  • limit · number · optionnel
  • asset_type · string · optionnel · stock | etf | crypto | forex

  Exemple d'appel

  {"name": "get_today_mood_changes", "arguments": {"mood": "Strong Bullish", "limit": 1, "asset_type": "stock"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_valuation_inputs≈ 189 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • ticker · string · requis
    Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto.

  Exemple d'appel

  {"name": "get_valuation_inputs", "arguments": {"ticker": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• get_watchlist_by_slug≈ 155 tokens

  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`.

  Paramètres, retour & exemple (1)

  Paramètres

  • slug · string · requis
    Watchlist slug, e.g. 'ai-and-tech-infrastructure'

  Exemple d'appel

  {"name": "get_watchlist_by_slug", "arguments": {"slug": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• import_trades≈ 292 tokens

  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.

  Paramètres, retour & exemple (3)

  Paramètres

  • source · string · optionnel · tradervue | tradersync | ibkr | degiro | generic
    Which platform the export came from. Defaults to generic, which matches columns by name.
  • csv_data · string · requis
    The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns.
  • skip_header · boolean · optionnel
    Whether the first row is a header. Defaults to true.

  Exemple d'appel

  {"name": "import_trades", "arguments": {"csv_data": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• list_market_moods≈ 268 tokens

  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.

  Paramètres, retour & exemple (6)

  Paramètres

  • mood · string · optionnel · Strong Bullish | Bullish | Neutral | Bearish | Strong Bearish
  • limit · number · optionnel
    Default 20, max 50 for anonymous tier
  • sector · string · optionnel
    Filter by sector name (e.g. 'Technology')
  • industry · string · optionnel
    Filter by industry name
  • asset_type · string · optionnel · stock | etf | crypto | forex
  • only_with_changes · boolean · optionnel
    Only items where mood changed recently

  Exemple d'appel

  {"name": "list_market_moods", "arguments": {"mood": "Strong Bullish", "limit": 1, "sector": "texte", "industry": "texte", "asset_type": "stock", "only_with_changes": true}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• list_my_trades≈ 299 tokens

  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.

  Paramètres, retour & exemple (5)

  Paramètres

  • limit · number · optionnel
    Trades to return; default 20
  • status · string · optionnel · Open | Closed
    Filter by trade status
  • ticker · string · optionnel
    Filter to a specific ticker
  • include_notes · boolean · optionnel
    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 · optionnel
    Include paper/practice trades, which are excluded from your stats. Off by default, matching the journal on the site.

  Exemple d'appel

  {"name": "list_my_trades", "arguments": {"limit": 1, "status": "Open", "ticker": "texte", "include_notes": true, "include_paper": true}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• list_securities_by≈ 312 tokens

  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').

  Paramètres, retour & exemple (4)

  Paramètres

  • sort · string · optionnel · name | market_cap
    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 · requis · sector | industry
    Filter dimension
  • limit · number · optionnel
    Default 30, max 100
  • value · string · requis
    Filter value, e.g. 'Technology', 'Banks - Diversified'

  Exemple d'appel

  {"name": "list_securities_by", "arguments": {"field": "sector", "value": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• log_trade≈ 502 tokens

  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.

  Paramètres, retour & exemple (10)

  Paramètres

  • notes · string · optionnel
    Optional: anything else to remember.
  • thesis · string · optionnel
    Optional: why this trade? What's your conviction?
  • ticker · string · requis
    Ticker or crypto pair (e.g. AAPL, SPY, BTC-USD).
  • quantity · number · requis
    Quantity / position size.
  • direction · string · requis · Long | Short
    Trade direction.
  • entry_date · string · requis
    Entry date — ISO date (YYYY-MM-DD) or datetime.
  • entry_price · number · requis
    Entry price per share/unit.
  • is_test_trade · boolean · optionnel
    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.
  • emotional_state · number · optionnel
    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.
  • confirm_duplicate · boolean · optionnel
    Set true to log even if a matching trade (same ticker, date, direction) already exists.

  Exemple d'appel

  {"name": "log_trade", "arguments": {"ticker": "texte", "quantity": 1, "direction": "Long", "entry_date": "texte", "entry_price": 1}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• remove_from_watchlist≈ 214 tokens

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

  Paramètres, retour & exemple (3)

  Paramètres

  • ticker · string · requis
    Ticker symbol to remove (e.g. AAPL).
  • watchlist · string · requis
    Name of the Stock Tracker the ticker is in, or its id.
  • asset_type · string · optionnel · stock | etf | crypto | forex
    Optional: helps disambiguate if the same ticker exists in multiple asset types.

  Exemple d'appel

  {"name": "remove_from_watchlist", "arguments": {"ticker": "texte", "watchlist": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• search_instruments≈ 174 tokens

  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.

  Paramètres, retour & exemple (2)

  Paramètres

  • limit · number · optionnel
    Up to 15 results; default 10
  • query · string · requis
    Ticker, name, or coin (e.g. AAPL, Apple, BTC, Tesla)

  Exemple d'appel

  {"name": "search_instruments", "arguments": {"query": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• search_my_watchlists≈ 142 tokens

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

  Paramètres, retour & exemple (1)

  Paramètres

  • query · string · requis
    Search query (2-100 chars)

  Exemple d'appel

  {"name": "search_my_watchlists", "arguments": {"query": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• start_here≈ 114 tokens

  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.

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "start_here", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• unfollow_watchlist≈ 158 tokens

  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.

  Paramètres, retour & exemple (1)

  Paramètres

  • watchlist_slug · string · requis
    Slug or name of the Stock Tracker you're following. get_my_watchlists lists them.

  Exemple d'appel

  {"name": "unfollow_watchlist", "arguments": {"watchlist_slug": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• update_trade≈ 406 tokens

  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.

  Paramètres, retour & exemple (8)

  Paramètres

  • notes · string · optionnel
    Updated notes.
  • thesis · string · optionnel
    Updated thesis — why this trade.
  • quantity · number · optionnel
    New quantity.
  • trade_id · string · requis
    The trade id (from list_my_trades).
  • entry_price · number · optionnel
    New entry price.
  • is_test_trade · boolean · optionnel
    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 · optionnel
    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 · optionnel
    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)

  Exemple d'appel

  {"name": "update_trade", "arguments": {"trade_id": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• update_watchlist≈ 304 tokens

  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.

  Paramètres, retour & exemple (6)

  Paramètres

  • name · string · optionnel
    New name. 1–100 characters.
  • is_public · boolean · optionnel
    True makes it discoverable and followable by others. False makes it visible only to you.
  • watchlist · string · requis
    Name, slug or id of the Stock Tracker to update.
  • description · string · optionnel
    New description. Up to 500 characters.
  • show_anonymous · boolean · optionnel
    When public, hide your identity as the author.
  • alert_frequency · string · optionnel · none | daily | weekly | monthly
    How often this Stock Tracker alerts you to changes.

  Exemple d'appel

  {"name": "update_watchlist", "arguments": {"watchlist": "texte"}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

• whoami≈ 128 tokens

  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.

  Paramètres, retour & exemple (0)

  Exemple d'appel

  {"name": "whoami", "arguments": {}}

  Exemple de retour

  {"content": [{"type": "text", "text": "…"}]}

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Source

https://thebalancedinvestorclub.com/api/mcp/mcp