accueil / serveurs / Finance & Paiement / org.bull-run/bullrun
org.bull-run/bullrun
serveur MCP (Model Context Protocol) · bullrun-mcp 0.8.1
Référencé dans l'annuaire. Seul le pentest comportemental fait foi, et il n'a pas encore été exécuté sur ce serveur.
Est-ce que org.bull-run/bullrun est sûr ?
Au dernier audit MCP Hub, le serveur MCP « org.bull-run/bullrun » 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 48 outils
- compare_company_exposures≈ 972 tokens
Compare the cached company relationship graphs of two to five stock tickers. Finds shared suppliers, customers, competitors and partners, including cross-role overlaps, using stable company entity IDs or exact tickers only. Returns directed direct relationships with VERIFIED vs SUGGESTED/NEEDS_REVIEW status, confidence, sole-source flags, disclosed metrics with meaning/unit/period, and primary-source URLs/dates. Shared groups reference the evidence-bearing relationship rows by ID. Missing graphs or edges mean unknown coverage. One cached graph read per company (plus a ticker lookup when the typed ticker has no graph); never starts paid discovery, infers exposure weights or estimates portfolio losses. Read-only.
Paramètres, retour & exemple (4)
Paramètresroles· array · optionnel
Counterparty roles from EACH subject company's point of view; default all four. Suppliers and customers preserve the direction of SUPPLIES_TO.tickers· array · requis
Two to five distinct Bullrun listing tickers, e.g. AAPL, BMW or 6324.T. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN. Company names are not accepted here.verifiedOnly· boolean · optionnel
Only VERIFIED edges when true. The default also includes SUGGESTED/NEEDS_REVIEW edges, explicitly labelled with their individual confidence and evidence.limitPerCompany· integer · optionnel
Maximum direct relationships returned per input company. Shared counterparties are prioritized; totals and any truncation are reported.
Exemple d'appel{"name": "compare_company_exposures", "arguments": {"tickers": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"totals": {}, "tickers": [], "webPage": "texte", "warnings": [], "companies": [], "methodology": {}, "retrievedAt": "texte", "platformLink": {}, "relationships": [], "requestedRoles": [], "sharedCounterparties": []}} - compare_etfs≈ 899 tokens
Return a normalized side-by-side comparison of two to ten ETFs across selected classification, market, fund-data, cost, income, benchmark, price-performance, price-risk, holdings, and optional overlap modules. Include overlap to measure pairwise shared securities and weighted overlap from latest stored holdings, matched by security identity rather than ticker alone; cash, currency and derivatives are excluded. Missing holdings make overlap unavailable, while partial holdings make it a lower bound. Only requested modules run; overlap alone fetches no price history. Leaders are mechanical extrema, not recommendations. Currency, holdings dates and coverage caveats are explicit. Read-only.
Paramètres, retour & exemple (4)
Paramètresinclude· array · optionnel
Selected comparison modules. overlap is opt-in and returns pairwise shared holdings and weighted overlap from each fund's latest stored snapshot.tickers· array · requis
Two to ten exact Bullrun ETF listing tickers.topSharedLimit· integer · optionnel
Maximum shared holdings per ETF pair when overlap is requested; does not limit the snapshots used in overlap calculations.performanceDays· integer · optionnel
Window in calendar days back from each fund's newest close; the start is the last close on or before that day. 365 matches the fund page and the screener's 1-year return.
Exemple d'appel{"name": "compare_etfs", "arguments": {"tickers": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"rows": [], "leaders": {}, "overlap": {}, "tickers": [], "webPage": "texte", "coverage": [], "warnings": [], "platformLink": {}, "requestedModules": []}} - compare_stocks≈ 725 tokens
Compare two to five stock tickers in one compact structured response: annual fundamentals and growth, quality ratios, stored valuation and Bullrun model context, and measured risk dials. Reports each fiscal year, source date, native quote/reporting currency and missing coverage. No currency conversion, quarterly-to-annual substitution, buy/sell ranking or generated research. Read-only.
Paramètres, retour & exemple (2)
Paramètresinclude· array · optionnel
Selected compact modules. Fundamentals and quality use the latest usable ANNUAL fiscal year only; valuation includes stored multiples and Bullrun model context; risk includes measured dials.tickers· array · requis
Two to five distinct Bullrun stock tickers, e.g. AAPL, BMW, NESN, 6324.T or 7203. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN. Company names are not accepted here.
Exemple d'appel{"name": "compare_stocks", "arguments": {"tickers": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"rows": [], "tickers": [], "webPage": "texte", "coverage": [], "warnings": [], "methodology": {}, "retrievedAt": "texte", "platformLink": {}, "requestedModules": []}} - create_portfolio_draft≈ 601 tokens
Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. "build me a portfolio", "put together a dividend portfolio", "draft a portfolio of AI stocks", "create a new portfolio for $10k". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. "a diversified European dividend portfolio"). Requires OAuth with the write:drafts scope. Available to signed-in free accounts; daily usage limits and portfolio capacity still apply. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced stock/ETF universe; pass instrumentUniverse for stocks only, ETFs only, or a mix. If the brief is vague, first ask ONE quick round of up to three multiple-choice questions (investing style, region focus, and size), each with a default the user can accept with "just pick for me", then build; skip any dimension the user already specified and do not interrogate across multiple turns.
Paramètres, retour & exemple (4)
Paramètresprompt· string · optionnel
What kind of portfolio to draft, e.g. "a defensive dividend portfolio of large EU stocks". Optional: if you omit it, the server collects a quick style/region/size brief from the user directly (a native form on clients that support elicitation; otherwise it asks you to gather those first).maxPositions· integer · optionnel
Maximum number of holdings (3-20, default 10).startingCash· number · optionnel
Starting cash in USD (default 10000).instrumentUniverse· string · optionnel · stocks | etfs | mix
Candidate universe: stocks only, ETFs only, or a mix. Default mix unless the prompt says otherwise.
Exemple d'appel{"name": "create_portfolio_draft", "arguments": {"prompt": "texte", "maxPositions": 1, "startingCash": 1, "instrumentUniverse": "stocks"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - create_portfolio_from_positions≈ 708 tokens
Use when YOU (or the user) have ALREADY decided the exact holdings and want them saved as-is — e.g. after researching and settling on a specific basket with target weights. Persists a REVIEWABLE paper-portfolio draft built from the tickers you supply, sized by weight (percent) or by explicit USD amount. Unlike create_portfolio_draft this does NOT use the LLM and NEVER re-selects tickers: your basket lands exactly as given. Like the other draft tools it is available to signed-in free accounts within daily usage limits and portfolio capacity, and needs OAuth with the write:drafts scope. DRAFT-ONLY: the draft is saved to the user's Bullrun account and appears in the Portfolio tab under "Pending AI drafts", where the user reviews it and explicitly accepts it (creating a NEW portfolio) or discards it — it never changes any live position. Tickers must exist in Bullrun's priced stock/ETF universe; any that cannot be priced are returned in `unresolved` and skipped (use search_etfs / get_etf_snapshot / screen_stocks / get_stock_metrics to confirm exact tickers first). For a vague brief where the model should pick, use create_portfolio_draft instead.
Paramètres, retour & exemple (4)
Paramètresname· string · optionnel
Portfolio name. Default "Custom Portfolio Draft".cashPct· number · optionnel
Explicit cash percentage to hold back. Overrides the weight-remainder rule.positions· array · requis
The exact holdings to persist (1-30). Tickers are used verbatim, never re-selected.startingCash· number · optionnel
Total portfolio cash in USD. Default 10000 in weight mode; the sum of amounts in amount mode.
Exemple d'appel{"name": "create_portfolio_from_positions", "arguments": {"positions": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - create_position_draft≈ 489 tokens
Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. "what should I buy next", "suggest a stock or ETF for my portfolio", "what should I add", "recommend a position", "any ideas to round out my holdings". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope. Available to signed-in free accounts; daily usage limits and portfolio capacity still apply. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. Pass instrumentUniverse for stocks only, ETFs only, or a mix. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a single best idea or a few) in ONE quick step; otherwise just build.
Paramètres, retour & exemple (3)
ParamètresportfolioId· integer · requis
The Bullrun portfolio id to propose additions for. Use list_portfolios first if unsure.maxPositions· integer · optionnel
How many suggested additions to save, 1-5. Use 1 for a single-position idea; default 3.instrumentUniverse· string · optionnel · stocks | etfs | mix
Candidate universe: stocks only, ETFs only, or a mix. Default mix.
Exemple d'appel{"name": "create_position_draft", "arguments": {"portfolioId": 1}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - find_stock_peers≈ 532 tokens
Discover stock comparison candidates for one exact Bullrun ticker using stored industry or sector classification. Discloses the chosen classification, country preference, deterministic selection order, scan cap and issuer/listing exclusions. Excludes the subject, secondary listings and identifiable duplicate issuers/share classes. Returns compact stored multiples/growth plus ready-to-use compare_stocks arguments. Classification peers are not verified competitors or a financial-similarity ranking; no generated peers or paid graph discovery. Read-only.
Paramètres, retour & exemple (4)
Paramètreslimit· integer · optionnel
Maximum peers. compare_stocks supports the subject plus at most four selected peers.ticker· string · requis
Bullrun equity ticker, e.g. AAPL, BMW or 6324.T. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.matchBy· string · optionnel · auto | industry | sector
auto uses exact stored industry when present, otherwise sector. It does not silently widen an empty industry result to the entire sector.sameCountryOnly· boolean · optionnel
Restrict to the subject's exact stored country. Otherwise same-country candidates are shown first, followed by other countries.
Exemple d'appel{"name": "find_stock_peers", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_capabilities≈ 236 tokens
Discover what the connected Bullrun account can do BEFORE attempting an action, so you can plan instead of learning by hitting a 403. Reports whether you are authenticated and as WHICH identity (email + userId), whether the account has uncapped daily usage and why (subscription / trial / admin), the granted OAuth scopes, portfolio usage vs the free/max limits, and a per-tool entitlement map: create_portfolio_from_positions, create_portfolio_draft and create_position_draft (all available to signed-in free accounts, subject to usage limits), and whether another portfolio can be created now. Call this first when a draft/write tool might be gated, or to confirm which account a request will act on. Read-only.
Paramètres, retour & exemple (0)
Exemple d'appel{"name": "get_capabilities", "arguments": {}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_company_data_coverage≈ 366 tokens
A cheap stored-data manifest for one exact company: available datasets, latest reporting periods, actual ingestion/computation timestamps where stored, and cached relationship graph status. Call before deeper research when coverage or freshness is uncertain. This reads indexed metadata, not every research endpoint, and never starts enrichment. Availability is not completeness or accuracy. A null stored timestamp means freshness is unknown; a reporting period is not an ingestion date. Read-only.
Paramètres, retour & exemple (1)
Paramètresticker· string · requis
Bullrun company ticker, e.g. AAPL, SAP or 6324.T. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.
Exemple d'appel{"name": "get_company_data_coverage", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_company_news≈ 532 tokens
Get cached company news for one exact Bullrun ticker, newest publication first, with publisher, source URL, publication date and stored-fetch freshness when recorded. Optional since cutoff and limit up to 50; only the newest 50 stored articles are searched. Useful for company headlines and article sources; use get_corporate_calendar for scheduled earnings/dividends and get_earnings_call_transcript for call text. Reading news also registers demand and requests a best-effort background cache refresh; this response does not wait for or confirm a refresh. Cached/empty/stale results do not establish that no new events exist. Does not change portfolios or place trades.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Maximum returned articles, newest publication first. Up to 50 cached source articles are read before cutoff filtering.since· string · optionnel
Inclusive publication-time cutoff. YYYY-MM-DD means midnight UTC; timestamps need an explicit Z or UTC offset. Applied to the newest 50 stored articles, not a full historical news archive.ticker· string · requis
Bullrun company ticker, e.g. AAPL, SAP, ABBN or 6324.T. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.
Exemple d'appel{"name": "get_company_news", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_company_relationships≈ 660 tokens
Bullrun's company relationship graph for one stock: named competitors, suppliers, customers and partners, each with its Bullrun ticker when the counterparty is listed, verification status (VERIFIED against a primary filing/source vs search-SUGGESTED), confidence, sole-source flag, quantified dependence where disclosed (e.g. "Cirrus Logic gets 91% of revenue from Apple") and the evidence behind it. Use for supply-chain and second-order risk questions ("who supplies X", "who depends on X", "who competes with X", "which listed companies are exposed if X stumbles"), then call get_company_risk or get_stock_metrics on the counterparties' tickers. Returns only the cached graph and never starts a paid discovery run; a company with no graph yet reports status "none". A missing edge is not proof of no relationship. Read-only.
Paramètres, retour & exemple (5)
Paramètresroles· array · optionnel
Which relationships to return, from this company's point of view. Default: all four.ticker· string · requis
Bullrun ticker, e.g. "AAPL", "SAP", "ASML". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.evidence· string · optionnel · none | sources | excerpts
none = counts only; sources = source title/URL/type per edge; excerpts = also the quoted evidence text.limitPerRole· integer · optionnel
Max counterparties per role, verified and highest-confidence first.verifiedOnly· boolean · optionnel
true = only edges confirmed against a primary source (filing, company release). false also returns search-suggested edges, each labelled with its status and confidence.
Exemple d'appel{"name": "get_company_relationships", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_company_risk≈ 746 tokens
Bullrun's company risk read for one stock: a 0-100 composite risk score and six mechanism dials (market expectation, operating pressure, cash conversion, leverage & coverage, competitive position, concentration) with band (Contained/Normal/Elevated/Stretched/Acute), direction vs the prior reading, the driving input and a plain-English explanation; plus filing-derived risk factors (severity, mechanism, source filing), identified supplier concentration (share of cost base covered, HHI, sole-source count, top supplier share) and recent material events. Use for "how risky is X", "what are the main risks for X", "is X's supply chain concentrated", or before adding a stock to a portfolio. Pair with get_company_relationships for the named competitors/suppliers/customers behind the concentration dial. Bands describe measured strain, never a buy/sell view. Read-only.
Paramètres, retour & exemple (5)
Paramètresdetail· string · optionnel · summary | full
summary = scores, bands, drivers and explanations; full = also every per-input term behind each category score.ticker· string · requis
Bullrun ticker, e.g. "AAPL", "ASML", "NESN", "6324.T" or "0700.HK". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.include· array · optionnel
Modules to return. dials = composite + six mechanism dials (market expectation, operating pressure, cash conversion, leverage, competitive position, concentration); risk_factors = filing-derived risk factors (10-K/annual report) with severity and mechanism; supplier_exposure = identified supplier spend concentration; events = recent restructuring/legal/supply/recall events; headline = latest news headline beside the dials. Default: dials, risk_factors, supplier_exposure.maxEvents· integer · optionnel
Max recent company events to return, most severe first.maxRiskFactors· integer · optionnel
Max filing risk factors to return, most severe first.
Exemple d'appel{"name": "get_company_risk", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_company_risk_history≈ 466 tokens
Stored historical company risk category readings and their observed input changes. Shows dates, computation times, formula versions, score changes, changing input coverage and measurement bases. Use for 'how has X's risk changed?' and 'which inputs changed?'. These are retained category scores, not a complete daily series or proof of causation. Missing history is unknown, never a zero risk score. Read-only; does not run risk computation or paid discovery.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Latest stored run dates to return, oldest first. Retention and gaps vary. Full detail supports at most six dates.detail· string · optionnel · summary | full
Summary keeps scores, explanations and up to three changed inputs per category; full includes stored input terms and all returned term changes.ticker· string · requis
Bullrun company ticker, e.g. AAPL, SAP or 6324.T. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.
Exemple d'appel{"name": "get_company_risk_history", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_corporate_calendar≈ 872 tokens
Read stored upcoming earnings and ex-dividend dates, plus recent equity listings. Supports ticker/company search and explicit effective windows, market-cap filters, native listing quote currencies, available source metadata and partial coverage. Recent first-trade dates are not confirmed IPOs or an upcoming IPO schedule. Calendar dates and estimates can change; missing events mean unknown coverage, never proof that no event exists. Read-only; at most three calendar requests, plus a ticker lookup when q carries a Yahoo exchange suffix.
Paramètres, retour & exemple (6)
Paramètresq· string · optionnel
Optional case-insensitive ticker or company-name contains search, also matched with spaces removed. This is not an exact ticker filter. A Yahoo-style symbol whose listing Bullrun stores in another form (BMW.DE as BMW, 7203.T as 7203) is searched under the stored ticker. A nonblank search widens earnings/ex-dividend to 120 days and listings to 60 months. % and _ act as search wildcards.days· integer · optionnel
Forward days for earnings and ex-dividend, inclusive of the API server's current date. A nonblank q makes the backend use 120 days regardless of this value.limit· integer · optionnel
Maximum rows per selected calendar, not an overall result count. A full page may omit other matching events.include· array · optionnel
Selected stored calendars: upcoming earnings, upcoming ex-dividend dates, and recent listings (not an upcoming IPO schedule).minCapUsd· number · optionnel
Optional minimum market capitalization in USD. Omit to retain API defaults: 50 million for earnings/ex-dividend and zero for listings. Listings with unknown market cap are retained even with a positive floor.listingMonths· integer · optionnel
Trailing months for recent listings. A nonblank q makes the backend search 60 months regardless of this value.
Exemple d'appel{"name": "get_corporate_calendar", "arguments": {"q": "texte", "days": 1, "limit": 1, "include": [], "minCapUsd": 1, "listingMonths": 1}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"query": {}, "webPage": "texte", "warnings": [], "calendars": [], "methodology": {}, "retrievedAt": "texte", "platformLink": {}, "requestedTypes": []}} - get_country_macro≈ 335 tokens
One country's macro dashboard from Bullrun's Global Markets warehouse: a 0-100 macro stress score (higher = more stress) built from six pillars - labour (unemployment, its change, youth unemployment), housing (real house prices, price-to-income and price-to-rent vs history), credit (BIS credit-to-GDP gap, household debt service, household credit), fiscal (government debt, fiscal balance), external (current account) and cycle (GDP growth, inflation) - with every input's latest value, period, source (OECD, IMF, BIS, World Bank, Eurostat), its stress contribution and a historyCode for get_macro_history. Use for "how is the German economy doing", "is there a housing bubble in Canada", "macro risks in Italy", or to judge the backdrop for a country's stocks. A thinly covered country returns state "insufficient", never a falsely calm score. Read-only.
Paramètres, retour & exemple (1)
Paramètrescountry· string · requis
Country name, e.g. "Germany", "United States" (aliases like US, UK, Korea, Eurozone are understood). Also "Euro Area".
Exemple d'appel{"name": "get_country_macro", "arguments": {"country": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_earnings_call_transcript≈ 526 tokens
Read cached earnings-call paragraphs for one exact Bullrun ticker, optionally filtered by fiscal period or search text. A best-effort free background import collects at most the two latest retained calls from DefeatBeta for supported US listings, with a 24-hour stored-data cooldown; the first read may be empty. Coverage and source publication lag vary. Speaker names and paragraph order are retained; roles and prepared/Q&A section labels may be unavailable. This is a read-only research operation.
Paramètres, retour & exemple (6)
Paramètressearch· string · optionnel
Optional case-insensitive text/speaker search across transcript chunks.ticker· string · requis
Bullrun ticker, e.g. "CRWD", "SPGI", "V". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.maxChunks· integer · optionnel
Maximum speaker-tagged transcript chunks to return.fiscalYear· integer · optionnel
Optional fiscal year filter.fiscalQuarter· integer · optionnel
Optional fiscal quarter filter.maxCharsPerChunk· integer · optionnel
Maximum characters per transcript chunk in the MCP response.
Exemple d'appel{"name": "get_earnings_call_transcript", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_etf_exposures≈ 756 tokens
Calculate sector, country, currency, and broad asset exposure from the latest stored ETF holdings. Sector and country come from the fund provider's own holdings file where it states them (normalized to Bullrun's sector and country names), otherwise from the Bullrun instrument the holding resolves to by ISIN or by symbol with a matching company name. Currency uses the reported holding currency, else an explicitly disclosed estimate from the company's home-market listing or usual country currency. This is a holding quote/listing-currency proxy, not revenue FX exposure, economic currency risk or hedge-adjusted fund exposure. Positions without a classification or currency basis are Unclassified / Not reported. Sector and currency cover all stored rows; country covers securities and excludes cash and derivatives. Coverage states complete bucket weights and any buckets omitted by limitPerType. Broad asset class comes from the normalized fund profile. Factor and thematic look-through are unavailable until dedicated source data exists. Coverage states how much fund weight was classified and how, so partial top-holdings data is never presented as full exposure. Read-only.
Paramètres, retour & exemple (3)
Paramètrestypes· array · optionnelticker· string · requis
Exact Bullrun ETF listing ticker.limitPerType· integer · optionnel
Exemple d'appel{"name": "get_etf_exposures", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"ticker": "texte", "webPage": "texte", "coverage": {}, "warnings": [], "exposures": {}, "platformLink": {}, "availableTypes": [], "notLoadedTypes": [], "requestedTypes": [], "unavailableTypes": []}} - get_etf_filter_options≈ 568 tokens
List the exact values accepted by the categorical filters on search_etfs and screen_etfs — asset classes, categories, index keys, product/wrapper types, regions, domiciles, currencies, exchanges, and (on request) issuers and focus strings. Those filters match exactly, so a guessed string returns zero rows and looks like "no such ETF exists"; call this first whenever a filter value is not already known to be valid. Read-only.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Maximum values per facet, 1-1000. Each facet reports its untruncated total.facets· array · optionnel
Which facets to return. Defaults to everything except the long tails fundFamilies (~890 issuers) and industries (~650 focus strings) — request those explicitly, ideally with search.search· string · optionnel
Case-insensitive substring filter applied to every requested facet, e.g. "ishares" against fundFamilies or "world" against categories.
Exemple d'appel{"name": "get_etf_filter_options", "arguments": {"limit": 1, "facets": [], "search": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"notes": [], "facets": {}, "search": "texte", "totals": {}, "webPage": "texte", "platformLink": {}, "truncatedFacets": []}} - get_etf_fund≈ 444 tokens
Resolve one FUND rather than one listing. Given an ISIN (or any venue ticker of the fund) it returns the fund's identity, costs, index, distribution policy, wrapper type and every venue it is listed on with exchange and trading currency. Use this when the user quotes an ISIN, asks "which ticker do I buy on my exchange?", or when several tickers may be the same underlying fund. Ratios are percentage points. Read-only.
Paramètres, retour & exemple (2)
Paramètresisin· string · optionnel
Fund ISIN, e.g. IE00B4L5Y983. The identifier European factsheets and brokers quote.ticker· string · optionnel
Any venue listing ticker of the fund, e.g. EUNL.DE or IWDA.L. Resolved to its fund ISIN first. Provide this or isin.
Exemple d'appel{"name": "get_etf_fund", "arguments": {"isin": "texte", "ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"fund": "texte", "found": true, "query": {}, "webPage": "texte", "listings": [], "warnings": [], "platformLink": {}}} - get_etf_holdings≈ 487 tokens
Return the latest stored ETF holdings snapshot with opaque cursor pagination. The response reports the provider's stated holdings count, stored row count, covered weight, and whether the stored rows appear complete. Treat isComplete=false or null as partial look-through data. Historical as-of selection will be added when the upstream API exposes it. Read-only.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Maximum holdings to return on this page, 1-100.cursor· string · optionnel
Opaque nextCursor returned by a previous get_etf_holdings call for the same ticker.ticker· string · requis
Exact Bullrun ETF listing ticker, including its exchange suffix when present.
Exemple d'appel{"name": "get_etf_holdings", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"ticker": "texte", "webPage": "texte", "asOfDate": "texte", "coverage": {}, "holdings": [], "returned": 1, "nextCursor": "texte", "platformLink": {}, "totalRowsAvailable": 1}} - get_etf_index_group≈ 736 tokens
Answer "what is the cheapest way to track <index>?". Returns every fund tracking one index ordered cheapest fee first, deduplicated to one row per FUND rather than per venue listing (a five-venue UCITS fund is one choice, not five) with its listingCount and venues. Defaults to UCITS-buyable domiciles. Omit indexKey to list the available index families. Fees are percentage points and the response states how many funds publish no fee at all, so a "cheapest" claim is never made over silently omitted funds. Read-only.
Paramètres, retour & exemple (6)
Paramètreslimit· integer · optionnel
Maximum funds (or index families) to return, 1-100.scope· string · optionnel · ucits | all
ucits (default) restricts to domiciles a European retail investor can actually buy. all adds US-domiciled trackers, which look cheaper but are not purchasable by EU retail.currency· string · optionnel
Keep only funds with a listing trading in this currency (e.g. CHF, EUR, USD, GBP) and name that line.exchange· string · optionnel
Keep only funds listed on this venue and name each one's ticker there, e.g. SW (SIX Swiss Exchange), XETRA, LSE, AS, MI. A Swiss investor wanting the SIX line passes SW.indexKey· string · optionnel
Normalized index key, e.g. SP500, MSCI_WORLD, NASDAQ100, MSCI_EM, EURO_STOXX_50, TOPIX, FTSE100. Omit to list every index family that has at least one fund.distributionPolicy· string · optionnel · ACCUMULATING | DISTRIBUTING
Optionally keep only accumulating or only distributing share classes.
Exemple d'appel{"name": "get_etf_index_group", "arguments": {"limit": 1, "scope": "ucits", "currency": "texte", "exchange": "texte", "indexKey": "texte", "distributionPolicy": "ACCUMULATING"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"mode": "index_group", "found": true, "funds": [], "scope": "texte", "webPage": "texte", "coverage": {}, "indexKey": "texte", "warnings": [], "platformLink": {}, "indexFamilies": []}} - get_etf_risk≈ 549 tokens
Calculate drawdown, annualized volatility, downside volatility, historical VaR, Sharpe, Sortino and Calmar ratios from stored daily close prices. With benchmarkTicker, also calculates beta, correlation, tracking error, active return and information ratio on aligned dates. Results are price-return risk, not distribution-adjusted total-return risk. Read-only.
Paramètres, retour & exemple (4)
Paramètresdays· integer · optionnel
Calendar-day lookback for daily close-price risk calculations.ticker· string · requis
Exact Bullrun ETF listing ticker.benchmarkTicker· string · optionnel
Optional exact priced benchmark/proxy ticker for beta, correlation, tracking error, active return, and information ratio.riskFreeRatePct· number · optionnel
Annual risk-free rate in percentage points for Sharpe, Sortino, and Calmar ratios.
Exemple d'appel{"name": "get_etf_risk", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"risk": {}, "ticker": "texte", "webPage": "texte", "coverage": {}, "warnings": [], "methodology": {}, "lookbackDays": 1, "platformLink": {}, "benchmarkRelative": "texte"}} - get_etf_snapshot≈ 570 tokens
Fetch a modular snapshot for one exact ETF listing. The include array controls which of identity, classification, market, fund_data (NAV/AUM), costs, income, and benchmark are fetched and returned. Unrequested modules are omitted; requested-but-unavailable modules are named explicitly. Ratios use percentage points. Read-only.
Paramètres, retour & exemple (2)
Paramètresticker· string · requis
Exact Bullrun ETF listing ticker, including its exchange suffix when present, e.g. SPY, VWRL.L, or EUNL.DE.include· array · optionnel
Only these snapshot modules are fetched and returned. Default: identity, classification, market, costs.
Exemple d'appel{"name": "get_etf_snapshot", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"asOf": {}, "found": true, "ticker": "texte", "modules": {}, "webPage": "texte", "dataQuality": {}, "platformLink": {}, "missingModules": [], "availableModules": [], "requestedModules": []}} - get_etf_timeseries≈ 705 tokens
Fetch ETF price or price-return history at daily, weekly, or monthly intervals. NAV, true total-return, benchmark, and premium/discount series are returned only when their required source data or an explicit benchmark ticker exists; unavailable requested series are named explicitly and never approximated with price returns. Read-only.
Paramètres, retour & exemple (7)
Paramètreslimit· integer · optionnel
Maximum recent daily source bars to load before date filtering and interval aggregation.series· array · optionnel
Requested series. Unsupported stored series are reported in unavailableSeries rather than synthesized.ticker· string · requis
Exact Bullrun ETF listing ticker.endDate· string · optionnelinterval· string · optionnel · daily | weekly | monthlystartDate· string · optionnelbenchmarkTicker· string · optionnel
Exact priced ticker to use when benchmark is requested. A benchmark name alone cannot resolve a price series safely.
Exemple d'appel{"name": "get_etf_timeseries", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"series": {}, "ticker": "texte", "webPage": "texte", "interval": "daily", "metadata": {}, "warnings": [], "platformLink": {}, "availableSeries": [], "requestedSeries": [], "unavailableSeries": []}} - get_financial_history≈ 478 tokens
Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.
Paramètres, retour & exemple (4)
Paramètresyears· integer · optionnel
How many fiscal years of history to return, counting backward from the latest fiscal year available.ticker· string · requis
The Bullrun ticker. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.periodType· string · optionnel · annual | quarterly | both
Return annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.includeEmptyRows· boolean · optionnel
Include sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.
Exemple d'appel{"name": "get_financial_history", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_forward_estimates≈ 440 tokens
Read cached Yahoo analyst consensus revenue/EPS estimates and available EPS revision percentages for one exact Bullrun ticker. A free background refresh checks supported symbols on demand, storing at most one snapshot per day; the first read may be empty. Fiscal periods and source currency are preserved. The configured feed does not provide EBITDA estimates, management guidance or revenue revisions. Forward P/E/PEG context uses the latest annual consensus snapshot only when quote and EPS currency units match. Read-only research operation.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Maximum estimate rows to return.ticker· string · requis
Bullrun ticker, e.g. "AAPL", "CRWD", "SPGI". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.periodType· string · optionnel · annual | quarterly | both
Return annual estimates, quarterly estimates, or both.
Exemple d'appel{"name": "get_forward_estimates", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_global_markets_overview≈ 510 tokens
Bullrun's Global Markets dashboard in one call: world equity indices (S&P 500, Nasdaq-100, MSCI World, DAX, FTSE 100, Nikkei, Hang Seng, Nifty...), central-bank policy rates and next rate decisions (Fed, ECB, BoE, BoJ, SNB, BoC), 16 sovereign 10-year yields, 20 FX pairs, oil/gas/gold/copper, headline macro tiles (global GDP growth, inflation, debt/GDP, VIX, DXY, 2s10s curve, US jobless claims), the upcoming economic calendar, market news and the US housing balance. Each row carries a historyCode for get_macro_history. Use for "how are markets doing today", "what's the macro backdrop", "where are rates/yields", "what's on the calendar this week" or a morning briefing. Daily closes, with live intraday index levels while markets are open. Read-only.
Paramètres, retour & exemple (2)
Paramètressections· array · optionnel
Sections to return. headline = global GDP/inflation/debt, oil, gold, DXY, US 10Y, 2s10s curve, VIX, EUR/USD, Bitcoin, policy-rate average, OECD unemployment, US jobless claims; indices = 19 world equity indices (live intraday level when a market is open); rates = six major central-bank policy rates + upcoming rate decisions; yields = 16 sovereign 10Y yields; currencies = 20 FX pairs; commodities = Brent, WTI, natural gas, gold, copper; calendar = upcoming high-impact economic releases; news = market headlines; us_housing = US housing-market balance (months' supply, inventory, price cuts). Default: everything except news and us_housing.newsLimit· integer · optionnel
Headlines to return when the news section is requested.
Exemple d'appel{"name": "get_global_markets_overview", "arguments": {"sections": [], "newsLimit": 1}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_macro_history≈ 706 tokens
Historical time series behind the Global Markets dashboard, often decades long: equity indices, central-bank policy rates, 10-year government bond yields, FX rates, oil/gas/gold/copper, VIX, DXY, the US 2s10s curve, and per-country macro indicators (GDP growth, inflation, unemployment, house prices, credit gap, debt, confidence, macro stress). Address a series by historyCode (from get_global_markets_overview, get_country_macro or get_macro_indicators), by instrument name ("Fed", "Brent", "Germany 10Y", "S&P 500"), or by indicator + country. Returns summary statistics (latest, change over 1M/3M/1Y/5Y, range, where the latest sits in the window) plus resampled points. Use for "how have rates moved since 2022", "plot Brent over 10 years", "is German unemployment rising". Read-only.
Paramètres, retour & exemple (8)
Paramètresto· string · optionnel
End date YYYY-MM-DD (inclusive).code· string · optionnel
Exact series code from another tool's historyCode field (e.g. "CNBC_US10Y", "BIS_CBPOL_US", "UNEMPLOYMENT:Germany", "YAHOO_GSPC").from· string · optionnel
Start date YYYY-MM-DD (inclusive).country· string · optionnel
Country for indicator, e.g. "Japan".interval· string · optionnel · auto | daily | weekly | monthly | quarterly | annual
Resample to end-of-period values. auto = the finest interval that fits maxPoints.indicator· string · optionnel · gdp_growth | gdp_growth_quarterly | inflation | government_debt | unemployment | youth_unemployment | real_house_prices | house_price_to_income
Or a per-country macro indicator, together with country (same keys as get_macro_indicators).maxPoints· integer · optionnel
Upper bound on returned points (auto interval only; an explicit interval is truncated to the most recent maxPoints).instrument· string · optionnel
Or a market name: an index ("S&P 500", "DAX", "Nikkei 225"), commodity ("Brent", "Gold"), FX pair ("EUR/USD"), central bank ("Fed", "ECB", "BoE"), 10Y yield ("Germany 10Y", "US 10Y"), or headline series ("VIX", "DXY", "2s10s", "global inflation").
Exemple d'appel{"name": "get_macro_history", "arguments": {"to": "texte", "code": "texte", "from": "texte", "country": "texte", "interval": "auto", "indicator": "gdp_growth"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_macro_indicators≈ 548 tokens
Cross-country macro comparison from Bullrun's Global Markets warehouse: rank up to ~200 countries on one indicator (GDP growth annual or quarterly, CPI inflation, government debt/GDP, unemployment, youth unemployment, real house-price growth, house price-to-income and price-to-rent vs history, BIS credit-to-GDP gap, household debt service, household credit/GDP, business and consumer confidence, or Bullrun's macro stress score), or compare a named set of countries. Every row has value, period, source and a historyCode for get_macro_history. Use for "fastest growing economies", "highest inflation in Europe", "most indebted G7 government", "where is housing most overvalued", "compare unemployment in Spain, Italy and Greece". Read-only.
Paramètres, retour & exemple (4)
Paramètreslimit· integer · optionnelorder· string · optionnel · desc | asc
desc = highest value first, asc = lowest first.countries· array · optionnel
Only these countries (e.g. ["Germany","France","Italy"]); aliases like US/UK understood. Omit for every covered country.indicator· string · requis · gdp_growth | gdp_growth_quarterly | inflation | government_debt | unemployment | youth_unemployment | real_house_prices | house_price_to_income
Which cross-country indicator: gdp_growth (annual), gdp_growth_quarterly, inflation, government_debt, unemployment, youth_unemployment, real_house_prices, house_price_to_income, house_price_to_rent, credit_gap, household_debt_service, household_credit, business_confidence, consumer_confidence, macro_stress (Bullrun composite).
Exemple d'appel{"name": "get_macro_indicators", "arguments": {"indicator": "gdp_growth"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_operating_kpis≈ 430 tokens
Read curated, source-linked operating KPI observations for one exact Bullrun ticker. Coverage is sparse and no automatic KPI feed is configured: do not assume ARR, retention, customer counts or payments metrics are available. Check get_company_data_coverage first. Returns stored fiscal periods, units and source links; company-economics observations are a separate dataset. Read-only.
Paramètres, retour & exemple (4)
Paramètreslimit· integer · optionnel
Maximum KPI rows to return.ticker· string · requis
Bullrun ticker, e.g. "CRWD", "SNOW", "V". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.category· string · optionnel
Optional category filter such as SaaS, payments, marketplace, banking, or other domain labels.metricKey· string · optionnel
Optional metric key present in stored coverage. No particular business KPI is guaranteed to be available.
Exemple d'appel{"name": "get_operating_kpis", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_portfolio_analytics≈ 856 tokens
Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock or ETF — e.g. "is my portfolio diversified", "how risky is my portfolio", "am I too concentrated", "what's my exposure to X", "should I add NVDA", "would AAPL improve my diversification". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock or ETF). Set includeLookThrough=true with candidateTicker to add duplicate direct/ETF-contained underlying securities in separate lookThroughFit, lookThroughCoverage and lookThroughWarnings fields; this is opt-in and uses a priced-position denominator independent of the risk-history subset. Partial ETF snapshots make duplicate exposure a lower bound. Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked tickers) and renormalizing all percentages over what remains; the response leads with a `coverage` banner (first text block) stating how many holdings were excluded, so never read these figures as the whole portfolio. For a plain holdings/value snapshot and the full matched/unmatched breakdown use get_portfolio_context instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full"; "weights_only" hides absolute USD amounts while keeping weights, percentages, correlations and scores.
Paramètres, retour & exemple (6)
Paramètresdays· integer · optionnel
Calendar-day lookback for daily USD return analytics. Default 370.portfolioId· integer · requis
The portfolio id, as returned by list_portfolios.privacyMode· string · optionnel · full | weights_only
"full" (default) includes absolute USD amounts; "weights_only" returns only relative figures.candidateTicker· string · optionnel
Optional exact Bullrun stock or ETF listing ticker to test as a candidate diversifier, e.g. AAPL, BMW, ABBN, NESN or SPY. Use the stored listing ticker; do not infer exchange suffixes.candidateWeightPct· number · optionnel
Optional hypothetical candidate allocation for pro-forma volatility. Default 5 (%).includeLookThrough· boolean · optionnel
Also compare an exact stock or ETF candidate against direct holdings and stored ETF constituents. Requires candidateTicker. Default false: no underlying holdings requests. Look-through has separate priced-position coverage from price-history risk analytics.
Exemple d'appel{"name": "get_portfolio_analytics", "arguments": {"portfolioId": 1}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_portfolio_context≈ 526 tokens
Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. "analyze my portfolio", "how is my portfolio doing", "what's in my portfolio", "review my holdings", "how am I invested", "what should I improve". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a `coverage` summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never present matched-only figures as the whole portfolio. For risk/diversification math, correlations, factor exposure, or whether to add a specific stock, use get_portfolio_analytics instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to "full" (absolute $ included); "weights_only" returns only relative figures. Read-only.
Paramètres, retour & exemple (3)
Paramètresdays· integer · optionnel
Insights look-back window in days (default 30).portfolioId· integer · requis
The portfolio id, as returned by list_portfolios.privacyMode· string · optionnel · full | weights_only
"full" (default) includes absolute $; "weights_only" returns only relative figures.
Exemple d'appel{"name": "get_portfolio_context", "arguments": {"portfolioId": 1}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_quality_moat_metrics≈ 436 tokens
Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.
Paramètres, retour & exemple (4)
Paramètresyears· integer · optionnel
How many fiscal years of annual history to evaluate.ticker· string · requis
The Bullrun ticker. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.estimatedWaccPct· number · optionnel
Optional user-supplied WACC assumption, in percent. When omitted, ROIC-vs-WACC spread is returned as null.taxRateFallbackPct· number · optionnel
Fallback tax rate used for NOPAT only when reported tax/pretax data is missing or unusable.
Exemple d'appel{"name": "get_quality_moat_metrics", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_revenue_breakdown≈ 374 tokens
Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.
Paramètres, retour & exemple (3)
Paramètreslimit· integer · optionnel
Maximum breakdown rows to return.ticker· string · requis
The Bullrun ticker, e.g. "SPGI", "MSFT", "V". Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.dimension· string · optionnel · segment | geography | product | customer | other | all
Breakdown dimension to return, or all dimensions.
Exemple d'appel{"name": "get_revenue_breakdown", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_risk_movers≈ 400 tokens
Companies whose Bullrun composite risk score crossed into a different band (e.g. Elevated -> Stretched, or Acute -> Stretched) within the last N days, with prior and current score, the move in points, and the input driving the reading. Use for "what got riskier this week", "any risk deteriorations I should know about", or to monitor a watchlist (pass the tickers to get_company_risk afterwards). Band changes, not small score drift, so every row changed a word on the page. Read-only.
Paramètres, retour & exemple (5)
Paramètresdays· integer · optionnel
Look-back window in days for band changes.limit· integer · optionneldirection· string · optionnel · all | worsening | improving
Keep only companies whose composite got worse, got better, or both.minMarketCapUsd· number · optionnel
Only companies with at least this market capitalisation in USD, e.g. 1e9 for $1B+. Without it the list is dominated by micro-caps, whose scores move most.stableBasisOnly· boolean · optionnel
true (default) = only real movements. false also includes band changes caused purely by a category starting or stopping scoring (coverage changes, flagged basisChanged).
Exemple d'appel{"name": "get_risk_movers", "arguments": {"days": 1, "limit": 1, "direction": "all", "minMarketCapUsd": 1, "stableBasisOnly": true}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_stock_metrics≈ 397 tokens
Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Prices are in the listing's trading currency; financials in their own sourceCurrency. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN. Read-only.
Paramètres, retour & exemple (1)
Paramètresticker· string · requis
The stock ticker as Bullrun lists it, e.g. "AAPL", "BMW", "NESN", "6324.T", "0700.HK" or "005930". A bare numeric code is resolved when exactly one listing matches.
Exemple d'appel{"name": "get_stock_metrics", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_stock_price_history≈ 768 tokens
Read bounded stored stock OHLCV history, ascending by trade date, as daily, weekly or monthly bars, with close-based price returns/drawdown and optional deterministic SMA, EMA, Wilder RSI and MACD. Useful for price trends, volatility context and technical analysis; use get_stock_metrics for a latest company snapshot. Up to 2600 recent daily source rows; dates filter that bounded window. Provider split/dividend adjustment is unknown: returns are not verified total returns. Missing OHLCV/indicator warm-up remains null; no synthetic sessions, intraday data or live quote claims. Read-only.
Paramètres, retour & exemple (8)
Paramètreslimit· integer · optionnel
Maximum most-recent DAILY source bars to load before date filtering and aggregation (hard cap 2600). Increase for indicator warm-up or longer history.ticker· string · requis
Bullrun stock ticker, e.g. AAPL, SAP, ABBN, 6324.T or 7203. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.endDate· ? · optionnel
Inclusive last trade date; the API still loads the most recent source bars before this filter.interval· string · optionnel · daily | weekly | monthly
Aggregate stored daily bars. Weekly buckets start Monday; monthly buckets use the calendar month. No intraday or live quotes.rsiPeriod· integer · optionnel
Number of close-to-close changes for Wilder RSI. MACD uses fixed EMA periods 12/26 and signal 9.startDate· string · optionnel
Inclusive trade-date cutoff, applied after loading the latest source bars. Cannot page into history older than the source limit.indicators· array · optionnel
Optional indicators computed on the selected interval's closes after date filtering. Insufficient warm-up yields null, never a fabricated value.movingAveragePeriod· integer · optionnel
Observation count for SMA and EMA, in the selected interval.
Exemple d'appel{"name": "get_stock_price_history", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - get_valuation_model≈ 448 tokens
Bullrun's proprietary machine-learning valuation and forecast scores for 1-10 stocks, recomputed nightly. Valuation: a LightGBM model predicts the P/E (or price/sales for loss-makers) that companies with similar fundamentals typically command a year out; the gap = typical / current multiple - 1 (positive = trades below its typical multiple), with the implied model-typical P/E, percentile and rank in the scored universe. Forecast: a relative 1-year return-rank signal with percentile. Both on quarterly and on annual financials (annual covers most non-US companies). Use for "is X cheap or expensive", "what's X's fair P/E", "compare valuations of X, Y, Z", or a valuation sanity check before buying. Descriptive context, not a price target or recommendation. Read-only.
Paramètres, retour & exemple (1)
Paramètrestickers· array · requis
1-10 Bullrun tickers, e.g. ["AAPL","MSFT"] or ["ASML","SAP","NESN"]. Bullrun tickers: US and most European listings use the plain local symbol (AAPL, BMW, NESN, ABBN); most Asian and Indian listings keep their exchange suffix (Tokyo 6324.T, Hong Kong 0700.HK, Shanghai 600519.SS, Shenzhen 000001.SZ, Taiwan 2330.TW, Korea 000100.KS, Singapore D05.SI, India RELIANCE.NS), but some Japanese and Korean large caps are plain codes (Toyota 7203, Samsung 005930). Either form is resolved automatically when exactly one listing matches; use search_stocks to find a ticker by company name or ISIN.
Exemple d'appel{"name": "get_valuation_model", "arguments": {"tickers": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - list_portfolios≈ 314 tokens
Use when the user refers to THEIR portfolio(s) or holdings — e.g. "my portfolios", "what portfolios do I have", "how are my investments doing", "show my holdings", "my account". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to "full" (includes absolute $ amounts); pass "weights_only" to hide absolute money and return only relative figures (returns %, counts). Read-only.
Paramètres, retour & exemple (1)
ParamètresprivacyMode· string · optionnel · full | weights_only
"full" (default) includes absolute $; "weights_only" hides cash/value/cost-basis and keeps only %.
Exemple d'appel{"name": "list_portfolios", "arguments": {"privacyMode": "full"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - list_research_shortlist≈ 136 tokens
Read the signed-in user's saved Research Shortlist of stock and ETF listing tickers, with dated stored prices. Requires OAuth read:shortlist. Use after the user asks for their saved research queue. Read-only; does not evaluate a screen, schedule monitoring or send notifications.
Paramètres, retour & exemple (0)
Exemple d'appel{"name": "list_research_shortlist", "arguments": {}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - save_research_shortlist≈ 279 tokens
Add 1-20 exact Bullrun stock or ETF listing tickers to the signed-in user's Research Shortlist when the user asks to save them. Requires OAuth write:shortlist; reconnect if this scope was not granted. Resolve ambiguous names with search_stocks/search_etfs first. Existing entries are retained; repeated saves are idempotent. Each ticker is saved independently and failures are reported alongside successful saves, so retry only failed tickers. Does not create a portfolio, schedule monitoring or send notifications.
Paramètres, retour & exemple (1)
Paramètrestickers· array · requis
Exact listing tickers chosen by the user, e.g. AAPL or EUNL.DE.
Exemple d'appel{"name": "save_research_shortlist", "arguments": {"tickers": []}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - screen_etfs≈ 1777 tokens
Screen the WHOLE ETF universe by numeric rules and fund attributes in one pass — expense ratio, AUM, yield, trailing returns, volatility, liquidity, top-10 concentration, fund age and holdings count — combined with issuer, index, domicile, UCITS status, distribution policy, currency hedging and constituent look-through (holdingSearch finds funds by what they hold). Prefer this over search_etfs for any "cheapest / largest / best performing / most liquid" question: search_etfs only filters a bounded candidate scan, while this evaluates the full universe and reports evaluatedCount and matchCount. Percentages are percentage points. This full-universe screen is an expensive read, and request limits depend on your connection and plan. Build one precise screen to conserve your allowance. Read-only.
Paramètres, retour & exemple (24)
Paramètreslimit· integer · optionnel
Maximum ETFs to return, 1-100.order· string · optionnel · desc | asc
Sort direction. Nulls always sort last regardless of direction.rules· array · optionnel
Numeric rules. A fund with no value for a ruled metric never matches that rule.issuer· string · optionnel
Substring match on the fund family/issuer, e.g. "iShares", "Amundi", "Vanguard".region· string · optionnel
Exact investment-region string.search· string · optionnel
Free-text match on ticker, fund name or ISIN. Omit to screen the whole universe.sortBy· string · optionnel · expenseRatioPct | totalAssets | yieldTtmPct | return1mPct | return3mPct | return6mPct | return1yPct | returnYtdPct
Sort field applied to the returned rows.category· string · optionnel
Exact category string. Call get_etf_filter_options for the valid values; a wrong guess silently returns zero rows.currency· string · optionnel
Exact trading currency, e.g. EUR, USD, GBX.domicile· string · optionnel
Exact fund domicile, e.g. "Ireland", "Luxembourg", "United States".exchange· string · optionnel
Exact listing exchange, e.g. XETRA, LSE, "NYSE ARCA".indexKey· string · optionnel
Exact tracked-index key, e.g. SP500, MSCI_WORLD, NASDAQ100. Use get_etf_index_group to compare every fund on one index instead.strategy· string · optionnel
Exact strategy classification string.assetClass· string · optionnel
Exact asset-class group: EQUITY, FIXED_INCOME, COMMODITY, REAL_ESTATE, MULTI_ASSET, CASH, CURRENCY, DIGITAL_ASSETS, ALTERNATIVES or OTHER.holdingMode· string · optionnel · INCLUDES | EXCLUDES
INCLUDES keeps funds holding the constituent. EXCLUDES keeps only funds with a holdings snapshot that confirms absence — funds with no snapshot are dropped, never assumed clean.productType· string · optionnel
Exact wrapper type, e.g. UCITS_FUND.ucitsStatus· string · optionnel · UCITS | NON_UCITS
UCITS restricts to wrappers a European retail investor can actually buy.holdingSearch· string · optionnel
Look-through filter: find funds by a CONSTITUENT ticker or company name, e.g. "NVDA" or "NVIDIA". Only funds with a stored holdings snapshot can match.currencyHedged· string · optionnel · HEDGED | NOT_LABELLED_HEDGED
HEDGED selects funds labelled currency-hedged. NOT_LABELLED_HEDGED selects funds not so labelled — absence of a label is not proof a fund is unhedged.benchmarkSearch· string · optionnel
Substring match on the stated benchmark name.includeSecondary· boolean · optionnel
Return every venue listing as its own row. Default false: one row per FUND (by fund ISIN), showing its most liquid listing with the others under otherListings. Use exchange/currency to choose the venue, e.g. exchange "SW" for the SIX line.marketDevelopment· string · optionnel
Exact market-development classification, e.g. developed vs emerging.distributionPolicy· string · optionnel · ACCUMULATING | DISTRIBUTING
Accumulating (reinvests income) or distributing (pays it out) — the usual first cut for a European investor.holdingMinWeightPct· number · optionnel
Minimum constituent weight in percentage points for holdingSearch to count as a match.
Exemple d'appel{"name": "screen_etfs", "arguments": {"limit": 1, "order": "desc", "rules": [], "issuer": "texte", "region": "texte", "search": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"query": {}, "results": [], "webPage": "texte", "coverage": {}, "returned": 1, "warnings": [], "matchCount": 1, "platformLink": {}}} - screen_risk_board≈ 769 tokens
Rank Bullrun's scored stock universe (~9,000 companies) by company risk: the composite risk score or any one mechanism dial (market expectation, operating pressure, cash conversion, leverage, competitive position, concentration), filtered by band, sector, country and dial coverage. Returns ticker, score, band and its meaning, direction and move since the prior reading, and the driving input per row, plus the universe band distribution and how many companies changed band at the last recompute. Use for "which large caps have stretched leverage", "most concentrated supply chains in semiconductors", "calmest German industrials", or "how risky is tech vs utilities" (includeSlices). Drill into a row with get_company_risk. A ranking of readings, not of companies to avoid. Read-only.
Paramètres, retour & exemple (9)
Paramètresbands· array · optionnel
Keep only these bands, e.g. ["STRETCHED","ACUTE"] for the most strained readings or ["CONTAINED"] for the calmest.limit· integer · optionneloffset· integer · optionnelsector· string · optionnel
Exact sector, case-insensitive (e.g. "Technology", "Industrials"). Set includeSlices=true to list the sectors the board covers.sortBy· string · optionnel · market_cap | score_desc | score_asc | worsened | improved | coverage | name
market_cap = largest companies first (default; a pure score sort surfaces micro-caps); score_desc = most strained first; score_asc = calmest first; worsened / improved = biggest move since the prior reading; coverage = most dials lit; name.country· string · optionnel
Exact country, case-insensitive (e.g. "United States", "Germany").mechanism· string · optionnel · OVERALL | MARKET | OPERATING | CASH_CONVERSION | LEVERAGE | COMPETITIVE | CONCENTRATION
Rank by the composite (OVERALL) or by one mechanism dial: MARKET (drawdown, volatility, liquidity), OPERATING (margin/cost pressure), CASH_CONVERSION (cash vs earnings, capex), LEVERAGE (debt, interest cover, liquidity; CET1 for banks), COMPETITIVE (R&D, margins vs peers, technology transition), CONCENTRATION (supplier, customer, geographic).minDialsLit· integer · optionnel
Coverage floor: only companies with at least this many of the six dials measured. 4+ avoids thinly-measured composites.includeSlices· boolean · optionnel
Also return mean composite risk by sector and by country across the scored universe.
Exemple d'appel{"name": "screen_risk_board", "arguments": {"bands": [], "limit": 1, "offset": 1, "sector": "texte", "sortBy": "market_cap", "country": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - screen_stocks≈ 1483 tokens
Screen the global Bullrun stock universe with the app rule engine using custom fundamental rules or named presets: profitable value, dividend income, growth and cash flow, cash generators, dividend growth. action=list_presets discloses exact thresholds, units, annual lookback and sorting without any backend request. action=run (default) executes one preset or custom rules; running uses the API's metered screening budget. Custom screens support sector/industry/country, listing controls, annual/quarterly lookback, AND/OR rule groups and money units. Presets are mechanical starting points, not recommendations or famous-investor strategies. Read-only.
Paramètres, retour & exemple (17)
Paramètresmode· string · optionnel · annual | quarterly
Deprecated alias for lookbackMode; kept for compatibility.limit· integer · optionnel
Maximum stocks to return: custom default 25 (1-100), preset default 20 (1-50).order· string · optionnel · desc | asc
Sort direction. Custom default desc; presets use their disclosed order. Nulls always sort last regardless of direction.rules· array · optionnel
Fundamental rules. Same groupId means AND; different groupIds mean OR.action· string · optionnel · list_presets | run
list_presets discloses named screens without any backend request; run executes a preset or custom rules and uses the metered screening budget.preset· string · optionnel · profitable_value | dividend_income | growth_and_cashflow | cash_generators | dividend_growth
Optional named screen. Presets use disclosed fixed rules/sorting, annual lookback (2-10 years), primary active listings and a default limit of 20 (maximum 50). Omit for custom rules; do not combine with rules or minMarketCap.sector· string · optionnel
Exact sector name to filter by, e.g. "Technology", "Healthcare". Omit for all sectors.sortBy· string · optionnel · revenueGrowthPct | netIncomeGrowthPct | grossProfitGrowthPct | operatingIncomeGrowthPct | ebitdaGrowthPct | freeCashflowGrowthPct | epsGrowthPct | operatingCashflowGrowthPct
Metric to sort by. Custom default marketCap; presets use their disclosed sorting. revenueGrowth is accepted as an alias for revenueGrowthPct.country· string · optionnel
Exact country name to filter by, e.g. "United States", "Germany". Omit for all countries.periods· integer · optionnel
Deprecated alias for lookback; kept for compatibility.industry· string · optionnel
Exact industry name to filter by, e.g. "Software - Infrastructure". Omit for all industries.lookback· integer · optionnel
How many reporting periods to evaluate (default 3). Growth rules need at least 2 comparable periods; presets require 2-10 annual observations.countries· array · optionnel
Exact country names to include. Use this for multi-country screens; it overrides country when provided.lookbackMode· string · optionnel · annual | quarterly
Whether rule evaluation uses annual or quarterly reporting periods. Default annual; presets require annual.minMarketCap· number · optionnel
Compatibility shortcut: adds marketCap >= this absolute value to every rule group.includeInactive· boolean · optionnel
Include delisted/inactive tickers with no recent price bar. Default false.includeSecondary· boolean · optionnel
Include secondary cross-listings of the same security. Default false (primary listings only).
Exemple d'appel{"name": "screen_stocks", "arguments": {"mode": "annual", "limit": 1, "order": "desc", "rules": [], "action": "list_presets", "preset": "profitable_value"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - screen_valuation_model≈ 613 tokens
Rank the whole scored stock universe (market cap >= $100M) by Bullrun's proprietary ML models: the stocks trading furthest below (or above) the P/E or price/sales multiple their fundamentals typically command, or the strongest/weakest relative 1-year forecast signals. Filter by sector, country, exchange and financial-history coverage. Each row has the valuation gap or forecast edge, the model-typical vs current P/E, percentile, rank and data quality. Use for "cheapest stocks vs fundamentals in Europe", "most expensive tech names by the model", "best forecast scores in Japan". The valuation gap is descriptive context, not a return prediction; follow up with get_stock_metrics, get_company_risk and get_quality_moat_metrics before drawing conclusions. Read-only.
Paramètres, retour & exemple (7)
Paramètresend· string · optionnel · top | bottom
top = highest percentile first (valuation: furthest BELOW typical multiple, i.e. cheapest vs fundamentals; forecast: strongest signal). bottom = lowest first (richest vs fundamentals / weakest signal).limit· integer · optionnelmodel· string · optionnel · valuation | valuation_ps | valuation_annual_1y | forecast | forecast_annual_1y
valuation = P/E gap on quarterly financials (profitable companies); valuation_ps = price/sales gap (covers loss-makers); valuation_annual_1y = P/E gap on annual financials (broader non-US coverage); forecast / forecast_annual_1y = relative 1-year return-rank signal.sector· string · optionnel
Exact sector, case-insensitive, e.g. "Technology", "Healthcare", "Financial Services".country· string · optionnel
Exact country, case-insensitive, e.g. "United States", "Germany", "Japan".coverage· string · optionnel · all | full | limited
full = only stocks whose model window (8 quarters / 4 years) is fully populated; limited = the rest.exchange· string · optionnel
Exact exchange code, case-insensitive, e.g. "NASDAQ", "XETRA", "LSE".
Exemple d'appel{"name": "screen_valuation_model", "arguments": {"end": "top", "limit": 1, "model": "valuation", "sector": "texte", "country": "texte", "coverage": "all"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - search_etfs≈ 1008 tokens
Look up ETFs by name, ticker or ISIN, with classification, listing, index, distribution-policy, AUM, expense-ratio and yield filters. Best for finding a known fund. For ranking questions ("cheapest", "largest", "best performing", "most liquid") prefer screen_etfs, which evaluates the whole universe: here minAum and minYieldTtmPct are applied only to a bounded profile-enriched candidate scan, so do not describe the result as exhaustive when candidateCapReached is true. Use get_etf_snapshot for one listing, get_etf_fund to resolve an ISIN across venues, and get_etf_holdings for constituents. Read-only.
Paramètres, retour & exemple (18)
Paramètresfocus· string · optionnel
Exact ETF focus/exposure filter, e.g. Japan, TOPIX, or Equity - Australia.limit· integer · optionnel
Maximum matching ETFs to return, 1-100.minAum· number · optionnel
Minimum assets under management in the profile's reported currency units.region· string · optionnel
Exact portfolio or investment-region filter.search· string · optionnel
Free-text ETF search by ticker, fund name, or ISIN (e.g. IE00B4L5Y983). Omit for a broad screen.sortBy· string · optionnel · relevance | ticker | name | aum | expense_ratio | yield
Sort field. Relevance preserves Bullrun search ordering.category· string · optionnel
Exact broad ETF category/asset-class filter, e.g. Equity, Fixed Income, Commodity, Crypto, or Real Estate. Call get_etf_filter_options for valid values.currency· string · optionnel
Exact trading-currency filter.domicile· string · optionnel
Exact fund domicile filter.exchange· string · optionnel
Exact listing exchange filter.indexKey· string · optionnel
Exact tracked-index key, e.g. SP500 or MSCI_WORLD. Use get_etf_index_group to rank every fund on one index by cost.scanLimit· integer · optionnel
Maximum coarse-search candidates to enrich before applying quantitative filters/sorts, 25-500.sortDirection· string · optionnel · asc | descminYieldTtmPct· number · optionnel
Minimum trailing yield in percentage points, e.g. 2 means 2%.includeInactive· boolean · optionnelincludeSecondary· boolean · optionneldistributionPolicy· string · optionnel · ACCUMULATING | DISTRIBUTING
Accumulating (reinvests income) or distributing (pays it out).maxExpenseRatioPct· number · optionnel
Maximum annual expense ratio in percentage points, e.g. 0.25 means 0.25%.
Exemple d'appel{"name": "search_etfs", "arguments": {"focus": "texte", "limit": 1, "minAum": 1, "region": "texte", "search": "texte", "sortBy": "relevance"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"query": {}, "results": [], "webPage": "texte", "coverage": {}, "returned": 1, "warnings": [], "platformLink": {}, "matchesInScannedCandidates": 1}} - search_stocks≈ 559 tokens
Resolve a company name, native ticker, ISIN or exchange-qualified symbol to Bullrun listings before calling exact-ticker research tools. Supports exchange/MIC, country, currency and instrument-type filters. Recognized Yahoo suffixes are checked against compatible stored venues; dots in native share-class tickers are preserved. Returns explicit ambiguous candidates and never picks a listing when alternatives remain. No enrichment or market-data refresh. Read-only.
Paramètres, retour & exemple (8)
Paramètreslimit· integer · optionnel
Maximum output candidates. A backend scan is capped at 500 candidates per search.query· string · requis
Company/name phrase, exact native ticker (AAPL, BMW, BRK.B), ISIN, EXCHANGE:TICKER, or Yahoo symbol (BMW.DE, NESN.SW).country· string · optionnel
Exact stored country name, e.g. Germany or Switzerland.currency· string · optionnel
Listing quote currency, e.g. USD, CHF or GBX. GBX and GBP are different quote units.exchange· string · optionnel
Stored exchange code or supported MIC, e.g. XETRA/XETR, NASDAQ/XNAS, SW/XSWX. A conflicting prefix is rejected.quoteType· string · optionnel · EQUITY | ETF | ALL
Default stocks, including unclassified equities. ETF/ALL allow other instrument lookup; this does not make stock-only research tools valid for funds.includeInactive· boolean · optionnel
Include inactive/retired listings. Returned lifecycle/successor fields must be checked.includeSecondary· boolean · optionnel
Include alternative venue listings. ISIN/name matches across venues require an explicit listing choice.
Exemple d'appel{"name": "search_stocks", "arguments": {"query": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}]} - simulate_etf_cost≈ 618 tokens
Simulate expense-ratio, assumed bid/ask spread, commissions, and recurring contributions over a holding period. Compares the same gross-return path with and without costs and reports direct charges plus ending-value drag. Taxes, FX, market impact and brokerage-specific fees are excluded unless represented by the inputs. Read-only.
Paramètres, retour & exemple (9)
Paramètresyears· number · optionnelticker· string · requis
Exact Bullrun ETF listing ticker.spreadPct· number · optionnel
Assumed full bid/ask spread in percentage points; each purchase pays half the spread.expenseRatioPct· number · optionnel
Optional expense-ratio override in percentage points. Otherwise uses the stored ETF profile value.initialInvestment· number · optionnelcommissionPerTrade· number · optionnelcontributionAmount· number · optionnelgrossAnnualReturnPct· number · optionnel
Assumed annual return before ETF and trading costs, in percentage points. Default 0 isolates direct costs.contributionFrequency· string · optionnel · none | monthly | quarterly | annual
Exemple d'appel{"name": "simulate_etf_cost", "arguments": {"ticker": "texte"}}Exemple de retour{"content": [{"type": "text", "text": "…"}], "structuredContent": {"ticker": "texte", "results": {}, "webPage": "texte", "warnings": [], "assumptions": {}, "platformLink": {}, "costBreakdown": {}}}
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