StockLens

Quality 76 / 100good

9 tools, about 6,238 tokens to load them all · tool set 449c2ff366bd · tools last changed 2026-10-20 · checked 2026-10-20 18:06 UTC

Tool changes

• 2026-10-20get_market_summarychangedoutput schema
• 2026-10-20add_to_watchlistchangedoutput schema
• 2026-10-19discover_stockschangeddescription
  before

  Screen the companies StockLens scores nightly by region, exchange, sector, industry, market-cap band and trading volume, sorted by one of the six StockLens scores or by market cap, volume or ticker, and return the top or bottom N. Popularity ordering is unavailable: analysis_volume and user_volume are retired and return VALIDATION_ERROR without running a screen. For a popularity request, ask the person to choose a supported ordering. Use it for any top N, best, worst, highest, lowest or filtered request across the companies StockLens scores, and never build such a list from get_market_summary or general knowledge; to compare only companies the person names, call get_market_summary for each instead. It has no valuation, price-target or growth filter; say so rather than calling a score sort one. status ranked means the requested order was used. browse_substituted means a score order was asked for and market-cap order with scores hidden was returned, so never describe those rows as ranked by score. locked means no companies are named; relay message verbatim. What the caller can sort and how far it reaches is in access_tier and reach_capped_at; signed_in_as names the account they belong to. Report only the rows returned. It does not trade and gives no personal recommendations.

  after · 94% of words in common

  Screen the companies StockLens scores nightly by region, exchange, sector, industry, market-cap band and trading volume, sorted by one of the six StockLens scores or by market cap, volume or ticker, and return the top or bottom N. Popularity ordering is unavailable: analysis_volume and user_volume are retired and return VALIDATION_ERROR without running a screen. For a popularity request, ask the person to choose a supported ordering. Use it for any top N, best, worst, highest, lowest or filtered request across the companies StockLens scores, and never build such a list from get_market_summary or general knowledge; to compare only companies the person names, call get_market_summary for each instead. It has no valuation, price-target or growth filter; say so rather than calling a score sort one. status ranked means the requested order was used. When a ranked result carries message, relay it; it states what the ranking covers, so never present the rows as a ranking of more than that. browse_substituted means a score order was asked for and market-cap order with scores hidden was returned, so never describe those rows as ranked by score. locked means no companies are named; relay message verbatim. What the caller can sort and how far it reaches is in access_tier and reach_capped_at; signed_in_as names the account they belong to. Report only the rows returned. It does not trade and gives no personal recommendations.

• 2026-10-18remove_from_watchlistchangedtitle, description, input schema, output schema, annotationsmeaning changed
  before

  Remove one company from the authenticated user's default StockLens portfolio. Does NOT execute trades and does NOT delete a recorded holding or its transactions; a holding with recorded transactions cannot be removed through this tool. Does NOT accept more than one ticker per call.

  after · 37% of words in common

  Remove one company from one of the person's StockLens portfolios. Call it only when the person has asked for it. Without portfolio_id or portfolio_name it removes from the default portfolio, and the result names the portfolio. Relay the result's message. A status other than removed is an answer, not an error. A holding with recorded transactions is not removed here; the result says where to do it. One ticker per call. It does not trade or delete transactions.

• 2026-10-18get_portfolio_insightschangedtitle, description, input schema, output schema, annotationsmeaning changed
  before

  Retrieve StockLens analysis summaries for the authenticated user's watchlist. Returns available composite scores and grades for watchlisted stocks; either value may be absent when no completed score exists. Returns the full watchlist up to the capacity of the person's current plan; tier_limited says whether it was cut short. Use this to give users an overview of their portfolio's analytical health. Does NOT accept a ticker or filter arguments and does NOT rank or screen stocks outside the user's own watchlist; call discover_stocks for a market-wide ranked or filtered list.

  after · 17% of words in common

  Read one of the person's StockLens portfolios: every company in it, each marked holding or watching with its score and rating word, and the portfolio's average score and rating word, its change over 7 and 30 nights, its largest sector share and its biggest movers over 7 nights, each with a driver of its latest reading that points the same way. Without portfolio_id or portfolio_name it reads the default portfolio. portfolios lists every portfolio the person owns and appears only when there is more than one: then name the portfolio you read once and offer the others by name. With one portfolio, never name it. A portfolio the person does not own returns portfolio_not_found with the choices; never guess. Relay message, caption, trust and concentration as written. If a window says insufficient_data, say so; do not estimate a change. config_changed marks a window in which StockLens changed how it scores, so part of that change is the method, not the market. The scores are the ones get_market_summary serves, as of as_of. It does not rank or screen companies outside the portfolio; call discover_stocks for that. It holds no money figures and gives no personal advice.

• 2026-10-18add_to_watchlist_batchadded

  Add a list of companies the person gave you, up to 100 rows, to one of their StockLens portfolios, in two calls. First call with confirm false: nothing is added and every row returns its outcome. Relay summary_line and message, then every row that is not a plain add, grouped by outcome, and name the plain adds in one line; name the portfolio only when portfolio_count is above 1. Ask which rows to add. Then call with confirm true, the preview_id, the same rows, the same portfolio and the confirmed_indexes the person approved. Send only rows the person gave you. For an ambiguous row, ask which listing using its candidates; never pick one. Add a not_covered row only if the person asks for it. A changed list or a different portfolio needs a new preview; preview_mismatch means the preview expired or no longer matches, so preview again. Without portfolio_id or portfolio_name it uses the default portfolio. It does not trade, record holdings or move money.

• 2026-10-18add_to_watchlistchangedtitle, description, input schema, output schema, annotations
  before

  Add one company to the authenticated user's default StockLens portfolio as a company they follow, so its score stays readable here. Call it only when the person has asked for it or agreed to an offer. If the portfolio is already at the limit of the person's current plan, the result says so. After an add the person accepted from a get_market_summary offer, call get_market_summary again to answer their question. Does NOT execute trades, does NOT record a holding or transaction, and does NOT accept more than one ticker per call.

  after · 56% of words in common

  Add one company to one of the person's StockLens portfolios as a company they follow, so its score stays readable here. Call it only when the person has asked for it or agreed to an offer. Without portfolio_id or portfolio_name it adds to the default portfolio, and the result names the portfolio that received it. Relay the result's message, which says where the company went. A status other than added is an answer, not an error: relay its message and act on next_step. After an add the person accepted from a get_market_summary offer, call get_market_summary again to answer their question. One ticker per call; for a list of companies, use add_to_watchlist_batch. It does not trade, record a holding or move money.

• 2026-10-17initiate_analysischangeddescription
  before

  Start a full StockLens analysis of one company, only when the person asks for one. A new run may use one Analysis credit, or one Plus Analysis credit when depth is plus; the result says if the person's plan does not include it. Use it for a requested evidence gap beyond the nightly snapshot, such as factor values, peer context or ranked contributors. Both depths include written domain summaries and synthesis when produced; Plus adds deeper synthesis and extra web cards where available. The assistant result is condensed; the saved web report has the factor cards and Explain views. It returns an analysis_id at once and finishes asynchronously; fetch the result with fetch_analysis_result when the person asks for it. new_run_started and reused_existing say whether a recent matching analysis was reused. One ticker per call. It does not rank or compare companies, and does not trade or move money.

  after · 91% of words in common

  Start a fresh StockLens analysis of one company, only when the person asks for one or agrees to an offer of one in a get_market_summary result. A new run may use one Analysis credit, or one Plus Analysis credit when depth is plus; the result says if the person's plan does not include it. Use it for a requested evidence gap beyond the nightly snapshot, such as factor values, peer context or ranked contributors. Both depths include written domain summaries and synthesis when produced; Plus adds deeper synthesis and extra web cards where available. The assistant result is condensed; the saved web report has the factor cards and Explain views. It returns an analysis_id at once and finishes asynchronously; fetch the result with fetch_analysis_result when the person asks for it. new_run_started and reused_existing say whether a recent matching analysis was reused. One ticker per call. It does not rank or compare companies, and does not trade or move money.

• 2026-10-17get_market_summarychangeddescription, output schema
  before

  One company's latest nightly StockLens score: the composite score (0 to 100) and its rating word, the domain scores with their grade words, the named signals that most shaped the reading (up to three, each with its evidence), the business-model lens where one applies, and any domain that was not scored in it. Use the rating word for the company and grade words only for a domain. A higher Risk score means a stronger risk posture and less downside concern. Without an account, scores answer for the 600 largest companies by market value; a signed-in account also reaches any company in its own portfolios. A result with a status other than scored is an answer, not an error; do not retry it unchanged. Relay its message; not_in_surface means the company is scored and outside the caller's reach, never that StockLens has no analysis. Then act on next_step: for ask_user, ask the person and call the named tool only if they agree; mention an offer on a scored result at most once per conversation. Every result carries freshness; a stale result is StockLens's last computed reading for that listing, not last night's, and should be quoted with its date. When freshness.requested_ticker is present, say which listing was served and what was asked. If the person asks for factor values, peer context or ranked contributors beyond this snapshot, explain that a full analysis provides a saved web report with that evidence where available. It requires sign-in and may use an Analysis credit; ask whether they want one before calling initiate_analysis. A snapshot request alone is never permission to start a run. One ticker per call. To compare companies the person names, call it once for each. For any other top, best, worst or filtered request call discover_stocks, and never choose the companies for a ranking yourself.

  after · 99% of words in common

  One company's latest nightly StockLens score: the composite score (0 to 100) and its rating word, the domain scores with their grade words, the named signals that most shaped the reading (up to three, each with its evidence), the business-model lens where one applies, and any domain that was not scored in it. Use the rating word for the company and grade words only for a domain. A higher Risk score means a stronger risk posture and less downside concern. Without an account, scores answer for the 600 largest companies by market value; a signed-in account also reaches any company in its own portfolios. A result with a status other than scored is an answer, not an error; do not retry it unchanged. Relay its message; not_in_surface means the company is scored and outside the caller's reach, never that StockLens has no analysis. Then act on next_step: for ask_user, ask the person and call the named tool only if they agree; mention an offer on a scored result at most once per conversation. Every result carries freshness; a stale result is StockLens's last computed reading for that listing, not last night's, and should be quoted with its date. When freshness.requested_ticker is present, say which listing was served and what was asked. If the person asks for factor values, peer context or ranked contributors beyond this snapshot, explain that a fresh analysis provides a saved web report with that evidence where available. It requires sign-in and may use an Analysis credit; ask whether they want one before calling initiate_analysis. A snapshot request alone is never permission to start a run. One ticker per call. To compare companies the person names, call it once for each. For any other top, best, worst or filtered request call discover_stocks, and never choose the companies for a ranking yourself.

• 2026-10-17discover_stockschangedoutput schema

Showing the latest 10. Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.