# Stocklake — AI Stock Intelligence

> AI stock intelligence: prices, fundamentals, technicals, news, macro regime, and sector signals.

- name: dev.stocklake/stocklake
- version: 1.0.0
- connection class: R0 (autonomous)
- trust: 73/100 flags: no-repository
- quality: 73/100 (needs work)
- owner: not claimed
- descriptor: https://api.protogrid.dev/v1/servers/dev.stocklake%2Fstocklake
- tools: https://api.protogrid.dev/v1/servers/dev.stocklake%2Fstocklake/tools

**An agent can connect right now, no human step.** Remote endpoint, no authentication, reachable on the last probe.

## Connection (mcpServers)

```json
{
  "mcpServers": {
    "stocklake": {
      "type": "http",
      "url": "https://api.stocklake.dev/mcp"
    }
  }
}
```


## Trust

- hygiene: 80
- liveness: 100
- freshness: 65
- provenance: 45
- drivers: +dns-namespace +reachable +uptime-100% ~updated-140d-ago -no-repository
- Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed.

## Quality 73/100 (needs work)

### protocol: 88 (weight 25)

- pass `protocol.modern`: supports 2026-07-28 (server/discover)
- pass `protocol.stateless`: answers without a session
- pass `protocol.transport`: streamable HTTP
- warn `protocol.list_ttl`: tools/list declares ttlMs 0, so clients re-fetch it on every use

### authorization: n/a (weight 15)

- n/a `auth.prm`, `auth.as_metadata`, `auth.cimd`: no remote uses OAuth
- n/a `auth.secret_in_url`: no templated URL

### tool hygiene: 86 (weight 30)

- pass `tools.descriptions`: every tool has a description
- warn `tools.description_length`: 16 tools have descriptions over 1,024 characters, which crowds the context
- pass `tools.schemas`: every tool has an object input schema
- pass `tools.annotations`: 20 of 20 tools declare readOnlyHint or destructiveHint
- pass `tools.directory_hints`: every tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
- warn `tools.token_cost`: about 13,441 tokens to load every tool
- pass `tools.api_dump`: tools are not a one-to-one API dump

### stability: 25 (weight 15)

- warn `stability.changes`: 31 tool changes in 30 days
- fail `stability.rug_pull`: 2 tools kept their name but changed most of their description in 30 days; review before trusting them

### dependencies: n/a (weight 15)

- n/a `deps.known_vulns`, `deps.mcp_sdk_version`, `deps.resolvable`: no npm or PyPI package

- tools: 20, about 13,441 tokens to load them all
- tool set hash: 2ab8bfc3c66845b0c2745a44e80397f7
- tools last changed: 2026-10-17T18:11:15.886Z
- badge: [![protogrid quality](https://protogrid.dev/badge/dev.stocklake/stocklake.svg)](https://protogrid.dev/servers/dev.stocklake/stocklake)
- Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed.

### Tool changes

- 2026-10-17 `get_stock_research` changed (description)
  - before: Full AI research bundle for a stock in one call - fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and recent trade signal history. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/ Very Strong - the AI research composite, same scale and bands as signal_score but a separate score), full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped - until that symbol's next regeneration, fall back to verdict/ai_score. - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_summary, signal_score [0-100]/signal_score_band - this symbol's LIVE news-sourced signal score if one exists in the last 90 days [same number as the `signals` list below and get_signals()/get_stock_news(), kept in sync as it's re-scored], else a per-article magnitude computed from that article's own classification. One name, no separate "news_score" field.) - sentiment: signal, signal_score (0-100)/signal_score_band - one name, no separate "insider_score" field, same as the news block above - insider_trend (buying/selling/neutral, or null with no transactions in the window), institutional_pct - signals[]: up to the 5 most recent trade signals for this symbol in the last 90 days (direction, rationale, signal_score [0-100], signal_score_band [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null alongside a null signal_score], source, expires, flagged_at). Empty if nothing in that window. Signals stay listed for the full window even after they expire. - forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental quality / M-Score earnings-manipulation risk), computed from `stocks.financials` (GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not every symbol qualifies (financial-sector companies mostly return null on all three by construction, see the field's own note text). A withheld individual score always surfaces as {"score": null, "note": "<plain-English reason>"} - never a bare 0, never silently dropped from its own sub-block. Same shape get_stock()/get_stocks() already return. All data is pre-computed by the Stocklake AI pipeline - no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice.
  - after: Full AI research bundle for a stock in one call - fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and recent trade signal history. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/ Very Strong - the AI research composite, same scale and bands as signal_score but a separate score), full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped - until that symbol's next regeneration, fall back to verdict/ai_score. - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_summary, signal_score [0-100]/signal_score_band - this symbol's LIVE news-sourced signal score if one exists in the last 90 days [same number as the `signals` list below and get_signals()/get_stock_news(), kept in sync as it's re-scored], else a per-article magnitude computed from that article's own classification. One name, no separate "news_score" field. The 3 are distinct events: an article carries collapsed_count when several articles about the same event were merged into it.) - sentiment: signal, signal_score (0-100)/signal_score_band - one name, no separate "insider_score" field, same as the news block above - insider_trend (buying/selling/neutral, or null with no transactions in the window), institutional_pct - signals[]: up to the 5 most recent trade signals for this symbol in the last 90 days (direction, rationale, signal_score [0-100], signal_score_band [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null alongside a null signal_score], source, expires, flagged_at). Empty if nothing in that window. Signals stay listed for the full window even after they expire. - forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental quality / M-Score earnings-manipulation risk), computed from `stocks.financials` (GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not every symbol qualifies (financial-sector companies mostly return null on all three by construction, see the field's own note text). A withheld individual score always surfaces as {"score": null, "note": "<plain-English reason>"} - never a bare 0, never silently dropped from its own sub-block. Same shape get_stock()/get_stocks() already return. All data is pre-computed by the Stocklake AI pipeline - no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice.
- 2026-10-17 `get_news_feed` changed (description)
  - before: Most notable recent news across all tracked stocks: a market-wide briefing. Unlike get_stock_news (one symbol), this scans every tracked stock and returns articles ranked by signal_score, newest first within each score. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_signal_score: minimum signal_score (0-100, default 60). - days: look-back window in days (default 3, max 10). - limit: max articles returned (default 10, max 25). - Per article: symbol, title, published_at, ai_sentiment, ai_summary, signal_score (0-100), signal_score_band (Weak/Moderate/Strong/Very Strong). - signal_score is the symbol's current news-based signal score when one was raised in the last 90 days (the same number get_stock_news() and get_signals() report), otherwise a score computed from the article's own classification. It is always a single number. Articles are published by third parties; titles and summaries describe what those articles say. Requires a Pro account. For informational purposes only. Not financial advice.
  - after: Most notable recent news across all tracked stocks: a market-wide briefing. Unlike get_stock_news (one symbol), this scans every tracked stock and returns articles ranked by signal_score, newest first within each score. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_signal_score: minimum signal_score (0-100, default 60). - days: look-back window in days (default 3, max 10). - limit: max articles returned (default 10, max 25). - Per article: symbol, title, published_at, ai_sentiment, ai_summary, signal_score (0-100), signal_score_band (Weak/Moderate/Strong/Very Strong). - signal_score is the symbol's current news-based signal score when one was raised in the last 90 days (the same number get_stock_news() and get_signals() report), otherwise a score computed from the article's own classification. It is always a single number. - collapsed_count: present when several articles reported the same event; only the highest-ranked one is returned and this says how many were merged into it. `limit` counts distinct events. Articles are published by third parties; titles and summaries describe what those articles say. Requires a Pro account. For informational purposes only. Not financial advice.
- 2026-10-17 `get_stock_news` changed (description)
  - before: Recent news articles for one stock, newest first. - symbol: ticker, e.g. "AAPL" or "SAP.DE". - days: look-back window in days. Values above the account's maximum are lowered to it (30 or 90 days, depending on the account). - limit: max articles returned. Values above the account's maximum are lowered to it (5 or 50 articles, depending on the account). - status: "ok" = articles returned | "empty" = no news in the window. - Per article: title, published_at. Depending on the account, also ai_sentiment, ai_summary, signal_score (0-100 or null) and signal_score_band ("Weak"/"Moderate"/"Strong"/"Very Strong" or null). - signal_score is the same number get_signals() and get_stock_research() report for this symbol when a news-based signal was raised in the last 90 days; otherwise it is computed per article from that article's own classification. It is always a single number. Articles are published by third parties; titles and summaries describe what those articles say. For informational purposes only. Not financial advice.
  - after: Recent news articles for one stock, newest first. - symbol: ticker, e.g. "AAPL" or "SAP.DE". - days: look-back window in days. Values above the account's maximum are lowered to it (30 or 90 days, depending on the account). - limit: max articles returned. Values above the account's maximum are lowered to it (5 or 50 articles, depending on the account). - status: "ok" = articles returned | "empty" = no news in the window. - Per article: title, published_at. Depending on the account, also ai_sentiment, ai_summary, signal_score (0-100 or null) and signal_score_band ("Weak"/"Moderate"/"Strong"/"Very Strong" or null). - signal_score is the same number get_signals() and get_stock_research() report for this symbol when a news-based signal was raised in the last 90 days; otherwise it is computed per article from that article's own classification. It is always a single number. - collapsed_count: present when several articles reported the same event (for example one analyst's target change carried by several outlets); only the newest is returned and this says how many were merged into it. `limit` counts distinct events. Articles are published by third parties; titles and summaries describe what those articles say. For informational purposes only. Not financial advice.
- 2026-10-16 `get_analyst_trend` changed (description)
  - before: How analyst consensus on a stock has moved over time - the trajectory of the rating and price targets, not just today's value. Answers "are analysts getting more or less bullish on this name?", which get_stock's single current analyst_rating / analyst_target cannot. Returns one row per day, oldest to newest, up to `days` (max 365, default 90): - date: YYYY-MM-DD - analyst_rating: consensus label (strong_buy/buy/hold/underperform/sell/strong_sell) or null - analyst_rating_score: numeric consensus, 1.0 (strong buy) to 5.0 (sell) - LOWER is more bullish. The same scale as get_stock's analyst_rating_score. - analyst_count: number of analysts contributing - analyst_target: mean price target - analyst_target_high / analyst_target_low / analyst_target_median: target spread - price: the stock's price on the snapshot date, so the target can be read against where the stock actually traded Snapshots are taken once per weekday, so a 90-day window is roughly 60 rows. A field is null on a day where the source reported none - analyst_rating in particular can be null on a day when the price targets are present. A weekday can be missing entirely if the daily snapshot did not run; such days are not reconstructed, the date is simply absent. Coverage: most of the tracked universe has a usable history; a symbol with fewer than 2 snapshots returns an empty `snapshots` list with a note rather than a single stranded point. History begins July 2026 and grows daily. For the current analyst view alone, get_stock is enough. For price/indicator history, see get_indicator_history - this tool is analyst consensus only. Pro tier only. For informational purposes only. Not financial advice.
  - after: How analyst consensus on a stock has moved over time - the trajectory of the rating and price targets, not just today's value. Answers "are analysts getting more or less positive on this name?", which get_stock's single current analyst_rating / analyst_target cannot. Returns one row per day, oldest to newest, up to `days` (max 365, default 90): - date: YYYY-MM-DD - analyst_rating: consensus label (strong_buy/buy/hold/underperform/sell/strong_sell) or null - analyst_rating_score: numeric consensus, 1.0 (strong buy) to 5.0 (sell) - LOWER is more positive. The same scale as get_stock's analyst_rating_score. - analyst_count: number of analysts contributing - analyst_target: mean price target - analyst_target_high / analyst_target_low / analyst_target_median: target spread - price: the stock's price on the snapshot date, so the target can be read against where the stock actually traded Snapshots are taken once per weekday, so a 90-day window is roughly 60 rows. A field is null on a day where the source reported none - analyst_rating in particular can be null on a day when the price targets are present. A weekday can be missing entirely if the daily snapshot did not run; such days are not reconstructed, the date is simply absent. Coverage: most of the tracked universe has a usable history; a symbol with fewer than 2 snapshots returns an empty `snapshots` list with a note rather than a single stranded point. History begins July 2026 and grows daily. For the current analyst view alone, get_stock is enough. For price/indicator history, see get_indicator_history - this tool is analyst consensus only. Pro tier only. For informational purposes only. Not financial advice.
- 2026-10-16 `get_indicator_history` changed (description)
  - before: Historical daily indicator snapshots for a stock - ideal for charting and trend detection. Returns up to `days` days of data (max 730, default 90) from the stock_indicator_snapshots collection which is populated daily by the indicator pipeline. Every snapshot row contains: - recorded_at: ISO date string - price: closing price at snapshot time - rsi: RSI(14) value (0-100) - macd_histogram: MACD histogram value (positive = bullish momentum) - bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band) - sma20 / sma200: 20-day and 200-day simple moving averages With full=true, each row also gets: - williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold) - ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold) - vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear) - williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat) - td_signal: DeMark TD Sequential count, named for the move that is running out (DOWNTREND_EXHAUSTION_SETUP / UPTREND_EXHAUSTION_SETUP / DOWNTREND_EXHAUSTION_COUNTDOWN / UPTREND_EXHAUSTION_COUNTDOWN / null) - td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null) - analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null) - analyst_target: mean analyst price target or null Returns {} if fewer than 3 snapshots found. Pro tier only. For informational purposes only. Not financial advice.
  - after: Historical daily indicator snapshots for a stock - ideal for charting and trend detection. Returns up to `days` days of data (max 730, default 90) from the stock_indicator_snapshots collection which is populated daily by the indicator pipeline. Every snapshot row contains: - recorded_at: ISO date string - price: closing price at snapshot time - rsi: RSI(14) value (0-100) - macd_histogram: MACD histogram value (positive = upward momentum) - bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band) - sma20 / sma200: 20-day and 200-day simple moving averages With full=true, each row also gets: - williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold) - ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold) - vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear) - williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat) - td_signal: DeMark TD Sequential count, named for the move that is running out (DOWNTREND_EXHAUSTION_SETUP / UPTREND_EXHAUSTION_SETUP / DOWNTREND_EXHAUSTION_COUNTDOWN / UPTREND_EXHAUSTION_COUNTDOWN / null) - td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null) - analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null) - analyst_target: mean analyst price target or null Returns {} if fewer than 3 snapshots found. Pro tier only. For informational purposes only. Not financial advice.
- 2026-10-16 `get_stock` changed (description)
  - before: Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call. Key fields: - price, change_pct, prev_close, week52_high/low, volume, avg_volume - market_cap, enterprise_value, beta - pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate - debt_to_equity, profit_margins, operating_margins, gross_margins, return_on_equity, free_cashflow - revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm - analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus) - analyst_rating_score: 1.0-5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell) - analyst_target: mean analyst price target - analyst_count: number of analyst opinions - indicators: raw RSI, MACD, Bollinger Bands, SMA20/SMA200 (the canonical 50/200-day averages -- no separate top-level ma_50/ma_200 field), EMA20/EMA200, ATR - description: company business description - website, employees, officers (top 5: name, title, total_pay) - updated_at: last data sync timestamp Available to all tiers (raw indicator numbers, no interpretation). This basic six (RSI/MACD/Bollinger/SMA/EMA/ATR) is standard, widely-available technical analysis. Pro tier also unlocks the specialized indicators inside the SAME `indicators` block: williams_r, ultimate_osc, vix_fix, williams_ad (the Larry Williams family), td_sequential (DeMark), elliott_wave, adx {adx, plus_di, minus_di}, ichimoku {tenkan, kijun, cloud_top, cloud_bot, above_cloud, below_cloud}, squeeze {squeeze_on, hist}, and rs_rank (relative-strength rank 1-99, stocks only: the past year's return with the latest quarter counted double, ranked against every tracked stock; 99 = strongest; absent with under a year of history). These are omitted entirely from the free/guest response, not merely unlabeled; free/guest calls get indicators with only the basic six populated. Pro tier adds four interpreted blocks computed from the same indicators, no extra AI cost, plus a minimum AI-narrative slice - all five below are precomputed, none cost a live AI call: - ai_verdict / ai_headline / ai_score / ai_score_band: the minimum useful AI-narrative slice, shared by every pro-tier stock-returning tool. A bare verdict alone isn't actionable (e.g. bearish while up 8% on the day with a strong_buy analyst rating is genuinely ambiguous) - the one-line headline is the "why", ai_score is the 0-100 composite (same scale/band convention as get_signals' signal_score, distinct pipeline). For the full text (summary/key_points/risks/near_term/longer_term) and cross-source news/insider context, call get_stock_research(symbol) instead - that's the only tool with the complete bundle. - ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very Strong): the AI research composite score, on the same 0-100 scale and band boundaries as get_signals()'s signal_score - but a separate score, never the same number for the same symbol by coincidence alone. - rating: {score 0-10, direction POSITIVE/NEUTRAL/NEGATIVE, signals per-indicator breakdown} - composite technical score - signals: flat labeled signals (rsi/macd/bollinger/sma200/sma50/williams_r/ultimate_osc/ vix_fix/williams_ad/td_sequential/elliott_wave, each with a value + plain-English label) - same indicators as 'indicators', pre-interpreted for programmatic use without parsing raw numbers - stance_signals: unified list of per-source directional calls (technical rating, AI summary near_term/longer_term, insider/institutional sentiment, analyst consensus, active screener signals) - each entry {stance POSITIVE/NEGATIVE/NEUTRAL, conviction 0-10, horizon INTRADAY/SWING/POSITION/LONG_TERM, edge_quality PROVEN/OBSERVATION/UNKNOWN (per-source signal_backtest track record), source, raw_label, as_of}. Same canonical shape used on the stock detail page - a source with missing/stale data is simply omitted, not nulled out. - relative_strength: {windows: {5d/20d/60d/120
  - after: Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call. Key fields: - price, change_pct, prev_close, week52_high/low, volume, avg_volume - market_cap, enterprise_value, beta - pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate - debt_to_equity, profit_margins, operating_margins, gross_margins, return_on_equity, free_cashflow - revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm - analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus) - analyst_rating_score: 1.0-5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell) - analyst_target: mean analyst price target - analyst_count: number of analyst opinions - indicators: raw RSI, MACD, Bollinger Bands, SMA20/SMA200 (the canonical 50/200-day averages -- no separate top-level ma_50/ma_200 field), EMA20/EMA200, ATR - description: company business description - website, employees, officers (top 5: name, title, total_pay) - updated_at: last data sync timestamp Available to all tiers (raw indicator numbers, no interpretation). This basic six (RSI/MACD/Bollinger/SMA/EMA/ATR) is standard, widely-available technical analysis. Pro tier also unlocks the specialized indicators inside the SAME `indicators` block: williams_r, ultimate_osc, vix_fix, williams_ad (the Larry Williams family), td_sequential (DeMark), elliott_wave, adx {adx, plus_di, minus_di}, ichimoku {tenkan, kijun, cloud_top, cloud_bot, above_cloud, below_cloud}, squeeze {squeeze_on, hist}, and rs_rank (relative-strength rank 1-99, stocks only: the past year's return with the latest quarter counted double, ranked against every tracked stock; 99 = strongest; absent with under a year of history). These are omitted entirely from the free/guest response, not merely unlabeled; free/guest calls get indicators with only the basic six populated. Pro tier adds four interpreted blocks computed from the same indicators, no extra AI cost, plus a minimum AI-narrative slice - all five below are precomputed, none cost a live AI call: - ai_verdict / ai_headline / ai_score / ai_score_band: the minimum useful AI-narrative slice, shared by every pro-tier stock-returning tool. A bare verdict alone isn't actionable (e.g. negative while up 8% on the day with a strong_buy analyst rating is genuinely ambiguous) - the one-line headline is the "why", ai_score is the 0-100 composite (same scale/band convention as get_signals' signal_score, distinct pipeline). For the full text (summary/key_points/risks/near_term/longer_term) and cross-source news/insider context, call get_stock_research(symbol) instead - that's the only tool with the complete bundle. - ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very Strong): the AI research composite score, on the same 0-100 scale and band boundaries as get_signals()'s signal_score - but a separate score, never the same number for the same symbol by coincidence alone. - rating: {score 0-10, direction POSITIVE/NEUTRAL/NEGATIVE, signals per-indicator breakdown} - composite technical score - signals: flat labeled signals (rsi/macd/bollinger/sma200/sma50/williams_r/ultimate_osc/ vix_fix/williams_ad/td_sequential/elliott_wave, each with a value + plain-English label) - same indicators as 'indicators', pre-interpreted for programmatic use without parsing raw numbers - stance_signals: unified list of per-source directional calls (technical rating, AI summary near_term/longer_term, insider/institutional sentiment, analyst consensus, active screener signals) - each entry {stance POSITIVE/NEGATIVE/NEUTRAL, conviction 0-10, horizon INTRADAY/SWING/POSITION/LONG_TERM, edge_quality PROVEN/OBSERVATION/UNKNOWN (per-source signal_backtest track record), source, raw_label, as_of}. Same canonical shape used on the stock detail page - a source with missing/stale data is simply omitted, not nulled out. - relative_strength: {windows: {5d/20d/60d/12
- 2026-10-11 `get_stock_research` changed (description)
  - before: Full AI research bundle for a stock in one call - fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and recent trade signal history. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/ Very Strong - the AI research composite, same scale and bands as signal_score but a separate score), full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped - until that symbol's next regeneration, fall back to verdict/ai_score. - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_summary, signal_score [0-100]/signal_score_band - this symbol's LIVE news-sourced signal score if one exists in the last 90 days [same number as the `signals` list below and get_signals()/get_stock_news(), kept in sync as it's re-scored], else a per-article magnitude computed from that article's own classification. One name, no separate "news_score" field.) - sentiment: signal, signal_score (0-100)/signal_score_band - one name, no separate "insider_score" field, same as the news block above - insider_trend (buying/selling/neutral, or null with no transactions in the window), institutional_pct - signals[]: up to the 5 most recent trade signals for this symbol in the last 90 days (direction, rationale, signal_score [0-100], signal_score_band [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null alongside a null signal_score], source, expires, flagged_at). Empty if nothing in that window. Recency-gated, not gated on whether Stocklake's own trading engine still holds the signal live - a signal it dropped or let expire is still a real, useful fact about what the pipeline found, so it stays in this list rather than disappearing the moment our own paper trader moves on. - forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental quality / M-Score earnings-manipulation risk), computed from `stocks.financials` (GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not every symbol qualifies (financial-sector companies mostly return null on all three by construction, see the field's own note text). A withheld individual score always surfaces as {"score": null, "note": "<plain-English reason>"} - never a bare 0, never silently dropped from its own sub-block. Same shape get_stock()/get_stocks() already return. All data is pre-computed by the Stocklake AI pipeline - no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice.
  - after: Full AI research bundle for a stock in one call - fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and recent trade signal history. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol). Returns: - stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data - ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/ Very Strong - the AI research composite, same scale and bands as signal_score but a separate score), full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped - until that symbol's next regeneration, fall back to verdict/ai_score. - news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_summary, signal_score [0-100]/signal_score_band - this symbol's LIVE news-sourced signal score if one exists in the last 90 days [same number as the `signals` list below and get_signals()/get_stock_news(), kept in sync as it's re-scored], else a per-article magnitude computed from that article's own classification. One name, no separate "news_score" field.) - sentiment: signal, signal_score (0-100)/signal_score_band - one name, no separate "insider_score" field, same as the news block above - insider_trend (buying/selling/neutral, or null with no transactions in the window), institutional_pct - signals[]: up to the 5 most recent trade signals for this symbol in the last 90 days (direction, rationale, signal_score [0-100], signal_score_band [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null alongside a null signal_score], source, expires, flagged_at). Empty if nothing in that window. Signals stay listed for the full window even after they expire. - forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental quality / M-Score earnings-manipulation risk), computed from `stocks.financials` (GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not every symbol qualifies (financial-sector companies mostly return null on all three by construction, see the field's own note text). A withheld individual score always surfaces as {"score": null, "note": "<plain-English reason>"} - never a bare 0, never silently dropped from its own sub-block. Same shape get_stock()/get_stocks() already return. All data is pre-computed by the Stocklake AI pipeline - no live AI calls on request. Pro tier only. For informational purposes only. Not financial advice.
- 2026-10-11 `get_news_feed` changed (description, inputSchema, annotations)
  - before: Top AI-flagged news across all tracked stocks - the market-wide news briefing. Unlike get_stock_news (per-symbol), this scans the entire universe and returns the most notable articles ranked by signal_score, newest first within each score tier. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_signal_score: minimum signal_score (0-100, default 60) used to SELECT articles server-side. Resolved per-article (stored/computed magnitude preferred over a plain stored-value filter, since a formal live signal doesn't exist for every article - see signal_score below), then filtered/sorted in Python. - days: look-back window in days (default 3, max 10) - limit: max articles returned (default 10, max 25) - Per article: symbol, title, published_at, ai_sentiment, ai_summary (full text), signal_score (0-100), signal_score_band (Weak/Moderate/Strong/ Very Strong) signal_score/signal_score_band: this symbol's LIVE signal score if a news-sourced signal was raised for it in the last 90 days (same number get_stock_news()/get_signals() report, kept in sync as that signal is re-scored - one $in query per distinct symbol in the result, not per article, so two articles about the same stock always show the same value); otherwise a per-article magnitude computed from THIS article's own sentiment/confidence/flag_score, so every article still gets a real, rankable number. Always a single number - for a symbol whose live signal is genuinely two-sided (real opposing bull/bear theses), this is the STRONGER of the two sides, same as get_signals()/get_stock_news(). There is deliberately no separate "news_score" field - one name for "how strong is this idea," whether it's backed by a formal signal or just this article's own classification. Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
  - after: Most notable recent news across all tracked stocks: a market-wide briefing. Unlike get_stock_news (one symbol), this scans every tracked stock and returns articles ranked by signal_score, newest first within each score. Use this for: - Morning briefing: "what happened in the market this week?" - Catalyst scanning: "what news is driving moves right now?" - Event monitoring: "which stocks have high-impact news today?" - min_signal_score: minimum signal_score (0-100, default 60). - days: look-back window in days (default 3, max 10). - limit: max articles returned (default 10, max 25). - Per article: symbol, title, published_at, ai_sentiment, ai_summary, signal_score (0-100), signal_score_band (Weak/Moderate/Strong/Very Strong). - signal_score is the symbol's current news-based signal score when one was raised in the last 90 days (the same number get_stock_news() and get_signals() report), otherwise a score computed from the article's own classification. It is always a single number. Articles are published by third parties; titles and summaries describe what those articles say. Requires a Pro account. For informational purposes only. Not financial advice.
- 2026-10-11 `get_signals` changed (description)
  - before: AI-screened stock signals recently surfaced by the Stocklake pipeline - sourced from news analysis, sector screening, and sentiment signals. Shows what the pipeline noticed in the last 24 hours (falling back to the most recent signals regardless of age if nothing has fired in that window - see `window` in the response). This reflects what the AI pipeline found, not whether Stocklake's own internal trading engine still holds it live - a signal it later dropped or let expire is still shown here, since that's a fact about our own trading state, not about the signal's informational value. Parameters: - direction: "POSITIVE" | "NEGATIVE" | "NEUTRAL" (default: all). NEUTRAL covers both a flat/undecided read AND a genuinely two-sided idea (real opposing bull/bear theses on the same symbol) - in the latter case signal_score is the STRONGER of the two sides (see signal_score below), so a high score alongside NEUTRAL means "real conviction here, just no directional consensus," not "nothing going on." The two-sided detail is in `rationale`. - min_signal_score: minimum composite signal score 0-100 (default 60) - a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on. Always compared against a single number, including for NEUTRAL/two-sided ideas - a result is never returned below your threshold on both sides. - source: filter by signal source - "news" | "screener" | "sentiment" (default: all) - limit: max results to return (default 25, max 50). Each returned signal counts as one call toward your daily limit. Returns: - count: number of signals returned - window: "24h" (fresh activity found) or a fallback note when the last 24h had nothing and the response instead shows the most recent signals overall - signals[]: each with symbol, direction, signal_score (0-100), signal_score_band (human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong"), source, rationale, expires, flagged_at Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
  - after: AI-screened stock signals recently surfaced by the Stocklake pipeline - sourced from news analysis, sector screening, and sentiment signals. Shows what the pipeline noticed in the last 24 hours (falling back to the most recent signals regardless of age if nothing has fired in that window - see `window` in the response). Signals stay listed for their recency window even after they expire. Parameters: - direction: "POSITIVE" | "NEGATIVE" | "NEUTRAL" (default: all). NEUTRAL covers both a flat/undecided read AND a genuinely two-sided idea (real opposing bull/bear theses on the same symbol) - in the latter case signal_score is the STRONGER of the two sides (see signal_score below), so a high score alongside NEUTRAL means "real conviction here, just no directional consensus," not "nothing going on." The two-sided detail is in `rationale`. - min_signal_score: minimum composite signal score 0-100 (default 60) - a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on. Always compared against a single number, including for NEUTRAL/two-sided ideas - a result is never returned below your threshold on both sides. - source: filter by signal source - "news" | "screener" | "sentiment" (default: all) - limit: max results to return (default 25, max 50). Each returned signal counts as one call toward your daily limit. Returns: - count: number of signals returned - window: "24h" (fresh activity found) or a fallback note when the last 24h had nothing and the response instead shows the most recent signals overall - signals[]: each with symbol, direction, signal_score (0-100), signal_score_band (human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong"), source, rationale, expires, flagged_at Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
- 2026-10-11 `get_stock_news` changed (description, inputSchema, annotations) **meaning changed**
  - before: AI-analysed news for a stock, newest first. Only returns articles processed by our AI pipeline (sentiment, signal_score, summary). - days: look-back window in days. Requesting more than your tier's cap is silently clamped down to it: 30 free/guest, 90 pro. - limit: max articles returned. The `limit=10` default is a Pro-tier-shaped value - on free/guest it's silently clamped down to that tier's cap (5), so a free caller passing no `limit` effectively gets 5, not 10. Requesting more than your tier's cap (5 free/guest, 50 pro) is likewise clamped down. - status: "ok" = articles returned | "empty" = no news in window - Per article: title, published_at, ai_sentiment, ai_summary (full text) - Pro only, see below - signal_score (Pro only, 0-100 or null) / signal_score_band (Pro only, string or null - "Weak"/"Moderate"/"Strong"/"Very Strong"): if this symbol has a live news-sourced signal (raised in the last 90 days), every article shows that SAME number - the same one get_signals()/get_stock_research() report for this symbol (all three read the same underlying signal, via the same shared resolver), staying live/synced: if the signal is later re-scored, this reflects the update on your next call, not a frozen snapshot from classification time. Always a single number (never a two-sided split) - for a genuinely contested (two opposing theses) signal, this is the STRONGER of the two sides. NOT gated on whether Stocklake's own internal trading engine still considers the signal live - a dropped/expired signal is still a real, useful fact about what the pipeline found. When there's no live signal for this symbol at all, each article instead gets its OWN per-article score (computed from that article's sentiment/confidence/flag_score) - the same fallback get_stock_research()'s news[] block uses, so a symbol with no active thesis doesn't just go null across the board; different articles for the same symbol can then legitimately show different numbers. Null only when neither path can produce a value (article has no AI sentiment/confidence/ flag_score at all). There is deliberately no separate "news_score" field - one name, kept in sync with the signal when one exists, computed per-article when it doesn't. Free tier: up to 5 articles, title + published_at only (no AI fields), 30-day window. Pro tier: up to 50 articles with full AI fields, 90-day window. For informational purposes only. Not financial advice.
  - after: Recent news articles for one stock, newest first. - symbol: ticker, e.g. "AAPL" or "SAP.DE". - days: look-back window in days. Values above the account's maximum are lowered to it (30 or 90 days, depending on the account). - limit: max articles returned. Values above the account's maximum are lowered to it (5 or 50 articles, depending on the account). - status: "ok" = articles returned | "empty" = no news in the window. - Per article: title, published_at. Depending on the account, also ai_sentiment, ai_summary, signal_score (0-100 or null) and signal_score_band ("Weak"/"Moderate"/"Strong"/"Very Strong" or null). - signal_score is the same number get_signals() and get_stock_research() report for this symbol when a news-based signal was raised in the last 90 days; otherwise it is computed per article from that article's own classification. It is always a single number. Articles are published by third parties; titles and summaries describe what those articles say. For informational purposes only. Not financial advice.

Full history: https://api.protogrid.dev/v1/servers/dev.stocklake%2Fstocklake/changes

## Remotes

- https://api.stocklake.dev/mcp (streamable-http, auth none, reachable true, uptime30d 1)

## Packages

_none_

## Tools (20)

- `get_analyst_trend`: How analyst consensus on a stock has moved over time - the trajectory of the
rating and price targets, not just today's value. Answers "are analysts
getting more or less positive on this name?", which get_stock's single
current analyst_rating / analyst_target cannot.

Returns one row per day, oldest to newest, up to `days` (max 365, default 90):
- date: YYYY-MM-DD
- analyst_rating: consensus label (strong_buy/buy/hold/underperform/sell/strong_sell) or null
- analyst_rating_score: numeric consensus, 1.0 (strong buy) to 5.0 (sell)
  - LOWER is more positive. The same scale as get_stock's analyst_rating_score.
- analyst_count: number of analysts contributing
- analyst_target: mean price target
- analyst_target_high / analyst_target_low / analyst_target_median: target spread
- price: the stock's price on the snapshot date, so the target can be read
  against where the stock actually traded

Snapshots are taken once per weekday, so a 90-day window is roughly 60 rows.
A field is null on a day where the source reported none - analyst_rating in
particular can be null on a day when the price targets are present. A weekday
can be missing entirely if the daily snapshot did not run; such days are not
reconstructed, the date is simply absent. Coverage: most of the
tracked universe has a usable history; a symbol with fewer than 2 snapshots
returns an empty `snapshots` list with a note rather than a single stranded point.
History begins July 2026 and grows daily.

For the current analyst view alone, get_stock is enough. For price/indicator
history, see get_indicator_history - this tool is analyst consensus only.

Pro tier only.
For informational purposes only. Not financial advice.
- `get_earnings_calendar`: Upcoming earnings dates for stocks in the Stocklake universe.
- days: look-ahead window in days (default 7, max 30)
- Returns: { window_days, from_date, to_date, count, results[] }
- Each result: symbol, name, sector, market_cap, price, rsi,
  earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward
- Sorted by earnings_date ascending.
- Dates sourced from market data - treat is_estimate=true dates as approximate.
Available to all tiers.
- `get_earnings_intelligence`: Upcoming earnings with AI context - AI scores, verdicts, and risk factors per stock.
Combines the earnings calendar with AI pipeline data to surface which upcoming
earnings events are worth monitoring.

Parameters:
- days_ahead: look-ahead window in days (default 14, max 30)
- sector: filter to one sector (e.g. "Technology")
- min_ai_score: only return stocks with AI score >= this value, 0-100 (optional).
  Gates on the same ai_score field the response returns. Applied server-side before `limit` truncates the
  result - a stock with a qualifying score always counts against `limit` ahead
  of one without, rather than being cut off first for reporting later in the
  earnings window.
- limit: max results to return (default 25, max 25). Each returned ticker
  counts as one call toward your daily limit - see the docs' rate-limit section.

Returns per stock (sorted by earnings_date ascending):
- earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated
- symbol, name, sector, price, rsi, market_cap
- eps_trailing, eps_forward (earnings expectations context)
- ai_verdict (positive/neutral/negative, from nightly AI pipeline)
- ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very
  Strong) - the AI research composite score, same 0-100 scale and bands
  as signal_score but a separate score; null if
  this stock has no AI summary yet.
- ai_risks: top 2 AI-identified risk factors
- analyst_rating, analyst_target

Pro tier only - AI pipeline cost attached.
For informational purposes only. Not financial advice.
- `get_economic_calendar`: Upcoming and recently-released macro/economic events -- interest rate
decisions, CPI, GDP, PMI, unemployment, payrolls, retail sales, and more.

Two buckets:
- released_recent: events with a real reported value, within the last
  `lookback_days` days. Every item here carries a real `actual` value
  (never blank) plus `diff` (actual minus previous -- a plain arithmetic
  difference, never a beat/miss or consensus judgment; point-in-time
  consensus is not available).
- upcoming: not-yet-released events within `days`. No item here ever
  carries an `actual` value.

Every item in both buckets carries `key_event`: true for the handful of
event types that reliably move markets on their own (rate decisions, CPI,
GDP, headline Non-Farm Payrolls) -- an event-TYPE flag only, never a
beat/miss or directional judgment on the number itself. Set
`key_events_only=true` to filter to just these, or `major_only=true` to
restrict to the 8 largest economies.

Both buckets sort major-economy-first, then by recency -- truncating to
`limit` should never lose a US/EU/UK/JP/CN/DE/FR/CA print to an older or
thinner-economy one.

All tiers. Guest and free: days max 7, lookback_days max 2, limit max 20.
Pro: days max 14, lookback_days max 7, limit max 50. When a guest/free
value is above its cap, the response is served at the cap and carries
`capped` ({param: {requested, served}}) plus a `pro_unlocks` note.
For informational purposes only. Not financial advice.
- `get_indicator_history`: Historical daily indicator snapshots for a stock - ideal for charting and trend detection.
Returns up to `days` days of data (max 730, default 90) from the stock_indicator_snapshots
collection which is populated daily by the indicator pipeline.

Every snapshot row contains:
- recorded_at: ISO date string
- price: closing price at snapshot time
- rsi: RSI(14) value (0-100)
- macd_histogram: MACD histogram value (positive = upward momentum)
- bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band)
- sma20 / sma200: 20-day and 200-day simple moving averages

With full=true, each row also gets:
- williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold)
- ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold)
- vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear)
- williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat)
- td_signal: DeMark TD Sequential count, named for the move that is running out
  (DOWNTREND_EXHAUSTION_SETUP / UPTREND_EXHAUSTION_SETUP /
  DOWNTREND_EXHAUSTION_COUNTDOWN / UPTREND_EXHAUSTION_COUNTDOWN / null)
- td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null)
- analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null)
- analyst_target: mean analyst price target or null

Returns {} if fewer than 3 snapshots found.
Pro tier only.
For informational purposes only. Not financial advice.
- `get_insider_activity`: Get insider transactions (regulatory insider filings for the US and several
European markets) and, on Pro, the AI read plus institutional holdings
for a stock.

Every tier (guest/free/pro) gets the filing facts: insider_buys and
insider_sells over the window (echoed as window_days), transactions (the
individual rows behind those counts, newest first, each with
date/name/role/type/shares/price/value), summary (a one-line factual
readout computed from those same rows -- counts, dollar totals, date
range -- so it can never disagree with them), source/source_name (which
filing feed was used), and updated_at (when the filings were last
fetched).

Free/guest: a 90-day window (a larger `days` is capped at 90, see
days_note), the 5 most recent rows (transactions_note says how many more
there are), and pro_unlocks describing what Pro adds. No AI fields and no
institutional holders.

Pro: `days` up to 365, up to 50 rows, plus signal (POSITIVE/NEGATIVE/
NEUTRAL etc.), signal_score (0-100, higher = stronger/more notable - the
exact same field, formula, scale and bands as get_signals()'s
signal_score) with signal_score_band, insider_signal/inst_signal,
ai_commentary (a separately-generated AI narrative on its own refresh
cadence, with ai_commentary_as_of - it can lag the transactions; trust
`summary`/the rows if they disagree), top_holders (a union of multiple
data sources, up to 15, each with name/shares/pct_held/sources/
share_counts_by_source - the last two show which source(s) contributed
to a merged row and each one's own reported share count), holder_count_
divergence (null unless every matched holder disagrees by the same
systemic multiplier across sources - e.g. an unrecorded reverse split -
a signal top_holders.shares may be unreliable for this symbol),
inst_ownership (0-100%), and total_holders.
For informational purposes only. Not financial advice.
- `get_market_assessment`: Combined AI market assessment: macro regime + market outlook in a single call.
Refreshed ~4x/day, weekdays only, during market hours (~2h apart) - dead
overnight and on weekends, not a continuous 4-hourly cadence. Check
regime_stale/outlook_stale below (which already account for the weekend
gap) before treating either as current, especially on a Monday morning.

Two distinct perspectives returned together:
- REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take"
  → use for position sizing and asset allocation decisions
- OUTLOOK (POSITIVE/NEUTRAL/NEGATIVE): answers "which direction and sectors to trade"
  → use for sector preference and directional bias

Both share the same pipeline run so they are always in sync.

- history_count: include last N prior assessments for each (0-3, default 0)
- regime_*: risk posture fields - regime, risk_appetite_score (0-100 re-expression of
  regime, higher = current conditions support more risk-taking), regime_bias,
  regime_bias_note (plain sentence on whether current conditions favor long or short
  setups, or neither), regime_confidence, regime_rationale, key_risks,
  watch_for, vix_at_assessment, regime_updated_at, regime_stale
- macro_score / regime_strength: macro_score is a real, continuous 0-100 read on how
  much risk the current environment supports (0=RISK_OFF/capital preservation,
  100=AGGRESSIVE/risk-on) - the same underlying number `regime` buckets into 4
  discrete categories, blending arithmetic inputs (VIX level, breadth
  oversold/overbought skew, SKEW-vs-VIX divergence, TD-exhaustion ratio) with
  regime_strength, the AI's own 1-10 read of regime conviction. Distinct from
  risk_appetite_score (a coarse 4-value lookup on `regime` alone) - macro_score is
  the real underlying number. Null on a pre-2026-08-26 assessment that predates
  this field. Not a call on any one stock.
- macro_score_trend: {change_7d, change_30d, direction} - whether macro_score itself
  is improving/deteriorating/stable over the trailing 7/30 days, computed
  automatically (no history_count needed). A bare 33 doesn't tell you whether the
  environment is getting worse or just stabilized after a worse reading; this does.
  Either leg is null without enough history yet.
- regime_stale / outlook_stale: true if that assessment is >72h old (the pipeline runs
  weekdays only, so a normal Fri→Mon gap does not trip this - only a genuinely broken/stuck
  pipeline does). null if the timestamp itself is missing.
- indicators.macro_data: macro data (yield curve, Fed funds, cpi_index, unemployment, M2)
- indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal
- indicators.market_sentiment: Fear & Greed index value and label
- market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors
  NOTE: point-in-time snapshot recorded when AI ran - not live prices (use get_market_pulse for live)
- outlook_*: directional fields - outlook, outlook_conviction, equity_view,
  preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale,
  outlook_updated_at, outlook_stale

Pro tier only - AI pipeline cost attached.
For informational purposes only. Not financial advice.
- `get_market_movers`: Top market movers from the Stocklake universe - gainers, losers, most active.

- category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories)
- limit: results per category (default 10, max 20). Each returned stock counts as
  one call toward your daily limit - a symbol appearing in more than one category
  (e.g. both "gainers" and "most_active") counts once per category it appears in.
- min_market_cap_b: filter to stocks above this market cap in billions of US dollars
  (e.g. 1.0 = $1B+), compared against market_cap_usd

Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap
(listing currency), market_cap_usd, currency, analyst_rating, atr_pct (atr_pct omitted when the underlying volatility reading is
missing or corrupted).
Available to all tiers.

Pro tier adds the minimum AI-narrative slice (ai_verdict, ai_headline,
ai_score 0-100, ai_score_band) - precomputed, no extra
AI cost. A big mover's price/volume/RSI alone doesn't say whether the
move matters; the one-line headline does. For the full research bundle
on any one mover, call get_stock_research(symbol).
- `get_market_pulse`: Market health snapshot in a single call.
Aggregates key market indicators without requiring multiple tool calls.
No AI cost. Index and bond/commodity prices are live; vix, fear_greed and breadth
come from the latest market snapshot (see updated_at).

Returns:
- vix: VIX level (a number) as of that snapshot
- fear_greed: {value (0-100), description ("extreme fear" | "fear" | "neutral" |
  "greed" | "extreme greed"), last_update}
- breadth: market-wide RSI distribution - oversold_pct, overbought_pct, neutral_pct
  (with their counts), universe_size
- indices: spy, qqq, iwm, each {price, change_pct (today, in percent), rsi}
- bonds_commodities: tlt (long-duration bonds), gld (gold), same shape as indices
- updated_at: when the vix/breadth/fear_greed snapshot was last recorded
Available to all tiers.
- `get_news_feed`: Most notable recent news across all tracked stocks: a market-wide briefing.
Unlike get_stock_news (one symbol), this scans every tracked stock and
returns articles ranked by signal_score, newest first within each score.

Use this for:
- Morning briefing: "what happened in the market this week?"
- Catalyst scanning: "what news is driving moves right now?"
- Event monitoring: "which stocks have high-impact news today?"

- min_signal_score: minimum signal_score (0-100, default 60).
- days: look-back window in days (default 3, max 10).
- limit: max articles returned (default 10, max 25).
- Per article: symbol, title, published_at, ai_sentiment, ai_summary,
  signal_score (0-100), signal_score_band (Weak/Moderate/Strong/Very Strong).
- signal_score is the symbol's current news-based signal score when one
  was raised in the last 90 days (the same number get_stock_news() and
  get_signals() report), otherwise a score computed from the article's own
  classification. It is always a single number.
- collapsed_count: present when several articles reported the same event;
  only the highest-ranked one is returned and this says how many were
  merged into it. `limit` counts distinct events.

Articles are published by third parties; titles and summaries describe
what those articles say. Requires a Pro account.
For informational purposes only. Not financial advice.
- `get_screener`: Filter and rank stocks from the Stocklake universe - fundamentals, technicals, and AI signals in one tool.

Parameters:
- sector: e.g. "Technology", "Healthcare", "Financial Services"
- country: e.g. "United States", "Germany"
- min_rsi / max_rsi: exact RSI bounds (e.g. max_rsi=30 = oversold, min_rsi=70 = overbought)
- sma_trend: "above_200" (price above 200-day MA) | "below_200"
- macd_signal: "positive" (MACD line above signal) | "negative"
- min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today)
- min_volume: minimum daily volume (e.g. 1000000)
- min_market_cap_b / max_market_cap_b: market cap in billions of US dollars,
  compared against market_cap_usd (stocks with no FX rate for their currency
  are excluded when either bound is set)
- max_pe_forward: maximum forward P/E (e.g. 20 = value screen)
- analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell"
- min_ai_score: minimum AI score 0-100 (pro tier only - silently ignored for free).
  Gates on the AI research composite ai_score - same 0-100 scale and bands
  as signal_score, but a separate score (per-stock AI
  summary strength, not a directional signal). Renamed 2026-08-24 from the
  retired 0-10 min_flag_score - the raw flag_score field it used to gate on is no
  longer part of this fleet's public vocabulary at all (see ai_score below).
- preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only)
  oversold = RSI≤35 + above SMA200 · overbought = RSI≥65
  momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = ai_score≥70
- sort_by: "market_cap" | "rsi" | "perf_1d" | "volume" | "analyst_rating" | "rating" | "ai_score" (pro).
  Defaults to "market_cap", except the "high_conviction" preset defaults to "ai_score"
  (the dimension it's filtering by) unless you explicitly pass a different sort_by.
- sort_dir: "asc" | "desc" (default "desc")
- limit: 1-25 (default 20). Each returned stock counts as one call toward your daily limit.

Returns: { count, preset, filters, results[] } - each result includes symbol, name, sector,
industry, country, price, change_pct, volume, market_cap, market_cap_usd, currency,
pe_forward, rsi, macd_signal, sma200_trend, analyst_rating. market_cap is in the
listing's own currency (the currency field); market_cap_usd is converted to US
dollars and is what the market_cap sort and cap filters use.
Pro tier adds rating (0-10 composite score) + ai_verdict + ai_headline + ai_score
(0-100) + ai_score_band to every result row (the headline is the "why" - a bare
verdict alone isn't enough to act on), enables min_ai_score filter, high_conviction
preset, and sorting by rating/ai_score (sort_by silently falls back to market_cap on
free/guest for both). All other filters available to all tiers. For the full research
bundle on any one result, call get_stock_research(symbol).
- `get_sector_intelligence`: AI-assessed sector intelligence: signal, cycle stage, rotation signal,
drivers, alerts, and computed statistics per sector (RSI distribution, breadth,
performance 1W/1M, top/bottom movers, historical percentiles).
Pass a sector name for a single sector, or omit the parameter (or pass None)
to get the latest assessment for all 11 sectors - the all-sectors call doubles as
the rotation view: use sort_by_strength to rank LEADING-first for finding leading
vs lagging sectors, and history_count for prior signal states per sector.

- sort_by_strength: sort all-sectors output LEADING→LAGGING instead of alphabetical
  (all-sectors call only; ignored when a single sector is requested)
- history_count: include last N prior signal states per sector, 0-3 (default 0;
  all-sectors call only)
- sector_score / strength_score: sector_score is a real, continuous 0-100 read on
  this sector's relative strength/leadership (0=LAGGING, 100=LEADING) - the same
  underlying number `signal` buckets into 5 discrete categories, blending
  arithmetic inputs (RSI/perf percentiles, top-5 concentration, SMA200 breadth)
  with strength_score, the AI's own 1-10 read. Comparable across all 11 sectors on
  one absolute scale (not per-sector-relative). Null on a pre-2026-08-26 assessment
  that predates this field. Not a buy/sell call.
- sector_score_trend: {change_7d, change_30d, direction} - whether this sector's
  score is improving/deteriorating/stable over the trailing 7/30 days, computed
  automatically. Single-sector calls only - this is the only trend view available
  for one sector at all (history_count only applies to the all-sectors call).
  Two sectors both reading STRONG/68 can be in opposite motion; this tells them
  apart. Either leg is null without enough history yet.

Refreshed ~4x/day, weekdays only, during market hours (~2h apart) - dead
overnight and on weekends, not a continuous 4-hourly cadence. Check the
returned updated_at before treating this as current, especially on a
Monday morning or after a holiday.
Available to pro tier only (AI pipeline costs).
For informational purposes only. Not financial advice.
- `get_signals`: AI-screened stock signals recently surfaced by the Stocklake pipeline -
sourced from news analysis, sector screening, and sentiment signals.

Shows what the pipeline noticed in the last 24 hours (falling back to the
most recent signals regardless of age if nothing has fired in that window
- see `window` in the response). Signals stay listed for their recency window
even after they expire.

Parameters:
- direction: "POSITIVE" | "NEGATIVE" | "NEUTRAL" (default: all). NEUTRAL
  covers both a flat/undecided read AND a genuinely two-sided idea (real
  opposing bull/bear theses on the same symbol) - in the latter case
  signal_score is the STRONGER of the two sides (see signal_score below),
  so a high score alongside NEUTRAL means "real conviction here, just no
  directional consensus," not "nothing going on." The two-sided detail is
  in `rationale`.
- min_signal_score: minimum composite signal score 0-100 (default 60) - a
  blend of conviction/confidence/flag_score, source track record, and real
  technical factors. This is the field to filter on. Always compared
  against a single number, including for NEUTRAL/two-sided ideas - a
  result is never returned below your threshold on both sides.
- source: filter by signal source - "news" | "screener" | "sentiment" (default: all)
- limit: max results to return (default 25, max 50). Each returned signal counts
  as one call toward your daily limit.

Returns:
- count: number of signals returned
- window: "24h" (fresh activity found) or a fallback note when the last 24h
  had nothing and the response instead shows the most recent signals overall
- signals[]: each with symbol, direction, signal_score (0-100), signal_score_band
             (human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong"),
             source, rationale, expires, flagged_at

Pro tier only - AI pipeline cost attached.
For informational purposes only. Not financial advice.
- `get_stock`: Price, fundamentals, technical indicators, and company profile for a stock.
Returns all data needed to understand a stock in a single call.

Key fields:
- price, change_pct, prev_close, week52_high/low, volume, avg_volume
- market_cap, enterprise_value, beta
- pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate
- debt_to_equity, profit_margins, operating_margins, gross_margins, return_on_equity, free_cashflow
- revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm
- analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus)
- analyst_rating_score: 1.0-5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell)
- analyst_target: mean analyst price target
- analyst_count: number of analyst opinions
- indicators: raw RSI, MACD, Bollinger Bands, SMA20/SMA200 (the canonical
  50/200-day averages -- no separate top-level ma_50/ma_200 field), EMA20/EMA200, ATR
- description: company business description
- website, employees, officers (top 5: name, title, total_pay)
- updated_at: last data sync timestamp
Available to all tiers (raw indicator numbers, no interpretation). This basic six
(RSI/MACD/Bollinger/SMA/EMA/ATR) is standard, widely-available technical analysis.

Pro tier also unlocks the specialized indicators inside the SAME `indicators` block:
williams_r, ultimate_osc, vix_fix, williams_ad (the Larry Williams family),
td_sequential (DeMark), elliott_wave, adx {adx, plus_di, minus_di}, ichimoku
{tenkan, kijun, cloud_top, cloud_bot, above_cloud, below_cloud}, squeeze
{squeeze_on, hist}, and rs_rank (relative-strength rank 1-99, stocks only: the past
year's return with the latest quarter counted double, ranked against every tracked
stock; 99 = strongest; absent with under a year of history). These are omitted
entirely from the free/guest response, not merely unlabeled; free/guest calls get
indicators with only the basic six populated.

Pro tier adds four interpreted blocks computed from the same indicators, no extra AI cost,
plus a minimum AI-narrative slice - all five below are precomputed, none cost a live AI call:
- ai_verdict / ai_headline / ai_score / ai_score_band: the minimum useful
  AI-narrative slice, shared by every pro-tier stock-returning tool. A bare verdict alone
  isn't actionable (e.g. negative while up 8% on the day with a strong_buy analyst rating is
  genuinely ambiguous) - the one-line headline is the "why", ai_score is the 0-100
  composite (same scale/band convention as get_signals' signal_score, distinct pipeline).
  For the full text (summary/key_points/risks/near_term/longer_term) and cross-source
  news/insider context, call get_stock_research(symbol) instead - that's the only tool
  with the complete bundle.
- ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very Strong):
  the AI research composite score, on the same 0-100 scale and band boundaries
  as get_signals()'s signal_score - but a separate score, never the same
  number for the same symbol by coincidence alone.
- rating: {score 0-10, direction POSITIVE/NEUTRAL/NEGATIVE, signals per-indicator breakdown}
  - composite technical score
- signals: flat labeled signals (rsi/macd/bollinger/sma200/sma50/williams_r/ultimate_osc/
  vix_fix/williams_ad/td_sequential/elliott_wave, each with a value + plain-English label)
  - same indicators as 'indicators', pre-interpreted for programmatic use without parsing raw numbers
- stance_signals: unified list of per-source directional calls (technical rating, AI summary
  near_term/longer_term, insider/institutional sentiment, analyst consensus, active screener
  signals) - each entry {stance POSITIVE/NEGATIVE/NEUTRAL, conviction 0-10, horizon
  INTRADAY/SWING/POSITION/LONG_TERM, edge_quality PROVEN/OBSERVATION/UNKNOWN (per-source
  signal_backtest track record), source, raw_label, as_of}. Same canonical shape used on the
  stock detail page - a source with missing/stale data is simply omitted, not nulled out.
- relative_strength: {windows: {5d/20d/60d/120d/12m -> {stock_return_pct, rs_vs_spy, rs_vs_qqq,
  rs_vs_sector}}, verdict: one-line plain-language read (e.g. "Laggard - weak near- and long-term")}
  - stock's own return minus each benchmark's return (percentage points, not a ratio) per window.
  rs_vs_sector uses the stock's GICS sector SPDR ETF (Vanguard backup if the primary lacks
  history); omitted for stocks with no resolvable sector (crypto, FX, indices). Windows/
  benchmarks with insufficient history are omitted rather than null. null if not precomputed yet.
- market_risk: {beta_spy_1y, corr_spy_1y} - 1-year daily-return beta and correlation vs SPY.
  Distinct from quote.beta (a longer-window beta) - this is computed
  from the same daily bars as relative_strength. Both fields null if not yet
  precomputed for this symbol (populates on the next scheduled indicators run).
- forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-
  accounting formulas (Altman 1968 bankruptcy-risk, Piotroski 2000 fundamental-strength,
  Beneish 1999 earnings-manipulation-likelihood), computed from balance sheet/income
  statement/cash flow data, refreshed on each company's own filing cadence (roughly annual).
  Each sub-block is {score, note, ...} - altman_z adds `zone` (safe/grey/distress),
  piotroski_f adds `strength` (strong/moderate/weak, 0-9 scale), beneish_m adds
  `likely_manipulator` (bool, score > -1.78). `note` explains what the score measures and
  its known caveats (e.g. Altman Z is not meaningful for banks/insurers and can flag REITs/
  client-float businesses as "distress" by design) - always read alongside the score, not in
  isolation. `score: null` means genuinely not computable for this company (common for
  financial-sector names), not an error. No trading signal is derived from these scores
  anywhere in this API today - treat as raw accounting-model output for your own research.
- sector_context: where this stock's fundamentals sit versus the other tracked equities in
  its own sector - {sector, revenue_growth, gross_margin, operating_margin, as_of}, each
  metric {value, sector_median, percentile 0-100, n}. Purely descriptive positioning (e.g.
  "revenue growth is in the 80th percentile of its sector"), no interpretation or direction.
  A metric is omitted when the stock has no value for it or the sector has fewer than 15
  peers with data; the whole block is omitted when nothing is computable. Baseline refreshed
  daily; sectors are pooled globally across all tracked equities.
  get_stock also returns `trend`: {period: "quarterly", points: [{period_end, revenue_growth /
  gross_margin / operating_margin: {value, sector_median, n}}]}, oldest first - the same three
  metrics for the last few quarters (revenue_growth is year-over-year) beside the sector
  median for each quarter, so you can see whether the stock is gaining or losing ground on its
  peers. Off-cycle fiscal quarters are matched to the nearest calendar quarter. A quarter or
  metric is left out where either side lacks data. get_stocks omits `trend` to keep batch rows
  small.
- `get_stock_financials`: Raw financial statements - balance sheet, income statement, and cash
flow line items. This is the underlying statement data itself, not a
derived summary - for the forensic-accounting scores computed FROM these
statements (Altman Z / Piotroski F / Beneish M), see get_stock()'s
forensic_scores block instead.

Each returned statement is shaped {line_item_name: {period_end_iso: value}}
- e.g. income_stmt["Total Revenue"]["2025-12-31"] - so a caller can
compute its own trends/deltas/CAGRs, not just read the latest value.
Values are in the company's reporting currency (financial_currency).

Tiers:
- Free and guest: the LATEST fiscal year only. Every line item's
  {period_end: value} map has one entry and `periods` lists one date.
  All three statements and the `statement` filter work. period=
  "quarterly"/"both" returns that latest annual year with
  quarterly=null plus a `pro_unlocks` note (not an error).
  `annual_periods_available` says how many years Pro would return.
- Pro: period="annual" (default) returns up to 5 fiscal years;
  some symbols return fewer.
  period="quarterly" returns up to roughly 7-8 of the most recent
  quarters. period="both" returns both blocks in one call.

~50-60 curated line items per statement (not a raw dump of every
reported row): balance sheet structure (assets/liabilities/equity/debt/
working capital), income statement (revenue through EPS), and cash flow
(operating/investing/financing, free cash flow, buybacks, stock-based
comp). Coverage genuinely varies by symbol and sector - a bank has no
"Inventory" line, a company with no buyback program has no "Repurchase
Of Capital Stock" entry. A missing line item means it is not reported
for this company, not a fetch error.

quarterly can come back null (with a quarterly_note) for a symbol whose
real quarterly data isn't available. annual/quarterly can both be
entirely absent (with a note) if this symbol hasn't yet been through the
financials sync, or if it's not an equity (no data for ETFs/crypto/
forex/indices) - these states read the same for every tier.

For informational purposes only. Not financial advice.
- `get_stock_history`: Daily OHLCV price history for a stock.
- days: number of trading days to return (default 90). Guest/free: max 365.
  Pro: full history, up to 20,000 trading days (most established names go back
  decades; a full pull can be ~10,000+ bars, so request only what you need).
- Returns: { symbol, days_requested, days_returned, count, history[],
  history_available: { bars, earliest_date } } -
  days_returned/count can be less than days_requested if less history exists.
  When a guest/free caller asks for more than 365 days the response is capped
  at 365 and carries a `pro_unlocks` note saying what Pro adds.
- Per bar: date, open, high, low, close, volume
- `get_stock_news`: Recent news articles for one stock, newest first.

- symbol: ticker, e.g. "AAPL" or "SAP.DE".
- days: look-back window in days. Values above the account's maximum are
  lowered to it (30 or 90 days, depending on the account).
- limit: max articles returned. Values above the account's maximum are
  lowered to it (5 or 50 articles, depending on the account).
- status: "ok" = articles returned | "empty" = no news in the window.
- Per article: title, published_at. Depending on the account, also
  ai_sentiment, ai_summary, signal_score (0-100 or null) and
  signal_score_band ("Weak"/"Moderate"/"Strong"/"Very Strong" or null).
- signal_score is the same number get_signals() and get_stock_research()
  report for this symbol when a news-based signal was raised in the last
  90 days; otherwise it is computed per article from that article's own
  classification. It is always a single number.
- collapsed_count: present when several articles reported the same event
  (for example one analyst's target change carried by several outlets);
  only the newest is returned and this says how many were merged into it.
  `limit` counts distinct events.

Articles are published by third parties; titles and summaries describe
what those articles say.
For informational purposes only. Not financial advice.
- `get_stock_research`: Full AI research bundle for a stock in one call - fundamentals, AI-generated
summary, recent AI-classified news, insider/institutional signal, and recent
trade signal history. Replaces 4 separate calls: get_stock + get_stock_news +
get_insider_activity + get_signals (for one symbol).

Returns:
- stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data
- ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/
  Very Strong - the AI research composite, same scale and bands as
  signal_score but a separate score), full summary, key_points, risks,
  price_at_generation, generated_at, headline (one-sentence plain-language take), near_term
  (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term
  (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted).
  headline/near_term/longer_term are null on summaries generated before this schema shipped -
  until that symbol's next regeneration, fall back to verdict/ai_score.
- news: last 3 high-relevance articles (title, published_at, ai_sentiment,
  ai_summary, signal_score [0-100]/signal_score_band - this symbol's LIVE
  news-sourced signal score if one exists in the last 90 days [same number
  as the `signals` list below and get_signals()/get_stock_news(), kept in
  sync as it's re-scored], else a per-article magnitude computed from that
  article's own classification. One name, no separate "news_score" field.
  The 3 are distinct events: an article carries collapsed_count when
  several articles about the same event were merged into it.)
- sentiment: signal, signal_score (0-100)/signal_score_band - one name, no
  separate "insider_score" field, same as the news block above - insider_trend
  (buying/selling/neutral, or null with no transactions in the window), institutional_pct
- signals[]: up to the 5 most recent trade signals for this symbol in the last
  90 days (direction, rationale, signal_score [0-100], signal_score_band
  [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null
  alongside a null signal_score], source, expires, flagged_at). Empty if
  nothing in that window. Signals stay listed for the full window even
  after they expire.
- forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic
  forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental
  quality / M-Score earnings-manipulation risk), computed from `stocks.financials`
  (GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not
  every symbol qualifies (financial-sector companies mostly return null on all
  three by construction, see the field's own note text). A withheld individual
  score always surfaces as {"score": null, "note": "<plain-English reason>"} -
  never a bare 0, never silently dropped from its own sub-block. Same shape
  get_stock()/get_stocks() already return.

All data is pre-computed by the Stocklake AI pipeline - no live AI calls on request.
Pro tier only. For informational purposes only. Not financial advice.
- `get_stocks`: Batch stock data for up to 25 symbols in a single call - the same fields
get_stock returns for the same key/symbol, so this is a true batch version,
not a thinned-down scan. Returns a dict keyed by symbol. Missing symbols
are omitted from the result. Each symbol in the batch counts as one call
toward the daily limit. A request over 25 symbols is rejected outright
(error: batch_too_large) rather than silently served on just the first
25 - split a larger list into multiple calls.
Available to all tiers (fundamentals/indicators/company profile, free).

Pro tier adds, per symbol, the same precomputed blocks get_stock adds -
rating {score, direction, signals}, signals (per-indicator breakdown),
relative_strength, market_risk {beta_spy_1y, corr_spy_1y}, sector_context
(revenue growth/margins vs sector median - see get_stock), and the minimum
AI-narrative slice (ai_verdict, ai_headline, ai_score,
ai_score_band). None of this costs a live AI call - it's all
precomputed and just needs projecting.

NOT included, even on pro - call get_stock(symbol) for stance_signals, or
get_stock_research(symbol) for the full ai_summary text (summary/key_points/
risks/near_term/longer_term) plus cross-source news/insider/signal context.

Response also carries `duplicates_collapsed`: how many input symbols
normalized (case-folding, share-class aliasing e.g. "BRK.B"->"BRK-B") or
literally repeated onto a symbol already counted elsewhere in this batch.
requested - len(missing or []) - duplicates_collapsed == count always holds.
- `get_watchlist`: The caller's Stocklake watchlist (starred symbols from the web dashboard),
enriched with live price, technicals, and AI verdict.

Returns:
- count: number of symbols on the watchlist
- items[]: each with symbol, name, sector, price, change_pct, rsi, market_cap,
           analyst_rating, atr_pct, ai_verdict, ai_headline, ai_score (0-100),
           ai_score_band (Weak/Moderate/Strong/Very Strong),
           added_at, price_at_add
- empty items[] if nothing is starred yet - star symbols at stocklake.dev/dashboard

Pro tier only.
For informational purposes only. Not financial advice.