Once you've connected a client, your agent can call any of these tools by name — you don't invoke them yourself, the model picks the right tool for the question. Each returns structured, sourced data, and every call counts against your daily limit. The same data is available over the REST API.
The tools are grouped into eleven families — filings & documents, fundamentals & valuation, earnings calls & IR, institutional (13F) holdings, funds & advisers, insider trading, congressional trading, short selling, capital, executives & screening, prices & technicals, and economic, futures & sentiment. Use the On this page menu to jump to one.
Want to see what a tool takes and returns? Popular tools in detail shows the parameters, an example prompt, and a real sample of the output for the ten most-used ones. To chain several into a workflow, see the recipes.
Filings & documents
| Tool |
Description |
SearchDocuments |
Semantic search across the full SEC filing and transcript corpus. |
SearchCompanyDocuments |
Semantic search scoped to one company's filings and transcripts. |
SearchDocument |
Semantic search within a single document. |
SearchDocumentKeyword |
Exact keyword search within a single document. |
ListCompanyDocuments |
List a company's filings and transcripts, newest first. |
ReadDocumentLines |
Read numbered text lines from a filing or transcript. |
GetFailsToDeliver |
SEC fails-to-deliver records for a stock. |
GetExemptOfferings |
Reg D private placements (Form D) for a company. |
Fundamentals & valuation
| Tool |
Description |
GetFinancialFact |
A single XBRL financial concept over time. |
CompareFinancialFact |
Compare one financial concept across multiple companies. |
GetFinancialStatement |
A full income, balance sheet, or cash-flow statement. |
GetRevenueBreakdown |
Revenue disaggregated by segment, product, or geography. |
GetCompanyKpis |
Company-reported KPIs extracted from filings. |
GetNonGaapBridge |
The GAAP-to-non-GAAP reconciliation bridge. |
GetGuidance |
Forward guidance ranges issued by management. |
GetValuationMultiples |
Current valuation multiples (P/E, EV/EBITDA, and more). |
GetValuationMultiplesHistory |
Historical valuation multiples over time. |
GetCustomerConcentration |
Major-customer concentration disclosed in filings. |
GetGoingConcernStatus |
Going-concern warnings flagged by auditors. |
Earnings calls & investor relations
| Tool |
Description |
GetEarningsBrief |
A concise, sourced brief of an earnings call. |
GetCallInsights |
Key insights and themes extracted from a call. |
GetEarningsCallEvent |
Details of a specific earnings-call event. |
GetEarningsCallSpeakers |
Speakers and their attributed remarks on a call. |
ListInvestorEvents |
Upcoming and past investor events for a company. |
GetInvestorEventSpeakers |
Speakers scheduled for an investor event. |
GetInvestorRelationsNews |
Company press releases and IR news. |
GetInvestorRelationsEvents |
Company-published investor-relations events. |
Institutional holdings (13F)
| Tool |
Description |
GetTopHolders |
Top institutional holders of a stock, by shares. |
GetOwnershipHistory |
Institutional ownership of a stock across quarters. |
GetTopBuyersSellers |
Largest 13F buyers and sellers vs the prior quarter. |
GetInstitutionPortfolio |
An institution's reported 13F portfolio. |
GetInstitutionSummary |
Portfolio summary — AUM, concentration, turnover. |
GetInstitutionSectorAllocation |
An institution's allocation by sector. |
GetInstitutionQuarterlyActivity |
An institution's quarter-over-quarter position changes. |
SearchInstitutions |
Find a 13F filer by name. |
GetMarketWide13FActivity |
Market-wide 13F leaderboards (top buys, new positions, exits). |
GetMostHeldStocks |
Stocks ranked by 13F ownership breadth. |
GetSuperInvestors |
Portfolios of tracked super-investors. |
Funds & advisers
| Tool |
Description |
SearchFunds |
Search the registered fund / ETF directory. |
GetFundProfile |
A fund's profile and identifiers. |
GetFundHoldings |
A fund's holdings from its latest NPORT-P. |
GetFundOperations |
Fund N-CEN operational data and service providers. |
GetFundsHoldingStock |
Funds and ETFs that hold a given stock. |
GetFundOverlap |
Holdings overlap between two funds. |
GetConsensusHoldings |
Consensus positions across a set of funds. |
GetFundCloneBacktest |
Backtest a strategy that clones a fund's disclosed holdings. |
SearchInvestmentAdvisers |
Search SEC-registered investment advisers (Form ADV). |
GetInvestmentAdviser |
A full Form ADV adviser profile. |
Insider trading
| Tool |
Description |
GetInsiderTransactions |
Insider transactions (Form 3/4) for a stock. |
GetInsiderOwnership |
Current insider ownership of a stock. |
GetProposedSales |
Proposed insider sales (Form 144). |
GetInsiderSentimentScores |
Composite insider-sentiment scores. |
SearchInsiders |
Find a corporate insider by name. |
Congressional trading
| Tool |
Description |
GetCongressionalTrades |
Congressional stock trades for a ticker. |
GetMemberTrades |
A member of Congress's disclosed trades. |
GetMemberNetWorth |
A member's net-worth history (bands). |
GetMarketWideCongressionalActivity |
Market-wide congressional trading aggregates. |
SearchCongressMembers |
Find a member of Congress by name. |
Short selling
| Tool |
Description |
GetShortVolume |
Daily FINRA short volume for a stock. |
GetShortInterest |
Bi-monthly FINRA short interest for a stock. |
GetOffExchangeVolume |
Weekly off-exchange (dark-pool / OTC) volume. |
GetShortInterestSnapshot |
Market-wide short-interest snapshot. |
GetLargestShortVolume |
Stocks with the largest daily short volume. |
GetShortSqueezeScores |
Highest composite short-squeeze scores (0–100). |
Capital, executives & screening
| Tool |
Description |
GetBuybackPrograms |
Announced share-repurchase programs and progress. |
GetAtmPrograms |
At-the-market (ATM) equity programs. |
GetExecutiveChanges |
Executive and director appointments and departures. |
GetExecutiveCompensation |
Executive compensation disclosed in filings. |
ScreenStocks |
Screen US stocks with natural-language or structured filters. |
GetGovernmentContracts |
Federal contract awards won by a company. |
GetTopGovernmentContractors |
Companies ranked by total federal contract dollars. |
GetFdaCatalysts |
Scheduled FDA advisory-committee meetings, soonest first. |
Prices & technicals
| Tool |
Description |
GetStockPrices |
Daily OHLCV price history. |
GetLatestPrices |
Latest close and volume for up to 25 stocks. |
GetBollingerBands |
Bollinger Bands computed from OHLCV. |
GetStochasticOscillator |
Stochastic oscillator computed from OHLCV. |
GetAverageTrueRange |
Average True Range (ATR) computed from OHLCV. |
GetOnBalanceVolume |
On-Balance Volume (OBV) computed from OHLCV. |
Economic, futures & sentiment
| Tool |
Description |
GetEconomicIndicator |
Historical observations for a FRED series. |
GetLatestEconomicData |
Latest value for every tracked FRED series. |
SearchEconomicIndicators |
Search FRED economic series. |
GetEconomicCalendar |
Economic release calendar with importance tiers. |
GetCftcPositioning |
Weekly Commitments of Traders (COT) positioning for a contract. |
GetLatestCftcData |
Latest COT snapshot across tracked contracts. |
SearchCftcMarkets |
Search CFTC futures markets. |
GetPutCallRatios |
CBOE put/call ratio history. |
GetVixHistory |
CBOE VIX daily OHLC (from 1990). |
