{"name":"com.thebalancedinvestorclub/welcome","slug":"thebalancedinvestorclub-welcome","title":null,"description":"The Balanced Investor Club, the thinking companion for the markets. Educational, not advice.","url":"https://mcp.market/server/thebalancedinvestorclub-welcome","rating":null,"grade":"C","score":57,"certified":false,"status":"active","category":"other","tags":[],"presence":{"score":5,"stars":null,"forks":null,"downloads_week":null,"last_push_at":null,"license":null},"uptime":{"percent":100,"checks":8,"ok":8,"last_checked_at":"2026-09-21T08:30:40.011Z","last_ok_at":"2026-09-21T08:30:40.011Z","latency_ms":663},"claimed":false,"transport":"remote","callable_via_gateway":true,"default_price_micros":0,"repository":null,"website":null,"version":"0.3.3","remotes":[{"type":"streamable-http","url":"https://thebalancedinvestorclub.com/api/mcp/mcp"}],"packages":[],"tools":[{"name":"about_us","description":"Who we are. Philosophy, framework, what we are — and what we are NOT. The thinking companion for the markets.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"add_to_watchlist","description":"Add an instrument to one of your Stock Trackers. Stocks, ETFs, and crypto pairs are supported. Pre-checks for duplicates so you don't end up with the same ticker twice.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol (e.g. AAPL, SPY, BTC-USD)."},"watchlist":{"type":"string","description":"Name of one of your Stock Trackers (e.g. 'My Tech Picks') or its id."},"asset_type":{"type":"string","enum":["stock","etf","crypto","forex"],"description":"Asset type. Required by the underlying endpoint."},"ma_type":{"description":"Moving Average Type. Defaults to EMA (Exponential).","type":"string","enum":["EMA","SMA"]},"added_price":{"description":"Optional: the price when added, for entry-price tracking.","type":"number","exclusiveMinimum":0}},"required":["ticker","watchlist","asset_type"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"check_ticker_in_my_watchlists","description":"Quickly check whether a specific ticker is already in any watchlist you own or follow. Useful before adding it again.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol (e.g. AAPL, BTC-USD)"},"asset_type":{"type":"string","enum":["stock","etf","crypto","forex"],"description":"Asset type for the ticker"}},"required":["ticker","asset_type"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"close_trade","description":"Close an open trade in your Trading Journal with an exit reflection — exit price, date, and optionally how you felt and what you learned. Identify the trade by id, or by ticker if you have a single open position for it.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"trade_id":{"description":"The trade id (from list_my_trades). Preferred when known.","type":"string"},"ticker":{"description":"Alternative to trade_id: the ticker of your single open trade.","type":"string"},"exit_price":{"type":"number","exclusiveMinimum":0,"description":"Exit price per share/unit."},"exit_date":{"type":"string","description":"Exit date — ISO date (YYYY-MM-DD) or datetime."},"exit_reason":{"description":"Optional: why you exited.","type":"string","maxLength":200},"emotional_state":{"description":"Optional emotional state on a -4 to +4 scale: -4 Panic, -3 Fearful, -2 Anxious, -1 Uneasy, 0 Neutral, 1 Calm, 2 Confident, 3 Very Confident, 4 Euphoric.","type":"number","minimum":-4,"maximum":4},"lesson_learned":{"description":"Optional: a post-trade reflection — what you learned.","type":"string","maxLength":1000}},"required":["exit_price","exit_date"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"compare_tickers","description":"Side-by-side log-returns for up to 5 tickers — stocks, ETFs, crypto. Volatility, total return, max and min. Date-aligned.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"tickers":{"minItems":2,"maxItems":5,"type":"array","items":{"type":"string"},"description":"List of 2-5 tickers, e.g. ['AAPL', 'MSFT', 'NVDA']"},"period":{"description":"Default 1Y","type":"string","enum":["1W","1M","3M","6M","1Y","2Y","5Y","YTD","MAX"]}},"required":["tickers"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"create_watchlist","description":"Create a new Stock Tracker — a place for the instruments you want to keep an eye on. Names are unique per user.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"name":{"type":"string","minLength":1,"maxLength":100,"description":"Name of the Stock Tracker, e.g. 'My Tech Picks' or 'Dividend Champions'. 1–100 characters."},"description":{"description":"Optional. What's the focus of this list? Up to 500 characters.","type":"string","maxLength":500},"is_public":{"description":"If true, others can discover and follow this Stock Tracker. Defaults to false (only visible to you).","type":"boolean"},"alert_frequency":{"description":"Alert frequency for changes. Defaults to none.","type":"string","enum":["none","daily","weekly","monthly"]}},"required":["name"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"delete_trade","description":"Take a trade out of your Trading Journal stats — for a mis-entry, a duplicate, or a practice trade you logged by mistake. The trade stops counting towards your win rate, P&L and emotion breakdown. The row itself is kept (the journal has no hard delete, by design), so the record of what you actually did stays honest.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"trade_id":{"type":"string","description":"The trade id to remove from your stats (from list_my_trades)."},"confirm":{"type":"boolean","description":"Must be true. Confirms the user asked for this trade to stop counting."}},"required":["trade_id","confirm"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"delete_watchlist","description":"Delete one of your Stock Trackers permanently, along with every instrument in it. If it was public, its followers lose it too. This cannot be undone.","write_action":true,"price_micros":0,"input_schema":{"type":"object","properties":{"watchlist":{"type":"string","description":"Name, slug or id of the Stock Tracker to delete."},"confirm_name":{"type":"string","description":"The exact name of the Stock Tracker, typed back, to confirm the deletion. Ask the user for it — do not fill this in on their behalf."}},"required":["watchlist","confirm_name"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"discover_community_watchlists","description":"Browse public watchlists curated by our research team at The Balanced Investor Club. Filter by asset type or sort by what's popular.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"asset_type":{"type":"string","enum":["stock","etf","crypto","forex"]},"sort_by":{"description":"Default: popular","type":"string","enum":["popular","recent","mostItems"]},"limit":{"type":"number","minimum":1,"maximum":30}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"follow_watchlist","description":"Follow a public Stock Tracker so it shows up on your stock tracker page. Get updates when instruments are added or removed.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"watchlist_slug":{"type":"string","description":"Slug of the public Stock Tracker to follow (e.g. 'ai-tech-infrastructure'). Find slugs via discover_community_watchlists."},"alert_frequency":{"description":"How often to receive alerts. Defaults to none.","type":"string","enum":["none","daily","weekly","monthly"]}},"required":["watchlist_slug"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_balance_sheet","description":"Balance sheet for a stock — assets, liabilities and equity at each period end. Mirrors what the Market Hub shows. Stocks only.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."},"frequency":{"description":"Reporting frequency. Defaults to quarterly.","type":"string","enum":["quarterly","annual"]},"periods":{"description":"How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.","type":"number","minimum":1,"maximum":20}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_cash_flow","description":"Cash flow statement for a stock — cash generated and used across operating, investing and financing. Mirrors what the Market Hub shows. Stocks only.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."},"frequency":{"description":"Reporting frequency. Defaults to quarterly.","type":"string","enum":["quarterly","annual"]},"periods":{"description":"How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.","type":"number","minimum":1,"maximum":20}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_close_history","description":"Daily close-price history for a stock, ETF, or crypto pair over a selected range. Summary stats by default (start, end, high close, low close, percent change). Optionally returns the most recent N daily closes.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker (e.g. AAPL, SPY) or crypto pair (e.g. BTC-USD, ETH-USD)."},"asset_type":{"description":"Asset type. Defaults to 'stock'. Use 'crypto' for pairs like BTC-USD.","type":"string","enum":["stock","crypto"]},"range":{"description":"Time range. Defaults to 1Y.","type":"string","enum":["1W","1M","3M","6M","1Y","2Y","ALL"]},"interval":{"description":"Sampling interval for the returned closes (last close of each week/month). Defaults to daily. Combine with range='ALL' and include_recent=60 for up to 5 years of monthly closes.","type":"string","enum":["daily","weekly","monthly"]},"include_recent":{"description":"Optional: also return the most recent N closes at the chosen interval (max 60).","type":"number","minimum":1,"maximum":60}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_crypto_price_alignment","description":"How a crypto pair's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"pair":{"type":"string","description":"Crypto pair in ASSET-MARKET format, e.g. BTC-USD, ETH-USD, SOL-USD"},"ma_type":{"description":"Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.","type":"string","enum":["SMA","EMA"]}},"required":["pair"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_curated_lists","description":"Backtested cross-MA strategies tuned for a specific ticker by The Balanced Investor Club — short/medium/long moving-average periods plus 1-year return, 3-year Sharpe, and trade count. Educational read on what historically lined up; never advice.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol"}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_dividends","description":"Dividend history for a stock or distributing ETF — ex-dividend date, payment date, and amount per share. Mirrors what the Market Hub shows. Not applicable to crypto.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol (e.g. AAPL, VTI). Stocks and distributing ETFs only — not crypto."},"limit":{"description":"How many recent dividends to include. Defaults to 12.","type":"number","minimum":1,"maximum":40}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_earnings_estimates","description":"Analyst earnings estimates for upcoming quarters AND fiscal years — EPS consensus, revenue, and analyst counts per horizon. Mirrors what the Market Hub shows. Estimates, not forecasts — they shift as each date nears.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Earnings estimates are for individual stocks only — not ETFs or crypto."},"horizon":{"description":"Optional filter by reporting horizon. Defaults to ALL horizons (quarters and fiscal years).","type":"string","enum":["quarterly","annual"]},"limit":{"description":"How many periods to include. Defaults to 12 (everything available).","type":"number","minimum":1,"maximum":12}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_earnings_transcript","description":"Full earnings call transcript for a company and fiscal quarter — management remarks and the analyst Q&A, speaker by speaker. The primary source for guidance, segment color, and management tone. Long: use offset/limit to page through big calls.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Transcripts cover individual companies only."},"quarter":{"type":"string","pattern":"^\\d{4}Q[1-4]$","description":"Fiscal quarter of the call, e.g. '2026Q1'. ⚠️ FISCAL, not calendar — and for a company whose fiscal year is offset they are different years. NVDA's quarter ending 2026-04-30 is 2027Q1, not 2026Q1; asking for 2026Q1 returns a call from May 2025 with no error. Do not derive this label from a calendar date. If unsure, try the label and check the speakers' own dates in the transcript before using anything from it."},"offset":{"description":"Skip the first N speaker turns. Defaults to 0.","type":"number","minimum":0},"limit":{"description":"Speaker turns to return. Defaults to all.","type":"number","minimum":1,"maximum":200}},"required":["ticker","quarter"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_etf_profile","description":"Profile of an ETF — net assets, expense ratio, dividend yield, top holdings, and sector breakdown. Mirrors what the website shows in /analysis for ETFs.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"ETF ticker (e.g. SPY, QQQ, VTI)"},"holdings_limit":{"description":"Top holdings to show; default 10","type":"number","minimum":1,"maximum":20}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_fundamentals","description":"Company fundamentals for a stock — market cap, P/E, EPS, dividend yield, 52-week range, and up to 20 quarters of EPS history vs analyst consensus. Mirrors what the website shows in /analysis.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Not applicable to ETFs or crypto."}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_income_statement","description":"Income statement for a stock — revenue, costs, profit — the P&L, period by period. Mirrors what the Market Hub shows. Stocks only (not ETFs or crypto).","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Financial statements are for stocks only — not ETFs or crypto."},"frequency":{"description":"Reporting frequency. Defaults to quarterly.","type":"string","enum":["quarterly","annual"]},"periods":{"description":"How many periods to include. Defaults to 5; up to 20. If fewer exist, all available periods are returned.","type":"number","minimum":1,"maximum":20}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_industry_returns","description":"Same idea as the sector view, narrower scope — average return for a single industry over the last year.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"industry":{"type":"string","description":"Industry name, e.g. 'Software - Application', 'Banks - Diversified'"}},"required":["industry"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_insider_transactions","description":"Recent insider transactions for a company — who bought or sold, role, shares, and price. Insider activity is context, not a signal: executives sell for many reasons.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Individual companies only."},"limit":{"description":"Transactions to include, newest first. Defaults to 20.","type":"number","minimum":1,"maximum":100}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_institutional_holdings","description":"Institutional ownership of a company — total holders, ownership percentage, how many increased vs decreased positions, and the largest holders. Quarterly 13F data: always at least one quarter behind.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Individual companies only."},"limit":{"description":"Top holders to include. Defaults to 10.","type":"number","minimum":1,"maximum":50}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_instrument_overview","description":"Everything we offer about a single instrument in one shot — identification, current Market Mood + price alignment, fundamentals (stocks) or holdings (ETFs), and recent news. Equivalent of opening the /analysis page on the website. Mood and price-alignment snapshots refresh on a daily cycle and can lag the latest close by one session.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)"}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_instrument_popularity","description":"How many community watchlists include a given ticker — a simple read on what the club is tracking.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol"}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_macro_indicators","description":"US economic indicators — rates, jobs, growth, energy, metals, agriculture, and markets. Latest reading per indicator plus the change from the prior period. Context behind the market, not a signal about any one stock.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"include_keys":{"description":"Optional filter — return only these indicator keys (e.g. ['fedfunds', 'treasury10y']). Call without a filter first to see every available key; unknown keys are reported back with the valid list. When a filter is set, each matched indicator also returns its reading history (see `history`).","type":"array","items":{"type":"string"}},"history":{"description":"Readings of history per indicator when include_keys is set. Defaults to 24; if fewer exist, all available readings are returned.","type":"number","minimum":2,"maximum":60}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_market_calendar","description":"Upcoming earnings and IPOs across the market, next three months. Filter to specific tickers and/or a date range to reach your coverage. Earnings carry analyst-estimate EPS when reported. IPOs carry exchange and price range when available.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"filter":{"description":"Filter the calendar by event type. Defaults to all.","type":"string","enum":["all","earnings","ipos"]},"tickers":{"description":"Only events for these symbols (e.g. ['AAPL','MSFT','NVDA']). Without it the whole market is returned — use this to reach a coverage list.","type":"array","items":{"type":"string"}},"from":{"description":"Only events on or after this date (YYYY-MM-DD).","type":"string"},"to":{"description":"Only events on or before this date (YYYY-MM-DD).","type":"string"},"limit":{"description":"Max events to return per section. Defaults to 25.","type":"number","minimum":1,"maximum":50}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_market_movers","description":"Top gainers, losers and most actively traded US tickers from the last completed session. Small illiquid names can dominate the gainers list — the volume column is there so you can judge. Movement is not merit.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"list":{"description":"Which list to return. Defaults to all three.","type":"string","enum":["gainers","losers","most_active"]},"limit":{"description":"Rows per list. Defaults to 10.","type":"number","minimum":1,"maximum":20}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_market_pulse","description":"A snapshot of where the market sits right now — random sample of strongly bullish vs strongly bearish names, plus aggregate counts. Great as an opener to ask 'what stands out today?'","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_mood_for_ticker","description":"Pull the current Market Mood for a single ticker — its history, how often the mood has shifted, and any patterns we've spotted. Educational only. Mood snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol (e.g. AAPL, TSLA, BTC-USD)"},"history_limit":{"description":"History points to include, default 60","type":"number","minimum":1,"maximum":500}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_my_briefing","description":"Your daily briefing at The Balanced Investor Club — a read on your own activity: morning brief, journal counts, the instruments you follow, mood highlights, activity, and your learning journey. A mirror, never advice.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_my_cocreator_status","description":"Your Co-Creator status at The Balanced Investor Club — tier, days until renewal, monthly progress on the 2 feedback + 2 invite obligations, lifetime totals.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_my_journal_stats","description":"Pre-aggregated stats from your Trading Journal — counts, win rate, P&L, profit factor, and emotion analytics. A calm mirror, no judgement.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_my_trust_score","description":"Your Trust Score and what built it — discipline, sizing, journaling, drawdown control. A read on your own behaviour, not a verdict.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_my_watchlists","description":"Read your private and followed watchlists at The Balanced Investor Club. Returns names, item counts, and how many people are following you on each.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"limit":{"description":"Max watchlists per section; default 20","type":"number","minimum":1,"maximum":50}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_news","description":"Recent news mentioning a ticker, with article-level sentiment. Mirrors what the website shows in /analysis.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock, ETF, or crypto ticker (e.g. AAPL, SPY, BTC-USD)"},"limit":{"description":"Up to 20 articles; default 10","type":"number","minimum":1,"maximum":20}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_price_alignment","description":"How a stock or ETF's price aligns with its short, medium, and long-term moving averages — and the resulting Market Mood. Educational, never predictive. Snapshots refresh on a daily cycle and can lag the latest close by one session; use get_close_history for the freshest price.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock or ETF ticker (e.g. AAPL, SPY)"},"ma_type":{"description":"Moving-average type for the live default-MA read used when no official snapshot exists (default SMA). Ignored when a tuned snapshot is available.","type":"string","enum":["SMA","EMA"]}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_pricing","description":"Pricing tiers at The Balanced Investor Club — what each one unlocks. No sales pitch.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_sector_returns","description":"Market-cap-weighted average return for a sector over the last year. Pre-computed daily from public market data. GICS names like 'Consumer Discretionary' or 'Information Technology' are accepted.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"sector":{"type":"string","description":"Sector name. GICS or common labels both work, e.g. 'Technology', 'Healthcare', 'Consumer Discretionary', 'Financials'."}},"required":["sector"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_ticker_metadata","description":"Quick identity check on a ticker — name, sector, industry, exchange, asset type. Useful before going deeper.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Ticker symbol (e.g. AAPL)"}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_today_mood_changes","description":"Mood TRANSITIONS today — instruments whose Market Mood label flipped in the last 24h (e.g. Bullish → Neutral). This is NOT price movers; mood changes only. If today is quiet, an empty result is normal — try `list_market_moods` with `only_with_changes` for the latest cycle of transitions across recent days.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"asset_type":{"type":"string","enum":["stock","etf","crypto","forex"]},"mood":{"description":"Only show changes that landed on this mood","type":"string","enum":["Strong Bullish","Bullish","Neutral","Bearish","Strong Bearish"]},"limit":{"type":"number","minimum":1,"maximum":50}},"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_valuation_inputs","description":"DCF building blocks for a stock in one call — current price, shares outstanding, beta, net debt, trailing FCF, 4-year FCF history and CAGR, revenue growth, and the 10-year Treasury as risk-free rate. The same pre-computed inputs the site's Valuation Lab uses; saves stitching five separate calls.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"ticker":{"type":"string","description":"Stock ticker (e.g. AAPL). Stocks only — a DCF isn't meaningful for ETFs or crypto."}},"required":["ticker"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"get_watchlist_by_slug","description":"Open a community watchlist by its slug — see the full list of constituents (tickers, sector, industry, asset type) plus follower count. Use the slug returned by `discover_community_watchlists`.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"slug":{"type":"string","description":"Watchlist slug, e.g. 'ai-and-tech-infrastructure'"}},"required":["slug"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"import_trades","description":"Import a batch of trades into your Trading Journal from a CSV export — Tradervue, TraderSync, Interactive Brokers, Degiro, or a generic CSV. Paste the CSV contents (including the header row). Columns are matched flexibly, so 'symbol'/'ticker', 'shares'/'quantity' and similar all work. Rows that can't be read are reported back rather than silently dropped.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"csv_data":{"type":"string","minLength":1,"description":"The CSV contents, header row included. Needs at least ticker, entry date, entry price and quantity columns."},"source":{"description":"Which platform the export came from. Defaults to generic, which matches columns by name.","type":"string","enum":["tradervue","tradersync","ibkr","degiro","generic"]},"skip_header":{"description":"Whether the first row is a header. Defaults to true.","type":"boolean"}},"required":["csv_data"],"$schema":"http://json-schema.org/draft-07/schema#"}},{"name":"list_market_moods","description":"Browse Market Mood across instruments — The Balanced Investor Club's behavioural read on how short and long-term moving averages align. Educational, never predictive. 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