Server definition
- Hash
- sha256:1f5b0ae24b8d20ccec259c4fdcd5cc798546eb2b3bebb729e212fefb59d114e6
- What it is
- What a remote MCP server returned when asked what it offers: 30 tools
The blob, as servednamed by its sha256
{
"instructions": "For ETFs: screen_etfs is the whole-universe screen and the right default for any ranking question (cheapest, largest, best performing, most liquid, or \"which funds hold X\" via its holdingSearch look-through); search_etfs looks up a known fund by name, ticker or ISIN; get_etf_filter_options lists the exact strings the categorical filters accept, so call it before guessing a category, region, index key or issuer; get_etf_index_group answers \"cheapest way to track <index>\" with one row per FUND rather than per venue listing; get_etf_fund resolves an ISIN (or any venue ticker) to the fund and all the venues it trades on — reach for it whenever the user quotes an ISIN or asks which line to buy; get_etf_snapshot for requested snapshot modules; get_etf_timeseries for price/history coverage; get_etf_holdings and get_etf_exposures for explicit partial/full look-through; get_etf_risk for price risk; compare_etfs and analyze_etf_overlap for fund comparisons; analyze_portfolio_fit for a signed-in portfolio; and simulate_etf_cost for deterministic cost scenarios. Expense ratios and yields are always percentage points in tool inputs and outputs, never fractions. The same UCITS fund is listed on several venues under different tickers: treat those as ONE holding, never as diversification. Read every coverage/warnings field: unavailable NAV, total-return, factor, thematic, benchmark, spread, fee, or holdings data is never synthesized, and a fund missing a metric is excluded by any rule on it. query_etfs remains available for compatibility. Bullrun market-data and portfolio tools. Use screen_stocks to find stocks across the global universe by fundamentals (sector/industry/country, market cap, P/E, dividend yield, revenue growth), query_etfs to search ETFs by ticker/fund name, category, focus, domicile, exchange and currency with profile, price and holdings detail for exact tickers, get_stock_metrics to pull a consolidated snapshot for one exact stock ticker, get_financial_history for multi-year annual/quarterly statements, CAGRs, margins, and growth consistency checks, and get_quality_moat_metrics for annual ROIC, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividends, share-count changes, and capital-allocation caveats. Use get_forward_estimates for consensus revenue/EPS/EBITDA, guidance, estimate revisions, and derived forward P/E/PEG context; get_operating_kpis for domain KPIs such as ARR, NRR, RPO, billings, customer counts, payment volume, cross-border volume, and processed transactions; get_revenue_breakdown for segment/geography/product revenue splits; and get_earnings_call_transcript for speaker-tagged management commentary and analyst Q&A. Whenever the user talks about THEIR OWN portfolio, holdings, positions, or investments (\"my portfolio\", \"how am I doing\", \"what should I improve/buy/add\", \"is my portfolio diversified\", \"how risky am I\"), reach for the per-user portfolio tools rather than answering from general knowledge. When the user has connected their Bullrun account, list_portfolios lists their own virtual portfolios (start here when no specific portfolio is named), get_portfolio_context returns a deep snapshot of one (holdings, weights, value, insights — use for \"analyze/review my portfolio\"), and get_portfolio_analytics returns portfolio-level relationship analytics: correlation/covariance matrices, contribution-to-risk, factor proxy exposure, sector/currency/country concentration, stress scenarios, and optional candidateTicker fit analysis (use for diversification/risk/concentration questions and \"should I add <ticker>\"). create_portfolio_draft builds a new paper portfolio saved as a draft for GUI review (\"build me a portfolio\"); create_position_draft proposes additions to an existing portfolio saved as a draft for GUI review (\"what should I buy next\"). Draft tools never change live holdings by themselves. create_portfolio_from_positions saves a portfolio you have ALREADY designed from an explicit {ticker, weight|amountUsd} basket (used verbatim, never re-picked) and is free (no Pro needed) — prefer it over create_portfolio_draft whenever the exact holdings are already decided. get_capabilities reports the connected identity, Bullrun Pro status, granted scopes, and which tools are gated — call it first when a draft tool might return subscriber_required or to confirm which account you are acting on. Before calling either draft tool, scope the request in ONE short step: if the user has already been specific (style, region, size, or which portfolio), go straight to the tool; if the request is vague (e.g. just \"build me a portfolio\" or \"what should I buy\"), ask a single round of at most three multiple-choice questions first. For a NEW portfolio ask investing style (income/dividends, growth, defensive, broad-market, or a named theme), region focus (US, Europe, or global), and size (starting cash and/or number of holdings). For additions to an EXISTING portfolio ask which portfolio (call list_portfolios first when the user has more than one) and how many ideas (a single best idea or a few). Give a sensible default with every question so the user can reply \"just pick for me\", then call the tool immediately with those defaults. Keep it to that one step — do not interrogate across multiple turns or re-ask anything the user already stated. The per-user tools accept a privacyMode (\"full\" default, or \"weights_only\" to hide absolute money). All read tools are sourced from the Bullrun database.",
"tools": [
{
"description": "Compare two to ten ETFs using their latest stored holdings. Returns pairwise shared holdings, weighted overlap (sum of the smaller weight for each shared holding), each fund's weight in shared names, and the largest duplicate exposures. Coverage is explicit because provider holdings may be partial top-holdings samples. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"tickers": {
"description": "Two to ten exact Bullrun ETF listing tickers.",
"items": {
"minLength": 1,
"type": "string"
},
"maxItems": 10,
"minItems": 2,
"type": "array"
},
"topSharedLimit": {
"default": 20,
"maximum": 100,
"minimum": 1,
"type": "integer"
}
},
"required": [
"tickers"
],
"type": "object"
},
"name": "analyze_etf_overlap",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"coverage": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"methodology": {
"additionalProperties": {},
"type": "object"
},
"pairs": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"tickers": {
"items": {
"type": "string"
},
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"tickers",
"methodology",
"coverage",
"pairs",
"warnings"
],
"type": "object"
}
},
{
"description": "Analyze an ETF candidate against one signed-in user's portfolio. Combines Bullrun's price-history candidate fit (correlation, beta and pro-forma volatility) with latest-holdings look-through that identifies direct and ETF-contained duplicate underlying positions. Coverage is explicit and partial provider holdings make duplicate exposure a lower bound. Requires OAuth read:portfolios. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"candidateTicker": {
"description": "Exact Bullrun ETF listing ticker to test.",
"minLength": 1,
"type": "string"
},
"candidateWeightPct": {
"default": 5,
"maximum": 50,
"minimum": 0.1,
"type": "number"
},
"days": {
"default": 370,
"maximum": 1825,
"minimum": 30,
"type": "integer"
},
"includeLookThrough": {
"default": true,
"type": "boolean"
},
"portfolioId": {
"description": "Portfolio id returned by list_portfolios.",
"exclusiveMinimum": 0,
"type": "integer"
}
},
"required": [
"portfolioId",
"candidateTicker"
],
"type": "object"
},
"name": "analyze_portfolio_fit",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"candidateTicker": {
"type": "string"
},
"candidateWeightPct": {
"type": "number"
},
"coverage": {
"additionalProperties": {},
"type": "object"
},
"lookThroughFit": {
"anyOf": [
{
"additionalProperties": {},
"type": "object"
},
{
"type": "null"
}
]
},
"portfolioId": {
"type": "integer"
},
"priceRiskFit": {
"anyOf": [
{
"additionalProperties": {},
"type": "object"
},
{
"type": "null"
}
]
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"portfolioId",
"candidateTicker",
"candidateWeightPct",
"priceRiskFit",
"lookThroughFit",
"coverage",
"warnings"
],
"type": "object"
}
},
{
"description": "Return a normalized side-by-side comparison of two to ten ETFs across selected classification, market, fund-data, cost, income, benchmark, price-performance, price-risk, and holdings modules. Leaders are mechanical extrema, not recommendations. Currency and partial-holdings caveats are explicit. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"include": {
"default": [
"classification",
"market",
"fund_data",
"costs",
"income",
"benchmark"
],
"items": {
"enum": [
"classification",
"market",
"fund_data",
"costs",
"income",
"benchmark",
"performance",
"risk",
"holdings"
],
"type": "string"
},
"maxItems": 9,
"minItems": 1,
"type": "array"
},
"performanceDays": {
"default": 370,
"maximum": 1825,
"minimum": 30,
"type": "integer"
},
"tickers": {
"description": "Two to ten exact Bullrun ETF listing tickers.",
"items": {
"minLength": 1,
"type": "string"
},
"maxItems": 10,
"minItems": 2,
"type": "array"
}
},
"required": [
"tickers"
],
"type": "object"
},
"name": "compare_etfs",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"coverage": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"leaders": {
"additionalProperties": {},
"type": "object"
},
"requestedModules": {
"items": {
"enum": [
"classification",
"market",
"fund_data",
"costs",
"income",
"benchmark",
"performance",
"risk",
"holdings"
],
"type": "string"
},
"type": "array"
},
"rows": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"tickers": {
"items": {
"type": "string"
},
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"tickers",
"requestedModules",
"rows",
"leaders",
"coverage",
"warnings"
],
"type": "object"
}
},
{
"description": "Use when the user wants you to BUILD or PROPOSE a brand-new portfolio for them — e.g. \"build me a portfolio\", \"put together a dividend portfolio\", \"draft a portfolio of AI stocks\", \"create a new portfolio for $10k\". Generates a REVIEWABLE paper-portfolio draft for the signed-in Bullrun user from a natural-language brief (e.g. \"a diversified European dividend portfolio\"). Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY and never changes any live position: the draft is saved to the user's account and appears in the Bullrun Portfolio tab under \"Pending AI drafts\", where the user reviews it and explicitly accepts it to create a new portfolio (or discards it). To suggest additions to an EXISTING portfolio instead, use create_position_draft. Tickers are chosen only from Bullrun's priced stock/ETF universe; pass instrumentUniverse for stocks only, ETFs only, or a mix. If the brief is vague, first ask ONE quick round of up to three multiple-choice questions (investing style, region focus, and size), each with a default the user can accept with \"just pick for me\", then build; skip any dimension the user already specified and do not interrogate across multiple turns.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"instrumentUniverse": {
"description": "Candidate universe: stocks only, ETFs only, or a mix. Default mix unless the prompt says otherwise.",
"enum": [
"stocks",
"etfs",
"mix"
],
"type": "string"
},
"maxPositions": {
"description": "Maximum number of holdings (3-20, default 10).",
"maximum": 20,
"minimum": 3,
"type": "integer"
},
"prompt": {
"description": "What kind of portfolio to draft, e.g. \"a defensive dividend portfolio of large EU stocks\". Optional: if you omit it, the server collects a quick style/region/size brief from the user directly (a native form on clients that support elicitation; otherwise it asks you to gather those first).",
"maxLength": 600,
"type": "string"
},
"startingCash": {
"description": "Starting cash in USD (default 10000).",
"maximum": 100000000,
"minimum": 100,
"type": "number"
}
},
"type": "object"
},
"name": "create_portfolio_draft",
"outputSchema": null
},
{
"description": "Use when YOU (or the user) have ALREADY decided the exact holdings and want them saved as-is — e.g. after researching and settling on a specific basket with target weights. Persists a REVIEWABLE paper-portfolio draft built from the tickers you supply, sized by weight (percent) or by explicit USD amount. Unlike create_portfolio_draft this does NOT use the LLM and NEVER re-selects tickers: your basket lands exactly as given. It is NOT Pro-gated (it mirrors manual position entry, which is free) and needs only OAuth with the write:drafts scope. DRAFT-ONLY: the draft is saved to the user's Bullrun account and appears in the Portfolio tab under \"Pending AI drafts\", where the user reviews it and explicitly accepts it (creating a NEW portfolio) or discards it — it never changes any live position. Tickers must exist in Bullrun's priced stock/ETF universe; any that cannot be priced are returned in `unresolved` and skipped (use search_etfs / get_etf_snapshot / screen_stocks / get_stock_metrics to confirm exact tickers first). For a vague brief where the model should pick, use create_portfolio_draft instead.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"cashPct": {
"description": "Explicit cash percentage to hold back. Overrides the weight-remainder rule.",
"maximum": 95,
"minimum": 0,
"type": "number"
},
"name": {
"description": "Portfolio name. Default \"Custom Portfolio Draft\".",
"maxLength": 72,
"type": "string"
},
"positions": {
"description": "The exact holdings to persist (1-30). Tickers are used verbatim, never re-selected.",
"items": {
"additionalProperties": false,
"properties": {
"amountUsd": {
"description": "Explicit USD amount to allocate to this holding. If ANY position uses amountUsd, sizing is by amount for all.",
"exclusiveMinimum": 0,
"type": "number"
},
"ticker": {
"description": "Exact Bullrun ticker, used verbatim (never re-picked), e.g. VWCE.DE, SMH, ROG.SW.",
"type": "string"
},
"weight": {
"description": "Target weight as a PERCENT (e.g. 46 for 46%). If the weights across positions sum to <=100 the remainder is held as cash; any other sum is normalised to fully invested. Use weight OR amountUsd across the basket, not both.",
"exclusiveMinimum": 0,
"type": "number"
}
},
"required": [
"ticker"
],
"type": "object"
},
"maxItems": 30,
"minItems": 1,
"type": "array"
},
"startingCash": {
"description": "Total portfolio cash in USD. Default 10000 in weight mode; the sum of amounts in amount mode.",
"maximum": 100000000,
"minimum": 100,
"type": "number"
}
},
"required": [
"positions"
],
"type": "object"
},
"name": "create_portfolio_from_positions",
"outputSchema": null
},
{
"description": "Use when the user asks what to BUY or ADD to an EXISTING portfolio — e.g. \"what should I buy next\", \"suggest a stock or ETF for my portfolio\", \"what should I add\", \"recommend a position\", \"any ideas to round out my holdings\". Generates REVIEWABLE suggested additions for one existing Bullrun portfolio. Requires OAuth with the write:drafts scope and a Bullrun Pro account. This is DRAFT-ONLY: the suggested position(s) are saved to the user's account and appear in the Bullrun Portfolio tab under Pending AI drafts, where the user reviews and accepts them into the target portfolio or discards them. It never changes live holdings by itself. To draft a whole new portfolio from scratch use create_portfolio_draft; to test whether a specific named ticker fits, use get_portfolio_analytics with candidateTicker. Pass instrumentUniverse for stocks only, ETFs only, or a mix. If it is unclear, first confirm which portfolio (use list_portfolios when the user has more than one) and how many ideas (a single best idea or a few) in ONE quick step; otherwise just build.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"instrumentUniverse": {
"description": "Candidate universe: stocks only, ETFs only, or a mix. Default mix.",
"enum": [
"stocks",
"etfs",
"mix"
],
"type": "string"
},
"maxPositions": {
"description": "How many suggested additions to save, 1-5. Use 1 for a single-position idea; default 3.",
"maximum": 5,
"minimum": 1,
"type": "integer"
},
"portfolioId": {
"description": "The Bullrun portfolio id to propose additions for. Use list_portfolios first if unsure.",
"exclusiveMinimum": 0,
"type": "integer"
}
},
"required": [
"portfolioId"
],
"type": "object"
},
"name": "create_position_draft",
"outputSchema": null
},
{
"description": "Discover what the connected Bullrun account can do BEFORE attempting an action, so you can plan instead of learning by hitting a 403. Reports whether you are authenticated and as WHICH identity (email + userId), whether the account has Bullrun Pro and why (subscription / trial / admin), the granted OAuth scopes, portfolio usage vs the free/max limits, and a per-tool entitlement map: create_portfolio_from_positions (free), create_portfolio_draft and create_position_draft (Pro-only), and whether another portfolio can be created now. Call this first when a draft/write tool might be gated, or to confirm which account a request will act on. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {},
"type": "object"
},
"name": "get_capabilities",
"outputSchema": null
},
{
"description": "Fetch speaker-tagged earnings-call transcript chunks for one exact Bullrun ticker, optionally filtered by fiscal period or search text. Use this for management guidance language, analyst Q&A, and qualitative judgment that is not visible in financial statements. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"fiscalQuarter": {
"description": "Optional fiscal quarter filter.",
"maximum": 4,
"minimum": 1,
"type": "integer"
},
"fiscalYear": {
"description": "Optional fiscal year filter.",
"maximum": 2200,
"minimum": 1900,
"type": "integer"
},
"maxCharsPerChunk": {
"default": 1600,
"description": "Maximum characters per transcript chunk in the MCP response.",
"maximum": 4000,
"minimum": 200,
"type": "integer"
},
"maxChunks": {
"default": 80,
"description": "Maximum speaker-tagged transcript chunks to return.",
"maximum": 200,
"minimum": 1,
"type": "integer"
},
"search": {
"description": "Optional case-insensitive text/speaker search across transcript chunks.",
"type": "string"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun, e.g. \"CRWD\", \"SPGI\", \"V\".",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_earnings_call_transcript",
"outputSchema": null
},
{
"description": "Calculate sector, country, currency, and broad asset exposure from the latest stored ETF holdings and Bullrun instrument mappings. Factor and thematic look-through are reported unavailable until dedicated source data exists. Coverage states how much fund weight and how many holding symbols were resolved, so partial top-holdings data is never presented as full exposure. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"limitPerType": {
"default": 25,
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker.",
"minLength": 1,
"type": "string"
},
"types": {
"default": [
"sector",
"country",
"currency",
"asset"
],
"items": {
"enum": [
"sector",
"country",
"currency",
"asset",
"factor",
"thematic"
],
"type": "string"
},
"maxItems": 6,
"minItems": 1,
"type": "array"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_etf_exposures",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"availableTypes": {
"items": {
"$ref": "#/properties/requestedTypes/items"
},
"type": "array"
},
"coverage": {
"additionalProperties": {},
"type": "object"
},
"exposures": {
"additionalProperties": {},
"type": "object"
},
"requestedTypes": {
"items": {
"enum": [
"sector",
"country",
"currency",
"asset",
"factor",
"thematic"
],
"type": "string"
},
"type": "array"
},
"ticker": {
"type": "string"
},
"unavailableTypes": {
"items": {
"$ref": "#/properties/requestedTypes/items"
},
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"ticker",
"requestedTypes",
"availableTypes",
"unavailableTypes",
"exposures",
"coverage",
"warnings"
],
"type": "object"
}
},
{
"description": "List the exact values accepted by the categorical filters on search_etfs and screen_etfs — asset classes, categories, index keys, product/wrapper types, regions, domiciles, currencies, exchanges, and (on request) issuers and focus strings. Those filters match exactly, so a guessed string returns zero rows and looks like \"no such ETF exists\"; call this first whenever a filter value is not already known to be valid. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"facets": {
"description": "Which facets to return. Defaults to everything except the long tails fundFamilies (~890 issuers) and industries (~650 focus strings) — request those explicitly, ideally with search.",
"items": {
"enum": [
"assetClasses",
"categories",
"indexKeys",
"productTypes",
"regions",
"domiciles",
"currencies",
"exchanges",
"sectors",
"fundFamilies",
"industries"
],
"type": "string"
},
"minItems": 1,
"type": "array"
},
"limit": {
"default": 100,
"description": "Maximum values per facet, 1-1000. Each facet reports its untruncated total.",
"maximum": 1000,
"minimum": 1,
"type": "integer"
},
"search": {
"description": "Case-insensitive substring filter applied to every requested facet, e.g. \"ishares\" against fundFamilies or \"world\" against categories.",
"type": "string"
}
},
"type": "object"
},
"name": "get_etf_filter_options",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"facets": {
"additionalProperties": {},
"type": "object"
},
"notes": {
"items": {
"type": "string"
},
"type": "array"
},
"search": {
"type": [
"string",
"null"
]
},
"totals": {
"additionalProperties": {
"type": "number"
},
"type": "object"
},
"truncatedFacets": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"facets",
"totals",
"truncatedFacets",
"search",
"notes"
],
"type": "object"
}
},
{
"description": "Resolve one FUND rather than one listing. Given an ISIN (or any venue ticker of the fund) it returns the fund's identity, costs, index, distribution policy, wrapper type and every venue it is listed on with exchange and trading currency. Use this when the user quotes an ISIN, asks \"which ticker do I buy on my exchange?\", or when several tickers may be the same underlying fund. Ratios are percentage points. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"isin": {
"description": "Fund ISIN, e.g. IE00B4L5Y983. The identifier European factsheets and brokers quote.",
"type": "string"
},
"ticker": {
"description": "Any venue listing ticker of the fund, e.g. EUNL.DE or IWDA.L. Resolved to its fund ISIN first. Provide this or isin.",
"type": "string"
}
},
"type": "object"
},
"name": "get_etf_fund",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"found": {
"type": "boolean"
},
"fund": {
"anyOf": [
{
"additionalProperties": {},
"type": "object"
},
{
"type": "null"
}
]
},
"listings": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"query": {
"additionalProperties": {},
"type": "object"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"query",
"found",
"fund",
"listings",
"warnings"
],
"type": "object"
}
},
{
"description": "Return the latest stored ETF holdings snapshot with opaque cursor pagination. The response reports the provider's stated holdings count, stored row count, covered weight, and whether the stored rows appear complete. Treat isComplete=false or null as partial look-through data. Historical as-of selection will be added when the upstream API exposes it. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"cursor": {
"description": "Opaque nextCursor returned by a previous get_etf_holdings call for the same ticker.",
"type": "string"
},
"limit": {
"default": 25,
"description": "Maximum holdings to return on this page, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker, including its exchange suffix when present.",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_etf_holdings",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"asOfDate": {
"type": [
"string",
"null"
]
},
"coverage": {
"additionalProperties": {},
"type": "object"
},
"holdings": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"nextCursor": {
"type": [
"string",
"null"
]
},
"returned": {
"minimum": 0,
"type": "integer"
},
"ticker": {
"type": "string"
},
"totalRowsAvailable": {
"minimum": 0,
"type": "integer"
}
},
"required": [
"ticker",
"asOfDate",
"returned",
"totalRowsAvailable",
"nextCursor",
"coverage",
"holdings"
],
"type": "object"
}
},
{
"description": "Answer \"what is the cheapest way to track <index>?\". Returns every fund tracking one index ordered cheapest fee first, deduplicated to one row per FUND rather than per venue listing (a five-venue UCITS fund is one choice, not five) with its listingCount and venues. Defaults to UCITS-buyable domiciles. Omit indexKey to list the available index families. Fees are percentage points and the response states how many funds publish no fee at all, so a \"cheapest\" claim is never made over silently omitted funds. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"distributionPolicy": {
"description": "Optionally keep only accumulating or only distributing share classes.",
"enum": [
"ACCUMULATING",
"DISTRIBUTING"
],
"type": "string"
},
"indexKey": {
"description": "Normalized index key, e.g. SP500, MSCI_WORLD, NASDAQ100, MSCI_EM, EURO_STOXX_50, TOPIX, FTSE100. Omit to list every index family that has at least one fund.",
"type": "string"
},
"limit": {
"default": 25,
"description": "Maximum funds (or index families) to return, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"scope": {
"default": "ucits",
"description": "ucits (default) restricts to domiciles a European retail investor can actually buy. all adds US-domiciled trackers, which look cheaper but are not purchasable by EU retail.",
"enum": [
"ucits",
"all"
],
"type": "string"
}
},
"type": "object"
},
"name": "get_etf_index_group",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"coverage": {
"additionalProperties": {},
"type": "object"
},
"found": {
"type": "boolean"
},
"funds": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"indexFamilies": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"indexKey": {
"type": [
"string",
"null"
]
},
"mode": {
"enum": [
"index_group",
"index_list"
],
"type": "string"
},
"scope": {
"type": "string"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"mode",
"indexKey",
"scope",
"found",
"coverage",
"funds",
"indexFamilies",
"warnings"
],
"type": "object"
}
},
{
"description": "Calculate drawdown, annualized volatility, downside volatility, historical VaR, Sharpe, Sortino and Calmar ratios from stored daily close prices. With benchmarkTicker, also calculates beta, correlation, tracking error, active return and information ratio on aligned dates. Results are price-return risk, not distribution-adjusted total-return risk. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"benchmarkTicker": {
"description": "Optional exact priced benchmark/proxy ticker for beta, correlation, tracking error, active return, and information ratio.",
"minLength": 1,
"type": "string"
},
"days": {
"default": 370,
"description": "Calendar-day lookback for daily close-price risk calculations.",
"maximum": 1825,
"minimum": 30,
"type": "integer"
},
"riskFreeRatePct": {
"default": 0,
"description": "Annual risk-free rate in percentage points for Sharpe, Sortino, and Calmar ratios.",
"maximum": 30,
"minimum": -10,
"type": "number"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker.",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_etf_risk",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"benchmarkRelative": {
"anyOf": [
{
"additionalProperties": {},
"type": "object"
},
{
"type": "null"
}
]
},
"coverage": {
"additionalProperties": {},
"type": "object"
},
"lookbackDays": {
"type": "integer"
},
"methodology": {
"additionalProperties": {},
"type": "object"
},
"risk": {
"additionalProperties": {},
"type": "object"
},
"ticker": {
"type": "string"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"ticker",
"lookbackDays",
"methodology",
"coverage",
"risk",
"benchmarkRelative",
"warnings"
],
"type": "object"
}
},
{
"description": "Fetch a modular snapshot for one exact ETF listing. The include array controls which of identity, classification, market, fund_data (NAV/AUM), costs, income, and benchmark are fetched and returned. Unrequested modules are omitted; requested-but-unavailable modules are named explicitly. Ratios use percentage points. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"include": {
"default": [
"identity",
"classification",
"market",
"costs"
],
"description": "Only these snapshot modules are fetched and returned. Default: identity, classification, market, costs.",
"items": {
"enum": [
"identity",
"classification",
"market",
"fund_data",
"costs",
"income",
"benchmark"
],
"type": "string"
},
"maxItems": 7,
"minItems": 1,
"type": "array"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker, including its exchange suffix when present, e.g. SPY, VWRL.L, or EUNL.DE.",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_etf_snapshot",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"asOf": {
"additionalProperties": {},
"type": "object"
},
"availableModules": {
"items": {
"$ref": "#/properties/requestedModules/items"
},
"type": "array"
},
"dataQuality": {
"additionalProperties": {},
"type": "object"
},
"found": {
"type": "boolean"
},
"missingModules": {
"items": {
"$ref": "#/properties/requestedModules/items"
},
"type": "array"
},
"modules": {
"additionalProperties": {},
"type": "object"
},
"requestedModules": {
"items": {
"enum": [
"identity",
"classification",
"market",
"fund_data",
"costs",
"income",
"benchmark"
],
"type": "string"
},
"type": "array"
},
"ticker": {
"type": "string"
}
},
"required": [
"ticker",
"found",
"requestedModules",
"availableModules",
"missingModules",
"modules",
"asOf",
"dataQuality"
],
"type": "object"
}
},
{
"description": "Fetch ETF price or price-return history at daily, weekly, or monthly intervals. NAV, true total-return, benchmark, and premium/discount series are returned only when their required source data or an explicit benchmark ticker exists; unavailable requested series are named explicitly and never approximated with price returns. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"benchmarkTicker": {
"description": "Exact priced ticker to use when benchmark is requested. A benchmark name alone cannot resolve a price series safely.",
"minLength": 1,
"type": "string"
},
"endDate": {
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"type": "string"
},
"interval": {
"default": "daily",
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"limit": {
"default": 260,
"description": "Maximum recent daily source bars to load before date filtering and interval aggregation.",
"maximum": 1300,
"minimum": 1,
"type": "integer"
},
"series": {
"default": [
"price"
],
"description": "Requested series. Unsupported stored series are reported in unavailableSeries rather than synthesized.",
"items": {
"enum": [
"price",
"price_return",
"nav",
"total_return",
"benchmark",
"premium_discount"
],
"type": "string"
},
"maxItems": 6,
"minItems": 1,
"type": "array"
},
"startDate": {
"pattern": "^\\d{4}-\\d{2}-\\d{2}$",
"type": "string"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker.",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_etf_timeseries",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"availableSeries": {
"items": {
"$ref": "#/properties/requestedSeries/items"
},
"type": "array"
},
"interval": {
"enum": [
"daily",
"weekly",
"monthly"
],
"type": "string"
},
"metadata": {
"additionalProperties": {},
"type": "object"
},
"requestedSeries": {
"items": {
"enum": [
"price",
"price_return",
"nav",
"total_return",
"benchmark",
"premium_discount"
],
"type": "string"
},
"type": "array"
},
"series": {
"additionalProperties": {},
"type": "object"
},
"ticker": {
"type": "string"
},
"unavailableSeries": {
"items": {
"$ref": "#/properties/requestedSeries/items"
},
"type": "array"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"ticker",
"requestedSeries",
"availableSeries",
"unavailableSeries",
"interval",
"series",
"metadata",
"warnings"
],
"type": "object"
}
},
{
"description": "Fetch 1-15 years of historical financial statements for one exact Bullrun ticker. Returns annual and/or quarterly rows grouped into income statement, balance sheet, cash flow, per-share metrics, margins, source currency, and annual growth/CAGR consistency checks. Use this when evaluating multi-year revenue/net-income growth, margin trajectories, leverage, cash flow quality, or whether a stock passed a rule such as 10% revenue and net-income growth every year.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"includeEmptyRows": {
"default": false,
"description": "Include sparse rows that have no major income statement, balance sheet, cash-flow, or EPS values.",
"type": "boolean"
},
"periodType": {
"default": "both",
"description": "Return annual rows, quarterly rows, or both. Annual rows use fiscalQuarter=0.",
"enum": [
"annual",
"quarterly",
"both"
],
"type": "string"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. \"AAPL\", \"BMW\" (not \"BMW.DE\"), \"ABBN\" (not \"ABBN.SW\"), \"NESN\", or a numeric code like \"005930\". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol.",
"minLength": 1,
"type": "string"
},
"years": {
"default": 10,
"description": "How many fiscal years of history to return, counting backward from the latest fiscal year available.",
"maximum": 15,
"minimum": 1,
"type": "integer"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_financial_history",
"outputSchema": null
},
{
"description": "Fetch forward consensus revenue/EPS/EBITDA estimates, management guidance ranges, and estimate-revision percentages for one exact Bullrun ticker. Also derives simple forward P/E and PEG-style context from the latest close when EPS estimates are available. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"limit": {
"default": 80,
"description": "Maximum estimate rows to return.",
"maximum": 200,
"minimum": 1,
"type": "integer"
},
"periodType": {
"default": "both",
"description": "Return annual estimates, quarterly estimates, or both.",
"enum": [
"annual",
"quarterly",
"both"
],
"type": "string"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun, e.g. \"AAPL\", \"CRWD\", \"SPGI\".",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_forward_estimates",
"outputSchema": null
},
{
"description": "Fetch period-specific operating KPIs and unit-economics metrics for one exact Bullrun ticker: ARR, net revenue retention, RPO, billings, customer counts, payments volume, cross-border volume, processed transactions, or other domain-specific metrics when populated. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"category": {
"description": "Optional category filter such as SaaS, payments, marketplace, banking, or other domain labels.",
"type": "string"
},
"limit": {
"default": 120,
"description": "Maximum KPI rows to return.",
"maximum": 300,
"minimum": 1,
"type": "integer"
},
"metricKey": {
"description": "Optional exact metric key to filter, e.g. ARR, NRR, RPO, BILLINGS, PAYMENT_VOLUME.",
"type": "string"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun, e.g. \"CRWD\", \"SNOW\", \"V\".",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_operating_kpis",
"outputSchema": null
},
{
"description": "Use when the user asks about THEIR portfolio's risk, diversification, or concentration, or whether to add a stock — e.g. \"is my portfolio diversified\", \"how risky is my portfolio\", \"am I too concentrated\", \"what's my exposure to X\", \"should I add NVDA\", \"would AAPL improve my diversification\". Fetches portfolio-level relationship analytics for one signed-in user's portfolio: correlation and annualized covariance matrices across holdings, contribution-to-risk, concentration by weight and risk, currency/sector/country exposures, value/growth/momentum/quality/size proxy factor scores, scenario/stress tests (rates +100bp, oil -20%, USD +10%), and optional candidateTicker fit analysis showing correlation to the current portfolio plus pro-forma volatility (set candidateTicker when the user asks whether to add a specific stock). Pass a portfolioId from list_portfolios. The risk math only covers holdings with enough price history, dropping unpriced/unmatched ones (ETFs, funds, untracked tickers) and renormalizing all percentages over what remains; the response leads with a `coverage` banner (first text block) stating how many holdings were excluded, so never read these figures as the whole portfolio. For a plain holdings/value snapshot and the full matched/unmatched breakdown use get_portfolio_context instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to \"full\"; \"weights_only\" hides absolute USD amounts while keeping weights, percentages, correlations and scores.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"candidateTicker": {
"description": "Optional exact Bullrun ticker to test as a candidate diversifier - the native local-exchange symbol, e.g. AAPL, BMW, ABBN, NESN (not Yahoo-style suffixes like BMW.DE).",
"minLength": 1,
"type": "string"
},
"candidateWeightPct": {
"description": "Optional hypothetical candidate allocation for pro-forma volatility. Default 5 (%).",
"maximum": 50,
"minimum": 0,
"type": "number"
},
"days": {
"description": "Calendar-day lookback for daily USD return analytics. Default 370.",
"maximum": 1825,
"minimum": 30,
"type": "integer"
},
"portfolioId": {
"description": "The portfolio id, as returned by list_portfolios.",
"exclusiveMinimum": 0,
"type": "integer"
},
"privacyMode": {
"description": "\"full\" (default) includes absolute USD amounts; \"weights_only\" returns only relative figures.",
"enum": [
"full",
"weights_only"
],
"type": "string"
}
},
"required": [
"portfolioId"
],
"type": "object"
},
"name": "get_portfolio_analytics",
"outputSchema": null
},
{
"description": "Use when the user asks to look at, review, or analyze THEIR portfolio / holdings / positions — e.g. \"analyze my portfolio\", \"how is my portfolio doing\", \"what's in my portfolio\", \"review my holdings\", \"how am I invested\", \"what should I improve\". Fetches a deep snapshot of ONE of the signed-in user's portfolios: the summary (value, day change, total return), every holding (with position weight %, sector and return) and Bullrun's computed insights (benchmark comparison, concentration, diversification, dividend income). Pass a portfolioId from list_portfolios (call that first if the user hasn't named a portfolio). The response ALWAYS returns the complete holdings list with each position flagged matched/unmatched, plus a `coverage` summary: holdings that Bullrun can't link to its universe (ETFs, funds, untracked tickers) carry no weight, sector, insight or ML score, so weights/insights/ML below describe ONLY the matched subset. Read the coverage banner (the first text block) and never present matched-only figures as the whole portfolio. For risk/diversification math, correlations, factor exposure, or whether to add a specific stock, use get_portfolio_analytics instead. Requires OAuth (read:portfolios) and returns the caller's own data only. privacyMode defaults to \"full\" (absolute $ included); \"weights_only\" returns only relative figures. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"days": {
"description": "Insights look-back window in days (default 30).",
"maximum": 3700,
"minimum": 7,
"type": "integer"
},
"portfolioId": {
"description": "The portfolio id, as returned by list_portfolios.",
"exclusiveMinimum": 0,
"type": "integer"
},
"privacyMode": {
"description": "\"full\" (default) includes absolute $; \"weights_only\" returns only relative figures.",
"enum": [
"full",
"weights_only"
],
"type": "string"
}
},
"required": [
"portfolioId"
],
"type": "object"
},
"name": "get_portfolio_context",
"outputSchema": null
},
{
"description": "Compute annual quality, moat, earnings-quality, and capital-allocation metrics for one exact Bullrun ticker from existing financial statements: ROIC, ROE/ROA, ROIC-vs-supplied-WACC, accruals, cash conversion, capex intensity, dividend payout/growth, diluted share-count changes, and a buyback proxy. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"estimatedWaccPct": {
"description": "Optional user-supplied WACC assumption, in percent. When omitted, ROIC-vs-WACC spread is returned as null.",
"maximum": 50,
"minimum": 0,
"type": "number"
},
"taxRateFallbackPct": {
"default": 21,
"description": "Fallback tax rate used for NOPAT only when reported tax/pretax data is missing or unusable.",
"maximum": 50,
"minimum": 0,
"type": "number"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. \"AAPL\", \"BMW\" (not \"BMW.DE\"), \"ABBN\" (not \"ABBN.SW\"), \"NESN\", or a numeric code like \"005930\". Do not append Yahoo-style country suffixes; if a lookup returns nothing, use screen_stocks to find the exact symbol.",
"minLength": 1,
"type": "string"
},
"years": {
"default": 10,
"description": "How many fiscal years of annual history to evaluate.",
"maximum": 15,
"minimum": 2,
"type": "integer"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_quality_moat_metrics",
"outputSchema": null
},
{
"description": "Fetch segment, geography, product, customer, or other revenue breakdown rows for one exact Bullrun ticker. Use this to separate cyclical businesses from recurring segments or inspect geographic exposure instead of relying on blended revenue. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"dimension": {
"default": "all",
"description": "Breakdown dimension to return, or all dimensions.",
"enum": [
"segment",
"geography",
"product",
"customer",
"other",
"all"
],
"type": "string"
},
"limit": {
"default": 160,
"description": "Maximum breakdown rows to return.",
"maximum": 300,
"minimum": 1,
"type": "integer"
},
"ticker": {
"description": "The ticker exactly as listed on Bullrun, e.g. \"SPGI\", \"MSFT\", \"V\".",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_revenue_breakdown",
"outputSchema": null
},
{
"description": "Fetch a consolidated metrics snapshot for a single stock by ticker: identity (company, exchange, currency, sector, industry, country, ISIN), latest daily price (OHLCV), latest valuation (market cap, P/E, dividend yield, annual dividend per share), the most recent reported financials (revenue, gross/operating income, EBITDA, net income, diluted EPS, free & operating cash flow, total debt, cash, total assets, equity) and a short company description. Use the exact ticker as listed on Bullrun - the native local-exchange symbol (e.g. AAPL, BMW, ABBN, NESN, or a numeric code like 005930), NOT Yahoo-style country suffixes like BMW.DE or ABBN.SW. If a ticker returns no data, use screen_stocks (by sector/country) to find the exact symbol. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"ticker": {
"description": "The stock ticker exactly as listed on Bullrun - the native local-exchange symbol, e.g. \"AAPL\", \"BMW\" (not \"BMW.DE\"), \"ABBN\" (not \"ABBN.SW\"), \"NESN\", or a numeric code like \"005930\". Do not append Yahoo-style country suffixes.",
"minLength": 1,
"type": "string"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "get_stock_metrics",
"outputSchema": null
},
{
"description": "Use when the user refers to THEIR portfolio(s) or holdings — e.g. \"my portfolios\", \"what portfolios do I have\", \"how are my investments doing\", \"show my holdings\", \"my account\". Lists the signed-in Bullrun user's virtual portfolios with computed summaries: name, base currency, total value (USD), day change, cost basis and total return, plus position counts. Start here when a portfolio question doesn't name a specific portfolio, then pass a portfolioId to get_portfolio_context or get_portfolio_analytics. Requires connecting this server to a Bullrun account (OAuth, read:portfolios scope) — it returns that user's own data only. privacyMode defaults to \"full\" (includes absolute $ amounts); pass \"weights_only\" to hide absolute money and return only relative figures (returns %, counts). Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"privacyMode": {
"description": "\"full\" (default) includes absolute $; \"weights_only\" hides cash/value/cost-basis and keeps only %.",
"enum": [
"full",
"weights_only"
],
"type": "string"
}
},
"type": "object"
},
"name": "list_portfolios",
"outputSchema": null
},
{
"description": "Compatibility tool for older clients: search the Bullrun ETF universe and optionally bundle profile, recent prices, and latest holdings for an exact ticker. New clients should use search_etfs, get_etf_snapshot, and get_etf_holdings for smaller responses, structured output, quantitative filters, and explicit coverage metadata. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"category": {
"description": "Exact broad ETF asset-class filter, such as Equity, Fixed Income, Commodity, Crypto, or Real Estate. Kept as category for API compatibility.",
"type": "string"
},
"currency": {
"description": "Exact trading currency filter, e.g. USD, EUR, CHF.",
"type": "string"
},
"domicile": {
"description": "Exact ETF domicile filter.",
"type": "string"
},
"exchange": {
"description": "Exact exchange filter, e.g. NYSE ARCA, LSE, XETRA.",
"type": "string"
},
"focus": {
"description": "Exact ETF exposure filter, such as Japan, Equity - Australia, TOPIX, or an exchange/source exposure label. Kept as focus for API compatibility.",
"type": "string"
},
"holdingsLimit": {
"default": 25,
"description": "Maximum holdings to return for an exact ticker, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"includeHoldings": {
"default": true,
"description": "When ticker is supplied, include latest holdings. Ignored for broad searches.",
"type": "boolean"
},
"includeInactive": {
"default": false,
"description": "Include ETFs with no recent price bar. Default false.",
"type": "boolean"
},
"includeSecondary": {
"default": false,
"description": "Include secondary/cross-listed ETF tickers. Default false.",
"type": "boolean"
},
"limit": {
"default": 25,
"description": "Maximum ETF search rows to return, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"priceLimit": {
"default": 1,
"description": "Recent daily price rows to return for an exact ticker. Use 0 to skip prices.",
"maximum": 250,
"minimum": 0,
"type": "integer"
},
"search": {
"description": "Free-text ETF search by ticker or fund name. Omit to list the first ETFs.",
"type": "string"
},
"ticker": {
"description": "Exact ETF ticker for profile, prices, and optional holdings, e.g. SPY, VWRL.L, EUNL.DE.",
"type": "string"
}
},
"type": "object"
},
"name": "query_etfs",
"outputSchema": null
},
{
"description": "Screen the WHOLE ETF universe by numeric rules and fund attributes in one pass — expense ratio, AUM, yield, trailing returns, volatility, liquidity, top-10 concentration, fund age and holdings count — combined with issuer, index, domicile, UCITS status, distribution policy, currency hedging and constituent look-through (holdingSearch finds funds by what they hold). Prefer this over search_etfs for any \"cheapest / largest / best performing / most liquid\" question: search_etfs only filters a bounded candidate scan, while this evaluates the full universe and reports evaluatedCount and matchCount. Percentages are percentage points. This is the heaviest read in the API and is metered against a small per-day action budget, so build one well-specified screen rather than probing repeatedly. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"assetClass": {
"description": "Exact asset-class group: EQUITY, FIXED_INCOME, COMMODITY, REAL_ESTATE, MULTI_ASSET, CASH, CURRENCY, DIGITAL_ASSETS, ALTERNATIVES or OTHER.",
"type": "string"
},
"benchmarkSearch": {
"description": "Substring match on the stated benchmark name.",
"type": "string"
},
"category": {
"description": "Exact category string. Call get_etf_filter_options for the valid values; a wrong guess silently returns zero rows.",
"type": "string"
},
"currency": {
"description": "Exact trading currency, e.g. EUR, USD, GBX.",
"type": "string"
},
"currencyHedged": {
"description": "HEDGED selects funds labelled currency-hedged. NOT_LABELLED_HEDGED selects funds not so labelled — absence of a label is not proof a fund is unhedged.",
"enum": [
"HEDGED",
"NOT_LABELLED_HEDGED"
],
"type": "string"
},
"distributionPolicy": {
"description": "Accumulating (reinvests income) or distributing (pays it out) — the usual first cut for a European investor.",
"enum": [
"ACCUMULATING",
"DISTRIBUTING"
],
"type": "string"
},
"domicile": {
"description": "Exact fund domicile, e.g. \"Ireland\", \"Luxembourg\", \"United States\".",
"type": "string"
},
"exchange": {
"description": "Exact listing exchange, e.g. XETRA, LSE, \"NYSE ARCA\".",
"type": "string"
},
"holdingMinWeightPct": {
"description": "Minimum constituent weight in percentage points for holdingSearch to count as a match.",
"maximum": 100,
"minimum": 0,
"type": "number"
},
"holdingMode": {
"default": "INCLUDES",
"description": "INCLUDES keeps funds holding the constituent. EXCLUDES keeps only funds with a holdings snapshot that confirms absence — funds with no snapshot are dropped, never assumed clean.",
"enum": [
"INCLUDES",
"EXCLUDES"
],
"type": "string"
},
"holdingSearch": {
"description": "Look-through filter: find funds by a CONSTITUENT ticker or company name, e.g. \"NVDA\" or \"NVIDIA\". Only funds with a stored holdings snapshot can match.",
"type": "string"
},
"includeSecondary": {
"default": false,
"description": "Include secondary venue listings of the same fund. Default false — one row per fund's primary listing.",
"type": "boolean"
},
"indexKey": {
"description": "Exact tracked-index key, e.g. SP500, MSCI_WORLD, NASDAQ100. Use get_etf_index_group to compare every fund on one index instead.",
"type": "string"
},
"issuer": {
"description": "Substring match on the fund family/issuer, e.g. \"iShares\", \"Amundi\", \"Vanguard\".",
"type": "string"
},
"limit": {
"default": 25,
"description": "Maximum ETFs to return, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"marketDevelopment": {
"description": "Exact market-development classification, e.g. developed vs emerging.",
"type": "string"
},
"order": {
"default": "desc",
"description": "Sort direction. Nulls always sort last regardless of direction.",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"productType": {
"description": "Exact wrapper type, e.g. UCITS_FUND.",
"type": "string"
},
"region": {
"description": "Exact investment-region string.",
"type": "string"
},
"rules": {
"default": [],
"description": "Numeric rules. A fund with no value for a ruled metric never matches that rule.",
"items": {
"additionalProperties": false,
"properties": {
"groupId": {
"default": 1,
"description": "Rules with the same groupId are ANDed; different groups are ORed.",
"minimum": 1,
"type": "integer"
},
"metric": {
"description": "Numeric metric to filter on.",
"enum": [
"expenseRatioPct",
"totalAssets",
"yieldTtmPct",
"holdingsCount",
"fundAgeYears",
"inceptionYear",
"nav",
"return1mPct",
"return3mPct",
"return6mPct",
"return1yPct",
"returnYtdPct",
"volatility1yPct",
"avgVolume90d",
"avgTurnover90d",
"top10ConcentrationPct"
],
"type": "string"
},
"operator": {
"default": ">=",
"description": "Comparison operator. Use '..' for an inclusive between range with valueMax.",
"enum": [
">=",
"<=",
">",
"<",
"=",
".."
],
"type": "string"
},
"unit": {
"default": "",
"description": "Optional money unit for money metrics: '', K, M, B or T.",
"enum": [
"",
"K",
"M",
"B",
"T"
],
"type": "string"
},
"value": {
"description": "Threshold. For money metrics combine with unit for K/M/B/T scaling.",
"type": [
"string",
"number"
]
},
"valueMax": {
"description": "Upper bound for '..' range rules. Ignored for other operators.",
"type": [
"string",
"number"
]
}
},
"required": [
"metric"
],
"type": "object"
},
"type": "array"
},
"search": {
"description": "Free-text match on ticker, fund name or ISIN. Omit to screen the whole universe.",
"type": "string"
},
"sortBy": {
"default": "totalAssets",
"description": "Sort field applied to the returned rows.",
"enum": [
"expenseRatioPct",
"totalAssets",
"yieldTtmPct",
"return1mPct",
"return3mPct",
"return6mPct",
"return1yPct",
"returnYtdPct",
"volatility1yPct",
"avgVolume90d",
"avgTurnover90d",
"top10ConcentrationPct",
"holdingsCount",
"nav",
"ticker",
"name"
],
"type": "string"
},
"strategy": {
"description": "Exact strategy classification string.",
"type": "string"
},
"ucitsStatus": {
"description": "UCITS restricts to wrappers a European retail investor can actually buy.",
"enum": [
"UCITS",
"NON_UCITS"
],
"type": "string"
}
},
"type": "object"
},
"name": "screen_etfs",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"coverage": {
"additionalProperties": {},
"type": "object"
},
"matchCount": {
"minimum": 0,
"type": "integer"
},
"query": {
"additionalProperties": {},
"type": "object"
},
"results": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"returned": {
"minimum": 0,
"type": "integer"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"query",
"coverage",
"matchCount",
"returned",
"results",
"warnings"
],
"type": "object"
}
},
{
"description": "Screen the global Bullrun stock universe with the same rule engine as the app screener. Filter by sector, industry, country/countries, primary vs secondary listings, active vs inactive listings, lookback mode, AND/OR rule groups, comparison operators, money units, growth metrics and latest-value metrics. Returns a compact table of matching stocks. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"countries": {
"description": "Exact country names to include. Use this for multi-country screens; it overrides country when provided.",
"items": {
"type": "string"
},
"type": "array"
},
"country": {
"description": "Exact country name to filter by, e.g. \"United States\", \"Germany\". Omit for all countries.",
"type": "string"
},
"includeInactive": {
"default": false,
"description": "Include delisted/inactive tickers with no recent price bar. Default false.",
"type": "boolean"
},
"includeSecondary": {
"default": false,
"description": "Include secondary cross-listings of the same security. Default false (primary listings only).",
"type": "boolean"
},
"industry": {
"description": "Exact industry name to filter by, e.g. \"Software - Infrastructure\". Omit for all industries.",
"type": "string"
},
"limit": {
"default": 25,
"description": "Maximum number of stocks to return (1-100).",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"lookback": {
"default": 3,
"description": "How many reporting periods to evaluate. Growth rules need at least 2 comparable periods.",
"maximum": 40,
"minimum": 1,
"type": "integer"
},
"lookbackMode": {
"default": "annual",
"description": "Whether rule evaluation uses annual or quarterly reporting periods.",
"enum": [
"annual",
"quarterly"
],
"type": "string"
},
"minMarketCap": {
"description": "Compatibility shortcut: adds marketCap >= this absolute value to every rule group.",
"minimum": 0,
"type": "number"
},
"mode": {
"description": "Deprecated alias for lookbackMode; kept for compatibility.",
"enum": [
"annual",
"quarterly"
],
"type": "string"
},
"order": {
"default": "desc",
"description": "Sort direction. Nulls always sort last regardless of direction.",
"enum": [
"desc",
"asc"
],
"type": "string"
},
"periods": {
"description": "Deprecated alias for lookback; kept for compatibility.",
"maximum": 40,
"minimum": 1,
"type": "integer"
},
"rules": {
"default": [],
"description": "Fundamental rules. Same groupId means AND; different groupIds mean OR.",
"items": {
"additionalProperties": false,
"properties": {
"groupId": {
"default": 1,
"description": "Rules with the same groupId are ANDed; different groups are ORed.",
"minimum": 1,
"type": "integer"
},
"metric": {
"description": "Metric to filter on.",
"enum": [
"revenueGrowthPct",
"netIncomeGrowthPct",
"grossProfitGrowthPct",
"operatingIncomeGrowthPct",
"ebitdaGrowthPct",
"freeCashflowGrowthPct",
"epsGrowthPct",
"operatingCashflowGrowthPct",
"dividendGrowthPct",
"latestRevenue",
"latestNetIncome",
"latestGrossProfit",
"latestOperatingIncome",
"latestEbitda",
"latestDilutedEps",
"latestDividendsPerShare",
"latestFreeCashflow",
"latestOperatingCashflow",
"latestCash",
"latestTotalAssets",
"latestTotalDebt",
"latestStockholdersEquity",
"marketCap",
"peRatio",
"dividendYield"
],
"type": "string"
},
"operator": {
"default": ">=",
"description": "Comparison operator. Use '..' for an inclusive between range.",
"enum": [
">=",
"<=",
">",
"<",
"=",
".."
],
"type": "string"
},
"unit": {
"default": "",
"description": "Optional money unit for money metrics: '', K, M, B or T.",
"enum": [
"",
"K",
"M",
"B",
"T"
],
"type": "string"
},
"value": {
"description": "Threshold value. For money metrics, combine with unit for K/M/B/T scaling.",
"type": [
"string",
"number"
]
},
"valueMax": {
"description": "Upper bound for '..' range rules. Ignored for other operators.",
"type": [
"string",
"number"
]
}
},
"required": [
"metric"
],
"type": "object"
},
"type": "array"
},
"sector": {
"description": "Exact sector name to filter by, e.g. \"Technology\", \"Healthcare\". Omit for all sectors.",
"type": "string"
},
"sortBy": {
"default": "marketCap",
"description": "Metric to sort by. revenueGrowth is accepted as an alias for revenueGrowthPct.",
"enum": [
"revenueGrowthPct",
"netIncomeGrowthPct",
"grossProfitGrowthPct",
"operatingIncomeGrowthPct",
"ebitdaGrowthPct",
"freeCashflowGrowthPct",
"epsGrowthPct",
"operatingCashflowGrowthPct",
"dividendGrowthPct",
"latestRevenue",
"latestNetIncome",
"latestGrossProfit",
"latestOperatingIncome",
"latestEbitda",
"latestDilutedEps",
"latestDividendsPerShare",
"latestFreeCashflow",
"latestOperatingCashflow",
"latestCash",
"latestTotalAssets",
"latestTotalDebt",
"latestStockholdersEquity",
"marketCap",
"peRatio",
"dividendYield",
"revenueGrowth"
],
"type": "string"
}
},
"type": "object"
},
"name": "screen_stocks",
"outputSchema": null
},
{
"description": "Look up ETFs by name, ticker or ISIN, with classification, listing, index, distribution-policy, AUM, expense-ratio and yield filters. Best for finding a known fund. For ranking questions (\"cheapest\", \"largest\", \"best performing\", \"most liquid\") prefer screen_etfs, which evaluates the whole universe: here minAum and minYieldTtmPct are applied only to a bounded profile-enriched candidate scan, so do not describe the result as exhaustive when candidateCapReached is true. Use get_etf_snapshot for one listing, get_etf_fund to resolve an ISIN across venues, and get_etf_holdings for constituents. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"category": {
"description": "Exact broad ETF category/asset-class filter, e.g. Equity, Fixed Income, Commodity, Crypto, or Real Estate. Call get_etf_filter_options for valid values.",
"type": "string"
},
"currency": {
"description": "Exact trading-currency filter.",
"type": "string"
},
"distributionPolicy": {
"description": "Accumulating (reinvests income) or distributing (pays it out).",
"enum": [
"ACCUMULATING",
"DISTRIBUTING"
],
"type": "string"
},
"domicile": {
"description": "Exact fund domicile filter.",
"type": "string"
},
"exchange": {
"description": "Exact listing exchange filter.",
"type": "string"
},
"focus": {
"description": "Exact ETF focus/exposure filter, e.g. Japan, TOPIX, or Equity - Australia.",
"type": "string"
},
"includeInactive": {
"default": false,
"type": "boolean"
},
"includeSecondary": {
"default": false,
"type": "boolean"
},
"indexKey": {
"description": "Exact tracked-index key, e.g. SP500 or MSCI_WORLD. Use get_etf_index_group to rank every fund on one index by cost.",
"type": "string"
},
"limit": {
"default": 25,
"description": "Maximum matching ETFs to return, 1-100.",
"maximum": 100,
"minimum": 1,
"type": "integer"
},
"maxExpenseRatioPct": {
"description": "Maximum annual expense ratio in percentage points, e.g. 0.25 means 0.25%.",
"minimum": 0,
"type": "number"
},
"minAum": {
"description": "Minimum assets under management in the profile's reported currency units.",
"minimum": 0,
"type": "number"
},
"minYieldTtmPct": {
"description": "Minimum trailing yield in percentage points, e.g. 2 means 2%.",
"minimum": 0,
"type": "number"
},
"region": {
"description": "Exact portfolio or investment-region filter.",
"type": "string"
},
"scanLimit": {
"default": 100,
"description": "Maximum coarse-search candidates to enrich before applying quantitative filters/sorts, 25-500.",
"maximum": 500,
"minimum": 25,
"type": "integer"
},
"search": {
"description": "Free-text ETF search by ticker, fund name, or ISIN (e.g. IE00B4L5Y983). Omit for a broad screen.",
"type": "string"
},
"sortBy": {
"default": "relevance",
"description": "Sort field. Relevance preserves Bullrun search ordering.",
"enum": [
"relevance",
"ticker",
"name",
"aum",
"expense_ratio",
"yield"
],
"type": "string"
},
"sortDirection": {
"default": "desc",
"enum": [
"asc",
"desc"
],
"type": "string"
}
},
"type": "object"
},
"name": "search_etfs",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"coverage": {
"additionalProperties": {},
"type": "object"
},
"matchesInScannedCandidates": {
"minimum": 0,
"type": "integer"
},
"query": {
"additionalProperties": {},
"type": "object"
},
"results": {
"items": {
"additionalProperties": {},
"type": "object"
},
"type": "array"
},
"returned": {
"minimum": 0,
"type": "integer"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"query",
"coverage",
"matchesInScannedCandidates",
"returned",
"results",
"warnings"
],
"type": "object"
}
},
{
"description": "Simulate expense-ratio, assumed bid/ask spread, commissions, and recurring contributions over a holding period. Compares the same gross-return path with and without costs and reports direct charges plus ending-value drag. Taxes, FX, market impact and brokerage-specific fees are excluded unless represented by the inputs. Read-only.",
"inputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"commissionPerTrade": {
"default": 0,
"minimum": 0,
"type": "number"
},
"contributionAmount": {
"default": 0,
"minimum": 0,
"type": "number"
},
"contributionFrequency": {
"default": "monthly",
"enum": [
"none",
"monthly",
"quarterly",
"annual"
],
"type": "string"
},
"expenseRatioPct": {
"description": "Optional expense-ratio override in percentage points. Otherwise uses the stored ETF profile value.",
"maximum": 20,
"minimum": 0,
"type": "number"
},
"grossAnnualReturnPct": {
"default": 0,
"description": "Assumed annual return before ETF and trading costs, in percentage points. Default 0 isolates direct costs.",
"maximum": 100,
"minimum": -99,
"type": "number"
},
"initialInvestment": {
"default": 10000,
"minimum": 0,
"type": "number"
},
"spreadPct": {
"default": 0,
"description": "Assumed full bid/ask spread in percentage points; each purchase pays half the spread.",
"maximum": 20,
"minimum": 0,
"type": "number"
},
"ticker": {
"description": "Exact Bullrun ETF listing ticker.",
"minLength": 1,
"type": "string"
},
"years": {
"default": 10,
"maximum": 50,
"minimum": 0.25,
"type": "number"
}
},
"required": [
"ticker"
],
"type": "object"
},
"name": "simulate_etf_cost",
"outputSchema": {
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false,
"properties": {
"assumptions": {
"additionalProperties": {},
"type": "object"
},
"costBreakdown": {
"additionalProperties": {},
"type": "object"
},
"results": {
"additionalProperties": {},
"type": "object"
},
"ticker": {
"type": "string"
},
"warnings": {
"items": {
"type": "string"
},
"type": "array"
}
},
"required": [
"ticker",
"assumptions",
"results",
"costBreakdown",
"warnings"
],
"type": "object"
}
}
]
}Verify it yourself
curl -s https://api.teppi.xyz/v1/evidence/sha256:1f5b0ae24b8d20ccec259c4fdcd5cc798546eb2b3bebb729e212fefb59d114e6 | sha256sum